Baetsi ba ka sehloohong ba li-memory chips ba sebetsa ka thata ho hlōla mariha a batang.Samsung Electronics, SK Hynix le Micron li fokotsa tlhahiso, li sebetsana le mathata a thepa, li boloka litšenyehelo tsa lichelete, le ho liehisa tsoelo-pele ea theknoloji e tsoetseng pele ho sebetsana le tlhokahalo e fokolang ea mohopolo."Re nakong ea ho theoha ha phaello".Ka la 27 October, Samsung Electronics e ile ea bolella batseteli sebokeng sa tlaleho ea lichelete ea kotara ea boraro hore, ho phaella moo, thepa ea k'hamphani e eketsehile ka potlako karolong ea boraro.
Memori ke lekala le phahameng ka ho fetisisa la 'maraka oa semiconductor, le sebaka sa' maraka sa liranta tse limilione tse likete tse 160 ka 2021. E ka boela ea bonoa hohle lihlahisoa tsa elektronike.Ke sehlahisoa se tloaelehileng se seng se hōlile haholo 'marakeng oa machaba.Indasteri e na le nako e hlakileng ea nako le liphetoho tsa thepa, tlhokahalo le bokhoni.Tlhahiso le phaello ea bahlahisi li fetoha haholo ka ho fetoha ha cyclical ea indasteri.
Ho latela lipatlisiso tsa TrendForce Jibang Consulting, sekhahla sa kholo ea 'maraka oa NAND ka 2022 e tla ba 23.2% feela, e leng sekhahla se tlase haholo sa kholo lilemong tse 8 tsa morao tjena;Sekhahla sa kholo ea mohopolo (DRAM) ke 19% feela, 'me e lebelletsoe ho theoha le ho feta ho 14.1% ka 2023.
Jeffrey Mathews, mohlahlobi e moholo oa lits'ebeletso tsa thekenoloji ea karolo ea mohala oa thekeng ho Strategy Analytics, o bolelletse baqolotsi ba litaba hore ho fetella ha mmaraka ho tsamaisitse lebelo le tlase haholo, e leng lebaka le ka sehloohong la litheko tse tlase tsa DRAM le NAND.Ka 2021, bahlahisi ba tla ba le tšepo mabapi le keketseho ea tlhahiso.NAND le DRAM li ntse li tla haella.Ha lehlakore la tlhokahalo le qala ho theoha ka 2022, 'maraka o tla ba le phepelo e feteletseng.SK Hynix e 'ngoe e boletse tlalehong ea eona ea lichelete ea kotara ea boraro hore tlhoko ea lihlahisoa tsa DRAM le NAND e ne e le botsoa, 'me thekiso le litheko li theohile.
Sravan Kundojjala, motsamaisi oa litšebeletso tsa tekheniki tsa mohala oa thekeng oa Strategy Analytics, o bolelletse baqolotsi ba litaba hore ho putlama ha ho qetela ho etsahetse ka selemo sa 2019, ha lekeno le tšebeliso ea chelete ea limela tsohle tsa memori li theoha haholo, mme mmaraka o fokolang o ile oa nka kotara tse peli pele o theoha.Ho na le lintho tse tšoanang lipakeng tsa 2022 le 2019, empa lekhetlong lena tokiso e bonahala e le matla le ho feta.
Jeffrey Mathews o boletse hore potoloho ena e boetse e anngoe ke tlhoko e tlase, ho putlama ha moruo le tsitsipano ea lipolotiki.Tlhokahalo ea li-smartphones le li-PC, e leng litsamaiso tse peli tse kholo tsa mohopolo ka lilemo tse ngata, e fokola haholo mme e lebelletsoe ho tšoarella ho fihlela 2023.
Samsung Electronics e boletse hore bakeng sa lisebelisoa tsa mehala, tlhokahalo e kanna ea lula e fokola ebile e lieha halofo ea pele ea selemo se tlang, mme ts'epo ea bareki e tla lula e le tlase tlasa ts'usumetso ea bofokoli ba nako.Bakeng sa PC, thepa e bokelletsoeng ka lebaka la thekiso e tlaase e tla fela halofo ea pele ea selemo se tlang, 'me ho ka etsahala hore e bone ho hlaphoheloa ho hoholo ha tlhokahalo.Khampani e tla tsoelapele ho tsepamisa maikutlo tabeng ea hore na moruo o moholo o ka tsitsa karolong ea bobeli ea selemo se tlang le matšoao a ho hlaphoheloa ha indasteri.
