???$?╂????浠?涔?????:???″??????骞冲????????椋?????甯????????锛??块????ㄥ???ㄤ?甯?杈?瀵 浼板?奸?杈?400浜垮??
????7??7? 锛?璇???浼?瀹?缃??剧ず锛??戒骇DRAM??瀛?????澶у???块????????㈣?′唤???????革?浠ヤ?绠?绉伴?块?????????ㄩ?娆′?甯?杈?瀵锛?涓?????? ??涓?俊寤烘????浠昏?瀵兼?烘?? ??
??????绔?9骞?/p>
????浼板?奸?杈?400浜垮??
???????璧????剧ず 锛??块????ㄦ??绔?浜?2016骞锛?浣?涓哄?戒骇DRAM瀛??ㄨ????浼?涓?锛?涓昏?浠?浜?DRAM瀛??ㄨ??????璁捐???????????浜у?????锛??朵骇??搴??ㄤ??鸿?芥??? ??PC绛??烘???
?????℃???崇郴?归? 锛??块????ㄦ敞??璧????杈?01.9浜垮??锛????????ц?¤?′?锛??剁?涓?澶ц?′?涓哄???ユ?杈????典?涓?绠$????浼?浼?涓?锛???????浼?锛? 锛??存?ユ????????1.67%?′唤??
????澶╃?兼?ユ?剧ず锛???018骞村???ㄥぉ浣胯疆??璧?锛??块????ㄧ????璧???绋???缁??稿???璺?????? ??????024骞??? 锛????稿凡瀹???7杞???璧?锛??稿?浜????????ヤ骇?????????????灏?绫崇?????缇??? ???块??宸村反绛?澶?瀹舵?????????烘??锛?杩???涓??戒汉瀵??涓?????╃?澶?瀹堕?╄??烘?? 锛???璧?棰?楂?杈炬?扮?句嚎??锛????版????浼板?奸?杈?400浜垮????
?????规?????浼???甯???2024骞存?拌?锛?杈?瀵兼??????涓?涓?灏?浜?3涓??? 锛??ヨ?灞?椤哄?锛?棰?璁℃??蹇??2025骞村???2026骞村??????浜?PO?宠???
????涓??解??????椋?????甯? ??????濂?杩?/p>
?????ㄤ???浜哄+???锛??块????ㄧ????灞???搴﹀??О??涓??藉??瀵间?濂?杩????
????2017骞锛??块????ㄥ???ュ?哄?颁???寮?宸 锛?娆″勾璁惧????锛?骞朵?2019骞村?濮???浜?GB DDR4浜у??锛????????翠?????SK娴峰??澹???缇???涓?宸ㄥご????? ??
????2023骞?1?? 锛??块???娆℃?ㄥ??PDDR5绯诲??DRAM浜у??锛??朵腑????2GB??LPDDR5棰?绮?锛?POP灏?瑁???12GB LPDDR5??????DSC灏?瑁???6GB LPDDR5???? 锛???2GB????PDDR5?????ㄥ?绫崇??戒骇????涓?瀹????哄??楠?璇???
????2024骞锛???DR4浜у??宸插?????ㄧ??DRAM甯??虹害5%??浠介???甯??哄?????烘??Counterpoint棰?娴?锛?2025骞村??块????ㄧ??DRAM?ㄧ??甯??轰唤棰?灏?浠?涓?瀛e害??6%??????% 锛?DDR5??LPDDR5浜у????姣????????%??9%锛???涓哄?ㄧ??澧??挎??蹇???瀛??ㄨ???????? ??
??????杩?涓??杩圭?????????涓??绉???涓???涓???涓??芥????椋????烘????????浜???
?????????濯?浣??ラ??锛??块????ㄥ??濮?浜烘?变??? 锛??虹??浜?1972骞锛?娓???澶у???? ??纭?澹锛??ㄧ??界航绾﹀?绔?澶у??虫邯???¤?峰??╃??瀛︾?澹??浣????靛?宸ョ?绯荤?澹??浣?锛?2000骞存?涓??? 锛??变??????ㄤ?缇??界?璋锋?????
