What you need to know NOW about high density DRAM module market!

PHOENIX, USA: In 2008, the DRAM industry faced a supply glut. ASPs for DRAM chips fell precipitously and as a consequence, DIMM module revenues and profits fell as well. DRAM manufacturers slashed capacity output late in 2008 in order to tighten chip supply.

Near the midpoint of 2010, demand began to recover as the overall global economy stabilized after all of the financial fallout. What resulted was a return to profitability for DIMM module OEMs and third-party module vendors. For 2010, the DIMM module market will experience a 62.3 percent increase in revenues year over year.

A 4.6 percent increase in mid-high server GB/system, YoY in 2010, combined with increased DRAM unit shipments of 20.3 percent YoY in the same year, helped create this return to profitability.

Semico's latest report, DIMM Revenues Soar: High Density DRAM Module Market Overview, forecasts DRAM unit shipments, ASPs and revenues on a quarterly basis through 2011 and yearly through 2014, as the driving force behind the high density DIMM module market. The report also details DRAM chip manufacturer market share and revenue from 1Q'09-1Q'10. It provides both historical trends and forecasts for DIMM module market revenue, 2005-2014.

The report also dissects a few of the key end markets with regard to unit TAM and gigabyte DRAM consumption by density and by year through 2014. Semico takes a look at Intel and AMD platforms as they relate to the computing/server markets.

Finally, the report provides revenue and market share historical data for the Top 10 DIMM modules makers and an overview of the Top 5 third-party module makers.