Ngokwengxelo yekota yamva nje yokulandelela ekhutshwe yi-International Data Corporation (IDC), imarike yethebhulethi yehlabathi ijongene noxinzelelo oluphawulekayo kwaye iqhubekile nokuphola kwikota yesibini ka-2026. Iyonke yokuthunyelwa kweethebhulethi kwihlabathi jikelele ifikelele kwi-33.61 yezigidi zeeyunithi, emele ukwehla kwe-12.3% unyaka nonyaka kunye ne-5.2% yekota-kwikota kwikota yekota kwikontraka enkulu yangoku yokwehla kwentengiso ye-elektroniki. Ukuhla okuphindiweyo okulandelelanayo kunye nonyaka kubonisa imiceli mngeni exhaphakileyo kuyo yonke i-ecosystem ye-tablet yehlabathi, uninzi lwabavelisi abaphambili abajongene nokuncipha kwemithamo yothutho kunye noxinzelelo olusebenzayo.

Abahlalutyi boshishino bathi ukuhla kwemarike kubangelwa yimiba emininzi yangaphakathi nangaphandle yoshishino. Kwicala lokubonelela, uphuhliso olukhulayo lwehlabathi lweziseko zophuhliso lwe-AI lubangele imfuno ekhulayo yeememori eziphezulu, okukhokelela ekuboneleleni okuqinileyo kunye nokunyuka kwamaxabiso e-DRAM kunye ne-NAND. Ukonyuka okuqhubekayo kweendleko ze-hardware ezingundoqo kuzinyuse kakhulu iindleko zokwenza iithebhulethi, ukucudisa imida yengeniso yenkampani kunye nokuthintela ukukhula kokuthunyelwa kweemarike kukonke. Kwicala lemfuno, inkcitho yabathengi behlabathi kwizixhobo ze-elektroniki ezingabalulekanga ihlala ibuthathaka ngenxa yokungaqiniseki koqoqosho olukhulu, okukhokelela kumjikelo omde wokutshintshwa kwemveliso kubasebenzisi bokugqibela. Ukongeza, ukuphindaphindwa okukhawulezayo kunye nokuthandwa kweePC ze-AI ezikhaphukhaphu, ii-smartphones ezigoqekayo zesikrini esikhulu kunye neetheminali eziphathwayo ezisebenza ngeendlela ezininzi zizise ukhuphiswano oluqatha loluhlu olunqamlezileyo, luqhubela phambili ukuphambukisa imfuno yentengiso yethebhulethi.

Ngaphandle kokucotha kokusebenza kwemarike kunye nohlengahlengiso kushishino ngokubanzi, iibrendi ezininzi ezikhokelayo zinike iziphumo ezigqwesileyo kwaye zazuza ukukhula okuqinileyo kwi-Q2. Oku kuqinisekisa ngokupheleleyo ukuba imarike yethebhulethi yehlabathi ayikho kwimeko yokudodobala koqoqosho, kodwa iphantsi kolwahlulo olucacileyo lolwakhiwo, namathuba amaninzi ophuhliso olukumgangatho ophezulu avelayo phakathi kokuhlenga ngokutsha koshishino. Ukhuphiswano lwemarike ngokuthe ngcembe lutshintsha ukusuka kwi-homogenization yamaxabiso aphantsi ukuya kudidi oluphezulu, olujolise kwimeko kunye nokhuphiswano lwemveliso ekrelekrele.

Njengeshishini elichubekileyo nelithembekileyo elizinikele kwi-R&D ezimeleyo, ukwenziwa okusemgangathweni kunye nokuhanjiswa kwemarike yehlabathi yeetafile kunye neelaptops, iGisentec Group ibisoloko ilandelela ngokusondeleyo iintsingiselo zemarike yehlabathi, amandla ekhonkco lonikezelo kunye notshintsho kwimfuno yabasebenzisi. Inkampani ibisoloko igcina ingqiqo kunye nexesha elide imbono yeqhinga kwimarike eguquguqukayo ye-elektroniki yabathengi.

IQela le-Gisentec likholelwa ngokuqinileyo ukuba ukwehla kweemarike zexesha elifutshane luhlenga-hlengiso oluqhelekileyo lweshishini endaweni yendlela yokuhla yexesha elide. Ngokuqhubeka nokuphindaphindwa kunye nokuthandwa kwetekhnoloji yobukrelekrele be-AI, inguqu ekhawulezileyo yedijithali yeemeko zeofisi yorhwebo, kunye nophuculo olubanzi lwezixhobo zemfundo ezikrelekrele kwihlabathi liphela, iitafile, njengeetheminali eziphathwayo ezikhaphukhaphu, eziphathwayo nezisebenzisekayo ezinobukrelekrele, zisenexabiso lesicelo elingenakubuyiselwa kunye nemfuno ezinzileyo yentengiso.

Ukuqhubela phambili, iQela le-Gisentec liza kuqhubeka nokugxila ekutshintsheni imveliso eyahlukileyo kunye nokuphuculwa kobuchwephesha obukrelekrele, ngokuqhubekayo nokwandisa ulawulo lweendleko ezisulungekileyo kunye neenkqubo ezisebenzayo zolawulo lokubonelela, kunye nokuthatha ngokusebenzayo izabelo zemarike kumjikelezo wohlengahlengiso loshishino. Ngokubambelela kusetyenziso lwemveliso engundoqo kunye noyilo lwemarike yehlabathi, inkampani iya kugcina uphuhliso lweshishini oluzinzileyo nolukumgangatho ophezulu phakathi kokuguquguquka kweshishini, ihlanganise iingenelo zayo zokukhuphisana kwimarike yetheminali ephathwayo yehlabathi.