Rambus (RMBS)

[elixe]

The average memory per cellphone is about 1.5 Mbyte this year.
Is supposed [according to industry analysts] to go up to 15 Mbytes per phone in the 2nd half of 2005; this amounts to about 15% of total dram consumed in 05H2, up from about 2% today.
(the 15% corresponds to about 30-35% penetration of phones which have some kind of memory in them; memory per phone ranges from 32 MB to 92 MB)

Most aggressve estimates say 25% of dram will be consumed in cellphones.

Cor, Im not going to listen to the 25 minutes of the presentation.

I do have some questions.
When they talk about cell phone memory are they aggregating DRAM, SRAM and Flash?
At an average 16MB per cell phone and 400 million cell phones annually, I get 200 million 256Mb equivalent devices. But Cell Phones don’t use 256Mb devices, more likely 16/32Mb.

Considering the industry ships in excess of 4 billion 256 Mb SDRAM equivalents annually, how on earth do they come up with those share estimates?

It seems to me that Micron, Samsung etc. sell P/SRAM into the cell Phone market.

SRAM, PSRAM and Flash don’t count towards the SDRAM market.

TIA