Sravan Kundojjala o boletse hore setsi sa data, likoloi, indasteri, bohlale ba maiketsetso le masimo a marang-rang a fana ka bafani ba memori ka kholo e phahameng ea bokamoso.Micron, SK Hynix le Samsung Electronics kaofela li boletse ka ho hlaha ha bakhanni ba bang ba bacha litlalehong tsa lichelete tsa kotara ea boraro: litsi tsa data le li-server li tla fetoha matla a latelang a matla a ho khanna 'marakeng oa memori.
Thepa e phahameng
Sesebelisoa sa mantlha sa elektroniki se kenyelletsa lisebelisoa tse latelang, li-sensor, li-processor, mehopolo le li-actuator.Memori e ikarabella bakeng sa ts'ebetso ea memori ea tlhahisoleseling, e ka aroloang ka memori (DRAM) le memori ea flash (NAND) ho latela mofuta oa sehlahisoa.Mofuta o tloaelehileng oa sehlahisoa sa DRAM ke haholo-holo mojule oa memori.Flash e ka bonoa hohle bophelong, ho kenyelletsa karete ea microSD, U disk, SSD (solid state disk), joalo-joalo.
Mmaraka oa memori o tsepamisitsoe haholo.Ho latela data ea World Semiconductor Trade Statistics Organisation (WSTS), Samsung, Micron le SK Hynix hammoho li etsa karolo ea 94% ea mmaraka oa DRAM.Lebaleng la NAND Flash, Samsung, Armor Man, SK Hynix, Western Digital, Micron le Intel hammoho li etsa karolo ea 98%.
Ho latela lintlha tsa boeletsi tsa TrendForce Jibang, litheko tsa DRAM li theohile ho tloha qalong ea selemo, mme theko ea konteraka halofo ea bobeli ea 2022 e tla theoha ho feta 10% kotara e 'ngoe le e 'ngoe.Litheko tsa NAND le tsona li fokotsehile le ho feta.Karolong ea boraro, ho fokotseha ho ile ha eketseha ho tloha ho 15-20% ho ea ho 30-35%.
Ka la 27 Mphalane, Samsung Electronics e ile ea lokolla liphetho tsa eona tsa kotara ea boraro, tse bonts'ang hore lefapha la semiconductor (DS) le ikarabellang bakeng sa khoebo ea chip le na le lekeno la 23.02 trillion le hapiloeng kotareng ea boraro, le tlase ho feta litebello tsa bahlahlobisisi.Lekeno la lefapha le ikarabellang bakeng sa khoebo ea polokelo le hapile litrilione tse 15.23, ho theohile ka 28% khoeli le khoeli le 27% selemo le selemo.Samsung Electronics e kenyelletsa li-semiconductors, lisebelisoa tsa lapeng, liphanele le li-smartphone.
Khamphani e boletse hore bofokoli ba mohopolo bo koahetse mokhoa o ntseng o phahama oa ts'ebetso ka kakaretso.Kakaretso ea kakaretso ea phaello e theohile ka 2.7%, 'me phaello ea phaello ea ts'ebetso le eona e fokotsehile ka liphesente tse 4.1 ho ea ho 14.1%.
Ka la 26 Mphalane, lekeno la SK Hynix kotareng ea boraro le hapile 10.98 trillion, mme phaello ea eona ea ts'ebetso e hapile 1.66 trillion, 'me phaello ea thekiso le ts'ebetso e theohile ka 20.5% le 60.5% khoeli le khoeli ka ho latellana.Ka la 29 Loetse, Micron, feme e 'ngoe e kholo, e ile ea lokolla tlaleho ea eona ea lichelete bakeng sa kotara ea bone ea 2022 (Phuptjane Phato 2022).Chelete ea eona e ne e le US $ 6.64 bilione feela, e theohile ka 23% khoeli le khoeli le 20% selemo ka selemo.
Samsung Electronics e boletse hore mabaka a mantlha a tlhokeho e fokolang ke mathata a ntseng a tsoela pele a macro le bareki ba tokiso ea thepa, e kholo ho feta kamoo ho neng ho lebelletsoe.Khampani e ile ea hlokomela hore 'maraka o ne o tšoenyehile ka boemo ba oona bo phahameng ba thepa ka lebaka la bofokoli ba lihlahisoa tsa mohopolo.
Samsung Electronics e boletse hore e leka ho laola lethathamo la eona ho isa boemong bo leka-lekaneng.Ho feta moo, boemo ba morao-rao ba thepa bo ke keng ba hlola bo ahloloa ka litekanyetso tse fetileng, hobane bareki ba na le phetoho ea ho lokisoa ha thepa, 'me palo ea tokiso e fetisitse litebello.
Jeffrey Mathews o boletse hore nakong e fetileng, ba susumetsoa ke nako ea 'maraka oa polokelo, bahlahisi ba potlakile ho fihlela tlhokahalo le ho holisa tlhahiso.Ka ho fokotseha ha tlhokahalo ea bareki, phepelo e ne e ntse e eketseha butle-butle.Hona joale ba sebetsana le mathata a bona a thepa.
