{"id":3054,"date":"2025-07-14T15:09:56","date_gmt":"2025-07-14T07:09:56","guid":{"rendered":"https:\/\/depend-ele.com\/?p=3054"},"modified":"2025-07-14T15:10:02","modified_gmt":"2025-07-14T07:10:02","slug":"%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8ai%e5%86%85%e5%ad%98%e6%b6%a8%e4%bb%b7%e5%bb%b6%e7%bb%ad%ef%bc%9b%e9%93%9c%e6%96%ad%e4%be%9b%e9%a2%84%e8%ad%a6%ef%bc%9b%e8%8b%b9%e6%9e%9c","status":"publish","type":"post","link":"https:\/\/depend-ele.com\/zh\/%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8ai%e5%86%85%e5%ad%98%e6%b6%a8%e4%bb%b7%e5%bb%b6%e7%bb%ad%ef%bc%9b%e9%93%9c%e6%96%ad%e4%be%9b%e9%a2%84%e8%ad%a6%ef%bc%9b%e8%8b%b9%e6%9e%9c\/","title":{"rendered":"\u4e00\u5468\u201c\u82af\u95fb\u201d\u4e28AI\u5185\u5b58\u6da8\u4ef7\u5ef6\u7eed\uff1b\u94dc\u65ad\u4f9b\u9884\u8b66\uff1b\u82f9\u679c\u6298\u53e0iPhone\u65b0\u52a8\u6001..."},"content":{"rendered":"<!-- wp:paragraph -->\n<p>2025\u5e7407\u670814\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e0e\u60a8\u4e00\u540c\u56de\u987e\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u534a\u5bfc\u4f53\u5e02\u573a\u590d\u82cf\u4fe1\u53f7\u660e\u786e\uff1a\u5185\u5b58\/NAND\u4ef7\u683c\u89e6\u5e95\u53cd\u5f39\uff0cAI\u4e0e\u8f66\u7528\u9700\u6c42\u5f3a\u52bf\u9a71\u52a8\uff0c\u4f46\u94dc\u5371\u673a\u4e0e\u5730\u7f18\u98ce\u9669\u6697\u85cf\u53d8\u5c40\uff0c\u4ea7\u4e1a\u683c\u5c40\u52a0\u901f\u91cd\u6784\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>1.\u00a0<strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>\u4e09\u5b63\u5ea6\u5185\u5b58\u4ef7\u683c\u6709\u671b\u56de\u6696<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>\u5357\u4e9a\u79d1\u603b\u7ecf\u7406\u674e\u57f9\u745b7\u670810\u65e5\u5728\u6cd5\u8bf4\u4f1a\u4e0a\u8868\u793a\uff0c\u975eAI\u5185\u5b58\u5e02\u573a6\u6708\u5df2\u4f9b\u9700\u5e73\u8861\uff0c\u4ef7\u683c\u5f00\u59cb\u4e0a\u626c\uff0c\u9884\u8ba1\u7b2c\u4e09\u5b63\u4ef7\u683c\u3001\u9500\u91cf\u4e0e\u5e93\u5b58\u5c06\u663e\u8457\u6539\u5584\uff0c\u6bdb\u5229\u7387\u53ef\u671b\u8f6c\u6b63\uff0c\u4f46\u51c0\u5229\u4ecd\u5f85\u52aa\u529b\u3002\u7b2c\u4e8c\u5b63\u56e04\u30015\u6708\u4ef7\u683c\u6025\u8dcc\uff0c\u5e73\u5747\u552e\u4ef7\u4e0b\u6ed14%\u81f36%\uff0c\u8425\u6536105.26\u4ebf\u5143\u65b0\u53f0\u5e01\uff0c\u5b63\u589e46.4%\uff1b\u4ea7\u80fd\u6ee1\u8f7d\uff0cDDR4\u5360\u6bd450%\uff0c\u6bdb\u5229\u7387-20.6%\uff0c\u6c47\u5151\u635f\u593111.24\u4ebf\u5143\uff0c\u7a0e\u540e\u51c0\u635f41.09\u4ebf\u5143\uff0c\u6bcf\u80a1\u4e8f\u635f1.32\u5143\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u674e\u57f9\u745b\u6307\u51fa\uff0cAI\u7528HBM\u53bb\u5e74\u5df2\u6da8\u4ef7\uff0c\u5360\u6574\u4f53\u5e02\u573a\u4e5d\u6210\u7684\u975eAI\u5185\u5b586\u6708\u8d77\u6da8\uff0c\u6da8\u52bf\u6709\u671b\u5ef6\u7eed\u81f3\u4e0b\u534a\u5e74\uff1b\u7f8e\u56fd\u5173\u7a0e\u53ca232\u8c03\u67e5\u5bf9\u53f0\u6e7e\u534a\u5bfc\u4f53\u5f71\u54cd\u6709\u9650\uff0c\u5ba2\u6237\u53cd\u5e94\u5e73\u9759\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>2. <strong><strong><strong><strong><strong>NAND Flash\u7b2c\u4e09\u5b63\u5747\u4ef7\u770b\u6da85\u201310%\uff0c\u624b\u673a\u9700\u6c42\u75b2\u5f31\u62d6\u7d2feMMC\u3001UFS\u6da8\u5e45<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>7\u670811\u65e5 \u96c6\u90a6\u54a8\u8be2\u62a5\u9053\uff0c\u5386\u7ecf\u4e0a\u534a\u5e74\u51cf\u4ea7\u4e0e\u5e93\u5b58\u53bb\u5316\uff0cNAND Flash\u4f9b\u9700\u5df2\u660e\u663e\u6539\u5584\uff1b\u539f\u5382\u5c06\u4ea7\u80fd\u8f6c\u5411\u9ad8\u6bdb\u5229\u4ea7\u54c1\uff0c\u6d41\u901a\u8d27\u6e90\u51cf\u5c11\uff0c\u800c\u4f01\u4e1a\u52a0\u7801AI\u3001\u82f1\u4f1f\u8fbeBlackwell\u5e73\u53f0\u653e\u91cf\u53c8\u5e26\u6765\u65b0\u589e\u9700\u6c42\uff0cTrendForce\u9884\u4f30\u7b2c\u4e09\u5b63\u6574\u4f53\u5408\u7ea6\u4ef7\u5c06\u5b63\u589e5\u201310%\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u5176\u4e2d\uff0cClient SSD\u56e0OEM\u5e93\u5b58\u56de\u8865\u3001Win10\u7ec8\u6b62\u652f\u6301\u53caDeepSeek\u4e00\u4f53\u673a\u70ed\u6f6e\uff0c\u5408\u7ea6\u4ef7\u770b\u53473\u20138%\uff1bEnterprise SSD\u53d7\u5317\u7f8e\u901a\u7528\u670d\u52a1\u5668\u53ca\u4e2d\u56fd\u5ba2\u6237\u5927\u5355\u62c9\u52a8\uff0c\u4f46\u5e74\u521d\u4ea7\u80fd\u4e0b\u8c03\u5bfc\u81f4\u4ea4\u671f\u7d27\u5f20\uff0c\u4ef7\u683c\u540c\u6837\u4e0a\u6da85\u201310%\u3002\u53cd\u89c2\u624b\u673a\u94fe\uff0ceMMC\u3001UFS\u56e0\u4e0b\u534a\u5e74\u667a\u80fd\u673a\u5c55\u671b\u4fdd\u5b88\uff0c\u9700\u6c42\u5e73\u6de1\uff0c\u5c3d\u7ba1\u539f\u5382\u7f29\u51cf\u4f9b\u7ed9\uff0c\u6da8\u5e45\u4ecd\u4ec50\u20135%\uff1bWafer\u7aef\u5219\u56e0\u4ea7\u51fa\u4e0b\u964d\u3001\u6a21\u7ec4\u5382\u5907\u8d27\u4fdd\u5b88\uff0c\u4ef7\u683c\u53ef\u671b\u5b63\u589e8\u201313%\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>3. <strong><strong><strong><strong><strong><strong><strong><strong><strong