DRAM atmi\u0146as kr\u012bze un NVIDIA ietekme<\/p>\n
IT tirgu \u0161obr\u012bd satricina k\u0101ds nopietns izaicin\u0101jums \u2013 pieaug DRAM atmi\u0146as cenas. Anal\u012btikas uz\u0146\u0113muma Counterpoint Research dati liecina, ka kop\u0161 gada s\u0101kuma operat\u012bv\u0101s atmi\u0146as cenas ir palielin\u0101ju\u0161\u0101s par aptuveni 50%. Prognozes neliecina par uzlabojumiem \u2013 sagaid\u0101ms v\u0113l 30% pieaugums ceturtaj\u0101 ceturksn\u012b un papildu 20% cel\u0161an\u0101s 2026. gada s\u0101kum\u0101. Ta\u010du viss ir v\u0113l b\u0113d\u012bg\u0101k, jo serveriem paredz\u0113t\u0101 DDR5 atmi\u0146a k\u013c\u016bs v\u0113l d\u0101rg\u0101ka \u2013 prognoz\u0113ts t\u0101s cenu dubulto\u0161an\u0101s gad\u0101 l\u012bdz 2026. gada beig\u0101m.<\/p>\n
\u0160\u012b glob\u0101l\u0101 tendence rada ba\u017eas par LPDDR5X atmi\u0146as pieejam\u012bbu un cenu, kas izmantota NVIDIA revolucion\u0101rajos produktos, piem\u0113ram, Grace un Vera. \u0160is faktors tie\u0161\u0101 veid\u0101 ietekm\u0113 ar\u012b mobilo ier\u012b\u010du atmi\u0146as tirgu, t\u0101tad ar\u012b viedt\u0101lru\u0146iem paredz\u0113to LPDDR modu\u013cu cenas s\u0101ks celties.<\/p>\n
Faktori, kas veicina cenu k\u0101pumu<\/p>\n
Situ\u0101ciju pasliktina vair\u0101ki b\u016btiski faktori. Pirmk\u0101rt, piepras\u012bjums p\u0113c augstas joslas platuma atmi\u0146as (HBM) pieaug eksponenci\u0101li. \u0160ie modu\u013ci, at\u0161\u0137ir\u012bb\u0101 no parastajiem mikrosh\u0113mu komponentiem, aiz\u0146em iev\u0113rojami vair\u0101k vietas ra\u017eo\u0161anas pl\u0101ksn\u0113s. Otrk\u0101rt, jaun\u0101s DRAM ra\u017eo\u0161anas jaudas tuv\u0101kaj\u0101 laik\u0101 netiek pl\u0101notas. \u0160\u012bs kombin\u0101cijas rezult\u0101t\u0101 vid\u0113j\u0101 cena par 16 GB DDR5 moduli ir dramatiski pieaugusi no 6,84 ASV dol\u0101riem 20. septembr\u012b l\u012bdz pat 24,83 ASV dol\u0101riem 19. novembr\u012b. Tas rada milz\u012bgu spiedienu ne tikai uz person\u0101lo datoru entuziastiem, kuri pa\u0161i komplekt\u0113 savus datorus, bet draud ar pla\u0161\u0101k\u0101m sek\u0101m.<\/p>\n
Ietekme uz da\u017e\u0101diem industriju sektoriem<\/p>\n
Automa\u0161\u012bnu ra\u017eot\u0101ji, serveru tirgus dal\u012bbnieki un viedt\u0101lru\u0146u ra\u017eot\u0101ji tradicion\u0101li cen\u0161as uztur\u0113t kr\u0101jumus vair\u0101ku m\u0113ne\u0161u p\u0101rdo\u0161anas apjomam. Pieaugo\u0161\u0101s DRAM izmaksas piespied\u012bs vi\u0146us p\u0101rskat\u012bt iepirkumu strat\u0113\u0123ijas un apr\u0113\u0137in\u0101t jauno produktu pa\u0161izmaksu. Counterpoint prognoz\u0113 scen\u0101riju, kur\u0101 64 GB RDIMM serveru DDR5 moduli 2026. gada beig\u0101s maks\u0101s divreiz d\u0101rg\u0101k nek\u0101 2025. gada pirmaj\u0101 ceturksn\u012b. NVIDIA Grace Blackwell un Vera Rubin platformu milz\u012bg\u0101 LPDDR5X atmi\u0146as izmanto\u0161ana tikai pastiprin\u0101s spiedienu uz tirgu.<\/p>\n
