Ngokombiko wakamuva wokulandela umkhondo wekota okhishwe yi-International Data Corporation (IDC), imakethe yamathebulethi yomhlaba wonke ibhekane nengcindezi ephawulekayo futhi iqhubekile nokuphola ngekota yesibili ka-2026. Isamba sokuthunyelwa kwamathebhulethi emhlabeni wonke sifinyelele ezigidini ezingu-33.61 zamayunithi, okumele ukwehla ngo-12.3% unyaka nonyaka kanye no-5.2% wekota-on-quarter yokwehla kwezimakethe, okuphawula ukwehla kwezinkontileka zabathengi abaningi bamanje. Ukwehla okuphindwe kabili okulandelanayo kanye nonyaka kubonisa izinselelo ezisabalele ku-ecosystem yethebhulethi yomhlaba wonke, iningi labakhiqizi abajwayelekile libhekene nokuncipha kwevolumu yokuthunyelwa kanye nengcindezi yokusebenza eqinile.

Abahlaziyi bemboni bathi ukwehla kwezimakethe kubangelwa izici eziningi ezinqwabelene zangaphakathi nezangaphandle. Ngasohlangothini lokunikezela, ukukhula okuthuthukayo komhlaba wonke kwengqalasizinda ye-AI kubangele isidingo esikhulu sama-memory chips aphezulu, okuholele ekuhlinzekeni okuqinile kanye nezintengo ezikhuphukayo zezingxenye ze-DRAM ne-NAND. Ukwenyuka okuqhubekayo kwezindleko eziyinhloko ze-hardware kuzinyuse kakhulu izindleko zokukhiqiza amaphilisi, ukucindezela amamajini enzuzo ezinkampani futhi kunqande ukukhula kokuthunyelwa kwemakethe kukonke. Ngasohlangothini lwesidingo, ukusetshenziswa kwemali kwabathengi emhlabeni wonke kumishini kagesi engabalulekile kuhlala kubuthakathaka ngenxa yokungaqiniseki kwezomnotho omkhulu okuphikelelayo, okuholela emijikelezweni emide yokushintsha umkhiqizo kubasebenzisi bokugcina. Ngaphezu kwalokho, ukuphindwaphindwa okusheshayo kanye nokuthandwa kakhulu kwama-PC we-AI angasindi, ama-smartphones anesikrini esikhulu esigoqekayo kanye namatheminali aphathwayo anemisebenzi eminingi kulethe ukuncintisana okukhulu kwezigaba, okuqhubeka nokuphambukisa isidingo semakethe yamathebulethi yendabuko.

Naphezu kokusebenza kahle kwemakethe okuphelele kanye nokulungiswa kwemboni yonke, imikhiqizo embalwa ehamba phambili ilethe imiphumela emihle futhi yazuza ukukhula okuqinile kokuphikisana nomjikelezo ku-Q2. Lokhu kuqinisekisa ngokugcwele ukuthi imakethe yamathebulethi yomhlaba wonke ayikho esimweni sokuwohloka komnotho okusimeme, kodwa ingaphansi komehluko osobala wesakhiwo, namathuba amaningi okuthuthukiswa kwekhwalithi ephezulu avelayo phakathi nokushintshwa kabusha kwemboni. Ukuncintisana kwezimakethe kancane kancane kuyashintsha kusuka ku-homogenization yamanani aphansi kuya kumncintiswano womkhiqizo ophezulu, ogxile esimweni kanye nohlakaniphile.

Njengebhizinisi elichwepheshile nelithembekile elizibophezele ku-R&D ezimele, ukwenziwa okujwayelekile kanye nokusatshalaliswa kwemakethe yomhlaba wonke kwamaphilisi namakhompyutha aphathekayo, i-Gisentec Group ibilokhu ilandelela eduze izimakethe zomhlaba wonke, ukuguquguquka kochungechunge lokunikezela ngempahla kanye nezinguquko zesidingo sabasebenzisi. Inkampani ibilokhu igcina umbono wamasu ophusile nowesikhathi eside emakethe yama-elekthronikhi yabathengi eguqukayo.

I-Gisentec Group ikholelwa ngokuqinile ukuthi ukwehla kwezimakethe zesikhathi esifushane kuwukulungiswa okujwayelekile okujwayelekile kwemboni kunendlela yokwehla yesikhathi eside. Ngokuphindaphindwa okuqhubekayo kanye nokuthandwa kobuchwepheshe obukhaliphile be-AI, ukusheshiswa kwenguquko yedijithali yezimo zehhovisi lezentengiselwano, kanye nokuthuthukiswa okuphelele kwemishini yokufundisa ehlakaniphile emhlabeni wonke, amaphilisi, njengamatheminali aphathwayo angasindi, aphathekayo futhi asebenzayo ahlakaniphile, asenayo inani lesicelo elingenakubuyiseleka kanye nesidingo esiqinile semakethe.

Ukuqhubekela phambili, i-Gisentec Group izoqhubeka nokugxila ekusungulweni kwemikhiqizo ehlukene kanye nokuthuthukiswa kobuchwepheshe obukhaliphile, ngokuqhubekayo ithuthukise ukulawulwa kwezindleko ezicolisisiwe kanye nezinhlelo zokulawula uchungechunge lokuhlinzeka, futhi ibambe ngokugcwele izinzuzo zemakethe yesakhiwo emjikelezweni wokulungiswa kwemboni. Ngokunamathela ekuthuthukisweni komkhiqizo ogxile kubasebenzisi kanye nesakhiwo sezimakethe zomhlaba, inkampani izosimamisa ukuthuthukiswa kwebhizinisi okuzinzile futhi okuseqophelweni eliphezulu phakathi nokuguquguquka kwezimboni, ihlanganise izinzuzo zayo zokuncintisana emakethe yetheminali ephathwayo ephathwayo yomhlaba.