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Elpida: DDR to outsell RDRAM in Q1 2002
And may dominate DRAM biz in 2H 2002
Elpida's DDR sales will have caught up with RDRAM shipments by the end of the year and will overtake them during the first three months of 2002, the memory maker said yesterday.
Elpida reckons that by the end of 2001, DDR and RDRAM will each account for 15 per cent of the company's memory sales, based on preliminary orders for the second half of the year. So said the Dramurai's US chief, Mike Despotes, in an interview with EBN.
He also said that DDR may even exceed single-rate SDRAM sales in the second half of 2002. That's broadly in line with forecasts made by other DRAM suppliers, but ahead of Infineon's prediction - the German company expects DDR to dominate the memory market in 2003.
RDRAM sales have been rising of late, boosted by Intel's Pentium 4 price cuts and the chip giant's policy of bundling RIMMs with boxed P4s, a practice the company has now ended, however.
Despotes reckons the DRAM market will amount to $14-18 billion this year, well down on last year's $29 billion. ®
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Related Link
EBN: Mike Despotes interviewed