Hi all; Samsung increases DDR end of year estimate by 400% in ~60 days, LOL!!!
Here's what Samsung was saying back on June 15th:
Rambus chips to exceed 1GHz
Sumner Lemon, IDG News Service, June 14, 2001
...
Currently, demand for DDR is outpaced by RDRAM, but shipments of DDR memory will surge next year if Intel pushes the use of DDR chips in desktop PCs, said Ilung Kim, vice president of memory marketing at South Korea's Samsung Electronics Co. Ltd., in remarks made at the Computex exhibition in Taipei last week.
"If Intel jumps into the desktop DDR market, it can really take off," Kim said.
And DDR has the opportunity to grab a place in memory markets beyond the desktop. From next year, DDR chips will increasingly be found in servers, reducing the use of RDRAM in this sector of the memory market, said Kim, adding that servers account for about 7 percent of the total market for memory chips.
DDR production is expected to account for 5 percent of Samsung's memory chip output by the end of 2001, representing 30 percent of total worldwide DDR production, Kim said, adding that DDR currently accounts for less than 3 percent of current production. By comparison, RDRAM accounted for 25 percent of Samsung's memory chip production during May and this is expected to rise to 30 percent by year-end, Kim said.
itworld.com
Since June, there's been rumors of massive industry movement to DDR. For instance:
DDR SDRAM to Grow More Popular in H2'01
The mainboard manufacturers are going to start pushing their DDR products into the mainstream market quite intensely.
xbitlabs.com
A lot of that movement is undoubtedly due to Micron's forcing the price of DDR down. And why wouldn't they, if industry went to RDRAM Samsung would have the advantage, rather than Micron.
So the motherboard makers and system integrators sent orders to the memory makers, and now Samsung has to up their 5% production estimate for DDR at the end of the year to 25%:
John G. Spooner, CNET, August 7, 2001
...
Samsung officials say they believe that RDRAM and DDR will make up about 25 percent each of its memory mix, with SDRAM accounting for the remaining 50 percent, by the end of the year. Currently, the memory maker's mix is about 20 percent RDRAM, less than 10 percent DDR SDRAM and 70 percent SDRAM, company executives told News.com recently.
...
news.cnet.com
Say goodbye to RDRAM! So, long, it was nice knowing ya!
-- Carl
P.S. Thanks to SwizzleStick98 on Yahoo for the idea:
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