{"id":2742,"date":"2024-12-02T11:59:14","date_gmt":"2024-12-02T03:59:14","guid":{"rendered":"https:\/\/depend-ele.com\/?p=2742"},"modified":"2024-12-02T11:59:18","modified_gmt":"2024-12-02T03:59:18","slug":"%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8%e5%8a%9b%e7%a7%af%e7%94%b5%e8%bd%ac%e5%9e%8b3d-ai%e4%bb%a3%e5%b7%a5%ef%bc%9bsk%e6%b5%b7%e5%8a%9b%e5%a3%ab%e9%87%8f%e4%ba%a7321%e5%b1%82n","status":"publish","type":"post","link":"https:\/\/depend-ele.com\/zh\/%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8%e5%8a%9b%e7%a7%af%e7%94%b5%e8%bd%ac%e5%9e%8b3d-ai%e4%bb%a3%e5%b7%a5%ef%bc%9bsk%e6%b5%b7%e5%8a%9b%e5%a3%ab%e9%87%8f%e4%ba%a7321%e5%b1%82n\/","title":{"rendered":"\u4e00\u5468\u201c\u82af\u95fb\u201d\u4e28\u529b\u79ef\u7535\u8f6c\u578b3D AI\u4ee3\u5de5\uff1bSK\u6d77\u529b\u58eb\u91cf\u4ea7321\u5c42NAND\u95ea\u5b58\uff1b\u4f01\u4e1a\u7ea7SSD\u9700\u6c42\u5f3a\u52b2..."},"content":{"rendered":"\n

2024\u5e7411\u670829\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u534a\u5bfc\u4f53\u5e02\u573a\u8fce\u6765\u6280\u672f\u9769\u65b0\u4e0e\u653f\u7b56\u652f\u6301\uff0c\u65e5\u672c\u6295\u8d442\u7eb3\u7c73\u82af\u7247\uff0cSK\u6d77\u529b\u58eb\u91cf\u4ea7321\u5c42NAND\uff0c\u529b\u79ef\u7535\u8f6c\u578b3D AI\u4ee3\u5de5\uff0c\u9884\u8ba12026\u5e74\u5b9e\u73b0\u7206\u53d1\u6027\u6210\u957f\uff0c\u6ee1\u8db3\u5927\u578b\u5ba2\u6237\u9700\u6c42\u3002<\/p>\n\n\n\n

1.\u00a0\u65e5\u672c\u653f\u5e9c\u6295\u8d4413\u4ebf\u7f8e\u5143\u52a9\u529bRapidus 2027\u5e742\u7eb3\u7c73\u82af\u7247\u751f\u4ea7<\/strong><\/h2>\n\n\n\n