>\u56fd\u5de8\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u521b\u65b0\u9ad8\uff0cAI\u9700\u6c42\u5f3a\u52b2\u52a9\u529b\u4e1a\u7ee9\u589e\u957f<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>7\u67082\u65e5\uff0cTI\u6380\u8d77\u4ef7\u683c\u8c03\u6574\u98ce\u66b4\uff0c\u5f15\u53d1\u534a\u5bfc\u4f53\u4ea7\u4e1a\u94fe\u8fde\u9501\u53cd\u5e94\u3002TI\u4e8e2025\u5e746\u6708\u542f\u52a8\u8986\u76d63300\u4f59\u6b3e\u6599\u53f7\u7684\u5168\u7403\u6027\u6da8\u4ef7\u8ba1\u5212\uff0c\u8c03\u4ef7\u7b56\u7565\u5448\u7ed3\u6784\u6027\u5dee\u5f02\uff0c\u6298\u5c04\u51fa\u534a\u5bfc\u4f53\u884c\u4e1a\u4ece\u4ef7\u683c\u6218\u5411\u5229\u6da6\u4fee\u590d\u7684\u6218\u7565\u8f6c\u5411\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u6b64\u6b21\u8c03\u4ef7\u5448\u73b0\u91d1\u5b57\u5854\u5f0f\u5206\u5e03\uff1a\u7ea69%\u7684\u6599\u53f7\u6da8\u5e45\u8d85100%\uff0c\u591a\u4e3a\u505c\u4ea7\u6216\u4f4e\u5229\u6da6\u4ea7\u54c1\uff1b55%\u7684\u6599\u53f7\u6da8\u5e45\u572815%-30%\uff1b30%\u7684\u6599\u53f7\u6da8\u5e45\u4f4e\u4e8e15%\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u4fe1\u53f7\u94fe\u4ea7\u54c1\u662f\u6da8\u4ef7\u6838\u5fc3\uff0c\u5982ADC\u3001\u8fd0\u7b97\u653e\u5927\u5668\u7b49\u90e8\u5206\u578b\u53f7\u6da8\u5e45\u8d85100%\uff0c\u800c\u9694\u79bb\u82af\u7247\u3001LDO\u53caDC-DC\u8f6c\u6362\u5668\u7b49\u4ea7\u54c1\u6da8\u5e45\u7ea620%\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>4. <strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>\u4e09\u661f\u5229\u6da6\u201c\u8170\u65a9\u201d\u80cc\u540e\uff1a\u957f\u946b\u79d1\u6280IPO\u64ac\u52a8DRAM\u683c\u5c40<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>7\u67088\u65e5\uff0c\u4e09\u661f\u7535\u5b50\u53d1\u5e03\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u6307\u5f15\uff0c\u9884\u8ba1\u5f53\u5b63\u8425\u4e1a\u5229\u6da6\u4ec54.6\u4e07\u4ebf\u97e9\u5143\uff0c\u540c\u6bd4\u66b4\u8dcc56%\uff0c\u521b\u516d\u4e2a\u5b63\u5ea6\u65b0\u4f4e\uff0c\u80a1\u4ef7\u968f\u4e4b\u8fde\u8dcc\u4e09\u65e5\u3002\u516c\u53f8\u76f4\u6307\u7f8e\u56fd\u8d38\u6613\u653f\u7b56\u963b\u65ad\u82af\u7247\u51fa\u8d27\u3001\u5e93\u5b58\u51cf\u503c\u53ca\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u8fdf\u8fdf\u62ff\u4e0d\u5230\u82f1\u4f1f\u8fbe\u8ba4\u8bc1\uff0c\u662f\u76c8\u5229\u201c\u584c\u65b9\u201d\u7684\u4e3b\u56e0\u3002\u4f20\u7edf\u201c\u4e09\u5de8\u5934\u201d\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