DRAM Sales Down 55.5%

[Bozo Galora]

Only cutbacks by major producers will stop the
bloodbath in memory segment, warns analyst

Semiconductor Business News
(06/21/01 08:19 a.m. EST)

EGHAM, England --The incredible
shrinking DRAM business is collapsing
at an unprecedented rate and will
suffer its worst year ever in 2001
with a 55.5% decline in revenues
compared to 2000, according to a
new forecast released by Dataquest
Inc. today.

Dataquest now predicts that
worldwide DRAM revenues will fall
from $31.5 billion in 2000 to $14
billion in 2001. In 1995, DRAM sales
hit their highpoint at just over $40
billion before plunging in the last
semiconductor recession.

Story

 

[Jittles]

Wow. That's quite a big drop.

 

[bacillus]

I'll be calling my stockbroker immediately!

 

[LuNoTiCK]

Thats because dram is so cheap for so much. They cant be making as much, besides like everyone has it already.

 

[Duvie]

most of that drop can be attributed to the dramatic cut in their prices...I would look at quantity of units sold. 2 years ago quality 128mb of PC100 was damn near 100 bucks or more and now I can get quality pc133 256mb for around 38bucks...there is the drop in revenues right there. I will agree pc market has slowed as us economy weakened the last year meaning less people buying new pcs with new memory.

However sh^t loads of ppl and not just the ones here at the forum have been taking advantage of the bargain basement prices and buying ram to upgrade older systems. I would really like to see units sold and I bet they wont be minus 55.5 percent.

Some of this should be attributed to lower cost of production without growth in market, over supply for the last 2 years meaning they needed to go idle for months to work through supply, and emerging competing memory confusing customers. Prices were high around 2-3 years ago cause of so called reasons of taiwan earthquake effecting world-wide supply.