{"id":3061,"date":"2025-07-21T14:22:25","date_gmt":"2025-07-21T06:22:25","guid":{"rendered":"https:\/\/depend-ele.com\/?p=3061"},"modified":"2025-07-21T14:22:31","modified_gmt":"2025-07-21T06:22:31","slug":"%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8hbm%e4%bb%b7%e6%a0%bc%e6%81%90%e8%bf%8e%e4%b8%a4%e4%bd%8d%e6%95%b0%e9%99%8d%e5%b9%85%ef%bc%9b%e9%93%a0%e4%be%a010%e5%80%8d%e9%80%9fssd","status":"publish","type":"post","link":"https:\/\/depend-ele.com\/zh\/%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8hbm%e4%bb%b7%e6%a0%bc%e6%81%90%e8%bf%8e%e4%b8%a4%e4%bd%8d%e6%95%b0%e9%99%8d%e5%b9%85%ef%bc%9b%e9%93%a0%e4%be%a010%e5%80%8d%e9%80%9fssd\/","title":{"rendered":"\u4e00\u5468\u201c\u82af\u95fb\u201d\u4e28HBM\u4ef7\u683c\u6050\u8fce\u4e24\u4f4d\u6570\u964d\u5e45\uff1b\u94e0\u4fa010\u500d\u901fSSD\u66ff\u4ee3DRAM..."},"content":{"rendered":"<!-- wp:paragraph -->\n<p>2025\u5e7407\u670821\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\u5b58\u50a8\u6280\u672f\u8fed\u4ee3\u52a0\u901f\uff08LPDDR5X\u66ff\u4ee3\/HBM\u964d\u4ef7\u98ce\u9669\uff09\uff0cAI\u9a71\u52a8\u5149\u6a21\u5757\u4e0eSSD\u521b\u65b0\uff0c\u534a\u5bfc\u4f53\u5de8\u5934\u6218\u7565\u8c03\u6574\u9891\u7e41\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><strong>LPDDR4X\u4f9b\u5e94\u7d27\u7f29\uff0c\u667a\u80fd\u624b\u673a\u4ea7\u4e1a\u52a0\u901f\u5bfc\u5165LPDDR5X<\/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>\u636eTrendForce 7\u670817\u65e5\u7814\u7a76\uff0c2025\u5e74\u548c2026\u5e74\uff0c\u97e9\u7cfb\u548c\u7f8e\u7cfb\u5b58\u50a8\u5382\u5546\u5c06\u51cf\u5c11\u6216\u505c\u6b62\u4f9b\u5e94LPDDR4X\uff0c\u5bfc\u81f4\u4f9b\u9700\u7f3a\u53e3\u3002\u54c1\u724c\u5382\u5546\u6269\u5927\u91c7\u8d2dLPDDR4X\uff0c\u63a8\u52a8\u4ef7\u683c\u4e0a\u6da8\uff0c\u9884\u8ba1\u6da8\u4ef7\u5c06\u6301\u7eed\u52302026\u5e74\u521d\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>LPDDR4X\u4f9b\u5e94\u53d7\u9650\uff0c\u54c1\u724c\u5382\u5546\u5c06\u4f18\u5148\u5bf9\u53ef\u8f6c\u6362\u4ea7\u54c1\u589e\u52a0LPDDR5X\u6d4b\u8bd5\uff0c\u4f46\u4f4e\u7aef\u4ea7\u54c1\u8f6c\u5411LPDDR5X\u7684\u7a7a\u95f4\u6709\u9650\uff0c\u9700\u901a\u8fc7\u4ea7\u4e1a\u5347\u7ea7\uff08\u59825G\uff09\u6765\u63a8\u52a8\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>2025\u5e74LPDDR4X\u5728\u79fb\u52a8DRAM\u603b\u4ea7\u51fa\u4e2d\u4ecd\u5360\u7ea642%\uff0c\u4f46\u9884\u8ba12026\u5e74\u5176\u4ea7\u51fa\u5c06\u5927\u5e45\u51cf\u5c11\uff0c\u5bfc\u81f4\u4f9b\u9700\u5931\u8861\u52a0\u5267\uff0c\u4ef7\u683c\u6301\u7eed\u4e0a\u6da8\uff0c\u751a\u81f3\u53ef\u80fd\u4e0eLPDDR5X\u51fa\u73b0\u4ef7\u683c\u5012\u6302\u30022026\u5e74\uff0c\u968f\u7740