Nō nā tata nei, kua pāngia te mākete maramara rokiroki e te pikinga nui o ngā utu, nā te pikinga ake o te hiahia mō te mana rorohiko matauranga horihori (AI) me ngā whakarerekētanga hanganga i roto i te mekameka tuku.

Ngā Āhuatanga Matua o te Pikinga o te Utu Maramara Rokiroki o Nāianei

Ngā whanaketanga matua: Mō ngā pikinga utu, kua piki ake ngā utu DDR5 neke atu i te 100% i roto i te marama kotahi; kua piki ake te pikinga utu kirimana DRAM o te hauwhā 4 ki te 18%-23%, me ngā utu wāhi o ētahi tauira e piki ake ana i te 25% i roto i te wiki. Mō ngā rautaki a ngā kaihanga, kua whakamutua e ngā kamupene matua pērā i a Samsung me SK Hynix ngā whakatau utu kirimana, me te whakatairanga i te kaha whakaputa mō te HBM (High Bandwidth Memory) me te DDR5, me te whakatuwhera noa i te tuku ki ngā kiritaki mahi tahi nui mō te wā roa. Ko te pūtake matua ko te pikinga o te tono mō ngā tūmau AI, e pau ana te nui o te kaha wafer, i te mea ka maukati ngā kaiwhakarato ratonga kapua i te kaha mō ngā tau torutoru e whai ake nei i mua i te hanga hanganga mana rorohiko.

Pānga ki te mekameka ahumahi:

Ngā kamupene nunui o te ao: Kua kite a Samsung me SK Hynix i te tipu nui o ngā moni whiwhi me ngā hua whakahaere.

Ngā kaihanga o te kāinga: Kua nui ngā whakapainga mahi kua tutuki i ngā kamupene pēnei i a Jiangbolong me Biwin Storage, ā, kua tere ake te whakakapinga hangarau.

Mākete taunga: Kei te pāngia ētahi waitohu hikohiko kaihoko e te pēhanga utu nā te pikinga o ngā utu rokiroki. 

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Ngā Take Matua mō te Pikinga Utu

Ka taea te mārama ki te pikinga tere o ngā utu maramara rokiroki he kōrero noa iho mō te "kore taurite i waenga i te tono me te tuku", engari e tautokona ana e te huringa nui o te ahumahi.

Taha Tuku: Te Whakaiti Hanganga me te Huringa Rautaki

Kei te whai rautaki ngā kaihanga taputapu taketake maramara rokiroki (OEM) pēnei i a Samsung, SK Hynix, me Micron. Kei te whakawhitihia e rātou he nui o te kaha wafer mai i te DRAM me te NAND tuku iho ki te HBM me te DDR5 teitei ake te tawhē hei whakatutuki i te hiahia o te tūmau AI. Nā tēnei huarahi "tahae i a Peter ki te utu i a Paul" i arahi tika ki te hekenga nui o te kaha o ngā maramara rokiroki whānui, ka hua ake he iti te wāhi tuku.

Te taha tono: Ka whakaoho te ngaru AI i te tono nui

Ko te tino take nui ko te pikinga o te tono. Kei te nui te haumi a ngā kamupene ratonga kapua o te ao (hei tauira, a Google, Amazon, Meta, Microsoft) ki ngā hanganga AI. He tino nui ngā whakaritenga a ngā tūmau AI mō te whānui o te rokiroki me te kaha, ehara i te mea ka piki ake ngā utu o HBM me DDR5 engari ka nohoia hoki te kaha katoa o te umanga mā roto i tā rātou rahinga hoko nui. Hei tāpiri, ko te whānui ake o ngā tono AI mai i te whakangungu ki te whakatau ka piki ake te hiahia mō te DRAM.

Te Whanoke o te Mākete: Ka Whakanuia te Hurihuri e te Hokonga Mataku

I te aroaro o te tumanako ka puta he "korenga o ngā taonga," kua whakamahia e ngā kaihanga tūmau me ngā kaihanga hua hiko te hokohoko mataku. Engari ko ngā hoko ā-hauwhā, e rapu ana rātou i ngā whakaaetanga tuku mō te wā roa, arā, e 2-3 tau te roa, e whakanui ake ana i ngā pakanga tuku-tono mō te wā poto, ā, ka nui ake te piki me te heke o ngā utu.

Pānga ki te mekameka ahumahi

Kei te hurihia te hanganga me te taiao o te mekameka umanga rokiroki katoa e tēnei pikinga utu.

Ngā Kamupene Rokiroki o te Ao

Hei kaiārahi i te mākete kaihoko, kua eke ngā kamupene pēnei i a Samsung me SK Hynix ki te tipu nui o ngā moni whiwhi me ngā hua. Mā te whakamahi i ngā painga hangarau, kei a rātou te mana utu mō ngā hua papai pēnei i a HBM.

Ngā Pakihi Rokiroki ā-Whare

He whai wāhitanga nui tēnei mō ngā kaihanga o te motu. Nā roto i ngā whanaketanga hangarau me ngā rautaki mākete ngāwari, kua eke rātou ki te whanaketanga tere.

Whakakapinga Tere

I waenganui i te kukū haere o ngā mekameka tuku o te ao, kei te tere whakaurua ngā PCIe SSD taumata-hinonga ā-rohe me ētahi atu hua ki roto i ngā mekameka tuku o ngā hinonga matua o te rohe, ā, ka tere ake te tukanga whakakapinga ā-rohe.

Mākete Kaihoko Taunga

Ko ngā hua hikohiko kaihoko he nui te utu rokiroki, pērā i ngā waea atamai waenga-ki-iti, kei te pāngia e ngā pēhanga utu. Kei roto ngā kaihanga waitohu i tētahi raruraru: mā te tango i ngā utu ā-roto ka pēhia ngā hua, engari ko te tuku i ngā utu ki ngā kaihoko ka pā ki te nui o ngā hoko.

Te Tirohanga ki ngā Auahatanga o te Ao kei te heke mai

I te nuinga o te wā, tera pea ka haere tonu tēnei wā o te tino angitu i roto i te mākete rokiroki mō tētahi wā.

Te Auahatanga o te Utu

E whakaatu ana ngā matapae ā-pūnaha, tera pea ka roa te pikinga o te utu o ngā maramara rokiroki tae noa ki te hauwhā tuatahi o te tau 2026. Ina koa, e matapaetia ana ka piki ake ngā utu o te HBM me te DDR5 i ngā hauwhā e whai ake nei.

Whakahoutanga Hangarau

Kei te tere haere te whanaketanga o te hangarau rokiroki. Ka haere tonu ngā OEM ki te heke ki ngā tukanga matatau ake (pēnei i ngā pona 1β/1γ), ko ngā hangarau o te whakatupuranga hou pēnei i te HBM4 kua whakaurua ki te kaupapa R&D me te whakaputa papatipu kia whai i te mahi me ngā hua teitei ake.

Tukanga Whakatakotoranga

Mā te hangarau mohio me ngā rautaki ā-motu e ārahi, ka haere tonu ngā umanga rokiroki Hainamana ki te haumi ki te R&D hangarau me te kaha whakaputa. E matapaetia ana i te tau 2027, ka eke ngā umanga rokiroki Hainamana ki tētahi taumata nui i roto i te mākete o te ao, ā, ka nui ake te tūranga i roto i te mekameka ahumahi o te ao.