Cena atmi\u0146ai aug\u0161up: Ko noz\u012bm\u0113 Samsung un citu ra\u017eot\u0101ju cenu pieaugums?<\/p>\n
Digit\u0101l\u0101s pasaules nemit\u012bg\u0101 att\u012bst\u012bba nes l\u012bdzi ne tikai jaunas tehnolo\u0123ijas, bet ar\u012b gaid\u0101mas p\u0101rmai\u0146as m\u016bsu maci\u0146os. Nesens pazi\u0146ojums no Samsung, kas paredz par 15-30% sad\u0101rdzin\u0101t gan operat\u012bvo atmi\u0146u (DRAM), gan zibatmi\u0146u (NAND), liek p\u0101rdom\u0101t aktu\u0101l\u0101s tendences tehnolo\u0123iju tirg\u016b. Un, ja Samsung ir l\u012bderis, bie\u017ei vien citiem ra\u017eot\u0101jiem nav citas izv\u0113les k\u0101 sekot vi\u0146a piem\u0113ram.<\/p>\n
K\u0101p\u0113c cenas k\u0101pj \u2013 faktori aiz k\u0101puma<\/p>\n
Samsung nav vien\u012bgais sp\u0113l\u0113t\u0101js, kas ir pac\u0113lis cenas. Jau iepriek\u0161 par l\u012bdz\u012bgiem so\u013ciem zi\u0146oja Micron un SanDisk. SanDisk nesen paaugstin\u0101ja NAND cenas par vair\u0101k nek\u0101 10%, savuk\u0101rt Micron \u0161om\u0113nes gan DRAM, gan NAND cenas ir palielin\u0101jis par 20-30%. Galvenais dzin\u0113jsp\u0113ks \u0161\u012bm izmai\u0146\u0101m ir strauji augo\u0161ais piepras\u012bjums p\u0113c ier\u012bc\u0113m, kas apr\u012bkotas ar m\u0101ksl\u012bg\u0101 intelekta (MI) iesp\u0113j\u0101m. Gan viedt\u0101lru\u0146i, gan datori, kuros tiek integr\u0113tas arvien jaud\u012bg\u0101kas MI funkcijas, prasa vair\u0101k un lab\u0101kas atmi\u0146as resursu.<\/p>\n
Turkl\u0101t, tuvojoties sv\u0113tku sezonai, tradicion\u0101li pieaug piepras\u012bjums p\u0113c jauniem viedt\u0101lru\u0146iem, plan\u0161etdatoriem un jaud\u012bgiem person\u0101lajiem datoriem. \u0160\u012b sezonalit\u0101te rada papildu spiedienu uz pieg\u0101des \u0137\u0113d\u0113m, padarot turpm\u0101ku cenu k\u0101pumu gandr\u012bz neizb\u0113gamu. V\u0113l viens noz\u012bm\u012bgs faktors ir augo\u0161ais piepras\u012bjums p\u0113c energoefekt\u012bvas un \u0101rk\u0101rt\u012bgi veiktsp\u0113j\u012bgas atmi\u0146as no t\u0101diem gigantiem k\u0101 NVIDIA. Vi\u0146i \u0161o atmi\u0146u izmanto savu sp\u0113c\u012bgo MI apr\u012bkojumu ra\u017eo\u0161an\u0101, kas v\u0113l vair\u0101k palielina kop\u0113jo piepras\u012bjumu.<\/p>\n
Defic\u012bta prognozes un tirgus dinamika<\/p>\n
Finan\u0161u anal\u012bti\u0137u prognozes nav iepriecino\u0161as. Citigroup apl\u0113ses liecina, ka DRAM ra\u017eo\u0161ana pasaules m\u0113rog\u0101 atpaliks no piepras\u012bjuma par 1,8%. NAND atmi\u0146as defic\u012bts b\u016bs v\u0113l izteikt\u0101ks, sasniedzot 4%. Morgan Stanley skait\u013ci ir v\u0113l pesimistisk\u0101ki \u2013 vi\u0146u dati liecina, ka l\u012bdz 2026. gadam NAND pieg\u0101des var\u0113tu b\u016bt par 8% zem\u0101kas nek\u0101 piepras\u012bjums. Tas ir iev\u0113rojams spiediens uz tirgu, kas var\u0113tu rad\u012bt nepieredz\u0113tas cenu sv\u0101rst\u012bbas.<\/p>\n
