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DRAM Market’s Woes Are Over in 2012, Courtesy of Elpida BankruptcyMay 15, 2012The market for dynamic random access memory (DRAM) is expected to partially reverse the drastic losses it incurred in 2011 and achieve revenue growth this year, the result of balanced supply and demand following the exit of major manufacturer Elpida Memory Inc., according to an IHS iSuppli DRAM Market Tracker report from information and analytics provider IHS (NYSE: IHS).
Global DRAM industry revenue this year is forecast to reach $30.6 billion, up 3.3 percent from $29.6 billion in 2011. Although seemingly small, the revenue expansion for 2012 is a welcome development given the stunning 25 percent contraction last year.
No Contest: Apple iOS to Maintain Tablet Dominance in 2012May 15, 2012After suffering a temporary dip in market share in the fourth quarter of 2011, Apple Inc.’s iOS is expected to reassert its commanding leadership of the worldwide tablet space in 2012, according to an IHS iSuppli Worldwide Tablet Market Tracker report from information and analytics provider IHS (NYSE: IHS).
After dipping to 55.1 percent in the fourth quarter of 2011, according to a final estimate, the Apple operating system’s share of worldwide tablet sales—a segment including both media tablets and PC-type tablets—is set to recover to 61 percent for the full year of 2012, about the same portion it had in 2011.
Desktops Set to Adopt 2.5-Inch Hard Drives as All-in-One PC Form Factor Gains FavorApril 13, 2012Demand from all-in-one PCs combined with requirements for lower power consumption and a thinner, smaller storage alternative to existing 3.5-inch hard disc drives (HDD) will help create a viable market for 2.5-inch HDDs in desktops beginning next year.
Thailand Flooding Helps Seagate Move into First Place in Hard Drive Market in Fourth QuarterFebruary 29, 2012Seagate Technology LLC recaptured the lead in hard disk drive (HDD) shipments during the fourth quarter of 2011, ousting Western Digital Corp., which suffered heavy losses in the devastating Thailand floods last year.
In the final quarter of 2011, Seagate shipped 46.9 million HDD units worldwide, compared to 28.5 million for archrival Western Digital, according to an IHS iSuppli Storage Space Market Brief from information and analytics provider IHS (NYSE: IHS).
Thai Floods Continue to Impact Hard Drive Manufacturing, with High Prices and Short Supplies LingeringFebruary 10, 2012Although hard disk drive (HDD) supplies in the first quarter commenced their recovery from the disastrous floods that struck Thailand in late 2011, a full recovery of production is still months away, with unit shipments not expected to return to annual growth until the third quarter, according to IHS iSuppli Memory & Storage research from information and analysis provider IHS (NYSE: IHS).
Cloud Server Market Set to Double from 2010 to 2012January 16, 2012Spurred by the rising use of online storage and infrastructure systems to support services like Apple Inc.’s iCloud, cloud servers will enjoy robust prospects in 2012 and then move on to become the fastest-growing segment of the server industry within three years.
Cache SSD Shipments to Explode, Driven by Intel Ultrabook InitiativeJanuary 12, 2012Booming sales of ultrabooks spurred by strong support from Intel Corp. will drive explosive growth in the market for cache solid state drives (SSDs) in the coming years, with shipments set to soar more than a hundredfold by the end of 2015, up from less than one million units in 2011.
Intel Takes Ultrabooks Further Down the Tablet Path at CESJanuary 10, 2012Intel Corp. at CES on Monday demonstrated a prototype ultrabook dubbed Nikiski that features a transparent touch pad panel allowing tablet-style operation. The advent of the Nikiski represents the first wave of what promises to be a deluge of tablet-style ultrabooks designed to stave off the inroads of Apple Inc.’s iPad and other competing devices.
Atom Bomb Doesn’t Detonate Intel’s Microprocessor Business in Q3December 22, 2011Despite a plunge in sales of its Atom chips destined for the moribund netbook market, Intel Corp. in the third quarter managed to expand its leadership position in the global microprocessor business on the strength of its corporate sales.
Intel in the third quarter accounted for 83.7 percent of global microprocessor revenue, up 1.2 percentage points from the 82.5 percent it held in the second quarter of 2011
Thailand Flood Spurs Nearly 4 Million-Unit Shortfall in PC Shipments in Q1 2012December 08, 2011
Hard disk drive (HDD) shortages triggered by the Thailand flood will result in a 3.8 million-unit shortfall in PC shipments in the first quarter of 2012 compared to the previous IHS forecast issued in August. This will contribute to a reduced forecast for the whole of next year, with global PC shipments now expected to expand by only 6.8 percent in 2012, down from the previous outlook of 9.5 percent growth.
