Misangano miviri iri kuitwa muguta guru, uye chinangwa chekukura kwe5% chakatarwa gore rino chakanyanya kuchengetedza, izvo zviri pachena kuratidzwa kusingabatsiri kwechokwadi chematambudziko ehupfumi.
Kutarisana nemamiriro ezvinhu ehurombo huripo, kushanda kwemusika wekuchengetedza vhiki ino kunotonyanya kunetseka mushure menguva yapfuura yekuderera kunoramba kuripo.
Kungave kusaita zvakanaka kwaMicron kunogona kugumura vashandi vakawanda, kana iyo yese semiconductor indasitiri inokwira chip inventory data muSouth Korea, iyo inovimba zvakanyanya nekuchengetedza, zvave zvakaipa zvekuti hapana chikonzero chekutaura zvimwe.
Panyaya yemafekitori emodule uye kudiwa kwekupedzisira, kune zvakare nhau dzekuti mari yeMacronix muna Kukadzi yakadonha neinopfuura makumi mana muzana pagore-pagore, Jinghaoke akarasikirwa neNT $800 miriyoni mumitengo yezvinhu, uye bhizinesi.SSDmari yakadonha neinenge 30% muQ4 gore rapfuura.
Muchidimbu, mamiriro azvino e "chando chiri kuuya" mumusika wekuchengetedza wakatora chimiro.Pamusoro pe,SSDvagadziri vekudzora vatenzi vakaita danho rakakura rekujekesa zvinyorwa, uye denderedzwa rakashata remamiriro emusika asina kunaka uye kutonhora kudiwa kwave njodzi huru yekuti vanhu vese vekuchengetedza vanofanirwa kuve vakangwarira zvakakwana.
Kusiyana neizvi, nhau dzekuti Winbond neADATA dzakarekodha kukura kwemari inopfuura 10% mwedzi-on-mwedzi munaFebruary ichiri kuratidzika kunge isina kusimba.
SSDsolid state market
Vhiki rino, zvakazaraSSDmusika uchiri kudzikira, uine kurongeka kushoma uye hapana shanduko muhuwandu hwekutengesa.Kutevera kudzikiswa kweiyo yekutanga chip wafers, vatongi vakaiswawo zviri pamutemo mumvumo yekutenga, nekudzikiswa kweanenge 30%.Vamwe indasitiri mukati vakaratidza kuti, kunze kwekuwedzera kwekubvunza mumusika we server, mamwe misika yevatengi ari kutambura, uye inguva yekuyedzwa chaiko.Kudonha kuchaita kuti kudiwa kuwedzere, uye musika pasina kudiwa unongowedzera, kupinda mudenderedzwa rakashata rekupokana kwemukati.Ndinokurudzira munhu wese kuti aibate zvine musoro, uye usashande pasina muganhu!
Svondo rino,NVMEzvakadarikidzwa, uye masimba ese airatidza kudzikira, nekuderera kwe1% -2%;
OEM PCBA: kumativi 85/126/245/630.
Vhiki rino SATA 3.0 musika makotesheni, hunyanzvi hwese huri mukudzika, nekuderera kweanenge 1% -4%;
OEM PCBA: 120G/240G/480G/960G/2T Mashoko (pasina kurongedza, nezvimwewo): 40/70/120/240/530
DRAM ndangariro musika
Musika weDRAM uchiri murombo svondo rino, mutengo wemusika wese unoramba uchidonha, huwandu hwekutengesa huri kudzikira, uye kudiwa kwacho hakuna kusimba.Izvo hazvina kukodzera kuwedzera zvinyorwa munguva yemberi iri pedyo, uye imwe-kune-imwe kushanda ndiyo huru.
Vhiki rino, ndangariro OEM musika makotesheni anoratidza kudzika maitiro mune ese masimba, nekudzikira kweanosvika 4% -6%.Muchikamu cheD3, hunyanzvi hwese huri mukudzika, nekudzikira kweanenge 3% -7%.
Brand quotation: (mutengo ndewekutarisa chete, musika unoshanduka)
D4 2666 32G: 375-452
D4 2666 16G: 164-211
D4 2666 8G: 86-110
D4 2666 4G: kumativi 60-91.
FLASHparticle market
Musika wenzvimbo weFLASH masisitimu wakanyarara svondo rino, uye mutengo wakaramba uchidonha.Iko quotation yewafer yekutanga, quotation ye128G/64GTLC Yakanaka Die wafer ingangoita 3.4/1.8 US madhora, mutengo chaiwo wekutengesa wakaderera, uye kuwanda kwese kunoramba kusingachinji.Iyo terminal ine usimbe, uye vatengesi vanomirira uye vaone, zvakanyanya mune imwe-pane-imwe nyika.Usafunge zvakanyanya panguva ino, chengeta iyo-kune-imwe oparesheni, uye haina kukodzera kuverengera.
USB 2.0/USB 3.0/TF kadhimarket
Vhiki rino, mutengo wemusika we USB uchiri kudonha zvishoma nezvishoma, kudiwa kuchiri kusimukira, uye kuchine nzvimbo yekuderera muhukuru hukuru.Iko hakuna kutakura kwakakura kwemagranules, Good Die wafer kontrakiti mitengo inoramba ichidonha, uye vatengesi vanoramba vakamirira uye vaona kuyerera.
Vhiki rino, PCBA's general quotations, kunze kwe4G uye 128G masimba, ari mukudzika kwemaitiro, nekuderera kweanenge 1% -3%;
UDP inofungidzirwa kutaurwa svondo rino, saka kugona kuri mukuderera, uye kuderera kwepakati kwakatenderedza 1% -4%;
Vhiki rino, musika we USB 3.0 unofungidzirwa kutaurwa, uye masimba ese ari mukudzika, nekuderera kweanenge 1% -4%;
Svondo rino, theTF kadhimusika kazhinji priced prices.Kunze kweiyo 64G kugona, mamwe masimba airatidza kuderera, uye kuderera kwacho kwaive kwakapoteredza 2% -3%.
Nguva yekutumira: Mar-13-2023
