According to Bloomberg, the memory chip used by the Apple Inc. (US-AAPL) iPad is about 75% less than that of a regular notebook computer, causing computer memory makers to be uneasy and deepening the memory industry losses.
According to Bloomberg estimates, over the past three years, Elpida (Elpida Memory Inc.JP6665), Hynix Semiconductor Inc. (Hynix Semiconductor Inc.KR-000660) and other (DRAM) manufacturers of dynamic random access memory loss adds up to 140 One hundred million U.S. dollars. DRAM is the most common chip in computers. Research firm DRAMeXchange once predicted that these companies are betting that the memory industry will continue to grow and therefore spend US$37 billion to build factories.
In the personal computer (PC) shipments are not as good as analysts expected, coupled with iPad sales reached 11.1 million unprecedented record, DRAM prices tumbled to a record low this month. Due to the global economic difficulties and the reduction of PC production caused by floods in Thailand, some DRAM makers may not have enough money to follow the diversification of Samsung Electronics Co., Ltd. (KR-005930) to specialized chips such as smart phones, tablets and servers. Come to profit.
Chen Liwei, an analyst at Taipei Polaris Securities, said: "DRAM makers invest too much, and they have too many bets on the computer industry to grow forever. If the iPad does not show up, then this is fine."
Researchers Gartner Inc. and IDC said last month that PC shipments in the previous quarter were hit by high-profile tablet PCs such as the iPad. Gueng said that PC shipments rose 3.2% to 92 million units, down from the previous forecast of 5.1% growth. In the same period, iPad sales surpassed Dell (Dell Inc.) Computer shipments, which ranks third in global PC sales.
After the Apple iPad was sold last year, it sold about 40 million units, and its revenue reached 25.3 billion US dollars. According to Forrester Research Inc., Apple sold 20 million iPads worldwide in the year-end holiday shopping season, setting a record.
According to Bloomberg estimates, over the past three years, Elpida (Elpida Memory Inc.JP6665), Hynix Semiconductor Inc. (Hynix Semiconductor Inc.KR-000660) and other (DRAM) manufacturers of dynamic random access memory loss adds up to 140 One hundred million U.S. dollars. DRAM is the most common chip in computers. Research firm DRAMeXchange once predicted that these companies are betting that the memory industry will continue to grow and therefore spend US$37 billion to build factories.
In the personal computer (PC) shipments are not as good as analysts expected, coupled with iPad sales reached 11.1 million unprecedented record, DRAM prices tumbled to a record low this month. Due to the global economic difficulties and the reduction of PC production caused by floods in Thailand, some DRAM makers may not have enough money to follow the diversification of Samsung Electronics Co., Ltd. (KR-005930) to specialized chips such as smart phones, tablets and servers. Come to profit.
Chen Liwei, an analyst at Taipei Polaris Securities, said: "DRAM makers invest too much, and they have too many bets on the computer industry to grow forever. If the iPad does not show up, then this is fine."
Researchers Gartner Inc. and IDC said last month that PC shipments in the previous quarter were hit by high-profile tablet PCs such as the iPad. Gueng said that PC shipments rose 3.2% to 92 million units, down from the previous forecast of 5.1% growth. In the same period, iPad sales surpassed Dell (Dell Inc.) Computer shipments, which ranks third in global PC sales.
After the Apple iPad was sold last year, it sold about 40 million units, and its revenue reached 25.3 billion US dollars. According to Forrester Research Inc., Apple sold 20 million iPads worldwide in the year-end holiday shopping season, setting a record.
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