LPDDR5X\u4f9b\u5e94\u589e\u52a0\uff0c\u5176\u5408\u7ea6\u4ef7\u6709\u671b\u4f18\u4e8eLPDDR4X\uff0c\u63a8\u52a8\u7ec8\u7aef\u5ba2\u6237\u8f6c\u5411LPDDR5X\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u76ee\u524d\uff0cLPDDR4X\u4ef7\u683c\u6500\u5347\uff0c\u7ed9\u4e2d\u4f4e\u7aef\u667a\u80fd\u624b\u673a\u54c1\u724c\u5e26\u6765\u6210\u672c\u538b\u529b\uff0c\u751a\u81f3\u8feb\u4f7f\u5176\u9000\u51fa\u4f4e\u4ef7\u5e02\u573a\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>2. <strong><strong><strong><strong><strong><strong><strong>HBM\u4ef7\u683c\u9762\u4e34\u4e24\u4f4d\u6570\u964d\u5e45\u98ce\u9669\uff0cSK\u6d77\u529b\u58eb\u9762\u4e34\u6311\u6218<\/strong><\/strong><\/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><strong>\u7d22\u5c3c\u4ee5\u8272\u5217\u82af\u7247\u7814\u53d1\u4e2d\u5fc3\u88c1\u5458\u8d85100\u4eba\uff0c\u7269\u8054\u7f51\u6218\u7565\u8c03\u6574<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>7\u670814\u65e5\uff0c\u62a5\u9053\uff0c\u7d22\u5c3c\uff08Sony\uff09\u5728\u5176\u4f4d\u4e8e\u4ee5\u8272\u5217\u970d\u5fb7\u54c8\u6c99\u9686\uff08Hod HaSharon\uff09\u7684\u534a\u5bfc\u4f53\u7814\u53d1\u4e2d\u5fc3\u88c1\u51cf\u4e86\u8d85\u8fc7100\u540d\u5458\u5de5\uff0c\u5360\u8be5\u4e2d\u5fc3400\u540d\u5458\u5de5\u7684\u56db\u5206\u4e4b\u4e00\u3002\u6b64\u6b21\u88c1\u5458\u662f\u7d22\u5c3c\u5168\u7403\u91cd\u7ec4\u6218\u7565\u7684\u4e00\u90e8\u5206\uff0c\u65e8\u5728\u4f18\u5316\u6210\u672c\u5e76\u5f3a\u5316\u76c8\u5229\u80fd\u529b\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u8be5\u7814\u53d1\u4e2d\u5fc3\u4e8e2016\u5e74\u7d22\u5c3c\u6536\u8d2d\u4ee5\u8272\u5217\u82af\u7247\u516c\u53f8Altair\u540e\u6210\u7acb\uff0c\u4e13\u6ce8\u4e8e\u5f00\u53d1\u4f4e\u529f\u8017\u3001\u7d27\u51d1\u578b\u65e0\u7ebf\u82af\u7247\uff0c\u5e7f\u6cdb\u5e94\u7528\u4e8e\u667a\u80fd\u6c34\u8868\u548c\u71c3\u6c14\u8868\u7b49\u9886\u57df\u3002\u5c3d\u7ba1\u6b64\u6b21\u88c1\u5458\u89c4\u6a21\u8f83\u5927\uff0c\u4f46\u8be5\u4e2d\u5fc3\u4ecd\u88ab\u89c6\u4e3a\u7d22\u5c3c\u534a\u5bfc\u4f53\u6218\u7565\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\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><strong>\u94e0\u4fa0\u63a8\u51fa\u8d85\u9ad8\u901fSSD\uff0c\u643a\u624b\u82f1\u4f1f\u8fbe2026\u5e74\u51fa\u8d27<\/strong><\/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\u670818\u65e5\uff0c\u534a\u5bfc\u4f53\u5b58\u50a8\u5668\u5927\u5382Kioxia\u5ba3\u5e03\u5f00\u53d1\u9762\u5411AI\u670d\u52a1\u5668\u7684\u8d85\u9ad8\u901fSSD\uff0c\u6570\u636e\u4f20\u8f93\u901f\u5ea6\u8f83\u4f20\u7edf\u4ea7\u54c1\u63d0\u5347\u7ea610\u500d\u3002\u4e0e\u7f8e\u56fd\u82f1\u4f1f\u8fbe\uff08Nvidia\uff