JK, re: "The SDRAM is a shrinking portion of the DRAM market.
By the end of this year the P4 will be at a cross over point with the P3 and the RDRAM volumes will be north of 1.6 B chips per year runrate. This will hurt Micron, Inf, and Hyundai badly."
Now that's funny. <VBG>
That's a run-rate about equivalent to all DRAM used in the Computer segment, including Desk Top's, Work Stations, Lap Top's and Server's. (Note, the Computer segment is forecast to use ~50% of all DRAM's produced in 2001).
Think of it this way, 1.6 B chips is equivalent to 16 chips each in 100 M PC's.
(Or 256MB/PC with 128Mb chips).
With the migration to 128Mb devices, chip count in PC's is actually predicted to go down this year, while bit's/PC increase.
BTW, the markets for Peripherals, Consumer, Communications and Industrial/Other uses the other 50% of forecast DRAM production.
JMHO's |
