Feeds

Memory claws its way back

PC133 to reach volume end of year

  • alert
  • submit to reddit

The essential guide to IT transformation

Opinion The memory market is currently on the up, clawing its way slowly out of one of the biggest troughs in many years. SDRAM, presently the biggest volume product, has been in oversupply. Manufacturers have been overproducing during the first quarter 1999, for a market that has not expanded to prediction. Realising this, most have cut back production and are now able to sell at a profit, something that has not happened since January 1999. The first half of the year has been tough, with a capital 'T'. Dane-Elec has witnessed a lot of its competitors closing down or ceasing to sell memory. As for the resellers, memory sales are linked to PC sales and these have been dire this year so far. However, looking on the bright side, we are very optimistic about the balance of 1999 and expect to reach or exceed targets by the end of the year. All predictions show that the memory market is always growing, although sometimes at a lesser pace than at others. Historically, there is always a year on year revenue growth, it all comes down to supply and demand and whether a balance can be kept. People still need computers, and therefore memory, so as long as there is a computer market the memory market will follow. This year has been below expectations, but seems to be picking up now and is expected to stay this way for the remainder of 1999. Looking ahead there are several developments that are likely to affect the memory market in the new millennium. Flash is an up and coming arena that I believe is going to take off 'big time' over the next year, with a four-fold increase in units sold by end 2000. VRAM sales are fairly static and likely to stay this way, fixed by the number of PC's sold. Although talks of 32MB and 64MB cards being developed are busy circulating. We know from earlier this year that there is capacity to produce this product, and manufacturers will use their facilities to the full if they see the demand. Other products like set top boxes are also likely to increase the world wide volume of memory that is required. Another new technology likely to drive the market forward and the cause of recent problems is Rambus. Rambus is much harder to manufacture than PC100, the modules are harder to build and consequently will be a lot more expensive. Most DRAM OEMs realised that in order to produce Rambus in volume (which was forecast for end Q1999) they would have to increase production capacity as they expected to get a much lower yield per silicon wafer. Hence the overproduction this year. Rambus still has not taken off -- PC133 is just another variety of SDRAM. We expect volume sales to start during Q4 1999. Price will be slightly higher than PC100s, the only problem will be having yet another product line to stock. Difficult for the brokers, not for the distributors and manufacturers. ® Alan Stanley is UK managing director of memory company Dane-Elec

5 things you didn’t know about cloud backup

More from The Register

next story
Microsoft exits climate denier lobby group
ALEC will have to do without Redmond, it seems
Caught red-handed: UK cops, PCSOs, specials behaving badly… on social media
No Mr Fuzz, don't ask a crime victim to be your pal on Facebook
Barnes & Noble: Swallow a Samsung Nook tablet, please ... pretty please
Novelslab finally on sale with ($199 - $20) price tag
Ballmer leaves Microsoft board to spend more time with his b-balls
From Clippy to Clippers: Hi, I see you're running an NBA team now ...
Kate Bush: Don't make me HAVE CONTACT with your iPHONE
Can't face sea of wobbling fondle implements. What happened to lighters, eh?
Video of US journalist 'beheading' pulled from social media
Yanked footage featured British-accented attacker and US journo James Foley
Amazon takes swipe at PayPal, Square with card reader for mobes
Etailer plans to undercut rivals with low transaction fee offer
Assange™: Hey world, I'M STILL HERE, ignore that Snowden guy
Press conference: ME ME ME ME ME ME ME (cont'd pg 94)
Call of Duty daddy considers launching own movie studio
Activision Blizzard might like quality control of a CoD film
prev story

Whitepapers

Implementing global e-invoicing with guaranteed legal certainty
Explaining the role local tax compliance plays in successful supply chain management and e-business and how leading global brands are addressing this.
7 Elements of Radically Simple OS Migration
Avoid the typical headaches of OS migration during your next project by learning about 7 elements of radically simple OS migration.
BYOD's dark side: Data protection
An endpoint data protection solution that adds value to the user and the organization so it can protect itself from data loss as well as leverage corporate data.
Consolidation: The Foundation for IT Business Transformation
In this whitepaper learn how effective consolidation of IT and business resources can enable multiple, meaningful business benefits.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?