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2024\u5e7404\u670801\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u8fd1\u4e00\u5468\uff0cDRAM\u548cNAND\u95ea\u5b58\u4ef7\u683c\u4e0b\u964d\uff1b24Q2 DRAM\u4ef7\u683c\u6da8\u5e45\u9884\u8ba1\u964d\u81f33%-8%\uff1b2\u6708\u65e5\u672c\u534a\u5bfc\u4f53\u8bbe\u5907\u9500\u552e\u989d\u7a81\u78343000\u4ebf\u65e5\u5143\uff1b2024\u5e742\u6708\u7b14\u8bb0\u672c\u7535\u8111\u524d\u4e94\u5927\u54c1\u724c\u7efc\u5408\u51fa\u8d27\u91cf\u73af\u6bd4\u589e\u957f10%......<\/p>
<\/p>
01. \u8fd1\u4e00\u5468\uff0cDRAM\u548cNAND\u95ea\u5b58\u4ef7\u683c\u4e0b\u964d<\/strong><\/p> <\/p> \u7531\u4e8e\u6e20\u9053\u9700\u6c42\u4e00\u76f4\u4e0d\u6e29\u4e0d\u706b\uff0cDRAM\u73b0\u8d27\u4ef7\u683c\u6700\u8fd1\u4e00\u5468\u7565\u6709\u4e0b\u964d\u3002\u6b64\u5916\uff0cDDR4\u548cDDR5\u4ea7\u54c1\u7684\u964d\u5e45\u6700\u8fd1\u53d8\u5f97\u66f4\u5927\uff0c\u4e3b\u6d41\u82af\u7247DDR4 1Gx8 2666MT\/s\u7684\u5e73\u5747\u73b0\u8d27\u4ef7\u683c\u4ece1.936\u7f8e\u5143\u964d\u81f31.921\u7f8e\u5143\uff0c\u964d\u5e45\u4e3a0.77%\u3002<\/p> <\/p> \u4ece\u4e0a\u5468\u5f00\u59cb\uff0cNAND\u95ea\u5b58\u73b0\u8d27\u4ef7\u683c\u4ea6\u5728\u6e20\u9053\u5e02\u573a\u56e0\u9700\u6c42\u4f4e\u8ff7\u800c\u4e0b\u964d\uff0c\u5c3d\u7ba1\u4e0eDRAM\u76f8\u6bd4\u9500\u552e\u538b\u529b\u7565\u8f7b\u3002\u5bf9\u4e8e512Gb\u6676\u5706\uff0c\u6700\u7ec8\u4ef7\u683c\u7ea6\u4e3a3.9\u7f8e\u5143\uff0c\u4f4e\u4e8e\u5408\u540c\u4ef7\u683c\uff0c\u8868\u660e\u6d88\u8d39\u8005\u9700\u6c42\u5c1a\u672a\u6062\u590d\u3002512Gb TLC\u6676\u5706\u7247\u4ef7\u683c\u672c\u5468\u4e0b\u8dcc1.98%\uff0c\u81f33.764\u7f8e\u5143\u3002<\/p> <\/p> 02. 2\u6708\u65e5\u672c\u534a\u5bfc\u4f53\u8bbe\u5907\u9500\u552e\u989d\u7a81\u78343000\u4ebf\u65e5\u5143<\/strong><\/p> <\/p> <\/p> 3\u670825\u65e5\uff0c\u65e5\u672c\u534a\u5bfc\u4f53\u8bbe\u5907\u534f\u4f1a\uff08SEAJ\uff09\u62ab\u9732\u4e86\u6700\u65b0\u7edf\u8ba1\u6570\u636e\u3002<\/p> <\/p> \u6570\u636e\u663e\u793a\uff0c2024\u5e742\u6708\uff0c\u65e5\u672c\u534a\u5bfc\u4f53\u8bbe\u5907\u9500\u552e\u989d\u8fbe\u52303174.18\u4ebf\u65e5\u5143\uff0c\u4e0e\u53bb\u5e74\u540c\u671f\u76f8\u6bd4\u589e\u957f7.8%\uff0c\u5b9e\u73b0\u4e8610\u4e2a\u6708\u6765\u7684\u6700\u5927\u589e\u5e45\uff08\u81ea2023\u5e744\u6708\u4ee5\u6765\u589e\u957f9.8%\uff09\u3002<\/p> <\/p> \u4e0e\u524d\u4e00\u4e2a\u6708\u76f8\u6bd4\uff0c\u65e5\u672c\u534a\u5bfc\u4f53\u8bbe\u5907\u9500\u552e\u989d\u589e\u957f\u4e860.8%\uff0c\u8fd9\u662f\u8fde\u7eed\u7b2c\u56db\u4e2a\u6708\u5b9e\u73b0\u6708\u5ea6\u589e\u957f\u3002\u57282024\u5e741\u6708\u81f32\u6708\u7684\u7d2f\u8ba1\u671f\u95f4\uff0c\u5176\u9500\u552e\u989d\u4e3a63\uff0c229.3\u4ebf\u65e5\u5143\uff08\u540c\u6bd4\u589e\u957f+6.4%\uff09\uff0c\u521b\u4e0b\u4e86\u5f80\u5e74\u540c\u671f\u7684\u5386\u53f2\u65b0\u9ad8\u3002<\/p> <\/p> \u6765\u81ea\u65e5\u672c\u7684\u4e3b\u8981\u534a\u5bfc\u4f53\u8bbe\u5907\u5236\u9020\u5546\u5305\u62ec\u4e1c\u4eac\u7535\u5b50\uff08TEL\uff09, Advantest, Screen, Kokusai