The Register...
Posted 29/07/99 10:48am by Drew Cullen
Rambus to win memory war
PC133 may be winning the memory battle, but it certainly won't win the war against
Rambus, according to Cahners In-Stat Group.
The market research firm predicts Rambus will "capture the leading market share
over the next several years".
It forecasts 60 per cent market share, but then sits on a couple of fences with some
scenarios under which competing architectures could "capture sockets currently
forecasted for RDRAM". This could see RDRAM end up with anything between 33
and 73 per cent of the memory market.
Steve Cullen, principal DRAM analyst for Cahners, says: "Contrary to what other firms
are saying, we believe it is not a question of whether Rambus will be successful, but
rather when. RDRAM has a significant advantage in bandwidth per pin that helps to
satisfy processors' insatiable appetite for data. Rambus will be a major factor in
differentiating first-tier DRAM suppliers from the rest of the pack. DRAM suppliers that
do not adopt Rambus will see shrinking market share for PC DRAM and suffer overall
dropping unit volumes."
Intel is bankrolling Rambus to the tune of $1 billion and its marketing and distribution
muscle will ensure a big take-up for the technology, according to Cahners.
See also
Rambus real loser in PC133 wars
What do Micron, Samsung and Rambus have in common?
PC-133 wins the day in old Taipei
What the hell is Camino and Rambus all about?
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