Just in case someone needed more proof that the PC market is in trouble, IHS iSuppli has told the world that mobile devices will eat up more DRAM chips than traditional PCs by 2015.
Mobile devices should use about $11.6 billion worth of DRAM chips compared to $9.9 billion for traditional PCs. The same goes for NAND flash. Although it’s making inroads in the PC market, thanks to cheaper SSDs and ultrathins, mobile gear still uses up most NAND out there.
IHS iSuppli says the trends are a telling sign of the arrival of the “post-PC” era.
“The post-PC era is already a reality in the electronics supply chain,” said Dale Ford, senior director at IHS. “This new era doesn’t mean that consumers and companies will stop buying and using traditional PCs. What this does mean is that PCs are not at the center of the technology universe anymore. PCs are no longer driving the action in the global electronics supply chain – a development that has tremendous implications for the future of the high-tech industry”.
The share of traditional PCs in DRAM revenues dropped under 50 percent in 2012, for the first time in a generation. Back in the eighties and nineties, PCs used to use up to 85 percent of DRAM production.
The trend is set to continue. The PC share of total DRAM sales will drop to 30 percent in 2014, down from 38 percent this year. It will hit 28 percent in 2015 and by 2017 it should be just 22 percent.