PtP
21-07-2004, 01:11 PM
Low yields and low demand for DDR-2 means that market research firm iSuppli is predicting that the memory manufacturers will fail to reach their 2004 targets.
Principal analyst Nam Hyung Kim said that his firm has been conservative about the speed of migration to DDR-2 since last year. But, he said: "The pace of suppliers' migration to DDR-2 looks even worse than iSuppli had predicted".
Although the Dramurai and Intel are pricing DDR-2 memory at only a small premium over DDR memory, he thinks that few suppliers will keep selling the newer type at such prices. Production costs for DDR-2 remain high.
Nevertheless, it never rains but it pours, and every cloud has a silver lining. The OEMs are buying DDR-2 aggressively, given Intel's shift to the Grantsdale and Alderwood chipsets during the second half of this year.
That means that the box shifters - smaller system integrators than the Dells of this world - could find themselves caught short if they're not careful.
While the rest of the world goes on holiday in August, the system integrators are tapping away in their workshops, hoping to ride the surf of a boom in PC sales.
Principal analyst Nam Hyung Kim said that his firm has been conservative about the speed of migration to DDR-2 since last year. But, he said: "The pace of suppliers' migration to DDR-2 looks even worse than iSuppli had predicted".
Although the Dramurai and Intel are pricing DDR-2 memory at only a small premium over DDR memory, he thinks that few suppliers will keep selling the newer type at such prices. Production costs for DDR-2 remain high.
Nevertheless, it never rains but it pours, and every cloud has a silver lining. The OEMs are buying DDR-2 aggressively, given Intel's shift to the Grantsdale and Alderwood chipsets during the second half of this year.
That means that the box shifters - smaller system integrators than the Dells of this world - could find themselves caught short if they're not careful.
While the rest of the world goes on holiday in August, the system integrators are tapping away in their workshops, hoping to ride the surf of a boom in PC sales.