Yog tias kub ib txwm pom tias muaj kev nyab xeeb -cov cuab yeej cuab tam, tom qab ntawd txij li ib nrab xyoo 2025 txog rau thaum ntxov 2026, lub ntiaj teb kev ua lag luam tau pom qhov tsis txaus ntseeg ntawm cov khoom siv nco tau zoo tshaj qhov ua tau zoo ntawm cov nqi nce. Cov neeg sab hauv kev lag luam qhia tias "tus nqi nco tau hloov yuav luag txhua hnub." Piv txwv li, tus nqi ntawm ib qho 256GB DDR5 neeg rau zaub mov nco module tau tshaj ¥ 40,000, thiab yuav ib lub thawv ntawm 100 modules raug nqi txog ¥ 4 lab, "dhau tus nqi ntawm ntau yam khoom hauv Shanghai." Kev soj ntsuam kev lag luam cov ntaub ntawv los ntawm Shenzhen's Huaqiangbei qhia tau hais tias DDR4 nco thiab khoom-xeev tsav tus nqi tau nce ob npaug, nrog rau qee yam khoom txawm tias muaj "kev hloov kho tus nqi txhua hnub." Cov kws tshaj lij kev lag luam tau sau tseg tias kev lag luam thoob ntiaj teb DRAM tab tom ua "muaj zog tshaj" tus nqi nce mus hauv keeb kwm, nrog ntau pawg pom tau nce ntau dua 100% txij li Lub Xya Hli 2025, thaum DDR4 thiab DDR5 tus nqi tau nce 2-3 zaug hauv lub xyoo.
Qhov kev nce nqi ntawm tus nqi no feem ntau yog tsav los ntawm ob lub zog ntawm AI boom thiab muab kev cog lus. AI servers xav tau 8-10 npaug ntau lub peev xwm ntau dua li cov servers zoo tib yam, twb suav txog 53% ntawm lub peev xwm tsim tawm thoob ntiaj teb txhua hli. Lub caij no, peb lub cim xeeb loj loj -Samsung, SK Hynix, thiab Micron- tau nrawm nrawm ntawm kev tsim cov peev txheej mus rau siab - cov khoom kawg xws li HBM thiab DDR5. Hauv lub quarter thib plaub ntawm 2025, Micron qhov rov pib dua ntawm cov lus hais tau ua rau tus nqi dav dav nce txog 20%, Samsung tau nce nqi cog lus rau cov khoom lag luam DRAM los ntawm 15% -30%, thiab SK Hynix nce nqi cog lus rau DRAM thiab NAND Flash nce txog 30%. Peb lub tuam txhab tau txiav txim siab tso peev peev hauv DDR4 thiab npaj kom txo qis qhov feem ntawm DDR4 muaj peev xwm ntau lawm ntawm 2025 thiab 2026.
Tus nqi nce tau dhau mus rau hauv cov neeg siv khoom siv hluav taws xob, ua rau muaj kev hloov pauv hauv kev lag luam. Raws li cov ntaub ntawv los ntawm cov tuam txhab tshawb fawb Counterpoint, cov nqi nco tam sim no suav txog ntau dua 10% ntawm cov khoom siv ntawm tus nqi ntawm iPhone 17 Pro Max, qhov nce tseem ceeb piv rau 2020. Cov tuam txhab smartphone tau siv cov nqi qis dua los ntawm kev txo qis kev teeb tsa (piv txwv li, txo qis ntawm 16GB mus rau 12GB) lossis txiav rov qab rau cov nyiaj cheb. Kev lag luam ntawm tus kheej lub khoos phis tawj yog siv cov txheej txheem khaws cia hybrid xws li "SSD + HDD," thaum cov nqi rau qee cov qauv ntsiav tshuaj tshiab tau nce siab. Kev lag luam sab hauv kwv yees tias nce nqi cia yuav cuam tshuam rau kev xa khoom thoob ntiaj teb smartphone hauv 2026, qhia txog qhov kawg ntawm lub sijhawm uas cov neeg siv khoom nyiam "ntau dua rau tib tus nqi."