Follow the DRAM

Those who claim old-fashioned PC dominate and continue to dominate IT missed something. I missed it too. For the first time in recent memory the consumption of DRAM, the fast memory used in PCs, is less than 50% in old-fashioned PCs. Tablets and smart phones are taking a huge chunk of IT by any measure.

I would bet some people keep a warm hand on their smart phone more than their keyboard or mouse. DRAM holds software and data currently active in a computer. That DRAM usage is a leading indicator of how people are doing their IT. We have known for a couple of years that numbers of small cheap computers were increasing dramatically but I did not think to tally up how much software and data they actually use. It’s a lot. The old-fashioned PC took a few decades to reach its current level of consumption. Small cheap computers did it in just a few years. This is a game-changer. This is not a blip/fad/temporary phenomenon. Wintel is crumbling.

Oh, one more thing. iSuppli says there will be 519 million new smart phones this year and Android/Linux will reach 1000 million cumulative smart phones by next year. That’s a lot of RAM. Manufacturers of RAM and everything else in IT are noticing they don’t have to supply Wintel to make money.

“In a significant changing of the guard that also reflects the growing dominion of media tablets like the iPad from Apple Inc., PCs during the second quarter accounted for less than half of the market for dynamic random access memory (DRAM)—the first time that share by traditionally the strongest consumer of the memory type fell below 50 percent, according to an IHS iSuppli DRAM Dynamics brief from information and analytics provider IHS.”

via PC Share of DRAM Market Dips Below 50 Percent for First Time – The IHS iSuppli®.

About Robert Pogson

I am a retired teacher in Canada. I taught in the subject areas where I have worked for almost forty years: maths, physics, chemistry and computers. I love hunting, fishing, picking berries and mushrooms, too.
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