09\u5408\u4f5c\u5f00\u53d1\uff0c\u8ba1\u5212\u4e8e2026\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u6837\u54c1\u51fa\u8d27\uff0c\u76ee\u6807\u662f\u90e8\u5206\u66ff\u4ee3AI\u670d\u52a1\u5668\u4e2d\u7684DRAM\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u94e0\u4fa0\u4e8e2025\u5e746\u67085\u65e5\u5728\u7ebf\u4e0a\u7ecf\u8425\u65b9\u9488\u8bf4\u660e\u4f1a\u4e0a\u5ba3\u5e03\u4e86\u8fd9\u4e00\u8ba1\u5212\u3002\u5f00\u53d1\u7684\u4ea7\u54c1\u662f\u4e00\u79cd\u5b58\u50a8\u7ea7\u5185\u5b58\uff08SCM\uff09\uff0c\u540d\u4e3a\u201cSuper High IOPS SSD\u201d\uff0c\u5176\u968f\u673a\u8bbf\u95ee\u6027\u80fd\uff08\u5904\u7406\u5c0f\u5bb9\u91cf\u6570\u636e\u7684\u80fd\u529b\uff09\u5c06\u8fbe\u52301000\u4e07IOPS\u4ee5\u4e0a\uff0c\u662f\u4f20\u7edfSSD\u7684\u7ea610\u500d\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">5. <strong><strong><strong><strong><strong><strong>\u7fa4\u8054\u7b2c\u4e09\u5b63\u5ea6\u7ef4\u6301\u6210\u957f\u52a8\u80fd\uff0c\u6210\u672c\u4e0a\u6da8\u5c06\u8f6c\u5ac1\u81f3\u5ba2\u6237\u7aef<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>\u7fa4\u8054\u7b2c\u4e09\u5b63\u5ea6\u867d\u9762\u4e34\u65b0\u53f0\u5e01\u5347\u503c\u4e0e\u5173\u7a0e\u63d0\u524d\u62c9\u8d27\u5f71\u54cd\uff0c\u4f46\u6574\u4f53\u51fa\u8d27\u52a8\u80fd\u4ecd\u53ef\u7ef4\u6301\u3002\u516c\u53f8\u8ba1\u5212\u5c06\u8f7d\u677f\u6da8\u4ef7\u6210\u672c\u9010\u6b65\u8f6c\u5ac1\u7ed9\u5ba2\u6237\uff0c\u4f18\u5148\u4f9b\u8d27\u957f\u671f\u5408\u4f5c\u4f19\u4f34\uff0c\u4ee5\u7a33\u5b9a\u6bdb\u5229\u7387\u3002\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536178.9\u4ebf\u5143\uff0c\u5b63\u589e\u8fd1\u4e09\u6210\uff0c\u4e3b\u8981\u53d7BT\u8f7d\u677f\u4e0eNAND Flash\u6da8\u4ef7\u53ca\u5173\u7a0e\u5907\u8d27\u63a8\u52a8\u3002\u5c55\u671b\u672a\u6765\uff0c\u7fa4\u8054\u5411\u97e9\u7cfbNAND Flash\u539f\u5382\u9001\u6837\u63a7\u5236IC\uff0c\u6709\u671b\u660e\u5e74\u83b7\u65b0\u8ba2\u5355\uff1b\u540c\u65f6\uff0c\u5176128TB eSSD\u65b0\u54c1\u9501\u5b9aAI\u670d\u52a1\u5668\u5e02\u573a\uff0c\u76f8\u5173\u4e1a\u52a1\u5df2\u5f00\u59cb\u653e\u91cf\uff0c\u5c06\u52a9\u529b\u4e2d\u957f\u671f\u53d1\u5c55\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>6. <strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>\u4f20Arm\u62df\u8de8\u8db3\u81ea\u5236\u82af\u7247\uff0c\u4ea7\u4e1a\u94fe\u4f19\u4f34\u6216\u53d8\u7ade\u4e89\u5bf9<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong>\u624b<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>PwC\u6700\u65b0\u62a5\u544a\u6307\u51fa\uff0c\u53d7\u6c14\u5019\u53d8\u5316\u5bfc\u81f4\u7684\u6c34\u8d44\u6e90\u77ed\u7f3a\u5f71\u54cd\uff0c\u52302035\u5e74\u5168