There has been plenty of dialogue recently over whether or not Apple iPad and also the slew of tablets on deck area unit hampering laptop and notebook demand. The info is essentially inconclusive for currently. However, micrometer Technology chief operating officer Steve Appleton sees some substitution result.
On Micron's fourth quarter earnings phone call, Appleton noted that the laptop demand outlook for the fourth quarter has return down. That's not too shocking given profit warnings from the likes of Intel and AMD, however micrometer (NASDAQ:MU) has fascinating perspective as a memory producer.
The big question is whether or not pill demand has something to try to to with speed laptop demand. In many ways, you'll argue that tablets just like the iPad represent note books done right. And it's not shocking that tablets is also stealing some notebook sales-even although school executives area unit nervous concerning creating any proclamations.
We did see softening towards the top of our fourth quarter in our notebook, desktop, artifact DRAM businesses and forecast through the rear 1/2 this year.
It seems that a number of the demand is being driven by unstable shopper sentiment.
Some of the softening within the desktop and notebook area, I think, can even be attributed to the success of the pill laptop class. And also the Smartphone phase is additionally growing.
For Micron, the recognition of tablets may be a bit difficult to navigate. Sure, a lot of devices means that a lot of memory consumption. However, tablets consume memory in smaller chunks.