Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
daleste
User Rank
Author
Re: Broader Problems?
daleste   8/11/2013 3:20:38 PM
NO RATINGS
This may just be a case of over supply.  Are the run rates for tablets and smart phones slowing?  Are there too many suppliers for flash?  It always seems to be the case that each of the suppliers plan to grow faster than the market and this causes an inventory build.

goafrit
User Rank
Author
Re: Broader Problems?
goafrit   8/6/2013 3:05:59 PM
NO RATINGS
>> The softening prices are in the NAND flash domain. Not the DRAM market.

Very good differentiation and explanation. DRAM market will track the smartphone overall trajectory which still looks good now.

goafrit
User Rank
Author
Re: Broader Problems?
goafrit   8/6/2013 3:04:56 PM
NO RATINGS
>>  And now there is a surplus in the DRAM supply chain? 

There is always the surplus in DRAM as they usually follow a pattern. Stock, use and then re-order.  I do not think this shows any pattern of slow down. The economy will always drive this trajectory and I do not see a lot of slowdown. With the housing recovery, expect everything to stay positive.

Peter Clarke
User Rank
Author
Re: Broader Problems?
Peter Clarke   8/5/2013 6:23:52 AM
NO RATINGS
The softening prices are in the NAND flash domain. Not the DRAM market.

 

DRAM market is dependent on the PC market, known to be soft, but with a long-term replacement proposition. The NAND flash is dependent on the smartphone and tablet computer markets which appear to be softer than previously expected in Q3 and possibly in H2.

 

Tom Murphy
User Rank
Author
Broader Problems?
Tom Murphy   8/2/2013 6:59:44 PM
Interesting.  Although they are two separate markets, I can help noting that IDC's outlook for chip sales show a 6.9% increase in 2013, but a slowdown to 2.7% in 2014.  And now there is a surplus in the DRAM supply chain? 

I'm not hunting for cloudy skies, but who thinks this is a warning of a much broader slowdown for tech?  Or is this just a coincidence?



Top Comments of the Week
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

Awesome 3D Electronic Sculptures
Max Maxfield
10 comments
I recently received an email from someone we'll call Martin (because that's his name). Martin's message was short and sweet. In its entirety it read: "You need to see this!"

Jack Ganssle, Embedded.com

Processor Pinups
Jack Ganssle, Embedded.com
4 comments
My wife and I joke about our “adult” magazines. For her, those are the publications about beading. For me, they’re tool catalogs and Fine Woodworking magazine. The latter ...

Rajaram Regupathy, Cypress Semiconductor

Add USB Battery Charging Protocols to an Android-Based Design
Rajaram Regupathy, Cypress Semiconductor
Post a comment
Editorial Note: Excerpted from Unboxing Android: A hands on approach with real world examples, by Rajaram Regupathy, the author takes you through the process incorporating effective power ...

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
16 comments
As every developer knows, there are the paper specifications for a product design, and then there are the real requirements. The paper specs are dry, bland, and rigidly numeric, making ...

Special Video Section
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...
Avago’s ACPL-K30T is the first solid-state driver qualified ...
NXP launches its line of multi-gate, multifunction, ...
Doug Bailey, VP of marketing at Power Integrations, gives a ...
See how to ease software bring-up with DesignWare IP ...
DesignWare IP Prototyping Kits enable fast software ...
This video explores the LT3086, a new member of our LDO+ ...
In today’s modern electronic systems, the need for power ...
Radio
LATEST ARCHIVED BROADCAST
EE Times Senior Technical Editor Martin Rowe will interview EMC engineer Kenneth Wyatt.
Flash Poll