Chikunguru apera - mwedzi wekutanga wechitatu kota ye2019 - uye vaongorori veDRAMeXchange chikamu cheTrendForce yekutengesa chikuva. kucherechedzwa uye kufanotaura nezvekufamba kwemitengo kweNAND memory munguva pfupi iri kutevera. Panguva ino zvakava zvakaoma kuita fungidziro. Zvakaitika muna June kugadzirwa paToshiba chirimwa (pamwe chete neWestern Digital), uye kambani ichangobva kudzoreredza NAND flash kugadzirwa zvizere. Mukuwedzera, Japan zvigadzirwa zvekugadzira machipisi muSouth Korea. IUS iri kuwedzerawo kudzvanywa kwekutengeserana kuChina, uye ndangariro yakawandisa uye kushomeka kwemusika kuri kumanikidza vagadziri kudzikisa mari mumafekitori nemapurojekiti. Chii chichaitika kune NAND memory mitengo?
DRAMeXchange vaongorori vane chivimbo chekuti kazhinji, mitengo yekondirakiti yeNAND flash icharamba ichidzika muchikamu chechitatu kunyangwe matambudziko ese akanyorwa pamusoro. Yakakwira zvinyorwa zveNAND machipisi uye zvigadzirwa zvakavakirwa pazviri, pamwe nekuderera kwemusika kudiwa, izvo zvisinganyanyi kuvandudza kunyangwe panguva yechinyakare inoshanda mushure mezororo rezhizha, zvinozotungamira mukudzikira kwemitengo yekondirakiti yeNAND. Zvibvumirano zvechibvumirano chekupa ndangariro zvakapedzwa muna Chikumi kusati kwavharwa kwechimbichimbi kwechirimwa cheToshiba, saka panguva iyo zvibvumirano zvitsva zvinopedzwa munaGunyana, chinhu ichi chinorasikirwa kana kunetesa kukosha kwayo.
Chimwe chinhu chinonakidza: pakatarisana nekuderera kwemitengo yekontrakiti yekutyaira uye zvimwe zvigadzirwa zvinoshandisa NAND machipi, mutengo wesilicon wafers usati wachekwa kuita makristasi uri kukwira. Kudzikira kweavhareji mutengo wekutengesa weNAND wafers kwaenderera mberi kubva munaNovember 2017 uye yasvika padanho remitengo yekugadzira. Kudzimwa kwechimbichimbi kwechirimwa cheToshiba kwakakonzera kudzikiswa kwekupihwa kwezvimedu zvakagadziriswa, izvo zvakapa mukana wevagadziri veNAND chip kuti vakwidze mutengo wewafer nemachipisi apera. Pakupera kwaChikunguru, iyo ASP kukosha kweNAND silicon yakawedzera ne15%. Muna Nyamavhuvhu, mutengo wewafers ucharamba uchikwira, asi pamwero usina simba, sezvo kugadzirwa kwadzokera kune yayo yapfuura. Izvo zvakakosha kwatiri kuti kukwira kwemutengo uku hakuzove nemhedzisiro inooneka pamutengo wezvigadzirwa zvine flash memory pabhodhi.
Kana kuri kutya kunokonzerwa nehukama huri kuramba huchiwedzera pakati peJapan neSouth Korea, havazove nemhedzisiro pakugadzirwa kwemasemiconductors neSamsung, SK Hynix kana vamwe. Isu tiri kungotaura nezvekusasanganisa makambani ekuSouth Korea kubva kune anonzi "white list" yemakambani anotengeserana neJapan ane magwaro mashoma ekubvumidza. Zvinocherechedzwa kuti makambani ekuSouth Korea ndiwo ega eAsia ari parunyorwa rwevachena. Kuomesa mitemo yekushanda, kusanganisira kutengwa kwezvinhu zvakabikwa kubva kuJapan, zvinongoisa makambani eSouth Korea nemakambani kubva kune dzimwe nyika munharaunda. Mukuwedzera, zviremera zveJapan zvakatowedzera nhamba yevashandi mumadhipatimendi anoona nezvezvibvumirano, uye izvi hazvizokonzeri matambudziko kune chero ani zvake. Zvichida icharova kuzviremekedza kwevaKorea, asi izvi hazvizokanganisa mutengo weNAND. Hazvifanirwe kuratidzwa.
Mitengo yemakondirakiti eMMC/UFS madhiraivha (smartphones) uye vatengi SSDs icharamba ichidzikira muna Nyamavhuvhu naGunyana, zvichikonzera kudzikira kwekusvika pa5% kwekota yese. Kudzikira kwemutengo kunogona kupera mukota yechina sezvo zvinyorwa zvinodonha kusvika kune zvakajairika. Nhanho yekuwedzera kubereka ichakundwa. Mitengo yekondirakiti yeSSD muchikamu chechitatu inoderera zvakanyanya, kusvika pagumi%. Kune kuwanda kwekutengesa mumusika uyu. Iyo sevha yeSSD musika yakanyanya kuoma - ichiri yakarara, saka mitengo yekondirakiti yemadhiraivha emakambani inodonha kusvika 10% mukota yechitatu. Pakazara, unogona kuzorora ikozvino. Mutengo weSSD ucharamba uchidzikira kwemwedzi, maviri, uye pamwe kureba.
Source: 3dnews.ru