Forecast: DRAM Supply and Demand, Worldwide, 1Q11-4Q13, 2Q12 Update

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1 Overview of DRAM Supply and Demand

2 DRAM Vendors Revenue and Bit Market Share

3 Consumption of DRAM by Application, 1Q11-4Q13

4 Long Term Consumption of DRAM by Application, 2006-2016

5 Notes and Definitions

List of Tables

1-1 All Densities of DRAM Supply and Demand Quarterly Summary, 2011-2013 (Millions of Megabytes)

1-2 Quarterly Shipments of All Densities of DRAM, 2011-2013 (Millions of Megabytes)

1-3 Quarterly Shipments of All Densities of DRAM, 2011-2013 (Millions of 1Gb eqv.)

1-4 Quarterly Shipments of All Densities of DRAM, 2011-2013 (Sequential Growth)

1-5 Quarterly Shipments of All Densities of DRAM, 2011-2013 (Percentage Megabyte Share)

1-6 Quarterly Shipments of All Densities of DRAM, 2011-2013 (Vendor Ranking)

2-1 Vendors' DRAM Revenue, Worldwide, 1Q10-1Q12 (Millions of Dollars)

2-2 Vendors' DRAM Revenue Growth, Worldwide, 1Q10-1Q12

2-3 Vendors' Market Shares for DRAM Revenue, Worldwide, 1Q10-1Q12

2-4 Vendors Ranked by Share of DRAM Revenue, Worldwide, 1Q10-1Q12

2-5 Shipments, Worldwide, 1Q10-1Q12 (Millions of 1Gb Equivalents)

2-6 1Gb Equivalent Average Selling Price, Worldwide, 1Q10-1Q12 (Dollars)

2-7 Sequential Average Selling Price Change, Worldwide, 1Q10-1Q12 (Percent)

3-1 High-Volume Electronic Equipment Production Forecast, 2011-2013 (Thousands of Systems)

3-2 DRAM Consumption by Application, 2011-2013 (Megabytes per System)

3-3 Total DRAM Consumption by Application, 2011-2013 (Thousands of Megabytes)

3-4 Total DRAM Consumption by Application, 2011-2013 (Thousands of 1Gb Eqv.)

3-5 DRAM Megabyte Consumption by Application, 2011-2013 (Percentage of Total)

4-1 High-Volume Electronic Equipment Production Forecast, 2006-2016 (Thousands of Systems)

4-2 High-Volume Electronic Equipment Production Forecast, 2006-2016 (Unit Growth)

4-3 DRAM Content by Application, 2006-2016 (Megabytes per System)

4-4 DRAM Content by Application, 2006-2016 (Percentage Megabyte Growth)

4-5 DRAM Unit Content by Application, 2006-2016 (Pieces)

4-6 Total DRAM Megabyte Consumption by Application, 2006-2016 (Thousands of Megabytes)

4-7 Total DRAM Megabyte Consumption by Application, 2006-2016 (Thousands of 1Gb Eqv.)

4-8 Total DRAM Megabyte Consumption by Application, 2006-2016 (Percentage Growth)

4-9 Total DRAM Megabyte Consumption by Application, 2006-2016 (Percentage of Total)

4-10 Total DRAM Unit Consumption by Application, 2006-2016 (Thousands of Pieces)

4-11 Total DRAM Unit Consumption by Application, 2006-2016 (Percentage Growth)

List of Figures

1-1 Quarterly Supply and Demand of All Densities of DRAM, 2011-2013

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Table of Contents

List of Tables

List of Figures