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PCs accounted for less than half of DRAM sales in the second quarter

Decline shows we are entering a 'post-PC era'
Mon Sep 17 2012, 11:20

WE ARE ENTERING a "post-PC era", according to IHS Isuppli, whose latest report shows that desktop computers accounted for less than 50 percent of DRAM sales in the second quarter.

PCs in the second quarter accounted for 49 percent of DRAM shipments, down from 50.2 percent in the first quarter, information and analytics firm IHS Isuppli's DRAM Dynamics Brief reported.

"The fall is notable, given that the share of PCs hasn't dipped below 50 percent since the 1980s, when personal computers were a new product whose sales were rising at rapid clip," the firm said in a statement.

"This event symbolises the decline of the PC market because of smartphone and media tablets."

However, the firm's memory analyst Clifford Leimbach said that the arrival of the post-PC era doesn't mean that people will stop using personal computers, or even necessarily that the PC market will stop expanding.

"What the post-PC era does mean is that personal computers are not at the centre of the technology universe anymore-and are seeing their hegemony over the electronics supply chain erode," Leimbach said.

"PCs are no longer generating the kind of growth and overwhelming market size that can single-handedly drive demand, pricing and technology trends in some of the major technology businesses."

Leimbach added that DRAM suppliers are instead turning their attention to serving the needs of fast-expanding new markets for smartphones and tablets.

"This follows other indications of the waning influence of the PC business in the electronics business. Such factors include the declining power of the Wintel alliance, as well as Apple Inc.'s smartphone- and tablet-driven ascendency to chip purchasing leadership above traditional PC-oriented frontrunners like Hewlett-Packard." µ


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