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Mobile devices surpass traditional PCs in DRAM consumption

Posted: 27 Jun 2013 ?? ?Print Version ?Bookmark and Share

Keywords:DRAM? tablets? PC?

IHS has predicted that mobile platforms such as cell phones and media- and PC-type tablets will overtake traditional desktops, notebooks and servers as the biggest consumer of DRAM. In 2015, the mobile devices will use $11.6 billion worth of DRAM. Such a level compares to $9.9 billion for conventional PCs. In all, this will mark the first time ever that the mobile platforms have accounted for the majority of DRAM consumptionand the first time since the 1980s that traditional PCs haven't led in the area, indicated the market research firm.

"The fortunes of the PC and DRAM industries have been intricately intertwined for 30 years now," said Dale Ford, senior director at IHS. "DRAM makers have centred their technology, capacity and product strategies on the needs of their PC customers. At the same time, the performance of the DRAM business has been dependent on upturns and downturns in the PC market. But with the decline of the PC market and rise of wireless platforms, this alignment is coming to an end."

The demise of the PC industry's hegemony in the DRAM market reflects a broader trend throughout the electronics business, spurred by the arrival of the post-PC era.

"The post-PC era is already a reality in the electronics supply chain," Ford noted. "This new era doesn't mean that consumers and companies will stop buying and using traditional personal computers. What this does mean is that PCs are not at the centre of the technology universe anymore. PCs are no longer driving the action in the global electronics supply chaina development that has tremendous implications for the future of the high-tech industry."

Similar trends to the DRAM market are occurring in other areas, with traditional PCs seeing their dominance over demand and technology development erode in the storage, display, software and overall semiconductor markets.

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