Meguiar Light e boletse hore hoo e batlang e le bareki bohle ba ka sehloohong 'marakeng oa ho qetela ba etsa liphetoho tsa thepa.Sravan Kundojjala o ile a bolella baqolotsi ba litaba hore hona joale, bafani ba bang ba saena litumellano tsa nako e telele le bareki, ka tšepo ea ho fokotsa lihlahisoa tse feliloeng ka har'a thepa, 'me ba leka ho etsa hore thepa e nkeloe sebaka ho leka-lekanya liphetoho leha e le life tse hlokahalang.
Leano la ho boloka
"Kamehla re hatelletse ho ntlafatsa litšenyehelo ho etsa hore moralo oa litšenyehelo o phahametse mohlolisani ofe kapa ofe, e leng mokhoa oa ho netefatsa phaello e tsitsitseng hona joale".Samsung Electronics e lumela hore lihlahisoa li na le elasticity ea theko, e ka sebelisoang ho theha tlhokahalo e itseng.Ha e le hantle, phello e fokotsehile haholo, 'me mokhoa oa kakaretso oa theko o ntse o sa laolehe.
SK Hynix o boletse sebokeng sa tlaleho ea lichelete tsa kotara ea boraro hore molemong oa ho ntlafatsa litšenyehelo, k'hamphani e lekile ho ntlafatsa sekhahla sa thekiso le tlhahiso ea lihlahisoa tse ncha karolong ea boraro, empa phokotso e matla ea theko e feta litšenyehelo tse fokotsehileng, le phaello ea ts'ebetso le eona. hana.
Ho latela lintlha tsa boeletsi tsa TrendForce Jibang, tlhahiso ea memori ea Samsung Electronics, SK Hynix le Micron e bolokile kholo ea 12-13% selemong sena.Ka 2023, tlhahiso ea Samsung Electronics e tla fokotseha ka 8%, SK Hynix ka 6.6%, le Micron ka 4.3%.
Lifeme tse kholo li hlokolosi tšebelisong ea lichelete le katolosong ea tlhahiso.SK Hynix o boletse hore tšebeliso ea chelete ea selemo se tlang e tla fokotseha ka ho feta 50% ka selemo, 'me matsete a selemo sena a lebelletsoe ho ba ka 10-20 trillion e hapuoeng.Micron o boetse a re e tla fokotsa haholo tšebeliso ea eona ea lichelete selemong sa lichelete sa 2023 le ho fokotsa sekhahla sa ts'ebeliso ea limela tsa tlhahiso.
TrendForce Jibang Consulting e boletse hore ho latela mohopolo, ha ho bapisoa le merero ea matsete ea Samsung Electronics 'Q4 2023 le Q4 2022, ke likotoana tsa 40000 feela tse tla eketsoa bohareng;SK Hynix e ekelitse lifilimi tse 20,000, ha Meguiar e ne e itekanetse, ka lifilimi tse ling tse 5000 feela.Ho phaella moo, bahlahisi ba ne ba qala ho haha limela tse ncha tsa ho hopola.Hona joale, tsoelo-pele ea limela e ntse e tsoela pele, empa mokhoa oa kakaretso o chechisoa.
Samsung Electronics e batla e na le tšepo mabapi le keketseho ea tlhahiso.Khamphani e boletse hore e tla tsoelapele ho boloka boemo bo nepahetseng ba matsete a litšebeletso tsa motheo ho sebetsana le tlhoko ea nako e mahareng le ea nako e telele, empa matsete a eona ho lisebelisoa a tla fetoha habonolo.Leha tlhoko ea hajoale ea 'maraka e ntse e fokotseha, k'hamphani e hloka ho itokisetsa ho hlaphoheloa ha tlhokahalo nakong e mahareng le e telele ho latela pono ea leano, kahoo k'hamphani e ke ke ea fokotsa tlhahiso ka boqhetseke ho fihlela tekanyo ea nako e khuts'oane ea phepelo le tlhoko.
Jeffrey Mathews o boletse hore phokotso ea litšenyehelo le tlhahiso e tla ama lipatlisiso le nts'etsopele ea theknoloji e tsoetseng pele ea bahlahisi, 'me lebelo la ho nyolohela ho li-node tse tsoetseng pele le tla lieha, kahoo phokotso ea litšenyehelo tse nyane (bit litšenyehelo) le eona e tla fokotseha.
Re lebeletse selemo se tlang
Baetsi ba fapaneng ba hlalosa 'maraka oa memori ka tsela e fapaneng.Ho latela karohano ea terminal, matla a mararo a ho khanna a memori ke lifono tse bohlale, li-PC le li-server.
