Breaking News
Comments
Oldest First | Newest First | Threaded View
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?

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.

 

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.

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.

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.



Radio
LATEST ARCHIVED BROADCAST

What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.

Brought to you by:

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Like Us on Facebook
Special Video Section
With design sizes expected to increase by 5X through 2020, ...
01:48
Linear Technology’s LT8330 and LT8331, two Low Quiescent ...
The quality and reliability of Mill-Max's two-piece ...
LED lighting is an important feature in today’s and future ...
05:27
The LT8602 has two high voltage buck regulators with an ...
05:18
Silego Technology’s highly versatile Mixed-signal GreenPAK ...
The quality and reliability of Mill-Max's two-piece ...
01:34
Why the multicopter? It has every thing in it. 58 of ...
Security is important in all parts of the IoT chain, ...
Infineon explains their philosophy and why the multicopter ...
The LTC4282 Hot SwapTM controller allows a board to be ...
This video highlights the Zynq® UltraScale+™ MPSoC, and sho...
Homeowners may soon be able to store the energy generated ...
The LTC®6363 is a low power, low noise, fully differential ...
See the Virtex® UltraScale+™ FPGA with 32.75G backplane ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LTC®2983 measures a wide variety of temperature sensors ...
The LTC®3886 is a dual PolyPhase DC/DC synchronous ...