It is getting harder and harder to ignore the iPad, no matter how many people (* coff! * Ballmer! * Coff! *) Try. DRAM memory makers, which we use on MacBooks and PCs, are suffering hard from the success of the Apple tablet, according to Bloomberg: price drops, losses and sales that do not seem to want to rise plague the industry.
Traditional personal computers are responsible for the consumption of 65% of the DRAM produced in the world, and both their sales have decelerated notably in the last quarters, and the memory requirements of Windows have been more modest. After the reception of Vista and with the intentions of 8 to run on tablets, it could not be different.
While Dell put 10.6 million PCs on the market last quarter, Apple placed 11 million iPads and Ma's tablets use only 512MB of DRAM each. However, how much NAND flash does each of these gadgets carry? From 16GB to 64GB, which gives a lot of things. This is where some companies found a way out.
With the low prices of DRAM memories (an executive at one of the manufacturers compared the value of his product to “half a rice ball”), many companies are planning to feed the DRAM market on a tailored basis (for smartphones and tablets, where there are fatter margins) or NAND flash, which is booming with the increasingly common use of SSDs.
It will not be easy to fight Samsung's dominance in this sector, but at this point whatever comes to these companies will profit. Pray for the end of the relationship between Ma and Sammy it must not be out of the question.