Opanga master control amalowa nawo pakuchotsa zinthu, mitengo yamakumbukiro ikupitilirabe kutsika, msika wosungirako uyenera kusamala ndi kukangana kwamkati kwamayendedwe oyipa amsika & kufunikira.

Misonkhano iwiri ikuchitika ku likulu, ndipo chiwerengero cha 5% cha kukula kwa chaka chino chimakhala chokhazikika, chomwe mwachiwonekere ndi chiwonetsero chopanda chithandizo cha zovuta zachuma.

Potsutsana ndi chilengedwe chonse chosauka, ntchito ya msika wosungirako sabata ino imakhala yovuta kwambiri pambuyo pa nthawi yapitayi ya kuchepa kosalekeza.

Kaya ndi kusagwira bwino ntchito kwa Micron komwe kutha kutsitsa antchito ambiri, kapena kuchuluka kwa zinthu zomwe zikuchulukirachulukira kumakampani a semiconductor ku South Korea, zomwe zimadalira kwambiri kusungirako, zafika poipa kwambiri kotero kuti palibe chifukwa chonena zambiri.

Pankhani yamafakitole a module ndi kufunikira kwa ma terminal, palinso nkhani yoti ndalama za Macronix mu February zidatsika ndi 40% pachaka, Jinghaoke adataya NT $ 800 miliyoni pamitengo yazinthu, komanso mabizinesi.SSDndalama zidatsika pafupifupi 30% mu Q4 chaka chatha.

Mwachidule, zomwe zikuchitika masiku ano "dzinja ikubwera" pamsika wosungirako zidachitika.Kuphatikiza apo,SSDopanga olamulira ambuye apanga chiwongolero chachikulu chochotseratu zinthu, ndipo mayendedwe owopsa amisika yoyipa ndi kufunikira kozizira kwakhala chiwopsezo chachikulu chomwe anthu onse osungira ayenera kukhala tcheru mokwanira.

Mosiyana ndi zimenezi, nkhani yakuti Winbond ndi ADATA inalemba kukula kwa ndalama zoposa 10% mwezi-pa-mwezi mu February ikuwoneka kuti ndi yofooka.

 

SSDmsika wokhazikika

Sabata ino, zonseSSDmsika udakali pansi, ndi kufunikira kochepa komanso kusasintha kwa kuchuluka kwa malonda.Kutsatira kuchepetsedwa kwa ma chip wafer oyambilira, owongolera adaphatikizidwanso mwalamulo pakuloledwa kwazinthu, ndikuchepetsa pafupifupi 30%.Ogwira ntchito m'makampani ena adanena kuti, kupatulapo kuwonjezeka kwa mafunso pamsika wa seva, misika ina ya ogula ikuvutika, ndipo ndi nthawi yoyesera kwenikweni.Kugwa kumangopangitsa kuti zofunazo zikhale zovuta kwambiri, ndipo msika popanda kufunikira udzangowonjezereka, kulowa mumsewu woipa wa kukangana kwamkati.Ndikulimbikitsa aliyense kuti azichita moyenera, ndipo musagwire ntchito popanda malire!

11

Sabata ino,NVMEpafupifupi otchulidwa, ndipo mphamvu zonse zimasonyeza kutsika, ndi kuchepa kwa pafupifupi 1% -2%;

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

Zolemba zamsika za SATA 3.0 sabata ino, mphamvu zonse zili pansi, ndi kuchepa kwa pafupifupi 1% -4%;

OEM PCBA: 120G/240G/480G/960G/2T Mawu (popanda ma CD, etc.): 40/70/120/240/530

 

DRAM Memory Market

Msika wa DRAM ukadali wosauka sabata ino, mtengo wamsika wonse ukupitilirabe kutsika, kuchuluka kwazinthu kukucheperachepera, ndipo kufunikira kuli kofooka kwambiri.Sikoyenera kuonjezera kufufuza posachedwapa, ndipo ntchito imodzi ndi imodzi ndiyo yaikulu.

22

Sabata ino, mawu amsika a kukumbukira OEM akuwonetsa kutsika kwamphamvu zonse, ndikutsika pafupifupi 4% -6%.M'gawo la D3, mphamvu zonse zili pansi, ndi kuchepa kwa pafupifupi 3% -7%.

Mawu amtundu: (mtengo wake ndi wongotanthauza, msika umasinthasintha)

D4 2666 32G: 375-452

D4 2666 16G: 164-211

D4 2666 8G: 86-110

D4 2666 4G: kuzungulira 60-91.

 

FLASHparticle msika

Msika wamtundu wa FLASH particles unali chete sabata ino, ndipo mtengo udapitilira kutsika.Mawu a mkate wopyapyala woyambirira, mawu a 128G/64GTLC Good Die wafer ndi pafupifupi madola 3.4/1.8 aku US, mtengo weniweniwo ndi wotsika, ndipo kuchulukira konseko sikunasinthe.Malo ochezera amakhala aulesi, ndipo amalonda amadikirira ndikuwona, makamaka ali m'modzi-m'modzi.Musaganize mochuluka pakadali pano, sungani ntchito imodzi ndi imodzi, ndipo sizoyenera kuwerengera.

 

USB 2.0/USB 3.0/TF khadimsika

Sabata ino, mtengo wamsika wa USB ukutsika pang'onopang'ono, kufunikira sikuli bwino, ndipo pali malo oti muchepetse mphamvu zazikulu.Palibe zotumiza zazikulu za granules, mitengo ya Good Die wafer contract ikupitilizabe kutsika, ndipo amalonda akupitiliza kudikirira ndikuwona kuyenda.

Sabata ino, mawu ambiri a PCBA, kupatula mphamvu za 4G ndi 128G, ali pansi, ndi kuchepa kwa pafupifupi 1% -3%;

UDP imatchulidwa pafupifupi sabata ino, kotero mphamvu ili pansi, ndipo kuchepa kwapakati kuli pafupi ndi 1% -4%;

Sabata ino, msika wa USB 3.0 watchulidwa pafupifupi, ndipo mphamvu zonse zili pansi, ndi kuchepa kwa pafupifupi 1% -4%;

Sabata ino, aTF khadimsika zambiri zotchulidwa mitengo.Kupatula mphamvu ya 64G, mphamvu zina zimasonyeza kutsika, ndipo kuchepa kwapakati kunali pafupi ndi 2% -3%.

 

 


Nthawi yotumiza: Mar-13-2023