Credit Suisse believes Windows 7 will "trigger a significant PC upgrade wave as initial tests suggest that many of the issues found in Vista are resolved in Windows 7," and notes that corporate PCs are overdue for a hardware upgrade.
"We estimate that the average age of corporate PCs is over 3 years old," the investment banker said in a recent report.
DRAM prices usually go up if PC demand rises because PCs use more DRAM than any other device, though mobile DRAM has found its way into more and more mobile phones in recent years.
What's more difficult to say is what impact higher PC demand may have on DRAM demand. Although initial information from Microsoft and some PC vendors indicates that hardware requirements for Windows 7 will be similar to Windows Vista, some analysts see things differently.
"We see 512MB of DRAM being suitable for Windows 7 PCs," writes Oliver Campbell, analyst at CLSA Asia Pacific Markets, noting that 512MB is half of the average amount of DRAM in mini-laptops and much lower than the average 2.4GB per box average in PCs. "Windows 7 low-hardware requirements give no incentive for DRAM per box to increase," he says.