New Forces Are Changing DRAM Market Landscape

Electronic News, March 5, 2001 by Farhad Tabrizi

AII-Terrain Demand

The topography of the DRAM terrain is changing rapidly, incorporating a multitude of applications that will continue to pilot DRAM demand in new directions. Bit growth, an average of more than 75 percent from year to-year, will be augmented as new and numerous application appear on the horizon, encompassing not only PCs, but also graphics, telecom, networking, communications, wireless, consumer electronics and server-related products for Internet connections.

This changing landscape will present forward-looking companies with many opportunities. For memory makers, this market diversification bodes well for future DRAM market growth.

Farhad Tabrizi is vice president of worldwide memory products at Hyundai Electronics Industries CO. Lt., based in Ichon, South Korea.

                    DRAM Unit Consumption Non-PC Market
                                 1999 2004
Computer                          61%  39%
Communications                    10%  24%
Consumer                           9%  23%
Industrial/Other                  12%   7%
Peripheral                         8%   7%
Non-PC Market Portion is growing  19%  47%
SOURCE: SEMICO RESEARCH CORP.