Electric\u3001\u65e5\u7acb\u9ad8\u79d1\u6280\u3001\u5c3c\u5eb7\u548c\u4f73\u80fd\u7b49\u3002<\/p> <\/p> 03. 24Q2 DRAM\u4ef7\u683c\u6da8\u5e45\u9884\u8ba1\u964d\u81f33%-8%<\/strong><\/p> <\/p> 27\u65e5\uff0c\u6839\u636eTrendForce\u62a5\u544a\u7684\u6570\u636e\uff0c\u9884\u8ba1\u4eca\u5e74\u7b2c\u4e8c\u5b63\u5ea6DRAM\u5408\u540c\u4ef7\u683c\u7684\u73af\u6bd4\u6da8\u5e45\u5c06\u964d\u81f33%\u81f38%\u3002<\/p> <\/p> \u62a5\u544a\u5185\u5bb9\u663e\u793a\uff0cPC DRAM\u4e70\u5bb6\u5c06\u5728\u7b2c\u4e8c\u5b63\u5ea6\u589e\u52a0DDR5\u7684\u8d2d\u4e70\u91cf\uff0c\u9884\u8ba1PC DRAM\u5408\u540c\u4ef7\u683c\u5c06\u73af\u6bd4\u589e\u957f3%\u81f38%\uff0c\u4f46DDR5\u7684\u4ef7\u683c\u6da8\u5e45\u5c06\u7565\u6709\u653e\u7f13\u3002<\/p> <\/p> 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\u4e09\u661f\uff1a\u4eca\u5e74HBM\u4ea7\u80fd\u6269\u589e\u4e09\u500d<\/strong><\/p> <\/p> \u4e09\u661f\u7535\u5b50\uff08Samsung\uff092024\u5e74\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u4ea7\u80fd\u8ba1\u5212\u6bd4\u53bb\u5e74\u6269\u589e\u4e09\u500d\uff0c\u5e0c\u671b\u8d76\u8d85SK\u6d77\u529b\u58eb\uff0c\u593a\u5f97\u5e02\u573a\u9886\u5bfc\u5730\u4f4d\u3002<\/p> <\/p> 3\u670826\u65e5\uff0c\u5728\u201cMemcon 2024\u5168\u7403\u534a\u5bfc\u4f53\u5cf0\u4f1a\u201d\u4e0a\uff0c\u4e09\u661f\u7535\u5b50DRAM\u4ea7\u54c1\u4e0e\u6280\u672f\u6267\u884c\u526f\u603b\u88c1Hwang Sang-joong\u6307\u51fa\uff0c\u7b2c\u4e09\u4ee3HBM2E\u53ca\u7b2c\u56db\u4ee3HBM3\u91cf\u4ea7\u540e\uff0c\u4eca\u5e74\u4e0a\u534a\u5c06\u5927\u91cf\u751f\u4ea712\u5c42\u7b2c\u4e94\u4ee3HBM\uff0c\u4ee5\u53ca32Gb\u9897\u7c92\u7684128GB DDR5\u5185\u5b58\u3002<\/p> <\/p> \u6839\u636e\u8be5\u516c\u53f8\u53d1\u5e03\u7684HMB\u6280\u672f\u84dd\u56fe\uff0c\u9884\u6d4b2026\u5e74HBM\u51fa\u8d27\u91cf\u6bd42023\u5e74\u9ad813.8\u500d\uff0c2028\u5e74HBM\u6bd42023\u5e74\u9ad823.1\u500d\u3002\u4e09\u661f\u6700\u65b0HBM3E 12H DRAM\u82af\u7247\u5f00\u59cb\u9001\u6837\uff0c\u4e0a\u534a\u5e74\u5c31\u53ef\u91cf\u4ea7\u3002<\/p> <\/p> 