Manaʻo ka hui noiʻi ʻo IHS Markit i ka hāʻule ʻana o nā kumukūʻai awelika a me nā koi nāwaliwali e hōʻeha i ka mākeke DRAM i ke kolu o ka hapaha o kēia makahiki, e alakaʻi ana i kahi emi nui o 2019 ma hope o ʻelua mau makahiki o ka ulu pahū. Manaʻo ʻo IHS e ʻoi aku ka waiwai o ka mākeke DRAM ma luna o $ 77 biliona i kēia makahiki, ma lalo o 22% mai 2018. No ka hoʻohālikelike, ua ulu ka mākeke DRAM e 39% i ka makahiki i hala, a ma 2017% i 76.
Ua ʻōlelo ʻo Hope Luna Hoʻokele ʻo IHS ʻo Rachel Young i kahi ʻōlelo e neʻe nei e like me ka hoʻoholo hou ʻana o Micron e ʻoki i ka hana chip hoʻomanaʻo ʻaʻole ia he mea kupanaha i ka nānā ʻana i nā kumu koi o kēia manawa a me nā kūlana mākeke. "ʻO kaʻoiaʻiʻo, ke hana nei ka hapa nui o nā mea hana chip memory i ka mālama ʻana i ka nui o nā lako a me nā pae waihona no ka pane ʻana i ka pilikia o ka emi ʻana o ka noi," wahi a Ms.
Wahi a nā wānana IHS, e hoʻomau ka ulu ʻana o ka lako a me ka noi ma 20% i nā makahiki e hiki mai ana, e mālama ana i ka mākeke holoʻokoʻa i ke kaulike. Manaʻo ʻia kekahi mau manawa o ka oversupply a me ka undersupply, me nā kikowaena a me nā polokalamu kelepona i manaʻo ʻia e alakaʻi i nā ʻāpana e koi ana i ka noi, e like me ka hui analytics.
I ka wā lōʻihi, manaʻoʻiʻo ʻo IHS i ka koi ikaika no ka server DRAM, ʻoi aku ka nui o nā ʻenehana loea e like me Amazon, Microsoft, Facebook, Google, Tencent a me Alibaba, e ʻike i ka ʻāpana kikowaena e ʻai ʻoi aku ma mua o 2023% e 50. ka nui o ka mana DRAM. No ka hoʻohālikelike: ma 2018 kēia helu he 28%.
ʻOiai ke lohi nei nā hoʻouna kelepona mai 2016, e hoʻomau nei kēia ʻano mea hana i ka lua ma ke ʻano o ka hoʻohana DRAM. Ma ka awelika, pono nā kelepona ma kahi o 2019% o ka nui o ka mana chip DRAM ma waena o 2023 a me 28, e like me ka IHS.
Ke hoʻomau nei ʻo Samsung i ka mea pāʻani nui ma ka mākeke DRAM, akā ua hōʻemi nā mea hana ʻē aʻe i ke āpau i ka hapahā o 2018, e like me ka IHS. Aia ʻo Samsung ma mua o kāna mea hoʻokūkū ʻo SK Hynix e 8 mau helu, a ʻo Micron e 16 mau helu (ʻoi aku ka nui o ka ʻokoʻa ma mua).
Ua hoʻopuka ʻo Samsung i kēia pule i kahi ʻōlelo luhi e pili ana i nā manaʻo haʻahaʻa haʻahaʻa, e ʻoki ana i kāna kūʻai mua a me ka wānana waiwai, e hōʻike ana i nā pilikia i ka mākeke semiconductor a me ke kaomi kumu kūʻai ma ka māhele DRAM.
Source: 3dnews.ru