Haufinyane tjena, 'maraka oa lefats'e oa li-tablet o hohotsoe ka leqhubu le lecha la liphetoho tsa litheko, ka lihlahisoa tse tloaelehileng tse kenyelletsang Xiaomi, Honor, Lenovo, le Dell ka tatellano ba phatlalatsang keketseho ea theko ea lihlahisoa tsa bona tsa letlapa, ba hohela tlhokomelo ho bareki le indastering. Ho latela litlaleho tse ngata, ka morao ho phallo ena ea litheko ho na le tšebelisano e rarahaneng ea lintlha, ho kenyelletsa le litheko tse ntseng li phahama tsa polokelo, likhatello tsa phepelo tse tsoang indastering ea AI, le maano a ho hlahisa lihlahisoa, a kopanyang maemo a litheko tsa 'maraka oa matlapa.

Keketso e Bohlokoa ea Theko, Mefuta e Mengata e Fetola Litheko tsa Mohala oa Sehlahisoa

Ho tloha qalong ea 2026, lethathamo la letlapa la Xiaomi le etelletse pele tokiso ea theko, 'me mefuta e meng e bone keketseho ea 15% -20%. Theko ea ho qala ea letoto la Redmi Pad, mohlala, e nyolohile ho tloha ho li-yuan tse 999 ho ea ho li-yuan tse 1,199, ha Xiaomi Tablet 7 Ultra ea boemo bo holimo e fetile letšoao la li-yuan tse 6,000. Ho sa le joalo, lihlahisoa tse kang Honor, Lenovo, le Dell le tsona li latetse se tšoanang, ka ho nyoloha ha theko ea li-yuan tse 200-800 ho mefuta e fapaneng. Batho ba ka hare ho indasteri ba bontša hore ho eketseha ha theko ho ntse ho ata ho tloha 'marakeng oa ho kena ho ea karolong e bohareng ho ea ho ea holimo, e leng se bontšang phephetso nakong ea matlapa a "chelete e phahameng ea ts'ebetso" ao bareki ba a tloaetseng.

Tlhahlobo ea Sesosa sa Sesosa: Mathata a Memory Chip le AI Industry Supply Chain Impact

Litheko tsa Memory Chip tse sa Laoloeng, Khatello ea Litšenyehelo e Fetisitsoeng ho Felisa Lihlahisoa

Tlaleho e entsoeng ke feme ea tlhahlobo ea indasteri TrendForce e bonts'a hore tlhokahalo e ntseng e eketseha ea li-server tsa AI e nkile karolo e kholo ea matla a memori ea DRAM le NAND, e leng se lebisang ho se leka-lekaneng ho matla ha tlhokahalo ea li-memory tsa maemo a bareki. Lei Jun, Mopresidente oa Xiaomi Group, o ile a lumela a sa hlathe koana le koana, "Ho phahama ha litšenyehelo tsa polokelo ho fetisitse hole se neng se lebeletsoe, 'me phaello ea phaello ea mefuta e bohareng ho ea tlaase e ke ke ea hlola e lefella litšenyehelo." Lintlha li bontša hore litšenyehelo tsa memori li ikarabella bakeng sa 10% -15% ea litšenyehelo tsohle tsa thepa ea letlapa, e leng se etsang hore e be mokhanni oa mantlha oa ho eketseha ha theko.

Boom ea Indasteri ea AI e Finyetsa Ketane ea Phepelo ea Lisebelisoa tsa Bareki

Tlhokahalo e ke keng ea khotsofatsoa ea memori ea ts'ebetso e phahameng ho tsoa ho koetliso ea mohlala e kholo ea AI le phepelo ea li-server e lebisitse tlhokomelong ea lisebelisoa tsa indasteri ea semiconductor lekaleng la AI. Mohlahlobisisi Yidi Yiyao o bontšitse, "Bokhoni ba lefats'e ba tlhahiso ea semiconductor bo ntse bo le boemong ba phetoho ea sebopeho, 'me lisebelisoa tsa elektronike tsa setso li qobelloa ho tlohela karolo ea matla, kahoo li baka khaello le ho phahama ha theko." Mokhoa ona o lebelletsoe ho tsoela pele ho fihlela bofelong ba 2026, ka matlapa a mahareng a ka 'nang a tobana le bothata ba "sebopeho se fokotsehileng sa ho boloka theko" (mohlala, ho tlosoa ha likhetho tsa polokelo ea 1TB, ho fokotsa meralo ea RAM).

Leano la ho Phahamisa Brand Premium le Ecosystem Layout Drive Up Costs

Lihlahisoa tse kang Xiaomi li potlakisa tlhahiso ea pele ea lihlahisoa tsa bona tsa letlapa. Ho kopanngoa ha li-chips tse iketselitseng (mohlala, Xuanjie O1), ho tjhaja ka potlako 120W, le likarolo tsa khokahanyo ea tikoloho (mohlala, ho lumellana ha kopo ea boemo ba PC, tšebelisano ea lisebelisoa tse fapaneng) ho matlafalitse tlholisano ea lihlahisoa empa hape ho phahamisitse R&D le litšenyehelo tsa tlhahiso. Mohlahlobisisi Yidu Yitian o lumela hore "peiso ea libetsa tsa theknoloji, e reretsoeng ho qothisana lehlokoa le lihlahisoa tse kang iPad, e qobella bahlahisi ba li-tablet tsa Android ho tšehetsa matsete a bona a boqapi ka litefello tsa theko."

Likarabo tsa indasteri le Keletso ea Bareki

Ha ba tobane le khatello ea litheko tse ntseng li phahama, bahlahisi ba sebelisa maano a fapaneng: Honor e ntlafatsa taolo ea phepelo ea phepelo ho fokotsa litšenyehelo, ha Xiaomi e matlafatsa kopanyo ea tikoloho ho ntlafatsa boleng ba sehlahisoa. Ho sa le joalo, batsamaisi ba 'maloa ba indasteri ba eletse bareki ho "rela nako ea ho reka ka mokhoa o nepahetseng" -ba nang le tlhoko e potlakileng ea ho ntlafatsa ba ka nahana ka ho reka haufinyane ho qoba kotsi ea litheko tse phahameng tsa kamoso kapa ho fokotseha ho ka bang teng.

Maikutlo a Bokamoso: Boqapi ba Theknoloji e le Senotlolo sa Tharollo

Le hoja leqhubu la hona joale la ho nyoloha ha theko le tlisa bohloko ba nakoana, indasteri ka kakaretso e lumela hore tsoelo-pele ea theknoloji le ho leka-lekanya bokhoni ba tlhahiso ho tla fokotsa tlokotsi. Ha theknoloji ea memori ea lapeng e ntse e hola, liketane tsa phepelo bakeng sa AI le lisebelisoa tsa elektroniki tsa bareki li arohana butle-butle, 'me mekhoa e mecha ea tlhahiso e sebetsang hantle e sebelisoa,' maraka oa matlapa o lebeletsoe ho khutlela tseleng ea kholo e utloahalang ka selemo sa 2027.