05. Sony\u4e8e\u6cf0\u56fd\u5174\u5efaCIS\u65b0\u5382\uff0c\u6269\u5145\u8f66\u8f7d\u7b49\u4ea7\u80fd<\/strong><\/p> <\/p> \u968f\u7740\u9a7e\u9a76\u8f85\u52a9\u7cfb\u7edf\u7684\u666e\u53ca\uff0c\u6c7d\u8f66\u56fe\u50cf\u4f20\u611f\u5668\u7684\u9700\u6c42\u91cf\u5f88\u5927\u3002\u7d22\u5c3c\u96c6\u56e2\uff08Sony\uff09\u8fd1\u65e5\u5ba3\u5e03\uff0c\u5176\u4f4d\u4e8e\u6cf0\u56fd\u7684\u4e00\u5bb6\u65b0\u534a\u5bfc\u4f53\u5de5\u5382\u5df2\u5f00\u59cb\u6295\u4ea7\uff0c\u7528\u4ee5\u63d0\u9ad8\u6c7d\u8f66\u56fe\u50cf\u4f20\u611f\u5668\u7684\u4ea7\u91cf\u3002<\/p> <\/p> \u65b0\u5de5\u5382\u5c06\u4e3b\u8981\u751f\u4ea7\u6c7d\u8f66CMOS\u56fe\u50cf\u4f20\u611f\u5668(CIS)\u3001\u6570\u7801\u76f8\u673a\u7528OLED\u663e\u793a\u7ec4\u4ef6\u4ee5\u53ca\u5927\u5bb9\u91cf\u786c\u76d8\u7528\u6fc0\u5149\u4e8c\u6781\u7ba1\u3002<\/p> <\/p> 06. 2024\u5e742\u6708\u7b14\u8bb0\u672c\u7535\u8111\u51fa\u8d27\u66f4\u65b0\u6570\u636e<\/strong><\/p> <\/p> DIGITIMES Research\u5bf92024\u5e742\u6708\u5168\u7403\u524d\u4e94\u5927\u7b14\u8bb0\u672c\u54c1\u724c\uff08\u4e0d\u5305\u62ec\u82f9\u679c\uff09\u548c\u524d\u4e09\u5927ODM\u7684\u51fa\u8d27\u91cf\uff08\u51fa\u8d27\u91cf\u4e0d\u5305\u62ec\u53ef\u62c6\u5378\u578b\u53f7\uff09\u7684\u7814\u7a76\u663e\u793a\uff0c\u7531\u4e8e\u54c1\u724c\u4f9b\u5e94\u5546\u91c7\u7528\u82f1\u7279\u5c14\u6700\u65b0CPU\u7684\u65b0\u7b14\u8bb0\u672c\u51fa\u8d27\u91cf\u4e0d\u65ad\u4e0a\u5347\uff0c\u52a0\u4e0a\u6b27\u6d32\u548c\u65b0\u5174\u5e02\u573a\u7684\u5f3a\u52b2\u9700\u6c42\uff0c\u524d\u4e94\u5927\u54c1\u724c\u7684\u7efc\u5408\u51fa\u8d27\u91cf\u73af\u6bd4\u589e\u957f10%\uff0c\u540c\u6bd4\u589e\u957f13%\u3002<\/p> <\/p> \u57282\u6708\u4efd\u6392\u540d\u524d\u4e94\u7684\u7b14\u8bb0\u672c\u7535\u8111\u54c1\u724c\u4e2d\uff0c\u9886\u5148\u54c1\u724c\u8054\u60f3\u8868\u73b0\u6700\u597d\uff0c\u5728\u5b9e\u73b0\u5e74\u5ea6\u76ee\u6807\u7684\u63a8\u52a8\u4e0b\uff0c\u51fa\u8d27\u91cf\u73af\u6bd4\u589e\u957f36%\u3002<\/p> <\/p> \u60e0\u666e\uff08HP\uff09\u7531\u4e8e\u5176\u65b0\u578b\u53f7\u7684\u5927\u91cf\u51fa\u8d27\uff0c\u5176\u9500\u552e\u989d\u73af\u6bd4\u589e\u957f\u4e8610%\u3002\u7531\u4e8e\u4f01\u4e1a\u5ba2\u6237\u7684\u4fdd\u5b88\u6001\u5ea6\uff0c\u6234\u5c14\u7684\u589e\u957f\u7387\u4ec5\u4e3a6%\u3002<\/p> <\/p>","protected":false},"excerpt":{"rendered":"2024\u5e7404\u670801\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u8fd1\u4e00\u5468\uff0cDRAM\u548cNAND\u95ea\u5b58\u4ef7\u683c\u4e0b\u964d\uff1b24Q2 DRAM\u4ef7\u683c\u6da8\u5e45\u9884\u8ba1\u964d\u81f33%-8%\uff1b2\u6708\u65e5\u672c\u534a\u5bfc\u4f53\u8bbe\u5907\u9500\u552e\u989d\u7a81\u78343000\u4ebf\u65e5\u5143\uff1b2024\u5e742\u6708\u7b14\u8bb0\u672c\u7535\u8111\u524d\u4e94\u5927\u54c1\u724c\u7efc\u5408\u51fa\u8d27\u91cf\u73af\u6bd4\u589e\u957f10%......","protected":false},"author":1,"featured_media":1850,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[7],"tags":[],"class_list":["post-1907","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"yoast_head":"\n