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Sharath666
I want to know why are we comparing DRAM sales numbers with that of NAND. ...
dylan.mcgrath
Yes. Thank you for bringing this error to my attention.
When will NAND sales surpass DRAM?
Dylan McGrath
8/16/2012 9:08 PM EDT
Mobility—smartphones and media tablets—is the driving force in electronics today. PC sales, meanwhile, are sluggish, with a forecast growth rate of only about 5 percent, according to International Data Corp.
Despite that, sales of DRAM—the main memory in PCs—remain greater that those of NAND, and are likely to stay that way for at least the next couple of years, according to market researchers. IC Insights, which expects total flash memory sales to eclipse DRAM sales for the first time this year, expects NAND to overtake DRAM sales in 2014. IHS iSuppli, however, forecasts that DRAM will remain in the lead through at least 2016.
Mike Splinter, chairman and CEO of chip equipment vendor Applied Materials Inc., was asked during a conference call following Applied's quarterly report Wednesday (Aug. 15) when he expected the NAND market to overtake the DRAM market.
"I think that's really totally dependent on solid-state drives," Splinter said. He had noted earlier in the call that adoption of SSDs is not happening as quickly as forecast.
"We've been quite disappointed that tablets and smartphones haven't accelerated the use of flash capacity," Splinter said. He added that Applied's hope now is that SSDs will take off with the introduction of ultrabooks—the thin, low power notebook PC concept being driven by Intel Corp.
Splinter noted that the size of the markets is now relatively the similar (about $26 billion to $28 billion for NAND, and about $28 billion to $30 billion for DRAM). Despite analysts' forecasts, Splinter suggested that a surge of NAND buying could cause it to overtake DRAM as quickly as next year.
Is such a surge in the cards? According to Splinter, that's up to SSDs.
Related stories:
Despite that, sales of DRAM—the main memory in PCs—remain greater that those of NAND, and are likely to stay that way for at least the next couple of years, according to market researchers. IC Insights, which expects total flash memory sales to eclipse DRAM sales for the first time this year, expects NAND to overtake DRAM sales in 2014. IHS iSuppli, however, forecasts that DRAM will remain in the lead through at least 2016.
Mike Splinter, chairman and CEO of chip equipment vendor Applied Materials Inc., was asked during a conference call following Applied's quarterly report Wednesday (Aug. 15) when he expected the NAND market to overtake the DRAM market.
"I think that's really totally dependent on solid-state drives," Splinter said. He had noted earlier in the call that adoption of SSDs is not happening as quickly as forecast.
"We've been quite disappointed that tablets and smartphones haven't accelerated the use of flash capacity," Splinter said. He added that Applied's hope now is that SSDs will take off with the introduction of ultrabooks—the thin, low power notebook PC concept being driven by Intel Corp.
Splinter noted that the size of the markets is now relatively the similar (about $26 billion to $28 billion for NAND, and about $28 billion to $30 billion for DRAM). Despite analysts' forecasts, Splinter suggested that a surge of NAND buying could cause it to overtake DRAM as quickly as next year.
Is such a surge in the cards? According to Splinter, that's up to SSDs.
Related stories:
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resistion
8/16/2012 11:02 PM EDT
It would be more helpful to break DRAM down further into mobile DRAM and Standard DRAM.
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resistion
8/16/2012 11:47 PM EDT
"Despite that, sales of DRAM—the main memory in PCs—remain greater that those of DRAM" (latter should be NAND??)
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dylan.mcgrath
8/17/2012 10:50 AM EDT
Yes. Thank you for bringing this error to my attention.
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Sharath666
8/21/2012 2:22 AM EDT
I want to know why are we comparing DRAM sales numbers with that of NAND. Instead shouldn't we be comparing NAND with HDD?
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