Global DRAM revenue to grow until 2001 -Dataquest
SINGAPORE, April 26 (Reuters) - Revenue for the global dynamic random-access memory (DRAM) market is set for a strong rebound from 1999 after three years of declines, an analyst for research firm Dataquest said on Monday.
Global DRAM revenue slid for the third straight year in 1998 to US$15 billion, the lowest DRAM revenue total since 1993, Jim Handy, director and principal analyst for Dataquest's Memories Worldwide programme, told a semiconductor seminar in Singapore.
Dataquest is a unit of U.S. computer information specialist Gartner Group Inc (IT - news).
''1999 will be the first year of the next boom with 49 percent of revenue growth,'' Handy said.
Global DRAM revenue was expected to grow 59 percent and 69 percent in 2000 and 2001 respectively and reach US$61 billion in 2001, he said.
''From 1999 through 2001, the balance between supply and demand will continue to shift away from overcapacity and toward undercapacity,'' Handy said.
Higher-performance personal computers (PC) and software would fuel PC units and memory growth and Intel Corp (INTC - news), the leading maker of microchips, would accelerate the introduction of high-end microprocessors, he said.
''Higher-performance DRAM will be demanded, putting a strain on manufacturers' ability to supply,'' he said.
However, another ''bust'' in the DRAM market was seen in 2002 under the boom/bust cycle and negative growth would emerge in 2002/2003, Handy said.
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