DRAM recovery on the way
After falling 25% last year, the DRAM market will grow 3% this year, says IHS. The DRAM business is on an upwards trend, topping $30bn this year and set for $40bn in 2016.
The drivers are thin notebooks, smartphones and tablets.
‘Ultrathin PC -a category that includes Intel Corp.’s ultrabooks, the MacBook Air and ARM-based lightweight PCs – will present plenty of new opportunities for low-power DRAM, especially when ultrathins comprise the majority of shipments by 2016,’ says IHS.
Average DRAM content in smartphones this year will amount to 5.1Gb, up from 3.5Gb last year and from 2.3Gb in 2010. Overall, the net increase in DRAM due to smartphones will equate to a CAGR of 65% from 2011 to 2016.
Average DRAM content in 2012 for tablets is projected to hit 8Gb, up from 4.5Gb last year and 2.5Gb in 2010. When tablet shipment increases are combined with DRAM content growth, DRAM use in tablets will have a 95% CAGR for 2011 to 2016.