u3001\u7f8e\u5149\u7684\u5784\u65ad\u51fa\u73b0\u677e\u52a8\uff0c\u4e3a\u4e2d\u56fd\u5382\u5546\u6253\u5f00\u7a97\u53e3\u671f\u30027\u67087\u65e5\uff0c\u56fd\u4ea7DRAM\u9f99\u5934\u957f\u946b\u79d1\u6280\u6b63\u5f0f\u542f\u52a8A\u80a1IPO\uff0c\u51ed\u501f\u5e74\u4ea7\u80fd24\u4e07\u7247\u30011.3\u4e07\u4ef6\u4e13\u5229\u53ca1500\u4ebf\u5143\u4f30\u503c\u7684\u786c\u5b9e\u529b\uff0c\u88ab\u89c6\u4e3a\u91cd\u5851\u5168\u7403DRAM\u7248\u56fe\u7684\u5173\u952e\u53d8\u91cf\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">5. <strong><strong><strong><strong><strong>DDR4\u7f3a\u8d27\u6da8\u4ef7\uff0c\u6a21\u7ec4\u5382\u5a01\u521a\u3001\u5b9c\u9f0e\u3001\u5b87\u77bb\u4e1a\u7ee9\u9f50\u98de<\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>7\u67088\u65e5\uff0c\u5feb\u8bafDDR4\u73b0\u8d27\u4ef7\u6301\u7eed\u98d9\u5347\uff0c\u5e26\u52a8\u4e0b\u6e38\u5185\u5b58\u6a21\u7ec4\u5382\u4e1a\u7ee9\u5168\u9762\u8d70\u5f3a\u3002\u5a01\u521a6\u6708\u8425\u653646.98\u4ebf\u5143\uff0c\u6708\u589e12.69%\u3001\u5e74\u589e59.05%\uff0c\u521b15\u5e74\u5355\u6708\u65b0\u9ad8\uff1b\u7b2c\u4e8c\u5b63\u8425\u6536127.84\u4ebf\u5143\uff0c\u5b63\u589e29.03%\uff0c\u4ea6\u4e3a15\u5e74\u534a\u65b0\u9ad8\u3002\u8463\u4e8b\u957f\u9648\u7acb\u767d\u6307\u51fa\uff0c\u5ba2\u6237\u79ef\u6781\u5907\u5e93\u5b58\uff0c\u8ba2\u5355\u80fd\u89c1\u5ea6\u76f4\u8fbe\u7b2c\u4e09\u5b63\uff0c\u6bdb\u5229\u7387\u5c06\u660e\u663e\u4f18\u4e8e\u9996\u5b63\uff0c\u5168\u5e74\u8425\u8fd0\u9ad8\u70b9\u53ef\u671f\u3002\u5b9c\u9f0e6\u6708\u8425\u6536\u9996\u783410\u4ebf\u5143\u5927\u5173\u81f310.3\u4ebf\u5143\uff0c\u5e74\u589e37.52%\uff1b\u4e0a\u534a\u5e74\u8425\u653656.47\u4ebf\u5143\uff0c\u5e74\u589e29.34%\uff0c\u516c\u53f8\u63d0\u524d\u5907\u59a5\u4e0b\u534a\u5e74\u5e93\u5b58\uff0c\u5e76\u770b\u597d\u8fb9\u7f18AI\u4e0e\u5de5\u63a7\u4e13\u6848\u6301\u7eed\u53d1\u9175\u3002\u5b87\u77bb\u4e0a\u534a\u5e74\u8425\u653647.61\u4ebf\u5143\uff0c\u5e74\u589e24.31%\uff0c\u56e0\u539f\u5382\u9646\u7eed\u5ba3\u544aDDR4\u505c\u4ea7\uff0c\u6025\u5355\u4e0e\u5173\u7a0e\u907f\u9669\u9700\u6c42\u540c\u6b65\u6d8c\u73b0\uff0c\u63a8\u5347\u51fa\u8d27\u52a8\u80fd\u3002\u4e09\u5927\u6a21\u7ec4\u5382\u540c\u6b65\u53d7\u60e0\u4f4e\u4ef7\u5e93\u5b58\u4e0e\u6da8\u4ef7\u7ea2\u5229\uff0c\u4e0b\u534a\u5e74\u8425\u8fd0\u5c55\u671b\u6301\u7eed\u4e50\u89c2\u3002<\/p>\n<!-- 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