Nand Flash Drive Trend hauv 2024
Jan 19, 2024
Suav Xyoo Tshiab Hnub so yog los txog, uas yog qhov tseem ceeb tshaj plaws rau txhua tus neeg Suav.
Feem ntau ntawm lub tuam txhab yuav muaj ib lub lim tiam so, qee lub chaw ua haujlwm yuav muaj ob lub lis piam so.
Kev ua lag luam xav tau ua ntej hnub so Suav Xyoo Tshiab txawm hais tias tsis xav tau ntau,
Cov neeg yuav khoom txuas ntxiv nce lawv cov kev yuav khoom ntawm NAND Flash cov khoom lag luam los tsim kom muaj kev ruaj ntseg cov khoom muag.
Hauv kev teb, cov neeg muag khoom, aiming kom txo qhov poob yog thawb rau tus nqi siab dua,
Ua rau kwv yees li 15-20% nce hauv NAND Flash cov nqi cog lus hauv 1Q24.
Lub ntsiab lus tseem ceeb uas yuav tsum nco ntsoov yog tus nqi nce siab tau pib los ntawm NAND Flash cov tuam txhab kom them nyiaj poob.
Tab sis, nrog kev thov tawm tsam kom nrawm nrog cov kev nce nrawm no, kev nce nqi yav tom ntej pob khawm rau
qhov rov tshwm sim ntawm kev lag luam SSD kev yuav khoom. Thawj peb lub hlis twg ntawm 2024 yuav pom ntau cov tswv yim tsim khoom
ntawm cov neeg muag khoom, nrog qee qhov kev tsim tawm thaum ntxov. Qhov no tuaj yeem ua rau muaj kev ntxhov siab ntxiv yog tias xav tau xav tau
kev loj hlob poob luv, uas muaj peev xwm txo tus nqi nce siab hauv 2H24.
Client SSDs: PC OEMs xav tias yuav ntaus lub siab yuav khoom hauv 1Q24. Raws li PCIe 4.0 SSDs nce traction, cov neeg muag khoom
yog kho dua tshiab cov txheej txheem thiab xauv hauv qhov loj me me xaj. Nyob rau hauv kev sib tw kom sib npaug lawv cov phau ntawv, lawv tau markedly
nce nqi rau PCIe 4.0 cov khoom, ua rau kev lees txais cov nqi tshiab no ntau dua rau cov neeg siv phau ntawv.
Qhov no teeb tsa theem rau qhov kwv yees 15-20% dhia hauv PC tus neeg siv khoom SSD cov nqi cog lus.
Enterprise SSD: Kev thov los ntawm North American CSPs tseem tsis tau nce ntxiv, tab sis Suav CSPs thiab server hom yog
filling nyob rau hauv qhov sib txawv, ua kom thawj lub quarter lag luam poob nthav buoyant. Zuag qhia tag nrho, buyers maj nrawm rau nqaij nyug lawv
kev txiav txim thiab cov neeg muag khoom lag luam cov tswv yim tsim nqi yuav tsum catapult tuam txhab SSD daim ntawv cog lus nqi los ntawm txog
18-23% rau lub quarter.
eMMC: Lub eMMC sector tseem ua tim khawv txog tus nqi hloov pauv, nrog kev thov los ntawm smartphones thiab Chromebooks
ruaj khov. Cov neeg tsim khoom thiab fabs tau ua siab tawv hiking eMMC tus nqi. Tsis tu ncua ntau lawm txiav tau nruj lub
muab cov khoom muaj peev xwm me me, yuam cov neeg yuav khoom kom lees txais cov nqi nce ntxiv los tiv thaiv kev tsis txaus.
Yog li ntawd, eMMC tus nqi yog skyrocketing, nrog nce nyob rau hauv tag nrho cov muaj peev xwm thiab daim ntawv thov cia siab tias yuav tshaj 20%.
1Q24 tau teeb tsa kom pom eMMC daim ntawv cog lus tus nqi nce txog 18-23%.
UFS: Cov neeg tsim khoom tsim cov khoom lag luam throttling thiab aggressively nce nqi, ua rau cov neeg siv khoom siv smartphone tsawg heev
cov khoom muag, tshwj xeeb tshaj yog rau cov neeg nrhiav tau ntau heev -tom qab UFS 4.0. Txhawm rau tiv thaiv qhov tsis txaus no, smartphone OEMs tau nthuav dav
lawv cov kev txiav txim kom ntseeg tau tias cov khoom lag luam muaj zog. Nrog rau tus lej tsawg ntawm cov neeg xa khoom rau UFS 4.0 thiab qhov tseem ceeb nce siab hauv
wafer daim ntawv cog lus tus nqi nyob rau hauv lig 2023, manufacturers xav kom mus txog ib tug breakeven point sai sai. Txawm tias tus neeg muag khoom txaus
Cov khoom lag luam kom tau raws li kev xav tau ntawm kev ua lag luam, tag nrho cov khoom lag luam UFS tau pom tus nqi dhia ntau dua 30%, ua rau kev kwv yees
18-23% nce nyob rau hauv UFS daim ntawv cog lus nqi rau 1Q24, nrog rau cov xov tooj ntawm tes spearheading nce.
NAND Flash Wafer: Vim qhov luv luv - nqes nce siab thiab tsis paub tseeb rov qab los ntawm kev thov, module tsim tawm
lawv cov khoom muag wafer kom ruaj ntseg cov nyiaj tau los thiab txhawb nqa nyiaj txiag, txo qis cov neeg yuav khoom txaus siab mus nrhiav tus nqi siab dua.
Txawm hais tias cov neeg tsim khoom npaj yuav nce tus nqi los txhawb cov txiaj ntsig, tsuas yog nce nruab nrab ntawm kwv yees li 8-13%
rau NAND Flash wafer tus nqi cog lus xav tau rau 1Q24.
