Hasashen Kasuwar Ƙwaƙwalwar DDR ta 2026

A shekarar 2026, kasuwar ƙwaƙwalwar DDR ta shiga wani sabon zagaye na tsarin samar da kayayyaki, tare da gibin buƙatar kayayyaki na 7.1%, wanda ya fi shahara a ɓangaren uwar garken. Wani sauyi na asali a tsarin buƙata ya faru: ɓangaren uwar garken ya kai kashi 45% na kasuwa, yayin da yawan amfani da ƙwaƙwalwar uwar garken AI ke ƙaruwa da kashi 40%-50% kowace shekara, wanda hakan ya sa DDR5 mai yawan amfani ya zama babban abin da ke haifar da ci gaban kasuwar. A halin yanzu, ɓangaren PC yana riƙe da kashi 10% kawai, kuma ci gaban DRAM na wayar hannu yana raguwa sosai. Manyan masana'antun suna karkatar da sama da kashi 70% na ƙarfinsu na babban amfani zuwa HBM da DDR5, wanda ke haifar da raguwar wadatar DDR4 akai-akai.

Dangane da farashi, dukkan nau'ikan suna ci gaba da haɓaka yanayin. Server DDR5 yana ganin karuwar farashi da kashi 50% a kowace na'ura a cikin watanni 8, yayin da farashin DDR5 na tebur ya tashi da sama da kashi 400%. Saboda raguwar samarwa, DDR4 ya zama ƙasa mai ƙarancin albarkatu tare da ƙarfin juriyar farashi - farashi zai ci gaba da hauhawa a H1 2026 kuma yana canzawa a babban matakin H2.

A fannin fasaha, cikakken maye gurbin DDR5 yana ƙaruwa: saurin shigarsa ya wuce kashi 60% a ɓangaren sabar kuma ya zama ruwan dare ga kwamfutocin tafi-da-gidanka, tare da haɓaka mitar tushe zuwa 6400MHz. HBM3E/HBM4 ya zama daidaitaccen tsari na kwakwalwan AI, yana alfahari da girman kasuwa ya wuce dala biliyan 10. Duk da haka, yawan HBM na ƙarfin ci gaba ya ƙara ta'azzara ƙarancin DDR5, kumamasu masana'antun cikin gidaba su cimma yawan samar da HBM ba tukuna. Zagayen rayuwar DDR4 an tsawaita shi har zuwa ƙarshen 2026, tare da ChangXin Memory Technologies yana ƙara yawan aiki da ke da alaƙa.

Tagar zinare ta maye gurbin wurin da ake amfani da ita: ChangXin Memory Technologies ta ci gaba da tabbatar da abokan ciniki na DDR5, wanda ke nufin hannun jarin kasuwa ya wuce kashi 5%. Kamfanoni kamar GigaDevice da Longsys suna yin ƙoƙari a fannoni daban-daban. Abubuwan da suka fi dacewa sun haɗa da kuɗaɗen manufofi da kuma koma-baya ga sayayya, amma matsaloli kamar takunkumin injin lithography na EUV sun ci gaba da wanzuwa, wanda hakan ya sa manyan nasarorin kasuwa ke fuskantar ƙalubale.