Anthony Ambrose's President's Perspective


Anthony Ambrose will share his thoughts on the business environment, Data I/O and answer common questions from shareholders.


Micron going mobile

Feb 15 2012

Micron, a long-time leader in the PC solid state drive and DRAM market, recently announced plans to diversify its product line by investing in the production of mobile memory formats.

At the company's recent analyst day, its new president, Mark Adams, explained that Micron is focusing on analyzing supply and demand trends and optimizing its production accordingly. While it still sees some potential in the PC DRAM market, consistent oversupply issues are creating an environment in which the organization needs to diversify its product line.

Details about Micron's move toward mobility are scarce. However, Adams explained that the DRAM market is shifting and even though the company is more optimistic than most about PC DRAM, it is time to start including mobile and enterprise considerations into the company's plans.

Entering the mobile DRAM sector could be challenging. While NAND Flash is busy grabbing some of mobile DRAM's thunder, Samsung is currently working with a huge percentage of the market. According to a recent DRAMeXchange report, Samsung's mobile DRAM sales made up approximately 54 percent of sales, making it the only manufacturer in the sector to make a profit in the fourth quarter of 2011.

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