NAND Flash could kill PC DRAM?


DRAM industry is facing a serious threat of NAND flash memory in its largest market: PC. That is according to a new study just released by the research Objective analysis firm.After considering "a wide range of DRAM and NAND configurations" so that close to 300 marks industry standard PC, the researchers found that even at the price of today, a value of a dollar of NAND flash improves performance of PC more added value of the dollar, a DRAM."Over time the price/performance gap between these two technologies is widening," driving NAND to become the memory of choice in the PC, said Jim Handy, the author of the study. "Once [OEMs] and end users discover this fact, the capacity of DRAM PC will stop growing." The latter will lead to further decreases in revenue DRAM, fastest DRAM market consolidation and the possible rise of an added DRAM fabless, Handy market.The study reinforces the findings by several University researchers and data center managers who say that NAND is more likely to replace DRAM computer as its disk hard drives (hard drives)."A balance appropriate to NAND, DRAM and HDD gives superior performance per dollar for a simple system of DRAM/HDD," said Handy. "A well-designed combination of NAND/DRAM brings performance SSD resembling a system at little or no increase in prices on a standard system based on the platform of DRAM-more-disk hard classic."

The market research firm iSuppli says that the DRAM market changed direction in 2011 and that he fell more severely than expected. At the same time, NAND flash prices continued to decline.Worldwide DRAM revenue in 2011 should decrease by 11.8%, 40.3 billion in 2010 to $ 35.5 billion, iSuppli said in a report."The fall to two-digit represents a stark reversal of the increase of 77.5% of DRAM revenue in 2010 compared to 2009, iSuppli said. "Several years after that 2011 will be as turbulent for DRAM revenues."

At the same time, the world supply of bit NAND flash should increase year 79 per cent in the year in 2011, according to DRAMeXchange.Study of objective analysis, "how PC NAND will be undermining DRAM," includes 50 numbers to graphically represent the nature of the compromise NAND/DRAM and forecasts based on these information illustrating the impact on the markets of the DRAM and NAND. This study can be ordered online."The DRAM makers will have to do some serious thinking about their future," said Handy. "Since the mid-1990s, the market has consolidated 17 important players up to seven, and when the PCs move to NAND the pace of this consolidation will increase."


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