SemiMedia\u4e8e11\u670825\u65e5\u62a5\u9053\u79f0\uff0c\u65e5\u672c\u653f\u5e9c\u8ba1\u5212\u57282025\u8d22\u5e74\u5411\u82af\u7247\u5236\u9020\u5546Rapidus\u6295\u8d442000\u4ebf\u65e5\u5143\uff08\u7ea613\u4ebf\u7f8e\u5143\uff09\uff0c\u4ee5\u652f\u6301\u51762027\u5e74\u91cf\u4ea72\u7eb3\u7c73\u82af\u7247\u7684\u76ee\u6807\u3002\u8be5\u6295\u8d44\u65e8\u5728\u5438\u5f15\u66f4\u591a\u79c1\u8425\u8d44\u91d1\uff0c\u5e76\u589e\u5f3a\u653f\u5e9c\u5728\u516c\u53f8\u6cbb\u7406\u4e2d\u7684\u4f5c\u7528\u30022\u7eb3\u7c73\u82af\u7247\u751f\u4ea7\u9884\u8ba1\u9700\u6295\u8d445\u4e07\u4ebf\u65e5\u5143\uff0c\u653f\u5e9c\u627f\u8bfa\u63d0\u4f9b9200\u4ebf\u65e5\u5143\u8865\u8d34\uff0c\u4f46\u4ecd\u9762\u4e34\u8d44\u91d1\u7f3a\u53e3\u3002\u4e3a\u89e3\u51b3\u8d44\u91d1\u95ee\u9898\uff0c\u653f\u5e9c\u8ba1\u5212\u901a\u8fc7\u56fd\u5bb6\u673a\u6784\u63d0\u4f9b\u503a\u52a1\u62c5\u4fdd\u548c\u6295\u8d44\uff0c\u5177\u4f53\u7ec6\u8282\u5c06\u5728\u65b0\u7ecf\u6d4e\u523a\u6fc0\u8ba1\u5212\u4e2d\u516c\u5e03\u3002\u65e5\u672c\u653f\u5e9c\u5e0c\u671b\u901a\u8fc7\u591a\u5143\u5316\u878d\u8d44\u548c\u79ef\u6781\u7684\u516c\u53f8\u6cbb\u7406\uff0c\u4f7fRapidus\u6210\u4e3a\u56fd\u5185\u534a\u5bfc\u4f53\u4ea7\u4e1a\u590d\u5174\u7684\u5f15\u64ce\uff0c\u5e76\u4e3a\u672a\u6765\u7684\u6280\u672f\u7ade\u4e89\u529b\u6253\u4e0b\u57fa\u7840\u3002<\/p>\n\n\n\n

2. 3Q24 NAND Flash\u8425\u6536\u589e\u957f4.8%\uff0c\u4f01\u4e1a\u7ea7SSD\u9700\u6c42\u5f3a\u52b2\u4f46\u6d88\u8d39\u8ba2\u5355\u672a\u89c1\u590d\u82cf<\/strong><\/h2>\n\n\n\n

TrendForce\u96c6\u90a6\u54a8\u8be2\u6700\u65b0\u8c03\u67e5\u663e\u793a\uff0c2024\u5e74\u7b2c\u4e09\u5b63\u5ea6NAND Flash\u4ea7\u4e1a\u51fa\u8d27\u91cf\u4e0b\u964d2%\uff0c\u4f46ASP\u4e0a\u6da87%\uff0c\u63a8\u52a8\u6574\u4f53\u8425\u6536\u589e\u81f3176\u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u957f4.8%\u3002<\/p>\n\n\n\n

\u7b2c\u4e09\u5b63\u5ea6NAND Flash\u4ef7\u683c\u8d70\u52bf\u5206\u5316\uff0c\u4f01\u4e1a\u7ea7SSD\u9700\u6c42\u5f3a\u52b2\uff0c\u4ef7\u683c\u73af\u6bd4\u589e\u957f\u8fd115%\uff0c\u800c\u6d88\u8d39\u7ea7SSD\u8ba2\u5355\u9700\u6c42\u4e0b\u964d\u3002\u4e2d\u56fd\u624b\u673a\u54c1\u724c\u4f4e\u5e93\u5b58\u7b56\u7565\u5bfc\u81f4\u667a\u80fd\u624b\u673a\u7528\u4ea7\u54c1\u8ba2\u5355\u51cf\u5c11\uff0c\u4ef7\u683c\u6301\u5e73\u3002Wafer\u4ea7\u54c1\u53d7\u96f6\u552e\u5e02\u573a\u9700\u6c42\u75b2\u8f6f\u5f71\u54cd\uff0c\u4ef7\u683c\u4e0b\u8dcc\u3002<\/p>\n\n\n\n

\u9884\u8ba1\u7b2c\u56db\u5b63\u5ea6NAND Flash\u4ea7\u4e1a\u5c06\u9762\u4e34\u6311\u6218\uff0c\u4f01\u4e1a\u7ea7SSD\u4ef7\u683c\u53ef\u80fd\u6301\u5e73\uff0c\u5176\u4ed6\u4ea7\u54c1\u4ef7\u683c\u4e0b\u8dcc\uff0c\u6d88\u8d39\u54c1\u724c\u5546\u5e74\u5e95\u524d\u964d\u4f4e\u5e93\u5b58\uff0c\u8ba2\u5355\u51cf\u5c11\uff0c\u9884\u8ba1\u6574\u4f53\u8425\u6536\u73af\u6bd4\u4e0b\u964d\u8fd110%\u3002<\/p>\n\n\n\n

