Abavelisi bolawulo oluphezulu bajoyina ekucoceni uluhlu, amaxabiso enkumbulo ayaqhubeka nokuhla, imakethi yokugcina kufuneka ilumkele ukungqubana kwangaphakathi komjikelo okhohlakeleyo wentengiso kunye nemfuno.

Zimbini iinkomfa ezibanjwa kwikomkhulu, kwaye i-5% ekujoliswe kuyo yohlumo ebekiweyo kulo nyaka ayiguquguqukiyo, nto leyo ngokucacileyo ibonakalisa ubunyani bobunzima bezoqoqosho.

Ngokuchasene nemvelaphi yendawo yonke ehluphekileyo, ukusebenza kwemarike yokugcina kule veki kunzima ngakumbi emva kwexesha elidlulileyo lokuhla okuqhubekayo.

Nokuba kukungaqhubi kakuhle kweMicron enokuthi ibeke abasebenzi abaninzi, okanye i-semiconductor iyonke yedatha ye-chip ekhuphukayo ye-chip eMzantsi Korea, exhomekeke kakhulu kugcino, iye yaba mbi kangangokuba akukho mfuneko yakuthetha ngakumbi.

Ngokumalunga neefektri zemodyuli kunye nemfuno yesiphelo, kukwakho iindaba zokuba ingeniso yeMacronix ngoFebruwari yehle ngaphezulu kwe-40% unyaka nonyaka, uJinghaoke ulahlekelwe yi-NT $ 800 yezigidi kumaxabiso oluhlu, kunye neshishini.I-SSDingeniso yehle malunga ne-30% kwi-Q4 kunyaka ophelileyo.

Isishwankathelo, imeko yangoku "yobusika buyeza" kwimarike yokugcina iye yathatha imilo.Ukwengeza,I-SSDabavelisi bolawulo lwenkosi baye benza intshukumo enkulu yokucoca uluhlu, kwaye isangqa esikhohlakeleyo seemeko zemarike ezihlwempuzekileyo kunye nemfuno ebandayo ibe ngumngcipheko omkhulu wokuba bonke abantu abagcinayo kufuneka baphaphe ngokwaneleyo.

Ngokwahlukileyo, iindaba zokuba iWinbond kunye ne-ADATA zirekhode ukukhula kwengeniso ngaphezu kwe-10% ngenyanga-ngenyanga ngoFebruwari zisabonakala zibuthathaka.

I-SSDimarike karhulumente eqinileyo

Kule veki, iyonkeI-SSDimakethi isehla, kunye nemfuno yomyalelo omncinci kwaye akukho tshintsho kumthamo wentengiselwano.Ukulandela ukucuthwa kwee-wafers zetshiphu zokuqala, abalawuli nabo baye baqukwa ngokusemthethweni kuluhlu lwempahla, ngokuncipha malunga nama-30%.Abanye abangaphakathi kwishishini babonisa ukuba, ngaphandle kokunyuka kwemibuzo kwimarike yomncedisi, ezinye iimarike zabathengi zihlupheka, kwaye lixesha lovavanyo lwangempela.Ukuwa kuya kwenza ukuba imfuno ibe yimbi ngakumbi, kwaye imarike ngaphandle kwemfuno iya kuba mbi ngakumbi, ingene kwisangqa esibi sokungqubuzana kwangaphakathi.Ndibongoza wonke umntu ukuba ayiphathe ngengqiqo, kwaye angasebenzi ngaphandle komda!

Kule veki,NVMEkucatshulwe ngokurhabaxa, kwaye bonke amandla babonisa ukuhla, kunye nokwehla malunga ne-1% -2%;

OEM PCBA: ngeenxa 85/126/245/630.

Kule veki SATA 3.0 iikowuteshini kwimarike, onke amandla akwimeko ehlayo, kunye noluhlu lokuhla malunga ne-1% -4%;

OEM PCBA: 120G/240G/480G/960G/2T Ucaphulo (ngaphandle kokupakishwa, njl.): 40/70/120/240/530

Imarike yenkumbulo yeDRAM

Imakethi ye-DRAM isahlupheka kule veki, ixabiso lentengiso lilonke liyaqhubeka nokuhla, umthamo wentengiselwano nawo uyancipha, kwaye imfuno ibuthathaka kakhulu.Akufanelekanga ukwandisa uluhlu lwempahla kwixesha elizayo elisondeleyo, kwaye umsebenzi omnye ukuya komnye ngowona uphambili.

Kule veki, iikowuti zeemarike ze-OEM zibonisa ukuhla kwazo zonke izakhono, kunye noluhlu lokuhla malunga ne-4% -6%.Kwicandelo le-D3, onke amandla akwindlela ehlayo, kunye noluhlu lokuhla malunga ne-3% -7%.

Ucaphulo lweBrand: (ixabiso lelereferensi kuphela, imarike iyaguquguquka)

D4 2666 32G: 375-452

D4 2666 16G: 164-211

D4 2666 8G: 86-110

D4 2666 4G: malunga ne-60-91.

IFLESHIimarike yamasuntswana

Imarike yendawo yeengqungquthela ze-FLASH yayizolile kule veki, kwaye ixabiso laqhubeka liwa.I-quotation ye-wafer yasekuqaleni, i-quotation ye-128G / 64GTLC Good Die wafer malunga ne-3.4 / 1.8 yeedola zase-US, ixabiso lentengiselwano langempela liphantsi, kwaye ukugqithiswa okupheleleyo kuhlala kungatshintshi.I-terminal ivila, kwaye abarhwebi bayalinda kwaye babone, ngokusisiseko kwindawo yomntu omnye.Musa ukucinga kakhulu okwangoku, gcina umsebenzi omnye ukuya komnye, kwaye ayifanelekanga kwi-inventory.

I-USB 2.0/I-USB 3.0/ikhadi TFimarike

Kule veki, ixabiso lemarike ye-USB lisahla ngokukhawuleza, imfuno ayiphucukanga, kwaye kusekho indawo yokunciphisa umthamo omkhulu.Akukho kuthunyelwa kukhulu kweegranules, amaxabiso ekhontrakthi ye-Good Die wafer ayaqhubeka nokuhla, kwaye abarhwebi bayaqhubeka nokulinda kwaye babone ukuhamba.

Kule veki, iikowuteshini eziqhelekileyo ze-PCBA, ngaphandle kwe-4G kunye ne-128G amandla, ziphantsi kwendlela, kunye noluhlu lokuhla malunga ne-1% -3%;

I-UDP iqikelelwa ngokucokisekileyo kule veki, ngoko amandla aphantsi, kwaye uluhlu lokunciphisa lujikeleze i-1% -4%;

Kule veki, imarike ye-USB 3.0 icatshulwa ngokucokisekileyo, kwaye onke amandla aphantsi, kunye noluhlu lokuhla malunga ne-1% -4%;

Kule veki, iikhadi TFamaxabiso acatshulwe kwimarike ngokubanzi.Ngaphandle komthamo we-64G, amanye amandla abonisa ukuhla, kwaye uluhlu lokunciphisa lwalujikeleze i-2% -3%.