\u7403\u7ea632%\u7684\u534a\u5bfc\u4f53\u751f\u4ea7\u5c06\u56e0\u94dc\u4f9b\u5e94\u4e2d\u65ad\u800c\u9762\u4e34\u98ce\u9669\uff0c\u8fd9\u4e00\u6bd4\u4f8b\u662f\u76ee\u524d\u7684\u56db\u500d\u3002\u94dc\u4f5c\u4e3a\u82af\u7247\u5185\u90e8\u7ebf\u8def\u53ca\u6570\u636e\u4e2d\u5fc3\u7535\u7f06\u7684\u5173\u952e\u6750\u6599\uff0c\u76ee\u524d\u5c1a\u65e0\u6027\u4ef7\u6bd4\u76f8\u5f53\u7684\u66ff\u4ee3\u54c1\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u5168\u7403\u6700\u5927\u4ea7\u94dc\u56fd\u667a\u5229\u5df2\u670925%\u4ea7\u91cf\u53d7\u5e72\u65f1\u5a01\u80c1\uff0c\u9884\u8ba12035\u5e74\u5c06\u5347\u81f375%\uff0c2050\u5e74\u6216\u8fbe90%\u4ee5\u4e0a\u3002\u5c4a\u65f6\uff0c\u4e3a\u82af\u7247\u4e1a\u4f9b\u94dc\u768417\u4e2a\u4e3b\u8981\u56fd\u5bb6\u4e2d\u591a\u6570\u5c06\u9677\u5165\u5e72\u65f1\uff0c\u5168\u7403\u6676\u5706\u5382\u65e0\u4e00\u5e78\u514d\u3002\u9700\u6c42\u7aef\u65b9\u9762\uff0cAI\u57fa\u5efa\u3001\u7535\u52a8\u8f66\u53ca\u53ef\u518d\u751f\u80fd\u6e90\u6b63\u63a8\u52a8\u94dc\u9700\u6c42\u7ffb\u500d\uff0c\u800c\u65b0\u77ff\u5f00\u53d1\u970015\u5e74\u4ee5\u4e0a\uff0c\u4f9b\u7ed9\u7f3a\u53e3\u6050\u8fbe30%\u3002PwC\u8b66\u544a\uff0c\u82e5\u6750\u6599\u521b\u65b0\u4e0e\u4f9b\u6c34\u7cfb\u7edf\u672a\u80fd\u7a81\u7834\uff0c\u8be5\u98ce\u9669\u5c06\u968f\u65f6\u95f4\u9012\u589e\uff0c\u5e76\u53ef\u80fd\u5f15\u53d1\u65b0\u4e00\u8f6e\u5730\u7f18\u7ecf\u6d4e\u535a\u5f08\u3002<\/p>\n<!-- \/wp:paragraph -->","protected":false},"excerpt":{"rendered":"\u5b58\u50a8\u6280\u672f\u8fed\u4ee3\u52a0\u901f\uff08LPDDR5X\u66ff\u4ee3\/HBM\u964d\u4ef7\u98ce\u9669\uff09\uff0cSSD\u521b\u65b0\uff0c\u534a\u5bfc\u4f53\u5de8\u5934\u6218\u7565\u8c03\u6574\u9891\u7e41\u3002","protected":false},"author":2,"featured_media":3063,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[7],"tags":[367,322],"class_list":["post-3061","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-367","tag-322"],"_links":{"self":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/3061","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/comments?post=3061"}],"version-history":[{"count":1,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/3061\/revisions"}],"predecessor-version":[{"id":3064,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/3061\/revisions\/3064"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media\/3063"}],"wp:attachment":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media?parent=3061"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/categories?post=3061"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/tags?post=3061"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}