I ngā tau kua taha ake nei, kī tonu te mākete hiko haurua-waenga i te tangata, engari mai i te tīmatanga o tēnei tau, kei te heke tonu ngā rorohiko, ngā waea atamai me ētahi atu mākete taunga. Kei te heke tonu ngā utu maramara, ā, kei te tata mai te makariri e karapoti ana. Kua uru te mākete hiko haurua-waenga ki tētahi huringa heke, ā, kua tīmata wawe te takurua.
Ko te tukanga mai i te pahūtanga o te tono, te pikinga o te utu hea, te whānui o te haumitanga, te tukunga o te kaha whakaputa, tae atu ki te whakahekenga o te tono, te nui rawa o te kaha, me te hekenga utu, e kiia ana he huringa katoa o te umanga haurua-waea.
Mai i te tau 2020 ki te tīmatanga o te tau 2022, kua pāngia ngā kamupene hiko-waea e tētahi huringa nui o te ahumahi me te pikinga o te hua. Mai i te haurua tuarua o te tau 2020, nā ngā āhuatanga pēnei i te mate urutā i piki ake ai te tono. I puta mai te awha. Kātahi ka makahia e ngā kamupene he moni nui, ka whakangao nui ki ngā miihini hiko-waea, ā, i puta ai he ngaru o te whakawhānui ake i te whakaputanga mō te wā roa.
I taua wā, i tino kaha te ahumahi haurua-ira, engari mai i te tau 2022, kua tino rerekē te āhua o te ōhanga o te ao, kei te heke tonu ngā hikohiko kaihoko, ā, i raro i ngā āhuatanga koretake, kua "pōuriuri" te ahumahi haurua-ira i tino puāwai i te tīmatanga.
I te mākete o raro iho, kei te heke haere ngā hikohiko kaihoko e tohuhia ana e ngā waea atamai. E ai ki tētahi rangahau i whakahaerehia e TrendForce i te 7 o Tīhema, ko te katoa o ngā putanga waea atamai o te ao i te hauwhā tuatoru i eke ki te 289 miriona waeine, he hekenga o te 0.9% mai i te hauwhā o mua, me te hekenga o te 11% mai i te tau o mua. I roto i ngā tau, ko te tauira tipu pai i te wā tino piki o te hauwhā tuatoru e whakaatu ana he tino puhoi ngā āhuatanga o te mākete. Ko te take matua ko te tino matatika o ngā kaihanga waitohu waea atamai i roto i ā rātou mahere whakaputa mō te hauwhā tuatoru me te whakaaro ki te whakatairanga i te whakatikatika i ngā taonga o ngā hua kua oti i roto i ngā hongere. I te taha o te pānga o te ngoikore o te ōhanga o te ao, kei te whakaheke tonu ngā waitohu i ā rātou whāinga whakaputa.
E whakaaro ana a TrendForce i te 7 o Hakihea, mai i te hauwhā tuatoru o te tau 2021, kua whakaatu te mākete waea atamai i ngā tohu whakatūpato mō te ngoikore nui. Tae noa ki tēnei wā, kua whakaatu i te hekenga ā-tau mō ngā hauwhā e ono karapīpiti. E matapaetia ana ka whai ake tēnei ngaru o te huringa raro. Ina oti te whakatikatika i ngā taumata o ngā rawa hongere, kāore e tika ana kia piki ake tae noa ki te hauwhā tuarua o te tau 2023 i te wā tōmua rawa.
I taua wā anō, ko te DRAM me te NAND Flash, ngā wāhanga matua e rua o te mahara, i heke haere tonu i te katoa. Mō te DRAM, i tohu a TrendForce Research i te 16 o Noema, i heke haere tonu te tono mō ngā hikohiko kaihoko, ā, i piki ake te hekenga o ngā utu kirimana DRAM i te hauwhā tuatoru o tēnei tau ki te 10%. ~15%. I te hauwhā tuatoru o te tau 2022, ko te moni whiwhi o te umanga DRAM he US$18.19 piriona, he hekenga 28.9% mai i te hauwhā o mua, koinei te tuarua o ngā hekenga teitei rawa atu mai i te tsunami pūtea o te tau 2008.
Mō te NAND Flash, i kī a TrendForce i te 23 o Noema kei raro tonu i te pānga o te ngoikore o te tono te mākete NAND Flash i te hauwhā tuatoru. He kino ake i te mea i whakaarohia ngā tuku hikohiko kaihoko me ngā tūmau, ā, i heke haere ngā utu NAND Flash i te hauwhā tuatoru ki te 18.3%. Ko te whiwhinga moni katoa o te umanga NAND Flash he tata ki te US$13.71 piriona, he hekenga 24.3% i ia hauwhā.
E 40% o te mākete tono haurua-irahiko te nui o ngā taputapu hiko kaihoko, ā, he tata te hononga o ngā kamupene i ngā hononga katoa o te mekameka ahumahi, nō reira, kāore e kore ka tūtaki rātou ki ngā hau makariri o te awa. I te tukunga o ngā tohu whakatūpato wawe e ngā rōpū katoa, e tohu ana ngā whakahaere ahumahi kua tae mai te takurua o te ahumahi haurua-irahiko.
Wā tuku: Hakihea-14-2022
