Kwanan nan, kasuwar kwamfutar hannu ta duniya ta kasance cikin sabon sauye-sauye na farashin, tare da manyan kamfanoni da suka hada da Xiaomi, Honor, Lenovo, da Dell a jere suna sanar da hauhawar farashin kayayyakin kwamfutar su, wanda ke jawo hankali daga masu amfani da masana'antu. Dangane da rahotanni da yawa, bayan wannan zagaye na hauhawar farashin ya ta'allaka ne da rikice-rikice na dalilai, gami da hauhawar farashin guntu ajiya, matsin sarkar samar da bunkasuwar masana'antar AI, da dabarun haɓaka samfuran samfuran, waɗanda ke sake fasalin yanayin farashin kasuwar kwamfutar hannu tare.

Mahimman Ƙarfafa Farashin, Alamomi Da yawa Suna Daidaita Farashin Layin samfur

Tun farkon 2026, jeri na kwamfutar hannu na Xiaomi ya jagoranci daidaita farashin, tare da wasu samfuran suna ganin haɓakar 15% -20%. Farashin farawa na jerin Redmi Pad, alal misali, ya tashi daga yuan 999 zuwa yuan 1,199, yayin da babban darajar Xiaomi Tablet 7 Ultra ya zarce yuan 6,000. A halin yanzu, kamfanoni irin su Honor, Lenovo, da Dell suma sun biyo baya, tare da hauhawar farashin yuan 200-800 a kan nau'ikan iri daban-daban. Masu binciken masana'antu sun yi nuni da cewa hauhawar farashin yana yaduwa tun daga kasuwar shiga zuwa tsaka-tsaki zuwa matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin girma zuwa matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaicin matsakaici).

Binciken Dalilin Mahimmanci: Rikicin Chip Memory da Tasirin Sarkar Samar da Masana'antar AI

Farashin Chip Ƙwaƙwalwar Ƙwaƙwalwar Ƙwaƙwalwar Ƙwaƙwalwar Ƙwaƙwalwar Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwararren Ƙwaƙwalwa na Ƙaƙwalwa na Ƙaddamarwa Ya Ƙadda ) Ana Canjawa zuwa Ƙarshen Samfura

Wani rahoto daga kamfanin nazarin masana'antu TrendForce ya nuna cewa karuwar buƙatun sabobin AI sun kama wani yanki mai mahimmanci na DRAM da NAND filashin ƙwaƙwalwar ajiya, wanda ke haifar da rashin daidaituwar wadatar kayan aiki ga kwakwalwan ƙwaƙwalwar ajiya na mabukaci. Lei Jun, Shugaban Kamfanin Xiaomi Group, ya yarda da gaskiyar cewa, "Haɓan farashin ajiya ya wuce yadda ake tsammani, kuma ribar ribar matsakaicin matsakaicin matsakaici ba zai iya ɗaukar farashi ba." Bayanai sun nuna cewa farashin ƙwaƙwalwar ajiya na lissafin 10% -15% na jimlar farashin kayan kwamfutar hannu, wanda ya sa ya zama babban direban farashin yana ƙaruwa.

Ci gaban Masana'antar AI Yana Matse Sarkar Samar da Kayan Lantarki na Masu Amfani

Bukatar ƙarancin ƙima don ƙwaƙwalwar ƙima mai girma daga AI babban horarwar ƙirar ƙira da jigilar sabar ya haifar da tattara albarkatun masana'antar semiconductor a cikin sashin AI. Manazarta Yidi Yiyao ya yi nuni da cewa, "Aikin samar da na'urori na zamani na duniya yana fuskantar gyare-gyaren tsari, tare da tilasta wa masu amfani da na'urorin lantarki na gargajiya su bar wani bangare na karfin, wanda hakan ke haifar da karanci da hauhawar farashin." Ana sa ran wannan yanayin zai ci gaba har zuwa ƙarshen 2026, tare da allunan tsaka-tsaki masu yuwuwar fuskantar matsalar "raguwar daidaitawa don kula da farashi" (misali, cire zaɓin ajiya na 1TB, rage daidaitawar RAM).

Dabarun Ƙirar Mahimmanci da Tsarin Tsarin Muhalli suna Ƙarfafa Kuɗi

Alamomi kamar Xiaomi suna haɓaka haɓaka samfuran kwamfutar hannu. Haɗin kai na kwakwalwan kwamfuta da aka haɓaka (misali, Xuanjie O1), caji mai sauri na 120W, da fasalulluka na haɗin halittu (misali, dacewa da aikace-aikacen matakin PC, haɗin gwiwar na'urori) ya haɓaka ƙwarewar samfur amma kuma ya haɓaka R&D da farashin masana'antu. Wani manazarci Yidu Yitian ya yi imanin cewa, "kasar fasahar kera makamai, da nufin yin gogayya da kayayyaki irin su iPad, na tilasta wa masu kera kwamfutar hannu ta Android goyon bayan saka hannun jarin kirkire-kirkire ta hanyar tsadar kayayyaki."

Martanin Masana'antu da Shawarar Mabukaci

Fuskantar matsin lamba na hauhawar farashin, masana'antun suna ɗaukar dabaru iri-iri: Daraja yana haɓaka tsarin sarrafa sarkar kayayyaki don rage farashi, yayin da Xiaomi ke ƙarfafa haɗin gwiwar muhalli don haɓaka ƙimar samfur. A halin yanzu, shugabannin masana'antu da yawa sun shawarci masu amfani da su "shirya lokacin siyan lokacin sayayya" - waɗanda ke da buƙatar haɓakawa na gaggawa na iya yin la'akari da siye da wuri don guje wa haɗarin hauhawar farashi mai zuwa ko yuwuwar rage ƙima.

Mahimmanci na gaba: Ƙirƙirar Fasaha azaman Maɓallin Ƙaddamarwa

Kodayake tashin farashin na yanzu yana kawo zafi na ɗan gajeren lokaci, masana'antu gabaɗaya sun yi imanin cewa ci gaban fasaha da haɓaka ƙarfin samarwa zai rage rikicin. Kamar yadda fasahar guntu ƙwaƙwalwar ajiyar gida ta balaga, sassan samar da kayayyaki na AI da na'urorin lantarki masu amfani da hankali a hankali sun rabu, kuma ana amfani da sabbin hanyoyin samar da makamashi mai ƙarfi, ana sa ran kasuwar kwamfutar hannu za ta dawo zuwa hanyar haɓaka mai ma'ana ta 2027. A wannan lokacin, samfuran da ke haɗa babban aiki tare da farashi masu dacewa suna iya sake zama babban jigon kasuwa.