3. SK\u6d77\u529b\u58eb\u91cf\u4ea7\u5168\u7403\u9996\u6b3e321\u5c42NAND\u95ea\u5b58\uff0c\u63d0\u5347\u6027\u80fd\u548c\u6548\u7387<\/strong><\/strong><\/h2>\n\n\n\n

SK\u6d77\u529b\u58eb\u4e8e11\u670826\u65e5\u5ba3\u5e03\uff0c\u5df2\u5f00\u59cb\u91cf\u4ea7\u5168\u7403\u9996\u6b3e321\u5c421Tb TLC 4D NAND\u95ea\u5b58\uff0c\u9884\u8ba1\u4e8e2025\u5e74\u4e0a\u534a\u5e74\u5411\u5ba2\u6237\u4f9b\u8d27\u3002\u8fd9\u6b3e\u4ea7\u54c1\u6807\u5fd7\u7740\u5806\u53e0\u6280\u672f\u548c\u5236\u9020\u6548\u7387\u7684\u91cd\u5927\u8fdb\u6b65\uff0c\u65e8\u5728\u6ee1\u8db3\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u5bf9\u4f4e\u529f\u8017\u3001\u9ad8\u6027\u80fd\u5b58\u50a8\u7684\u9700\u6c42\u3002\u4e0e\u524d\u4ee3238\u5c42NAND\u76f8\u6bd4\uff0c321\u5c42\u7248\u672c\u7684\u6570\u636e\u4f20\u8f93\u901f\u5ea6\u63d0\u9ad8\u4e8612%\uff0c\u8bfb\u53d6\u6027\u80fd\u63d0\u9ad8\u4e8613%\uff0c\u6570\u636e\u8bfb\u53d6\u80fd\u6548\u63d0\u9ad8\u4e8610%\u4ee5\u4e0a\u3002<\/p>\n\n\n\n

SK\u6d77\u529b\u58eb\u8868\u793a\uff0c\u8fd9\u4e00\u91cc\u7a0b\u7891\u4e8b\u4ef6\u9884\u793a\u7740\u884c\u4e1a\u8fdb\u5165300\u5c42\u4ee5\u4e0aNAND\u95ea\u5b58\u65f6\u4ee3\uff0c\u589e\u5f3a\u4e86\u516c\u53f8\u5728AI\u6570\u636e\u4e2d\u5fc3SSD\u548c\u8fb9\u7f18AI\u5e02\u573a\u7684\u7ade\u4e89\u4f18\u52bf\u3002<\/p>\n\n\n\n

4. ST\u9884\u8ba12024\u5e74MCU\u9500\u91cf\u4e0b\u964d\uff0c\u4f46\u663e\u73b0\u590d\u82cf\u8ff9\u8c61<\/strong><\/strong><\/h2>\n\n\n\n

11\u670827\u65e5\u636e\u62a5\u9053\uff0c\u610f\u6cd5\u534a\u5bfc\u4f53\uff08ST\uff09\u5728\u8d44\u672c\u5e02\u573a\u65e5\u8868\u793a\uff0c\u7531\u4e8e2022\u5e74\u548c2023\u5e74\u7b7e\u8ba2\u7684\u4e0d\u53ef\u53d6\u6d88\u3001\u4e0d\u53ef\u91cd\u65b0\u5b89\u6392\uff08NCNR\uff09\u5408\u540c\u5bfc\u81f4\u5ba2\u6237\u5e93\u5b58\u8fc7\u591a\uff0c2024\u5e74\u524d9\u4e2a\u6708MCU\u9500\u552e\u989d\u5927\u5e45\u4e0b\u964d\u30022024\u5e74\u524d\u4e09\u5b63\u5ea6\uff0cST\u7684MCU\u9500\u552e\u989d\u7ea6\u4e3a25.8\u4ebf\u7f8e\u5143\uff0c\u8f832023\u5e74\u540c\u671f\u768444\u4ebf\u7f8e\u5143\u4e0b\u964d41.3%\u3002<\/p>\n\n\n\n

