The Memory Market

The memory manufacturers we’ve spoken to are ecstatic about AMD’s move to DDR2, as they can begin moving away from DDR. 

While DDR shipments still outnumber DDR2 shipments, the shift is definitely taking place.  Right now there is a price parity between DDR-400 devices and DDR2-667 devices; combined with AMD’s move to Socket-AM2 and the conditions are ripe for a serious transition over to DDR2 in the market.  If Conroe ends up being as popular as everyone is expecting it to, the number of DDR2 platforms will continue to increase as will the demand for DDR2 memory. 

The breakdown of DDR2 shipments is particularly interesting, with the majority of modules still being DDR2-533.  Now that the price difference between DDR2-533 and DDR2-667 has gone down tremendously, we will see the balance shift more towards the latter. 

Unfortunately DDR2-800 is still extremely expensive compared to DDR2-667, because of extremely poor yields.  One source told us that DDR2-800 was yielding far below 50%, resulting in anywhere from a 30% to 100% premium over DDR2-667.  Everyone expects the yields on DDR2-800 to increase tremendously later this year, which will help drive DDR2-800 prices down as well as increase the number of low latency or higher bandwidth DDR2-800 parts. 

Samsung has been talking to its partners about the move to DDR3; by the end of this year Samsung is supposed to be sampling DDR3 modules, but the memory makers we spoke to believe that the schedule is too aggressive. 

Currently on Samsung’s roadmaps we’ve got DDR3-800, 1066 and 1333, but things could very well change by the time DDR3 actually makes its introduction on the desktop.  The memory makers we spoke to expect to see the beginning of a transition to DDR3 by the end of 2007 at the earliest, which seems plausible. 

Conroe Motherboards Arrive BenQ: Status of Blu-ray and SATA Optical Drives
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  • Missing Ghost - Monday, June 5, 2006 - link

    wow, all I can say is wow. I am quite impressed with Gigabyte desktop motherboards. From the pictures it looks like a better design than even what DFI would do. Also the ASUS socket F board looks excellent. Quite impressive since I am used to think that ASUS' server boards are inferior to like supermicro/iwill/tyan.
  • krwilsonn - Monday, June 5, 2006 - link

    Page 18 of the article seems to be mixed up since the Albatron boards are showing up instead of the Asrock.
  • Regs - Monday, June 5, 2006 - link

    Actually consider what AMD is doing at all. Boy times have changed! ;)

    I'm a life long AMD fan too. Short life, but life long.
  • bob661 - Monday, June 5, 2006 - link

    quote:

    Actually consider what AMD is doing at all. Boy times have changed! ;)
    Where have you been? It's been like that for quite a few years now. Remember when DDR2 was actually on the market? Who wasn't using DDR2 then?
  • bob661 - Monday, June 5, 2006 - link

    quote:

    Unfortunately due to changes in the VRM requirements for Conroe, no current LGA-775 motherboards will work with the new processor.
    Figures.
  • bob661 - Monday, June 5, 2006 - link

    quote:

    There is a lot of concern about the availability of Conroe, as Intel has only committed to around 25% of its mainstream and high end desktop processor shipments being Conroe by the end of this year. After Dell and HP buy up all the Conroes they will want for their systems, there simply may not be any left for the end user to buy in the channel market. Alternatively, there may end up being some supply in the channel market but at significant markups due to a shortage.
    Interesting. Looks like Conroe's may come at a premium until Intel can increase production.
  • shabby - Monday, June 5, 2006 - link

    quote:

    Remember that the HDMI connector can carry both audio and video data, and by outfitting cards with a header for internal audio passthrough (from your soundcard/motherboard to the graphics card) you take advantage of that feature of the HDMI specification


    I dont get it, what is the point of sending audio to the monitor?
  • Furen - Monday, June 5, 2006 - link

    It's meant to be sent to an HD TV. Monitors can just use DVI for digital signaling.
  • shabby - Tuesday, June 6, 2006 - link

    And whats the point of that too? Its supposed to go to the reciever not the tv.
  • OrSin - Tuesday, June 6, 2006 - link

    Do you even know why hdmi exist. Most HDTV that have HDMI connects also has audio out.
    YOu connect everything to your tv and send out only singles you need. My guess is you don't have a HDTV.

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