DRAM plant steals price of mobile storage in the second half of the year

According to statistics from Jibang Science and Technology, with the rise of tablet PCs and smart phones this year, PC shipments have not shown a high level of growth in previous years. With the advent of the post-PC era, various DRAM manufacturers have also switched to the dynamic memory market, but In the second half of the output increase, coupled with the number of tablet computer shipments under the influence of the state, Jibang early warning, the second half of the price trend of mobile memory fear of increasing fear.

PC shipments are affected by the popularity of tablet PCs and smart phones. The annual growth rate of shipments has fallen from the past 10% to only 5% this year, which is only better than the period of the 2009 financial crisis. %, from the market side, this year the global economy has no signs of serious recession. What has changed is that PC products are not the only choice for consumers in purchasing. Tablet PCs and smart phones with topicality are even more attractive. If you do, these two hot items are estimated to have annual growth rates of 200% and 80% this year.

According to Jibang analysis, this phenomenon is not good news for DRAM factories that rely heavily on the PC industry. First, PC sales are bound to be squeezed to a certain extent, which in turn leads to shrinking of the standard memory market. Moreover, the tablet and handheld devices are shrinking. The demand for storage capacity of the product is greatly reduced, for example, the current average memory capacity of the tablet computer is less than 1GB, and the smart phone is far lower than the average PC load of the current stage. Although the current mobile storage gross profit rate is better than the standard memory, With the rush of DRAM manufacturers, the output will grow significantly, and with the tablet computer shipment figures down, the price trend of mobile storage in the second half will be overshadowed.

From the software architecture point of view, currently Windows7 requires only 2GB of memory to execute smoothly. The previous VISTA implementation was inefficient and the disadvantages of program hypertrophy were limited. Due to the simplification of the operating system, PC memory capacity growth in the past two years was limited. In previous years, the memory capacity driven by relying on the listing of new operating systems has been lost, unless the next-generation operating system, Windows8, which is expected to be launched in 2012, will allow new killer applications to appear in software. Otherwise, it will increase the estimated capacity of memory storage. Still limited.

Microsoft officially announced the development of ARM architecture in this year's Computex Windows 8, in addition to attacking the tablet and smart phone market, but also represents the PC's high growth has slowed, but also cast another uncertainty on the DRAM follow-up demand.

Jibang emphasized that with the advent of the post-PC era, DRAM makers are all striving to transform their existing production capacity to mobile storage, in order to be able to avoid the oversupply caused by the subsequent reduction in demand for PC DRAM, and to respond to tablet computers and intelligent types. The huge business opportunities for mobile phones. However, the sudden increase in the production capacity of various active storage devices has gradually increased the possibility of oversupply in the long-term. For memory manufacturers, in addition to pursuing the maximization of profits, they should always be the best at the same time. Adjustments.

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