{"id":40473,"date":"2026-03-30T18:02:11","date_gmt":"2026-03-30T18:02:11","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/40473\/"},"modified":"2026-03-30T18:02:11","modified_gmt":"2026-03-30T18:02:11","slug":"blizi-se-prudke-zdrazeni-elektroniky-experti-uz-maji-jasno-ktera-skupina-produktu-podrazi-nejvice","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/40473\/","title":{"rendered":"Bl\u00ed\u017e\u00ed se prudk\u00e9 zdra\u017een\u00ed elektroniky. Experti u\u017e maj\u00ed jasno, kter\u00e1 skupina produkt\u016f podra\u017e\u00ed nejv\u00edce"},"content":{"rendered":"

Odborn\u00edci ale upozor\u0148uj\u00ed na to, \u017ee se postupem \u010dasu za\u010dnou do
\nspot\u0159ebn\u00ed elektroniky prom\u00edtat vy\u0161\u0161\u00ed ceny. Dotkne se to produkt\u016f, kter\u00e9
\nv\u011bt\u0161ina lid\u00ed pou\u017e\u00edv\u00e1 ka\u017ed\u00fd den.\u00a0<\/p>\n

Rostouc\u00ed ceny ropy se prom\u00edtaj\u00ed do cel\u00e9ho dodavatelsk\u00e9ho
\n\u0159et\u011bzce<\/p>\n

Jedn\u00edm z\u00a0d\u016fvod\u016f mo\u017en\u00e9ho zdra\u017een\u00ed elektroniky je pr\u00e1v\u011b
\nprob\u00edhaj\u00edc\u00ed konflikt na Bl\u00edzk\u00e9m v\u00fdchod\u011b. P\u0159ibli\u017en\u011b 84\u00a0% ropy,
\nkter\u00e1 proud\u00ed Hormuzsk\u00fdm pr\u016flivem, m\u00ed\u0159\u00ed do Asie. Zde ropa
\nz\u00e1sobuje tov\u00e1rny na elektroniku a slou\u017e\u00ed jako d\u016fle\u017eit\u00e1 surovina pro
\nmnoh\u00e9 komponenty, jako jsou nap\u0159\u00edklad desky plo\u0161n\u00fdch spoj\u016f, pomocn\u00e9
\nl\u00e1tky pro v\u00fdrobu polovodi\u010d\u016f a mnoho dal\u0161\u00edho.\u00a0<\/p>\n

Hormuzsk\u00fd pr\u016fliv je v\u0161ak nyn\u00ed blokov\u00e1n ze strany Teher\u00e1nu,
\nco\u017e pochopiteln\u011b p\u0159in\u00e1\u0161\u00ed z\u00e1sadn\u00ed komplikace v\u00a0mnoha oblastech.
\nKrom\u011b jin\u00e9ho se m\u016f\u017ee tato situace dotknout i\u00a0trhu
\ns\u00a0elektronikou.\u00a0<\/p>\n

Paul Mercieca, gener\u00e1ln\u00ed \u0159editel elektronick\u00e9ho \u0159et\u011bzce
\nIntercomp, pro Times of Malta uvedl, \u017ee dopad konfliktu na Bl\u00edzk\u00e9m v\u00fdchod\u011b
\nje ji\u017e nyn\u00ed poci\u0165ov\u00e1n v\u00a0logistice. N\u011bkolik p\u0159epravn\u00edch
\nspole\u010dnost\u00ed v\u00a0souvislosti s\u00a0t\u00edm ozn\u00e1milo zv\u00fd\u0161en\u00ed cen s\u00a0okam\u017eitou
\nplatnost\u00ed. To se d\u0159\u00edve nebo pozd\u011bji m\u016f\u017ee prom\u00edtnout do
\nkoncov\u00fdch cen elektroniky.<\/p>\n


\n
\n <\/a>Vy\u0161\u0161\u00ed ceny se mohou t\u00fdkat telefon\u016f i po\u010d\u00edta\u010d\u016f
\n , …<\/p>\n

Nejde pouze o\u00a0elektroniku<\/p>\n

Prob\u00edhaj\u00edc\u00ed konflikt ovliv\u0148uje nejen cenu elektroniky, ale
\nnap\u0159\u00edklad i\u00a0l\u00e9k\u016f nebo autod\u00edl\u016f. Vzhledem k\u00a0ochromen\u00e9 n\u00e1mo\u0159n\u00ed
\ndoprav\u011b a nutnosti obeplouvat Afriku se za kontejner p\u0159ipl\u00e1c\u00ed i\u00a0tis\u00edce
\ndolar\u016f. Tyto n\u00e1klady se pak z\u00e1konit\u011b mus\u00ed prom\u00edtnout i\u00a0do koncov\u00fdch cen
\npro spot\u0159ebitele.\u00a0<\/p>\n

Dal\u0161\u00ed probl\u00e9m spo\u010d\u00edv\u00e1 v\u00a0obrovsk\u00fdch investic\u00edch do um\u011bl\u00e9
\ninteligence<\/p>\n

V\u00e1lka na Bl\u00edzk\u00e9m v\u00fdchod\u011b nen\u00ed jedin\u00fdm d\u016fvodem, pro\u010d by se
\nmohla spot\u0159ebn\u00ed elektronika prodra\u017eit. Glob\u00e1ln\u00ed trh je nav\u00edc
\nv\u00a0sou\u010dasn\u00e9 dob\u011b vystaven krizi, kter\u00e1 souvis\u00ed s\u00a0nedostatkem pam\u011b\u0165ov\u00fdch
\n\u010dip\u016f. Tento nedostatek p\u0159itom vznikl kv\u016fli rozs\u00e1hl\u00fdm investic\u00edm,
\nkter\u00e9 se prov\u00e1d\u011bj\u00ed do infrastruktury pro um\u011blou inteligenci.\u00a0<\/p>\n

