iSuppli predicts more doom
Microsoft's rollout of Windows 8 is not expected to generate a significant increase in DRAM shipments, according to market research firm IHS iSuppli.
Other operating system roll outs have pushed up the demand for DRAM, and some had hoped that it would save the battered industy. However while iSuppli thinks that Global DRAM bit shipments are expected to increase by eight percent in the fourth quarter compared to the third quarter, this is much lower than previous Windows roll outs.
In the good old days Windows rollouts have always generated double-digit increases in quarterly DRAM shipments. Part of the problem is that Windows 8 is pretty good software and has a leaner hardware requirement. But the biggest part is that Windows 8 is not likely to deliver a significant increase in PC shipments in the fourth quarter compared to the fourth quarter of 2011, IHS said.
Clifford Leimbach, analyst for memory demand forecasting at IHS said that starting with Windows 7 and continuing with Windows 8, Microsoft has taken a leaner approach with its operating systems, maintaining the same DRAM requirements as before.
Customers are continuing to shun new PC purchases, and Windows 8 is not expected to change the equation. IHS recently forecast that overall PC shipments would contract in 2012 for the first time in 11 years.
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Nick Farrell
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