Ob lub rooj sib tham tau muaj nyob rau hauv lub peev, thiab 5% kev loj hlob lub hom phiaj tau teem rau xyoo no yog kev saib xyuas zoo, uas yog qhov tsis muaj txiaj ntsig ntawm qhov tseeb ntawm cov teeb meem kev lag luam.
Tawm tsam keeb kwm yav dhau los ntawm tag nrho ib puag ncig tsis zoo, kev ua haujlwm ntawm kev lag luam cia lub lim tiam no tseem muaj kev txhawj xeeb ntau dua tom qab lub sijhawm dhau los ntawm kev poob qis.
Txawm hais tias nws yog Micron qhov kev ua haujlwm tsis zoo uas tuaj yeem tso tawm ntau tus neeg ua haujlwm, lossis tag nrho cov khoom lag luam semiconductor cov ntaub ntawv khaws cia hauv South Kauslim, uas tso siab rau ntau qhov chaw cia, nws tau dhau los ua phem heev uas tsis tas yuav hais ntxiv.
Hais txog cov chaw tsim khoom lag luam thiab cov chaw nres nkoj xav tau, tseem muaj xov xwm hais tias Macronix cov nyiaj tau los hauv Lub Ob Hlis poob los ntawm ntau dua 40% xyoo-rau-xyoo, Jinghaoke poob NT $ 800 lab hauv cov nqi khoom muag, thiab kev lag luam.SSDCov nyiaj tau los poob ze li 30% hauv Q4 xyoo tas los.
Hauv cov ntsiab lus, qhov xwm txheej tam sim no ntawm "lub caij ntuj no tab tom los" hauv kev lag luam cia tau pib zoo li qub.Ntxiv rau,SSDtus tswv tswj cov tuam txhab tau ua ib qho kev txav loj los tshem tawm cov khoom muag, thiab lub voj voog tsis zoo ntawm kev lag luam tsis zoo thiab kev xav tau txias tau dhau los ua qhov kev pheej hmoo tseem ceeb uas txhua tus neeg khaws cia yuav tsum tau ceev faj txaus.
Hauv qhov sib piv, cov xov xwm uas Winbond thiab ADATA tau sau cov nyiaj tau los ntawm kev loj hlob ntau dua 10% ib hlis ib hlis nyob rau lub Ob Hlis tseem zoo li tsis muaj zog.
SSDkhoom lag luam hauv xeev
Lub lim tiam no, tag nrhoSSDkev ua lag luam tseem poob qis, nrog kev txiav txim me me thiab tsis muaj kev hloov pauv hauv kev ntim khoom.Tom qab qhov txo qis ntawm cov thawj nti wafers, cov tswj hwm kuj tau raug suav nrog hauv cov khoom lag luam tshem tawm, nrog rau kev txo qis ntawm 30%.Qee qhov kev lag luam sab hauv tau taw qhia tias, tshwj tsis yog qhov nce hauv kev nug hauv kev lag luam server, lwm cov neeg siv khoom lag luam raug kev txom nyem, thiab nws yog lub sijhawm rau kev sim tiag.Qhov kev poob tsuas yog ua rau qhov kev thov tsis zoo, thiab kev lag luam tsis muaj kev thov tsuas yog tuaj yeem ua rau tsis zoo, nkag mus rau lub voj voog tsis zoo ntawm kev sib txhuam sab hauv.Kuv yaum kom txhua tus kho nws kom zoo, thiab tsis txhob ua haujlwm yam tsis muaj kev txwv!
Lub lim tiam no,NVMEroughly quoted, thiab tag nrho cov peev xwm pom ib tug downward trend, nrog ib tug poob ntawm txog 1% -2%;
OEM PCBA: ib ncig 85/126/245/630.
Lub lim tiam no SATA 3.0 kev lag luam quotation, tag nrho cov peev xwm nyob rau hauv ib tug downward trend, nrog ib tug poob ntau yam ntawm 1% -4%;
OEM PCBA: 120G / 240G / 480G / 960G / 2T Nqe lus (tsis ntim, thiab lwm yam): 40/70/120/240/530
DRAM nco ua lag luam
Lub lag luam DRAM tseem tsis zoo nyob rau lub lim tiam no, tag nrho cov nqi lag luam tseem poob qis, kev lag luam ntim kuj tseem poob qis, thiab qhov kev thov tsis muaj zog heev.Nws tsis tsim nyog los nce cov khoom muag nyob rau yav tom ntej, thiab kev ua haujlwm ib-rau-ib yog qhov tseem ceeb.
Lub lim tiam no, nco OEM kev lag luam quotes qhia txog kev poob qis hauv txhua lub peev xwm, nrog kev poob qis li ntawm 4% -6%.Nyob rau hauv D3 sector, tag nrho cov peev xwm nyob rau hauv ib tug downward trend, nrog ib tug poob ntau yam ntawm 3% -7%.
Hom quotation: (tus nqi yog rau siv xwb, lub lag luam fluctuates)
D4 2666 32G: 375-452
D4 2666 16G: 164-211
D4 2666 8G: 86-110
D4 2666 4G: ib ncig ntawm 60-91.
FLASHparticle lag luam
Lub khw muag khoom ntawm FLASH hais tau nyob ntsiag to lub lim tiam no, thiab tus nqi txuas ntxiv poob.Cov lus hais ntawm tus thawj wafer, cov lus hais ntawm 128G / 64GTLC Good Die wafer yog kwv yees li 3.4 / 1.8 US las, tus nqi lag luam tiag tiag yog qis dua, thiab tag nrho cov khoom lag luam tseem tsis hloov pauv.Lub davhlau ya nyob twg yog sluggish, thiab cov tub lag luam tos thiab pom, nyob rau hauv ib qho ntawm ib lub xeev.Tsis txhob xav ntau dhau tam sim no, khaws cov haujlwm ib-rau-ib, thiab nws tsis haum rau cov khoom muag.
USB 2.0/USB 3.0/TF daim cardkev ua lag luam
Lub lim tiam no, USB tus nqi lag luam tseem tab tom poob qeeb, qhov kev thov tseem tsis tau txhim kho, thiab tseem muaj chaw rau kev poob qis hauv lub peev xwm loj.Tsis muaj kev xa khoom loj ntawm granules, Good Die wafer daim ntawv cog lus tus nqi txuas ntxiv mus, thiab cov tub luam tseem tos thiab pom qhov ntws.
Lub lim tiam no, PCBA cov lus hais dav dav, tshwj tsis yog rau 4G thiab 128G muaj peev xwm, nyob rau hauv ib qho kev poob qis, nrog kev poob qis li ntawm 1% -3%;
UDP yog kwv yees hais txog lub lim tiam no, yog li lub peev xwm nyob rau hauv ib qho kev poob qis, thiab qhov poob qis yog nyob ib ncig ntawm 1% -4%;
Lub lim tiam no, kev ua lag luam USB 3.0 yog kwv yees kwv yees, thiab tag nrho cov peev txheej tau poob qis, nrog kev poob qis li ntawm 1% -4%;
Lub lim tiam no, lubTF daim cardkev lag luam feem ntau hais tus nqi.Tsuas yog 64G muaj peev xwm, lwm lub peev xwm tau pom qhov kev poob qis, thiab qhov poob qis yog nyob ib puag ncig 2% -3%.
Post lub sij hawm: Mar-13-2023