?????ㄧ?璋疯?????涓?娌???锛??变???瀵硅??富??涓?涔?璺?璺?娆茶? ??2005骞锛??变???浠?纭?璋风??楂?????浣?绂昏?? 锛?甯︾??浼?澶?娓????″?????朵???璧?浜烘?煎??璧锋?ョ??璧???锛????板??浜锛???绔?浜???浜?????浣虫??寰??靛?绉??????????革?浠ヤ?绠?绉拌????浣虫??锛? 锛?浠?浜?瀛??ㄥ?ㄨ????????浜х??????
????????浣虫??灏辨??ぇ瀹跺???ョ???ョ??A?′?甯????糕????????? ??????韬??
????2016骞锛???涓?10骞寸???变???甯︾?????????扮?婚??浜?涓?浜ゆ??涓绘? ???界?跺???????板?ㄤ腑?藉??ㄥ??轰???寰?浜?涓?瀹????颁?锛?浣????冲???板??ㄥ?ㄦ??澶х??甯??轰唤棰? 锛?杩???DRAM????堕?????
?????规??STS?版?锛?2021骞村?ㄧ??瀛??ㄥ?ㄥ??鸿?妯′负1554.6浜跨???锛?浠?涓?娓稿??虹????ョ?? 锛?DRAM??NAND??缁?澶ч?ㄥ??甯??轰唤棰?锛?浜???涓?娓稿??鸿?妯″??姣?????负56%??41%锛?NOR Flash??姣?绾︿负2%宸﹀???
????骞惰喘??浜??芥????瀵间???????锛??变????冲???繁??涓?瀹?RAM浼?涓? 锛???杩?娆″??涓???娆℃??灏变?涓?娈典匠璇? ??
????姝ゅ??锛????ヤ??存????典???锛???涓???互缁?瑁?涓轰富 锛?缂轰??稿?绔?浜???锛??ユ????杩?????瀵间?????????板??典骇涓???绾х??蹇??变?璺锛?涓烘? 锛????ユ?垮?绱х???稿?冲??娌夸骇涓???浜т??惧??????浼?涓???
????褰???澶у??甯??藉?ㄤ??㈠?澹?悍???跺??锛????ュ?杩?浜?浜???癸?褰??拌?芥?杞﹁??ㄥ??澶у????娣锋???锛????ヤ???娉ㄥ?????ユ苯杞︹??杈?琛???瓒?杩??句嚎??璧?????
????????变???????杩???DRAM 锛????ユ?垮?寰?蹇?氨?句?浜?浠????????ヤ骇???荤???琚?椋????锛??块????ㄤ???璁炬????80浜垮??锛??卞???ュ??垮???/4??璧??? 锛????????板?哄?╀???1/4璧???锛?涓?杩?浠ュ?介??涓?澶?RAM宸ㄥご涔?涓????╁?戒?????瀵间?涓哄????锛?2021骞村?跺?ㄥ勾璧??????哄氨杈惧??00浜跨???锛????块????ㄤ?????180浜垮?????ュ??互璇村?????垛??涓????垮?????绗??姝 锛???缁?????璧??ユ病??绀句?璧???????涓?锛?浠??????ユ?垮?????炬????涓??荤?? ??
????寰?蹇锛??块????ㄨ??ュ缓淇¤?℃?????藉?澶у?洪??浜????????? 锛???0澶?瀹舵??璧??烘?????ュ??????涓?锛?缁?浜?杩??モ??涓??借?????????琚 ????
?????╁?姐???靛??伴?汇??涓?????椴???涓????村?Omdia?版??О锛??挎?瀛???025骞?RAM?跺??浜ч??棰?璁¤揪273涓??? 锛?杈?2024骞寸??162涓???婵?澧?68%??姝ゅ???杩?瓒?姝ゅ??20%??棰?娴??间?????浣? ???ㄦ?╁ぇDDR4??浜х?????锛???DR5浜ц?芥??缁????锛?瀵逛?缁?宸ㄥご褰㈡??澶瑰?讳????
????澶╃?兼?ユ?剧ず 锛????ヤ骇???ц?$?????ラ?块???????佃矾????璐d换???告????2.42%锛????块????ㄧ??绗??澶ц?′?锛??藉?澶у?洪??浜??????涓?澶ц?′???姝ゅ?瀹?寰界????璧??????????.88% 锛?涓虹?浜?澶ц?′? ??
??琛ㄨ?璁
杩?娌℃??璇?璁猴?蹇??ヨ??逛?涔???