Matapae Matua o te Mākete Mahara DDR 2026

I te tau 2026, ka uru te mākete mahara DDR ki tētahi huringa hanganga nui e peia ana e te tuku, me te āputa tuku-tono o te 7.1%, ko te mea tino kitea i roto i te wāhanga tūmau. Ka puta he panonitanga nui i roto i te hanganga tono: ko te rāngai tūmau te 45% o te mākete, i te mea ka piki ake te whakamahinga mahara tūmau AI mā te 40%-50% i ia tau, ka waiho ko te DDR5 matotoru te kaiārahi tipu matua. I taua wā, ko te wāhanga PC anake e pupuri ana i te 10%, ā, ka tino puhoi te tipu o te DRAM pūkoro. Neke atu i te 70% o tā rātou kaha teitei e tahuri ana ki te HBM me te DDR5, ka hua ake he whakahekenga tonu o te tuku DDR4.

Mō te utu, kei te piki tonu te ia o ngā wāhanga katoa. Ka piki ake te utu mō ia waeine mō te DDR5 tūmau mā te 50% i roto i ngā marama e 8, ā, ka piki ake ngā utu mō te DDR5 papamahi mā te neke atu i te 400%. Nā te whakahekenga o te hanga, ka noho hei rauemi iti te DDR4, ā, he kaha te manawanui ki ngā utu—ka piki tonu ngā utu i te H1 2026, ā, ka rerekē i te taumata teitei i te H2.​

I runga i te hangarau, ka tere ake te whakakapinga katoa o te DDR5: neke atu i te 60% te tere o te urunga ki te rāngai tūmau, ā, ka noho hei mea matua mō ngā PC, me te whakahou ake i te auau turanga ki te 6400MHz. Ka noho ko te HBM3E/HBM4 te whirihoranga paerewa mō ngā maramara AI, e whakamanamana ana ki te rahi o te mākete neke atu i te 10 piriona USD. Heoi, ko te noho a HBM i te kaha matatau ka whakanui ake i te korenga o te DDR5, ā,ngā kaihanga o rotokāore anō kia tutuki te hanga papatipu o te HBM. Ka roa ake te huringa ora o te DDR4 ki te mutunga o te tau 2026, me te whakanui ake a ChangXin Memory Technologies i te kaha e pā ana.

Ka tuwhera te matapihi koura mō te whakakapinga ā-rohe: Ka whakatairangahia e ChangXin Memory Technologies te manatoko kiritaki o te DDR5, me te whai i te wāhanga mākete neke atu i te 5%. Ka whakapau kaha ngā umanga pēnei i a GigaDevice me Longsys puta noa i ngā hononga rerekē. Ko ngā āhuatanga pai ko te putea kaupapa here me te hiahia ki te hoko i raro iho, engari kei te mau tonu ngā arai pēnei i te aukati i ngā mīhini tuhi EUV, ka uaua ai te whakatutuki i ngā whāinga mākete teitei.