Negaid\u012bts cenu pieaugums<\/p>\n
Cer\u012bbas, ka piepras\u012bjums p\u0113c MI tehnolo\u0123ij\u0101m piebremz\u0113s un datortehnikas komponentu cenas atgriez\u012bsies ierastaj\u0101 l\u012bmen\u012b, izr\u0101d\u0101s neattaisnotas. Tr\u012bs liel\u0101kie NAND mikrosh\u0113mu \u2013 zibatmi\u0146as, ko izmanto datoru SSD diskos \u2013 ra\u017eot\u0101ji pl\u0101no b\u016btiski palielin\u0101t savu produktu cenas.<\/p>\n
Zi\u0146u avots Digitimes v\u0113sta, ka Samsung, rea\u0123\u0113jot uz pied\u0101v\u0101juma sarukumu un straujo piepras\u012bjuma pieaugumu MI risin\u0101jumu d\u0113\u013c, pl\u0101no savu NAND mikrosh\u0113mu cenas paaugstin\u0101t vair\u0101k nek\u0101 divas reizes jau 2026. gada pirmaj\u0101 ceturksn\u012b. Tiek nor\u0101d\u012bts, ka SK Hynix veic l\u012bdzv\u0113rt\u012bgu cenu paaugstin\u0101jumu, savuk\u0101rt SanDisk, p\u0113c provizoriskas inform\u0101cijas, 2026. gad\u0101 pl\u0101no veikt 100% cenu k\u0101pumu NAND produktiem. L\u012bdz ar to tr\u012bs galvenie NAND mikrosh\u0113mu tirgus dal\u012bbnieki gatavojas dubultot vai gandr\u012bz dubultot savas cenas.<\/p>\n
Ra\u017eo\u0161anas apjomu samazin\u0101jums un resursu p\u0101rdale<\/p>\n
Vienlaikus ar pl\u0101noto cenu paaugstin\u0101jumu, Samsung un SK Hynix samazina NAND pl\u0101k\u0161\u0146u ra\u017eo\u0161anas apjomus. P\u0113t\u012bjumu komp\u0101nijas Omdia apl\u0113ses liecina, ka Samsung pl\u0101k\u0161\u0146u izlaidi samazin\u0101s no 4,9 miljoniem vien\u012bbu 2025. gad\u0101 l\u012bdz aptuveni 4,68 miljoniem 2026. gad\u0101 (tas ir aptuveni 4,5 % kritums). SK Hynix pl\u0101no ra\u017eo\u0161anas apjomu samazin\u0101jumu no 1,9 miljoniem l\u012bdz 1,7 miljoniem (vair\u0101k nek\u0101 10 %). Kop\u0101 \u0161ie divi ra\u017eot\u0101ji veido vair\u0101k nek\u0101 60 % no pasaules NAND ra\u017eo\u0161anas tirgus.<\/p>\n
Ra\u017eo\u0161anas apjomu samazin\u0101jums notiek, jo ra\u017eot\u0101ji savas jaudas p\u0101rdala uz pe\u013c\u0146u neso\u0161\u0101ku produkciju, \u012bpa\u0161i uz High Bandwidth Memory (HBM) komponentiem, kas paredz\u0113ti MI apr\u0113\u0137iniem. Tas savuk\u0101rt ietekm\u0113 pieejam\u012bbu un pieg\u0101des apjomus tradicion\u0101lajai NAND atmi\u0146ai, kas tiek izmantota datoros un pat\u0113r\u0113t\u0101ju SSD.<\/p>\n
Samsung finansi\u0101lie rezult\u0101ti un tirgus dinamika<\/p>\n
Digitimes ar\u012b nor\u0101da uz Samsung nesenajiem \u013coti sp\u0113c\u012bgajiem finan\u0161u rezult\u0101tiem. P\u0113d\u0113j\u0101 2025. gada ceturksn\u012b uz\u0146\u0113muma ie\u0146\u0113mumi pieauga par vair\u0101k nek\u0101 22 %, sasniedzot aptuveni 65 miljardus dol\u0101ru. T\u0101 pa\u0161a perioda pe\u013c\u0146a dubultoj\u0101s, sasniedzot nedaudz maz\u0101k par 14 miljardiem dol\u0101ru.<\/p>\n
Tom\u0113r gala SSD cenu izmai\u0146u ietekme joproj\u0101m ir neskaidra. Vienlaikus pa\u0161reiz\u0113j\u0101 tirgus dinamika liecina par iev\u0113rojamu datu nes\u0113ju cenu pieaugumu jau p\u0113d\u0113j\u0101 laik\u0101. Piem\u0113ram, WD BLACK SN850X 2 TB disks pag\u0101ju\u0161\u0101 gada vasar\u0101 Amazon tika tirgots par aptuveni 150 dol\u0101riem. L\u012bdz gada beig\u0101m cena pieauga l\u012bdz vair\u0101k nek\u0101 250 dol\u0101riem. \u0160obr\u012bd \u0161is disks ir pieejams par 399 dol\u0101riem, lai gan Amazon nor\u0101da, ka tas ir “31 % atlaide” no ieteicam\u0101s mazumtirdzniec\u012bbas cenas 574,99 dol\u0101ri.<\/p>\n
Vai cenu pieaugums jau ir iek\u013cauts?<\/p>\n
Galvenais jaut\u0101jums ir, vai pa\u0161reiz\u0113j\u0101s cen\u0101s jau ir iek\u013cauts Digitimes prognoz\u0113tais cenu paaugstin\u0101jums. Ja n\u0113, tad SSD cenu turpm\u0101ks strauj\u0161 pieaugums tuv\u0101kajos m\u0113ne\u0161os var\u0113tu b\u016bt iev\u0113rojams. Tom\u0113r tiek prognoz\u0113ts, ka vismaz da\u013ca gaid\u0101m\u0101 NAND mikrosh\u0113mu cenu k\u0101puma jau ir iek\u013cauta tirgus cen\u0101s, un strauj\u0161 pieaugums l\u012bdz ekstr\u0113miem l\u012bme\u0146iem var\u0113tu nenotikt. Pilnas skaidr\u012bbas tr\u016bkums \u0161aj\u0101 jaut\u0101jum\u0101 atspogu\u013co kop\u0113jo pa\u0161reiz\u0113j\u0101s tirgus situ\u0101cijas spriedzi.<\/p>\n","protected":false},"excerpt":{"rendered":"Negaid\u012bts cenu pieaugums Cer\u012bbas, ka piepras\u012bjums p\u0113c MI tehnolo\u0123ij\u0101m piebremz\u0113s un datortehnikas komponentu cenas atgriez\u012bsies ierastaj\u0101 l\u012bmen\u012b, izr\u0101d\u0101s…\n","protected":false},"author":2,"featured_media":115970,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[77,76,35,39,38,36,37,34,40,3237,26847,3338,26848,19774],"class_list":{"0":"post-115969","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-bizness","9":"tag-business","10":"tag-latvia","11":"tag-latvian","12":"tag-latviesu","13":"tag-latviesu-valoda","14":"tag-latviesuvaloda","15":"tag-latvija","16":"tag-lv","17":"tag-mi-tehnologijas","18":"tag-nand-mikroshemas","19":"tag-samsung","20":"tag-sk-hynix","21":"tag-ssd-cenas"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lv\/115973754891241415","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/115969","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=115969"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/115969\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/115970"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=115969"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=115969"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=115969"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}