Ifemu yophando i-IHS Markit ilindele ukuhla kwamaxabiso aphakathi kunye nemfuno ebuthathaka yokubetha imakethi ye-DRAM kwikota yesithathu yalo nyaka, ekhokelela ekwehleni okukhulu ngo-2019 emva kweminyaka emibini yokukhula okuqhumayo. I-IHS iqikelela ukuba imakethi ye-DRAM iya kuxabisa ngaphezulu kwe-77 yeebhiliyoni zeedola kulo nyaka, ihle nge-22% ukusuka ngo-2018. Ukuthelekisa, imakethi ye-DRAM ikhule nge-39% kulo nyaka uphelileyo, kwaye nge-2017% ngo-76.
Usekela-Mlawuli we-IHS uRachel Young uthe kwingxelo ehamba njengesigqibo sikaMicron samva nje sokusika imveliso ye-chip yememori ayimangalisi ekukhanyeni kweepatheni zemfuno zangoku kunye neemeko zemarike. "Enyanisweni, abaninzi abavelisi beememori zememori bathatha amanyathelo okulawula umthamo wokubonelela kunye namanqanaba e-inventory ekuphenduleni umngeni wokunciphisa imfuno," kusho uNksz Young.
Ngokwezibikezelo ze-IHS, ukukhula kobonelelo kunye nemfuno kuya kuhlala kwi-20% kwiminyaka ezayo, ukugcina imarike yonke ibhalansi. Amanye amaxesha okubonelela ngokugqithisileyo kunye nokubonelela ngokungaphantsi kulindeleke, kunye neeseva kunye nezixhobo eziphathwayo ezilindeleke ukuba zikhokele iindidi zokuqhuba imfuno, ngokutsho kwenkampani yohlalutyo.
Kwixesha elide, i-IHS ikholelwa ukuba imfuno eqinile ye-server ye-DRAM, ngokukodwa kwi-tech giants efana ne-Amazon, i-Microsoft, i-Facebook, i-Google, i-Tencent kunye ne-Alibaba, iya kubona icandelo lomncedisi lidla ngaphezu kwe-2023% ngo-50. umthamo we-DRAM iyonke. Ukuthelekisa: kwi-2018 eli nani laliyi-28%.
Nangona ukuthunyelwa kwe-smartphone kuye kwacotha ukusukela ngo-2016, olu luhlu lwesixhobo luyaqhubeka nokubeka indawo yesibini ngokusetyenziswa kwe-DRAM. Ngokomndilili, ii-smartphones ziya kufuna malunga ne-2019% yomthamo we-chip ye-DRAM phakathi kuka-2023 no-28, ngokwe-IHS.
I-Samsung ihlala ingumdlali obalaseleyo kwimarike ye-DRAM, kodwa abanye abavelisi banciphise umsantsa ngandlel 'ithile kwikota yesine ka-2018, ngokutsho kwe-IHS. I-Samsung ngoku iphambi kwe-SK Hynix ekhuphisana nayo ngamanqaku e-8, kunye ne-Micron ngamanqaku e-16 (ngaphambili umahluko wawubaluleke kakhulu).
I-Samsung kule veki ikhuphe isilumkiso esinqabileyo sokulindela umvuzo ophantsi, ukusika ukuthengiswa kwayo kwikota yokuqala kunye noqikelelo lwenzuzo, ekhankanya ubunzima kwimarike ye-semiconductor kunye noxinzelelo lwamaxabiso kwicandelo le-DRAM.
umthombo: 3dnews.ru