Hlavn\u00ed probl\u00e9m spo\u010d\u00edv\u00e1 v\u00a0tom, \u017ee se up\u0159ednost\u0148uje v\u00fdroba
\nmodern\u00edch pam\u011bt\u00ed s\u00a0vysokou propustnost\u00ed (HBM), kter\u00e9 jsou k\u00a0provozu
\npokro\u010dil\u00fdch model\u016f um\u011bl\u00e9 inteligence v\u00a0datov\u00fdch centrech zapot\u0159eb\u00ed.
\nDominantn\u00ed v\u00fdrobci tyto produkty z\u00a0pochopiteln\u00fdch d\u016fvod\u016f
\nup\u0159ednost\u0148uj\u00ed, proto\u017ee jim to d\u00e1v\u00e1 v\u011bt\u0161\u00ed ekonomick\u00fd smysl ne\u017e v\u00fdroba
\nstandardn\u00edch pam\u011bt\u00ed pou\u017e\u00edvan\u00fdch v\u00a0mobiln\u00edch telefonech \u010di
\nnotebooc\u00edch.<\/p>\n


\n
\n <\/a>Up\u0159ednost\u0148uje se v\u00fdroba pam\u011bt\u00ed pro data centra
\n , …<\/p>\n

Nejv\u011bt\u0161\u00ed cenov\u00fd skok za posledn\u00edch 20\u00a0let<\/p>\n

V\u00fdrobci elektroniky se ji\u017e na za\u010d\u00e1tku ledna tohoto roku na
\nnejv\u011bt\u0161\u00edm veletrhu spot\u0159ebn\u00ed a v\u00fdpo\u010detn\u00ed techniky na sv\u011bt\u011b CES
\n2026\u00a0v\u00a0americk\u00e9m Las Vegas shodli v\u00a0tom, \u017ee lze letos o\u010dek\u00e1vat citeln\u00fd
\nn\u00e1r\u016fst cen elektroniky. Podle mnoh\u00fdch odborn\u00edk\u016f by tento cenov\u00fd
\nskok mohl b\u00fdt v\u016fbec nejv\u011bt\u0161\u00ed za posledn\u00edch dvacet let.\u00a0<\/p>\n

Nejciteln\u011bji by nedostatek \u010dip\u016f mohl zas\u00e1hnout mobiln\u00ed
\ntelefony s\u00a0Androidem a po\u010d\u00edta\u010de s\u00a0Windows, u\u00a0nich\u017e se z\u00e1rove\u0148
\no\u010dek\u00e1v\u00e1 i\u00a0ur\u010dit\u00fd pokles prodej\u016f. Apple se prozat\u00edm sna\u017e\u00ed dr\u017eet ceny
\nnejnov\u011bj\u0161\u00ed generace iPhon\u016f beze zm\u011bn, je ale ot\u00e1zka, jak dlouho se to
\npoda\u0159\u00ed tomuto technologick\u00e9mu gigantovi udr\u017eet.\u00a0<\/p>\n

Cel\u00fd technologick\u00fd ekosyst\u00e9m se tak v\u00a0sou\u010dasn\u00e9 dob\u011b
\nto\u010d\u00ed pr\u00e1v\u011b kolem um\u011bl\u00e9 inteligence. Spole\u010dnost Gartner odhadla,
\n\u017ee glob\u00e1ln\u00ed v\u00fddaje na um\u011blou inteligenci loni \u010dinily t\u00e9m\u011b\u0159 1,5\u00a0bilionu
\ndolar\u016f (co\u017e je v\u00a0p\u0159epo\u010dtu v\u00edce ne\u017e 31\u00a0bilion\u016f korun). O\u00a0rok d\u0159\u00edve
\nv\u0161ak tyto v\u00fddaje nedosahovaly ani jednoho bilionu.\u00a0<\/p>\n

Je tedy z\u0159ejm\u00e9, \u017ee se technologick\u00fd sv\u011bt vyv\u00edj\u00ed pr\u00e1v\u011b
\nsm\u011brem k\u00a0up\u0159ednost\u0148ov\u00e1n\u00ed um\u011bl\u00e9 inteligence. Pro firmy znamen\u00e1 v\u00fdroba
\npam\u011bt\u00ed pro datacentra v\u011bt\u0161\u00ed zisky v\u00a0porovn\u00e1n\u00ed s\u00a0b\u011b\u017enou pam\u011bt\u00ed
\npou\u017e\u00edvanou v\u00a0mobiln\u00edch telefonech a notebooc\u00edch.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Odborn\u00edci ale upozor\u0148uj\u00ed na to, \u017ee se postupem \u010dasu za\u010dnou do spot\u0159ebn\u00ed elektroniky prom\u00edtat vy\u0161\u0161\u00ed ceny. Dotkne se…\n","protected":false},"author":2,"featured_media":40474,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[67,68,1517,9131,4029],"class_list":{"0":"post-40473","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-byznys","8":"tag-business","9":"tag-byznys","10":"tag-ceny","11":"tag-elektronika","12":"tag-zdrazeni"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116319442896320313","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/40473","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=40473"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/40473\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/40474"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=40473"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=40473"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=40473"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}