Lai lab\u0101k izprastu m\u0113rogu: katrs Grace procesors pa\u0161laik tiek pieg\u0101d\u0101ts ar 480 GB LPDDR5X atmi\u0146as. \u0160is apjoms ir iespaid\u012bgs, ja sal\u012bdzina ar 16 GB atmi\u0146u, kas parasti pieejama flagma\u0146u viedt\u0101lru\u0146os. Vera risin\u0101jumos \u0161is apjoms pat dubultosies, kas var nopietni ietekm\u0113t glob\u0101l\u0101s LPDDR5X rezerves. K\u0101 nor\u0101da Counterpoint p\u0113t\u012bjumu direktors MC Hwang, \u201cvisliel\u0101kais risks ir progres\u012bv\u0101s atmi\u0146as segment\u0101. NVIDIA, p\u0101rejot uz LPDDR, ir k\u013cuvusi par klientu, kura apjoms l\u012bdzin\u0101s lielam viedt\u0101lru\u0146u ra\u017eot\u0101jam. Pieg\u0101des \u0137\u0113de nesp\u0113j tik strauji apstr\u0101d\u0101t \u0161\u0101du piepras\u012bjumu.\u201d<\/p>\n
Bud\u017eeta viedt\u0101lru\u0146i \u2013 pirmie ciet\u0113ji<\/p>\n
Vispirms \u0161\u012b situ\u0101cija skars bud\u017eeta viedt\u0101lru\u0146us, kas bie\u017ei vien izmanto l\u0113t\u0101ku LPDDR4 atmi\u0146u. Ta\u010du probl\u0113mas neskars ar\u012b vid\u0113j\u0101 un augst\u0101k\u0101 segmenta viedt\u0101lru\u0146us. Counterpoint br\u012bdina, ka da\u017eu mode\u013cu pa\u0161izmaksa var\u0113tu pieaugt par aptuveni 25%. Tas noz\u012bm\u0113 vai nu ra\u017eot\u0101ju pe\u013c\u0146as samazin\u0101\u0161anos, vai ar\u012b gala produktu sad\u0101rdzin\u0101\u0161anos pat\u0113r\u0113t\u0101jiem.<\/p>\n
Ba\u017eas pau\u017e ar\u012b mikrosh\u0113mu ra\u017eot\u0101ji. SMIC (Semiconductor Manufacturing International Corporation) p\u0101rst\u0101vis nesen izteic\u0101s, ka DRAM defic\u012bts var\u0113tu automobi\u013cu industrijas un viedt\u0101lru\u0146u tirgu skart krietni \u0101tr\u0101k nek\u0101 s\u0101kotn\u0113ji tika prognoz\u0113ts. Ar\u012b lo\u0123iskie \u010dipi piedz\u012bvos ietekmi, jo ra\u017eot\u0101ji nav p\u0101rliecin\u0101ti par pietiekamas atmi\u0146as pieejam\u012bbu jau pirmaj\u0101 ceturksn\u012b. Lai gan SMIC nav tirgus l\u012bderis \u0161ajos segmentos, t\u0101s dati ir indikativi. Automobi\u013cu segmenta \u012bpatsvars SMIC ie\u0146\u0113mumos pieaudzis l\u012bdz 11,9% tre\u0161aj\u0101 ceturksn\u012b, bet viedt\u0101lru\u0146u segmenta \u012bpatsvars samazin\u0101jies no 25,2% l\u012bdz 21,5%. \u0160is kritums var\u0113tu signaliz\u0113t par klientu nev\u0113l\u0113\u0161anos veikt lielus pas\u016bt\u012bjumus atmi\u0146as tr\u016bkuma apst\u0101k\u013cos.<\/p>\n","protected":false},"excerpt":{"rendered":"DRAM atmi\u0146as kr\u012bze un NVIDIA ietekme IT tirgu \u0161obr\u012bd satricina k\u0101ds nopietns izaicin\u0101jums \u2013 pieaug DRAM atmi\u0146as cenas.…\n","protected":false},"author":2,"featured_media":55576,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[77,76,1129,15019,35,39,38,36,37,34,8743,40,197,911],"class_list":{"0":"post-55575","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-cenas","11":"tag-dram-atmina","12":"tag-latvia","13":"tag-latvian","14":"tag-latviesu","15":"tag-latviesu-valoda","16":"tag-latviesuvaloda","17":"tag-latvija","18":"tag-lpddr5x","19":"tag-lv","20":"tag-nvidia","21":"tag-viedtalruni"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lv\/115588792527720975","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/55575","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=55575"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/55575\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/55576"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=55575"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=55575"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=55575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}