\u5c3d\u7ba1\u5982\u6b64\uff0cST\u5df2\u89c2\u5bdf\u5230\u590d\u82cf\u8ff9\u8c61\uff0c2024\u5e74\u7b2c\u4e09\u5b63\u5ea6MCU\u7684\u8ba2\u5355\u91cf\u5df2\u8d85\u8fc7\u51fa\u8d27\u91cf\u3002\u9996\u5e2d\u6267\u884c\u5b98Jean-Marc Chery\u9884\u8ba1\uff0c2025\u5e74\u5c06\u662f\u8fc7\u6e21\u5e74\uff0c\u5e93\u5b58\u8c03\u6574\u53ef\u80fd\u6301\u7eed\u81f32025\u5e74\u4e0a\u534a\u5e74\u3002<\/p>\n\n\n\n

5. Yole\u9884\u6d4b\uff0c\u52302029\u5e74\uff0c\u6bcf\u8f86\u8f66\u7684\u534a\u5bfc\u4f53\u542b\u91cf\u5c06\u8fbe\u52301,000 \u7f8e\u5143<\/strong><\/strong><\/h2>\n\n\n\n

Yole Group \u6700\u65b0\u9884\u8ba1\uff0c\u5230 2029 \u5e74\uff0c\u6c7d\u8f66\u534a\u5bfc\u4f53\u5e02\u573a\u5c06\u589e\u957f\u81f3 1,000 \u4ebf\u7f8e\u5143\uff0c\u6bcf\u8f86\u8f66\u7684\u534a\u5bfc\u4f53\u542b\u91cf\u5c06\u8fbe\u5230 1,000 \u7f8e\u5143\u3002\u9ad8\u7ea7\u9a7e\u9a76\u8f85\u52a9\u7cfb\u7edf (ADAS) \u548c\u5b89\u5168\u5e94\u7528\u9884\u8ba1\u5c06\u589e\u957f\u6700\u5feb\uff0c2023 \u5e74\u81f3 2029 \u5e74\u590d\u5408\u5e74\u589e\u957f\u7387 (CAGR) \u4e3a 14%\u3002\u7535\u6c14\u5316\u662f\u5e02\u573a\u6269\u5f20\u7684\u7b2c\u4e8c\u5927\u9a71\u52a8\u529b\uff0c\u9884\u8ba1\u5c06\u589e\u957f\u540c\u671f\u590d\u5408\u5e74\u589e\u957f\u7387\u8d85\u8fc713%\u3002\u5c3d\u7ba1\u6b27\u6d32\u7535\u6c14\u5316\u6b65\u4f10\u653e\u7f13\uff0c\u4f46\u4e2d\u56fd\u5e02\u573a\u4f9d\u7136\u9ad8\u5ea6\u6d3b\u8dc3\uff0c\u4fdd\u6301\u4e86\u5173\u952e\u589e\u957f\u5f15\u64ce\u7684\u5730\u4f4d\u3002\u534a\u5bfc\u4f53\u5668\u4ef6\u5e02\u573a\u4ecd\u9884\u8ba1\u5c06\u5b9e\u73b0\u590d\u5408\u5e74\u589e\u957f\u738711%\u7684\u663e\u7740\u589e\u957f\uff0c\u52302029\u5e74\u5c06\u8fbe\u5230\u8fd11000\u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n

6. \u529b\u79ef\u7535\u8f6c\u578b3D AI\u4ee3\u5de5\uff0c\u9884\u8ba12026\u5e74\u5b9e\u73b0\u7206\u53d1\u6027\u6210\u957f<\/strong><\/strong><\/h2>\n\n\n\n

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