Raws li tsab ntawv ceeb toom tshiab peb lub hlis twg uas tau tshaj tawm los ntawm International Data Corporation (IDC), lub lag luam thoob ntiaj teb cov ntsiav tshuaj tau ntsib kev poob qis thiab txuas ntxiv txias hauv lub quarter thib ob ntawm 2026. Tag nrho cov ntsiav tshuaj thoob ntiaj teb xa khoom mus txog 33.61 lab units, sawv cev rau 12.3% xyoo-rau-xyoo poob thiab 5.2% lub quarter-on-quarters ntawm kev lag luam kev lag luam tseem ceeb. Kev poob qis zuj zus thiab ib xyoos ob zaug qhia txog kev sib tw thoob plaws ntiaj teb cov ntsiav tshuaj ecosystem, nrog rau cov tuam txhab lag luam feem ntau ntsib cov khoom xa tuaj me me thiab kev ua haujlwm hnyav.

Cov kws tshuaj ntsuam xyuas kev lag luam ntaus nqi kev lag luam poob qis rau ntau qhov sib tshooj ntawm kev lag luam sab hauv thiab sab nraud. Ntawm cov khoom lag luam, kev loj hlob thoob ntiaj teb kev loj hlob ntawm AI infrastructure tau ua rau muaj kev xav tau ntau ntxiv rau cov cim xeeb siab, ua rau cov khoom siv nruj thiab nce nqi ntawm DRAM thiab NAND cov khoom. Kev nce ntxiv hauv cov nqi kho vajtse tau nce siab heev cov nqi tsim khoom lag luam, nyem cov nyiaj tau los ntawm cov neeg lag luam thiab txwv tag nrho kev lag luam xa khoom loj hlob. Ntawm qhov kev thov sab nraud, cov neeg siv khoom thoob ntiaj teb kev siv nyiaj ntawm cov khoom siv hluav taws xob tsis tseem ceeb tseem tsis muaj zog vim yog qhov tsis txaus ntseeg ntawm macroeconomic tsis meej, ua rau cov khoom hloov pauv ntev dua rau cov neeg siv khoom kawg. Tsis tas li ntawd, qhov iteration sai thiab nrov ntawm lub teeb AI PCs, loj-screen foldable smartphones thiab multi-functional portable terminals tau coj kev sib tw sib tw sib tw, ntxiv rau kev hloov pauv cov khoom lag luam ib txwm xav tau.

Txawm hais tias tag nrho cov kev ua lag luam qeeb qeeb thiab kev hloov kho thoob plaws hauv kev lag luam, ntau lub npe lag luam tau xa cov txiaj ntsig zoo thiab ua tiav cov khoom lag luam kev lag luam loj hlob hauv Q2. Qhov no ua pov thawj tag nrho tias kev lag luam thoob ntiaj teb cov ntsiav tshuaj tsis yog nyob rau hauv kev lag luam poob qis, tab sis tau dhau los ua qhov pom tseeb ntawm cov qauv sib txawv, nrog ntau txoj hauv kev loj hlob zoo tshwm sim thaum muaj kev lag luam hloov tshiab. Kev sib tw ua lag luam yog maj mam hloov los ntawm tus nqi qis homogenization mus rau qhov zoo, scenario-oriented thiab ntse cov khoom sib tw.

Raws li ib tug kws tshaj lij thiab txhim khu kev qha kev lag luam tau cog lus rau kev ywj pheej R & D, kev tsim qauv tsim thiab kev lag luam thoob ntiaj teb kev faib tawm ntawm cov ntsiav tshuaj thiab laptops, Gisentec Group tau ua tib zoo taug qab cov kev lag luam thoob ntiaj teb, cov khoom siv sib txuas thiab cov neeg siv xav tau hloov pauv. Lub tuam txhab yeej ib txwm tuav lub tswv yim zoo thiab lub sijhawm ntev ntawm kev xav hauv kev lag luam khoom siv hluav taws xob hloov pauv.

Gisentec Group ntseeg tias kev lag luam luv luv poob qis tsuas yog ib qho kev hloov pauv ntawm kev lag luam es tsis yog qhov kev poob qis mus ntev. Nrog rau kev txuas ntxiv thiab kev ua kom nrov ntawm AI cov cuab yeej ntse ntse, kev hloov pauv digital nrawm ntawm kev lag luam chaw ua haujlwm cov xwm txheej, thiab kev kho dua tshiab ntawm cov cuab yeej ntse kev kawm thoob ntiaj teb, cov ntsiav tshuaj, raws li lub teeb yuag, nqa tau yooj yim thiab siv tau cov ntse ntse portable terminals, tseem muaj irreplaceable daim ntawv thov nqi thiab ruaj khov kev lag luam xav tau.

Tsiv mus tom ntej, Gisentec Group yuav txuas ntxiv tsom mus rau qhov sib txawv ntawm cov khoom lag luam tshiab thiab kev txawj ntse thev naus laus zis kho dua tshiab, txuas ntxiv txhim kho cov nqi tswj xyuas kom zoo thiab kev tswj cov saw hlau zoo, thiab nquag ntes cov qauv kev lag luam sib faib hauv kev hloov pauv kev lag luam. Los ntawm kev ua raws li cov neeg siv khoom lag luam zoo tshaj plaws thiab cov qauv kev lag luam thoob ntiaj teb, lub tuam txhab yuav txhawb nqa kev txhim kho thiab kev lag luam zoo thaum muaj kev lag luam hloov pauv, sib sau ua ke nws qhov kev sib tw zoo hauv kev lag luam thoob ntiaj teb portable ntse davhlau ya nyob twg.