Lenovo Jumps to No. 2 PC Rank in Q3, Challenging HP’s LeadNovember 30, 2011Riding a strong surge in shipments, China’s Lenovo in the third quarter jumped one rank to become the world’s second-largest PC brand, surpassing Dell Inc.—and mounting the most serious challenge to Hewlett-Packard Co.’s (HP) hegemony that the market has been seen in more than three years.
Ultrabooks to Deliver Ultrafast GrowthNovember 07, 2011In a bid to stave off the rising competitive threat posed by media tablets, the mobile PC market is embracing the new ultrabook platform in a big way, with shipments expected to rise to account for more than 40 percent of all notebooks by 2015, according to the IHS iSuppli Compute Platforms service at information and analysis provider IHS (NYSE: IHS)
Thailand Flood Exerts Broad Impact on Electronics Supply ChainOctober 31, 2011The catastrophic flooding in Thailand is affecting the production of several key end products, electronic parts and subsystems—most notably automobiles, car components, cameras, analog and discrete semiconductors, and hard disk drives. The disruption to the electronics supply chain is having an indirect impact in turn on the production of other devices and systems, including notebook PCs, dynamic random access memory (DRAM), cameras and set-top boxes. Beyond Thailand itself, the worst-impacted country is Japan, which maintains extensive manufacturing operations in areas affected by the disaster.
Thailand Flood Disrupts Hard Disk Drive SuppliesOctober 17, 2011Thailand, the world’s second largest exporter of hard disk drives (HDD) behind China, has experienced its worst floods in more than 50 years, potentially leading to a shortage of HDD supplies during the current quarter that may last into the first quarter of 2012. While it is too early to gauge the extent of the impact of the floods, HDD supplies are likely to be constrained throughout the fourth quarter, according to Fang Zhang, storage analyst at IHS.
Market for Hard Drives and Other Storage Devices Expands Despite ChallengesOctober 12, 2011Shipments of storage devices for computers rose across the board during the second quarter, resulting from the March earthquake in Japan after panicked manufacturers strove to replenish stockpiles, according to a new IHS iSuppli Storage Market Tracker from information and analysis provider IHS (NYSE: IHS).
Despite Media Tablet Inroads, The Notebook PC Lives OnSeptember 29, 2011Although the media tablet war has inflicted an early casualty on the mobile PC industry with the demise of the netbook, the overall notebook market will live to fight another day, with shipments rising by 100 million units by 2015 partly because of the rising sales of PC tablets, according to new IHS iSuppli Compute Platforms Service research from information and analysis provider IHS (NYSE: IHS).
Intel Gains Microprocessor Share on Strength of PC Sales and Sandy Bridge SuccessSeptember 28, 2011Aided by a recovery in the PC market and by strong shipments of its new Sandy Bridge chips, Intel Corp. in the second quarter expanded its lead in the global microprocessor market compared to a year earlier, according to the latest IHS iSuppli Computer Systems research from information and analysis provider IHS (NYSE: IHS).
China’s Lenovo Becomes Third Largest PC OEM in Q2; Apple and Samsung Post Strong GrowthSeptember 19, 2011Capitalizing on strong sales in China and the United States—as well as on a weak performance by close rival Acer Inc.—Lenovo Group Ltd. in the second quarter rose one rank to became the world’s third largest PC brand, according to the new IHS iSuppli Compute Platforms Q3 2011 Market Tracker from information and analysis provider IHS (NYSE: IHS).
Hard Disk Drive Shipments Rise 4 Percent in Second QuarterSeptember 06, 2011Despite the impact of the Japan earthquake, shipments of hard disk drives (HDD) edged up in the second quarter, according to a new IHS iSuppli Storage Space Market Brief from information and analysis provider IHS (NYSE: IHS).
Can Seagate’s Thin Hard Drive Stave Off the Threat of SSDs?August 04, 2011Seagate Technology LLC’s introduction of a super-slim hard disk drive (HDD) could help the HDD industry stave off the incursion of solid-state drives (SSDs) in the notebook personal computers (PCs) and media tablet markets, according to data from the IHS iSuppli Memory and Storage Service from information and analysis provider IHS (NYSE: IHS).