POSTER:computer news || MEMORY TYPE 3D XPOINT WILL LONG REMAIN AN EXPENSIVE PREMIUM PRODUCT
DATE:2016-12-08
Micron CFO Ernie Maddock found time and energy to participate not only in the technology conference Credit Suisse, but also looked at the light to the organizers of the Barclays Technology Conference. It is clear that much has already been said in the last week, but the place for some interesting revelations still found.
When speaking on the same day at the event Barclays Diane Bryant from Intel's memory type 3D XPoint mentioned mainly in the context of reducing the cost of increasing the RAM memory capacity of server systems owners, Ernie Maddock frankly admitted that 3D XPoint in the coming years will remain a niche, expensive and profitable for the product manufacturer. The first proceeds from the sale of this type memory Micron will start receiving in 2017, but only in 2018 its share in the total volume of revenue from sales of storage will exceed 5%. For this reason, Micron does not expect a significant redistribution of the memory market: NAND and DRAM years after 3D XPoint release will continue to dominate.
By the way, Micron CFO is convinced that with time the memory type 3D XPoint prescribe and mobile devices. However, server and "cloud" systems prescribe it much earlier. Talking about the dynamics of memory demand from the PC market, the financial director of Micron expects that in the coming years, the PC market share of total industry revenue will continue to decline. Right now it does not exceed 20%, and the tone is set by the server and the mobile markets. Telecommunications segment, industrial PCs and automotive electronics - these are the markets that will show growth in demand for different types of memory in the coming years.
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MEMORY TYPE 3D XPOINT WILL LONG REMAIN AN EXPENSIVE PREMIUM PRODUCT
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