DRAM modules, reliant on PCs, have stalled in their growth as PC sales have slowed to a crawl. The amount of DRAM modules shipped in 2012 has been handicapped by the lack of movement in the PC market, but strong DRAM ASPs in the early part of 2012 have helped to improve revenues for DRAM module makers. The remainder of 2012 and early 2013 is not looking to bring any respite as the global economic outlook continues to be gloomy. This report will focus on how the current state of the PC market is affecting the DRAM module market, and how the upcoming release of Windows 8 will factor in and where the DRAM module market goes moving forward.
Key Issues Addressed
- How will the DRAM market develop in the next five years?
- How large is the module market and what has changed to make it a substantial business in the past few years?
- What is the regional DRAM module market split in the U.S., EMEA, China, Japan and rest of Asia-Pacific?
- What are the dynamics of PC replacement and upgrade cycles?
- Who are the major third party DRAM suppliers and how will they perform financially?
- What are the challenges and opportunities for this market in the short and long term?
- PC OEMs: Procurement
- DRAM Suppliers: Marketing
- DRAM Module Manufacturers: Sales, Marketing
- AMB / Register Suppliers: Marketing, Planning
- Semiconductor equipment Firms: Marketing
- Packaging & testing Companies: Marketing
- Financial services
Senior Analyst, Memory & Storage
Clifford is responsible for providing research, analysis, and forecasting of DRAM and Flash memory from the demand side. His duties also include analyzing the DRAM upgrade module.