Inkampani yocwaningo i-IHS Markit ilindele ukwehla kwamanani entengo kanye nesidingo esibuthakathaka sokuhlupha imakethe ye-DRAM engxenyeni yesithathu yalo nyaka, okuholele ekwehleni okukhulu ngo-2019 ngemuva kweminyaka emibili yokukhula ngokuqhuma. I-IHS ilinganisela ukuthi imakethe ye-DRAM izobiza ngaphezudlwana nje kwezigidigidi ezingama-77 zamarandi kulo nyaka, yehle ngo-22% kusukela ngo-2018. Uma kuqhathaniswa, imakethe ye-DRAM ikhule ngo-39% ngonyaka odlule, futhi ngo-2017% ngo-76.
IPhini likaMqondisi we-IHS uRachel Young uthe esitatimendeni esihamba njengesinqumo sakamuva sikaMicron sokunqamula ukukhiqizwa kwe-memory chip akumangazi uma kubhekwa amaphethini adingekayo kanye nezimo zemakethe. "Eqinisweni, abakhiqizi abaningi be-memory chip bathatha izinyathelo zokuphatha amanani okuhlinzeka kanye namazinga okusungula ekuphenduleni inselele yokwehla kwesidingo," kusho uNksz Young.
Ngokwezibikezelo ze-IHS, ukukhula kokuthengwa kwempahla nesidingo kuzohlala ku-20% eminyakeni ezayo, kugcina imakethe iyonke isesimweni. Ezinye izikhathi zokuhlinzeka ngokweqile nokungabi nalutho zilindelekile, namaseva namadivayisi eselula okulindeleke ukuthi ahole ezinhlotsheni ezifunwayo zokushayela, ngokusho kwenkampani yezibalo.
Ngokuhamba kwesikhathi, i-IHS ikholelwa ukuthi isidingo esinamandla seseva ye-DRAM, ikakhulukazi kusukela ku-tech giants njenge-Amazon, i-Microsoft, i-Facebook, i-Google, i-Tencent ne-Alibaba, izobona ingxenye yeseva idla ngaphezu kuka-2023% ngo-50. inani eliphelele le-DRAM. Uma kuqhathaniswa: ngo-2018 lesi sibalo sasingama-28%.
Yize ukuthunyelwa kwama-smartphone kwehla kusukela ngo-2016, lesi sigaba sedivayisi siyaqhubeka nokubala isibili ngokuya ngokusetshenziswa kwe-DRAM. Ngokwesilinganiso, ama-smartphones azodinga cishe u-2019% wengqikithi yomthamo we-chip ye-DRAM phakathi kuka-2023 no-28, ngokusho kwe-IHS.
I-Samsung isalokhu ingumdlali ovelele emakethe ye-DRAM, kodwa abanye abakhiqizi banciphise igebe ngandlela-thile engxenyeni yesine ka-2018, ngokusho kwe-IHS. AbakwaSamsung manje sebengaphambi kwesincintisana nabo i-SK Hynix ngamaphuzu ayi-8, kanti iMicron ngamaphuzu ayi-16 (ngaphambilini umehluko wawubaluleke kakhulu).
AbakwaSamsung kuleli sonto bakhiphe isexwayiso esiyivelakancane semali elindelwe ephansi, benciphisa ukuthengiswa kwekota yokuqala kanye nesibikezelo senzuzo, besho ubunzima emakethe ye-semiconductor kanye nengcindezi yentengo emkhakheni we-DRAM.
Source: 3dnews.ru