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the problems with that article and the analysis by these guys is that:

1) The depression of the pc market is not only a reality, but a known reality for some time, proof of that is the ultrabook and the move to lower tdp and power consumption hardware, tablet and other form factors are not going to kill the pc, its just the evolution of it

1.1) The depression of the pc market is a reflection of the depression worldwide since 2008, no we havent recovered; the lack of software need, we dont put so much load on the pcs anymore as we did to do basic tasks, i.e. its good enough; caused by the still not development of the african market nor the middle eastern one, we are still faced with major turning points for consumerism, we just need to stabilize the areas

2) The design of those pieces has been done for quite a while, R&D aint cheap, R&D that isnt transformed into money is money lost

3) Emergence of the igpu, one of the main bottlenecks of the igpu is bandwidth of the memory, not to mention its speed, DDR4 is going to fix a little bit of that

4) They dont have anything solid to put forth in that analysis, aside the fact that is known, pcs are not selling well, for some time now

all in all, I dont agree.

not to mention that the change for DDR3 wasnt a major, we NEED ddr3! and we need it now! it was like, ah damn Im going to need to buy a lot of things to get a new pc, that argument that they bring is just, childish.

and thanks for the link
 
The main point is that the producers have managed to stabilize the price of DDR3, so they wouldn't be interested in volume production of DDR4 yet.

The R&D is not lost, it would just be used later.

And delaying the ramp might mean lower costs.
 
The main point is that the producers have managed to stabilize the price of DDR3, so they wouldn't be interested in volume production of DDR4 yet.

The R&D is not lost, it would just be used later.

And delaying the ramp might mean lower costs.

not really, R&D when not used is wasted money, it doesnt matter if its 1-2 years, then you use it, its wasted money, that money that you invested and kept sitting there is not only being devalued through time, but it couldve been used to make more money

There is no stabilization of DDR3 prices, its the natural phenomenon of improved production, you have an oligopoly, you can put the price wherever you like, thats what the screen makers did, thats what the nand makers do. Disregarding that there is an oligopoly is basically saying that you dont see the market as you should, and given that the prices if you look at a graph have only come down, and this was a marked trend with the introduction of DDR3, we dont expect anything less as the continual improvement of how you make the ram and the process of fabrication as well, the yields grow, things get smaller, sizes get larger, nothing new

If they actually did their jobs, they wouldve raised the point that why we have lowering of the prices when our profits keep getting smaller? the answer is we are driving some of our competitors out of business, we are going to buy those and we are going to get a large percentage of the market and pre made contracts, there was a slight raise in prices when finally elpida gave up

As humble as I can be, I dont think those guys knew what was up, or if they did, the writer purportedly left out a very important part of the analysis, that is still incongruent with the market, the pcs are thrown at us, we have an usual 2-5 years of utilization of said product, enterprise have around 3-5, the main problem here is that 3 years ago is still good enough for today, for some 5 is still good enough, for people that need every % of performance gain they change their pcs accordingly be it in an enterprise environment or domestic one.

Those high demanding guys are not depressed by the growing of the new form factors, the average user is. Joes and Janes out there, when they see that the tablet or other smaller form factors give them the performance and productivity that they want, they will go for the intersection between price and quality and call it quits.

Still one thing that they forget is that intel Y line is going to revamped on broadwell, that means DDR4 in those same tablets or other form factors, it consumes less power, thats the main reason. I dont have a clue when AMD is going to put those in their cpus, I dont think its going to be much late, afterall they will implement a new arch in 2014
 
From what I read, DDR4 is not supposed to come to the client until Skylake.
 
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