
Memory Module Product Mix

NAND bit shipments outpace DRAM shipments
Bit shipments of DRAM growing at 50% while NAND growing around 200% per year

Memory Market Segments

Memory Drivers
New Technologies like Blade Servers, Virtualization etc
New Applications like High Performance Computing, Large Data bases in Memory for Business Intelligence
Explosion of Consumer Visualization Devices from Cameras to GPS and Mobile Vodeo
Strong demand for high performance and reliability in main DRAM memories..
Big Shift in memory bit consumption from PCs to consumer Devices

Industry Dynamics & Impact on Memory Market


Explosive Growth in Blade Servers

NexGen IP Telecom Converged Networks require large memories
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