Abashinzwe kugenzura ibicuruzwa bifatanya mubikorwa byo kubara, ibiciro byo kwibuka bikomeza kugabanuka, isoko ryububiko rigomba kwirinda amakimbirane yimbere yimbere yinzira mbi yisoko & ibisabwa

Inama ebyiri zirimo kubera mu murwa mukuru, kandi intego yo kuzamuka kwa 5% yashyizweho muri uyu mwaka irasa naho igamije kubungabunga ibidukikije, bikaba bigaragara ko ari ukutagaragaza ukuri kw'ibibazo by'ubukungu.

Kuruhande rwinyuma yibidukikije muri rusange, imikorere yisoko ryabitswe muri iki cyumweru irarushijeho gutera impungenge nyuma yigihe cyambere cyo gukomeza kugabanuka.

Yaba imikorere mibi ya Micron ishobora guhagarika abakozi benshi, cyangwa muri rusange inganda za semiconductor ziyongera cyane muri chip yo kubara chip muri Koreya yepfo, zishingiye cyane kububiko, byabaye bibi kuburyo nta mpamvu yo kuvuga byinshi.

Ku bijyanye ninganda za module nibisabwa byanyuma, hari namakuru avuga ko amafaranga Macronix yinjije muri Gashyantare yagabanutseho hejuru ya 40% umwaka ushize, Jinghaoke yatakaje NT 800 million $ kubiciro byibaruramari, hamwe na entrepriseSSDamafaranga yagabanutseho hafi 30% muri Q4 umwaka ushize.

Muncamake, ibihe byubu "imbeho iraza" mumasoko yububiko yabitswe.Byongeye,SSDAbashinzwe kugenzura ibicuruzwa bakoze intambwe nini yo gukuraho ibarura, kandi uruziga rukabije rw’imiterere mibi y’isoko hamwe n’ubukonje bukonje byabaye akaga gakomeye abantu bose babika bagomba kuba maso bihagije.

Ibinyuranye, amakuru avuga ko Winbond na ADATA banditseho ubwiyongere bw’amafaranga arenga 10% ukwezi-ukwezi muri Gashyantare biracyagaragara ko ari intege nke.

SSDisoko rikomeye rya leta

Muri iki cyumweru, muri rusangeSSDisoko riracyagabanuka, hamwe nibisabwa bike kandi nta gihinduka mububiko.Nyuma yo kugabanuka kwumwimerere wa chip wafers, abagenzuzi nabo bashyizwe kumugaragaro mubikorwa byo kubara, hamwe no kugabanukaho 30%.Bamwe mu bakora inganda bagaragaje ko, usibye kwiyongera kw'ibibazo ku isoko rya seriveri, andi masoko y'abaguzi arababara, kandi igihe kirageze cyo kwipimisha nyabyo.Kugabanuka bizatuma ibyifuzo birushaho kuba bibi, kandi isoko ridafite ibisabwa rizarushaho kuba bibi, ryinjire muruziga rukabije rwo guterana imbere.Ndasaba abantu bose kubifata neza, kandi ntibakore nta mbibi!

Muri iki cyumweru,NVMEbyavuzwe hafi, kandi ubushobozi bwose bwerekanye inzira yo kumanuka, hamwe no kugabanuka kwa 1% -2%;

OEM PCBA: hafi 85/126/245/630.

Kuri iki cyumweru SATA 3.0 yavuzwe ku isoko, ubushobozi bwose buri mu nzira yo kugabanuka, hamwe no kugabanuka kugera kuri 1% -4%;

OEM PCBA: 120G / 240G / 480G / 960G / 2T Quotation (idafite gupakira, nibindi): 40/70/120/240/530

Isoko ryo kwibuka DRAM

Isoko rya DRAM riracyari ribi muri iki cyumweru, igiciro rusange cyisoko gikomeje kugabanuka, ingano yubucuruzi nayo iragabanuka, kandi icyifuzo ni gito cyane.Ntibikwiye kongera ibarura mugihe cya vuba, kandi imikorere imwe-imwe nimwe nyamukuru.

Muri iki cyumweru, kwibuka isoko rya OEM ryerekana inzira igabanuka mubushobozi bwose, hamwe no kugabanuka kugera kuri 4% -6%.Mu murenge wa D3, ubushobozi bwose buri muburyo bwo kumanuka, hamwe no kugabanuka kugera kuri 3% -7%.

Ibicuruzwa byavuzwe: (igiciro ni icyerekezo gusa, isoko rirahinduka)

D4 2666 32G: 375-452

D4 2666 16G: 164-211

D4 2666 8G: 86-110

D4 2666 4G: hafi 60-91.

FLASHisoko

Isoko ryibibanza bya FLASH ryacecetse muri iki cyumweru, kandi igiciro cyakomeje kugabanuka.Amagambo yavuzwe na wafer yumwimerere, amagambo ya 128G / 64GTLC Good Die wafer agera kuri 3.4 / 1.8 US $, igiciro cyukuri cyo kugurisha kiri hasi, kandi ibicuruzwa byinshi ntibyahindutse.Terminal iratinda, kandi abacuruzi barategereza bakareba, mubyukuri muri leta imwe-imwe.Ntugatekereze cyane muriki gihe, komeza imikorere imwe-imwe, kandi ntibikwiye kubarwa.

USB 2.0/USB 3.0/Ikarita ya TFisoko

Muri iki cyumweru, igiciro cyisoko rya USB kiracyagabanuka gahoro gahoro, icyifuzo ntikiratera imbere, kandi haracyariho kugabanuka mubushobozi bunini.Nta byoherezwa binini bya granules, Good Die wafer ibiciro byamasezerano bikomeje kugabanuka, nabacuruzi bakomeje gutegereza bakareba imigendere.

Muri iki cyumweru, amagambo rusange ya PCBA, usibye ubushobozi bwa 4G na 128G, ari mu nzira yo kumanuka, hamwe no kugabanuka kugera kuri 1% -3%;

UDP ivugwa hafi muri iki cyumweru, bityo ubushobozi bukaba bugenda bugabanuka, kandi kugabanuka ni 1% -4%;

Muri iki cyumweru, isoko rya USB 3.0 ryavuzwe hafi, kandi ubushobozi bwose buri mu nzira yo kumanuka, hamwe no kugabanuka kugera kuri 1% -4%;

Kuri iki cyumweru ,.Ikarita ya TFisoko muri rusange yavuzwe ibiciro.Usibye ubushobozi bwa 64G, ubundi bushobozi bwerekanaga ko bwamanutse, kandi kugabanuka kwari hafi 2% -3%.