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Analyst: PC DRAM content in steady decline

Posted: 14 Mar 2013 ?? ?Print Version ?Bookmark and Share

Keywords:DRAM? notebook? desktop? OEM?

According to the latest data from IHS, there is a persistent decrease in dynamic random access memory (DRAM) content in notebooks and desktops since 2007. Annual growth in the average DRAM usage per shipped PC has been slowing dramatically since peaking in 2007. Following a 21.4 per cent increase in 2012, the average growth of DRAM content per PC will decline to a record low of 17.4 per cent this year. This compares to the high point of 56.1 per cent in 2007, and 49.9 per cent in 2008, indicated the market research firm.

"For a generation, PCs have steadily improved their hardware performance and capabilities every year, with faster microprocessors, rising storage capacities and major increases in DRAM content," said Clifford Leimbach, memory analyst at IHS. "These improvements-largely driven by rising performance demands of new operating system software-have justified the replacement cycle for PCs, compelling consumers and businesses to buy new machines to keep pace. However, on the DRAM front, the velocity of the increase has slackened. This slowdown reflects the maturity of the PC platform as well as a change in the nature of notebook computers as OEMs adjust to the rise of alternative systems-namely smartphones and media tablets."

The growth in DRAM loading in PCs is expected remain in a low range in the coming years, rising by 21.3 per cent in 2014 to and then continuing in the 20 per cent range until at least 2016.

Notebooks increasingly are adopting ultrathin form factors and striving to increase battery life in order to become more competitive with popular media tablets. Because of this, DRAM chips must share limited space on the PC motherboard with other semiconductors that control the notebook's other functions. Incorporating more DRAM bits can limit other notebook capabilities.

Notebook makers have shown a willingness to limit increase in DRAM on their systems, rather than sacrifice the thin form factor or eschew other features. For desktops, the slowing in DRAM bit growth reflects the maturity of PC hardware and OS. DRAM has become less of a bottleneck in PC performance, tempering the need to increase DRAM bits in each system to ostensibly improve system speed.

Moreover, a change in PC OS requirements has had the effect of limiting growth in DRAM loading. The latest version of Windows, in particular, has not required a step up in DRAM content, unlike previous Windows system versions where increased DRAM loading was explicitly required for desktops to avail of optimal performance that came with a new OS.

"All told, PCs no longer need to add DRAM content as much as they did in the previous times, when failure to increase memory content in either desktops or laptops could have resulted in a direct impediment to performance," Leimbach said. "The new normal now calls for a different state of affairs, in which DRAM PC loading won't be growing at the same rates seen in past years."

PCs historically have dominated DRAM consumption. However, starting in 2Q12, PCs accounted for less than half of all DRAM shipmentsthe first time in a generation that they didn't consume 50 per cent or more of the leading type of semiconductor memory. This is partly due to slowing shipment growth for PCs, combined with the deceleration in DRAM loading growth.

The development also illustrates the diminishing dominion of PCs in the electronics supply chainand represented another sign of the post-PC era.

"The arrival of the post-PC era doesn't mean that people will stop using personal computers, or even necessarily that the PC market will stop expanding," Leimbach said. "What the post-PC era does mean is that personal computers are not at the centre of the technology universe anymoreand are seeing their hegemony over the electronics supply chain erode. PCs are no longer generating the kind of growth and overwhelming market size that can single-handedly drive demand, pricing and technology trends in DRAM any many other major technology businesses."

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