Increased Demand from Ultrabooks and Cloud Applications, DDR3 4Gb Chips May Become Mainstream in 2012

While DDR3 2Gb chips are the DRAM market mainstream in 2011, with the rise of ultrabooks and cloud applications in 2012, DRAM makers are already expecting strong demand for DDR3 4Gb and have consequently accelerated the transition to the higher density chips. From a product perspective, 11 and 13-inch ultrabook models have a thickness requirement of 18-21 mm. Thus, due to space limitations makers must transition from SODIMM to on-board modules, and 2Gb chips must be abandoned for 4Gb chips. Furthermore, as PC OEMs are all focusing on ultrabook products for 2012, demand for 4Gb chips will rise markedly. As for cloud applications, although server shipment estimates show steady growth, has an opportunity to experience remarkable growth due to increased demand from cloud applications. RDIMM specifications will gradually transition to 32GB or higher, from the current 8GB and 16GB mainstream. Demand for 4Gb chips is even stronger from the server market, and as server DRAM products are more profitable, DRAM makers are all fighting to gain footing in this market.