TrendForce Jibang Consulting e bolela esale pele hore karolo ea 'maraka oa memori ho tsoa ho li-server e tla hola ho fihla ho 36% ka 2023, haufi le karolo ea mehala ea mehala.Mehopolo ea mehala e sebelisoang bakeng sa mehala ea thekeng e na le sebaka se tlase ho ea holimo, se ka fokotsoang ho tloha ho 38.5% ho ea ho 37.3%.Lisebelisoa tsa elektronike tsa bareki 'marakeng oa memori ea flash li tla fokola, ha lifono tse bohlale li hola ka 2.8% mme lilaptop li theoha ka 8-9%.
Liu Jiahao, mookameli oa lipatlisiso oa Jibang Consulting, o itse "Sebokeng sa "2022 Jibang Consulting Semiconductor Summit and Storage Industry Summit" ka October 12 hore nts'etsopele ea mohopolo e ka aroloa ka lihlopha tse 'maloa tsa bohlokoa tsa ho khanna, tse tsamaisoang ke li-laptops ho tloha 2008 ho ea ho 2011;Ka 2012, ka botumo ba lisebelisoa tse bohlale tse kang liselefouno le matlapa, 'me li khannoa ke Inthanete, lisebelisoa tsena li ile tsa nkela li-laptops sebaka e le matla a ka sehloohong a ho khanna mohopolo;Nakong ea 2016-2019, likopo tsa Inthanete li atolohile ka ho eketsehileng, li-server le litsi tsa data li fetohile tsa bohlokoa haholo joaloka lisebelisoa tsa digital, 'me polokelo e qalile ho ba le tšusumetso e ncha.
Jeffrey Mathews o boletse hore nako ea ho qetela ea ho putlama ha memori e etsahetse ka selemo sa 2019, hobane tlhoko ea li-smartphones, 'maraka o moholo oa li-terminal, e theohile.Ka nako eo, phepelo ea thepa e ile ea bokella thepa e ngata, tlhokahalo ea baetsi ba lifono tse bohlale e ile ea theoha, 'me NAND le DRAM ASP (theko e tloaelehileng ea thekiso) bakeng sa lifono tse bohlale le tsona li bile le phokotseho ea linomoro tse peli.
Liu Jiahao o boletse hore nakong ea ho tloha 2020 ho isa 2022, boemo ba seoa, phetoho ea dijithale, bofokoli ba lisebelisoa tsa elektroniki tsa bareki le lintlha tse ling tse fapaneng li hlahile, mme tlhoko ea indasteri ea komporo e matla e matla ho feta nakong e fetileng.Bahlahisi ba eketsehileng ba Inthanete le ba IT ba behile litsi tsa data, tse boetse li tsamaisitse tsoelo-pele ea butle-butle ea digitalization ho leru.Tlhokahalo ea polokelo ea li-server e tla hlaka haholoanyane.Leha karolo ea 'maraka ea hajoale e ntse e le nyane, setsi sa data le li-server e tla ba tsona tse ka sehloohong tsa' maraka oa polokelo nakong e mahareng le e telele.
Samsung Electronics e tla eketsa lihlahisoa bakeng sa li-server le litsi tsa data ka 2023. Samsung Electronics e boletse hore, ha ho nahanoa ka letsete la lisebelisoa tsa bohlokoa tse kang AI le 5G, tlhokahalo ea lihlahisoa tsa DRAM ho tloha ho li-server e tla lula e tsitsitse selemong se tlang.
Sravan Kundojjala o boletse hore barekisi ba bangata ba batla ho fokotsa maikutlo a bona ho limmaraka tsa PC le li-smartphone.Ka nako e ts'oanang, setsi sa data, likoloi, indasteri, bohlale ba maiketsetso le masimo a marang-rang a ba fa menyetla ea ho hōla.
Jeffrey Mathews o boletse hore ka lebaka la tsoelo-pele e tsoelang pele ea theknoloji ea memori ho ea ho li-node tse tsoetseng pele, ts'ebetso ea lihlahisoa tsa NAND le DRAM e lebeletsoe ho finyella moloko o latelang oa ho tlōla.Ho lebelletsoe hore tlhoko ea limmaraka tsa mantlha tse kang setsi sa data, lisebelisoa le komporo ea moeli e tla hola ka matla, kahoo barekisi ba ntse ba khanna potefolio ea sehlahisoa sa memori.Ha nako e ntse e ea, ho na le tšepo ea hore bafani ba memori ba tla ba hlokolosi ho atoloseng bokhoni le ho boloka taolo e thata ea phepelo le litheko.
Nako ea poso: Nov-05-2022