Situ\u0101ciju sare\u017e\u0123\u012b ar\u012b ra\u017eot\u0101ju strauj\u0101 p\u0101reja uz jaun\u0101kiem atmi\u0146as standartiem, piem\u0113ram, DDR5 un HBM. \u0160\u012b p\u0101reja ir strauji samazin\u0101jusi vec\u0101ku standartu, k\u0101 DDR4 un LPDDR4X, ra\u017eo\u0161anu. Rezult\u0101t\u0101 j\u016blij\u0101 DDR4 vid\u0113j\u0101 cena jau palielin\u0101j\u0101s par 50%, un pirmo reizi \u0161\u012b atmi\u0146a k\u013cuva d\u0101rg\u0101ka nek\u0101 DDR5. Tas ir k\u0101 paradokss \u2013 jaunais k\u013c\u016bst pieejam\u0101ks, kam\u0113r vecais, lai ar\u012b v\u0113l joproj\u0101m piepras\u012bts, strauji sad\u0101rdzin\u0101s.<\/p>\n
Ietekme uz pat\u0113r\u0113t\u0101jiem un n\u0101kotnes perspekt\u012bvas<\/p>\n
Samsung s\u0101kotn\u0113ji pl\u0101noja piln\u012bb\u0101 p\u0101rtraukt DDR4 un LPDDR4X ra\u017eo\u0161anu 2025. gada j\u016bnij\u0101. Ta\u010du negaid\u012bti augstais piepras\u012bjums lika vi\u0146iem no \u0161\u012b pl\u0101na atteikties. Patlaban Samsung kontrol\u0113 iev\u0113rojamu da\u013cu gan DRAM (32,7%), gan NAND (32,9%) tirgus, kas padara t\u0101 l\u0113mumus \u012bpa\u0161i ietekm\u012bgus.<\/p>\n
Lai gan cenu pieaugums ir pozit\u012bvs sign\u0101ls ra\u017eot\u0101jiem, kas ilgsto\u0161i str\u0101d\u0101ju\u0161i uz rentabilit\u0101tes robe\u017eas, tas nevar neietekm\u0113t entuziastus un datoru entuziastus, kuriem nav pla\u0161u korporat\u012bvo bud\u017eetu. Vienk\u0101r\u0161iem lietot\u0101jiem tas noz\u012bm\u0113 d\u0101rg\u0101kus jaunin\u0101jumus saviem datoriem vai ar\u012b augst\u0101kas jaunu ier\u012b\u010du ieg\u0101des izmaksas. Tas ir k\u0101 burbulis, kas var\u0113tu izplesties t\u0101l\u0101k un ietekm\u0113t visu digit\u0101lo ekosist\u0113mu, s\u0101kot no bud\u017eeta viedt\u0101lru\u0146iem l\u012bdz pat serveru infrastrukt\u016brai.<\/p>\n","protected":false},"excerpt":{"rendered":"Cena atmi\u0146ai aug\u0161up: Ko noz\u012bm\u0113 Samsung un citu ra\u017eot\u0101ju cenu pieaugums? Digit\u0101l\u0101s pasaules nemit\u012bg\u0101 att\u012bst\u012bba nes l\u012bdzi ne…\n","protected":false},"author":2,"featured_media":24312,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[7528,77,76,4040,35,39,38,36,37,34,40,3237,7529,7530],"class_list":{"0":"post-24311","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-atminas-cenas","9":"tag-bizness","10":"tag-business","11":"tag-dram","12":"tag-latvia","13":"tag-latvian","14":"tag-latviesu","15":"tag-latviesu-valoda","16":"tag-latviesuvaloda","17":"tag-latvija","18":"tag-lv","19":"tag-mi-tehnologijas","20":"tag-nand","21":"tag-samsung-cenu-pieaugums"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/24311","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=24311"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/24311\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/24312"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=24311"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=24311"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=24311"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}