Stability Leads to Memory Market Growth

“The global DRAM market will show excellent recovery in 2010,
with revenue expected to rise 40 percent without any major
coinciding increase in prices, according to market researcher
iSuppli.

“iSuppli first noticed a rebound in memory prices late in 2009,
and it now sees that momentum continuing. iSuppli’s preliminary
forecast projects that the global DRAM market will rise to $31.9
billion in 2010, up 40.4 percent from $22.7 billion in 2009. That
growth would reverse declines of 3.7 percent in 2009, 25.1 percent
in 2008 and 7.5 percent in 2007.

“Those sales figures are slightly deceptive, however. DRAM
volume sales accelerated each of those years. There were times when
the whole DRAM market would get bought up for a massive product
launch, as Apple (NASDAQ: AAPL) has done a few times. The problem
was that average selling prices (ASPs) were dropping even faster
than memory sales increased.”

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