San Jose, Lub Ib Hlis 13, 2026
Yog tias koj tau xav txog kev yuav lub xov tooj tshiab lossis lub laptop tsis ntev los no, koj yuav tau pom cov nqi dhia. Yog, nws tau tshwm sim thoob plaws lub rooj tsavxwm tam sim no.
Cov khoom lag luam loj xws li Lenovo, Dell, HP, ASUS, thiab Acer tau nce nqi ntawm lawv cov phau ntawv sau, nrog rau nruab nrab - mus rau - siab - cov qauv kawg txog li 500 txog 1,500 RMB (lossis sib npaug hauv lwm lub khw). Piv txwv li, qee tus qauv Lenovo ntawm lawv lub vev xaib raug cai uas muaj ntau dua 5,000 RMB tau poob rau hauv qhov ntau yam pib xyoo no. Dell tau mus nyuaj dua ntawm kev lag luam laptops, hiking lawv 10-30% lig xyoo tas los, thiab qee qhov kev teeb tsa sab saum toj tau pom cov dhia loj dua.
Nyob rau sab xov tooj, cov qauv tshiab los ntawm Suav hom tau nce 100 txog 600 RMB piv rau lawv cov thawj coj. Coj Xiaomi 17 Ultra - nws pib tus nqi nce txog 500 RMB los ntawm lub xeem tiam. Lwm lub npe zoo li Redmi, iQOO, OPPO, thiab txawm tias qee qhov ntawm vivo thiab Honour tab tom ua tib yam rau nruab nrab -ntau thiab kev tshaj tawm.
Vim li cas qhov no ntaus tag nrho ib zaug? Nws feem ntau yog vimDRAM(memory/RAM) thiabNAND Flash(kho zoo li SSDs lossis xov tooj cia) cov nqi mus dhau lub ru tsev. Cov neeg saib xyuas kev lag luam zoo li Counterpoint hais tias cov nqi khaws cia tau nce ntau dua 40% hauv Q4 2025, thiab lawv tau kwv yees lwm qhov 40-50% dhia hauv Q1 2026, nrog ntau dua tuaj hauv Q2.
Qhov laj thawj yog AI txhua yam. Cov chaw zov me nyuam, kev cob qhia tus qauv loj, thiab AI servers tau noj ntau ntau ntawm qhov siab -kawg nco (tshwj xeeb yog HBM cov khoom los ntawm Samsung, SK Hynix, thiab lwm yam), yog li muaj peev xwm tsawg dua rau cov neeg siv khoom - qib DRAM thiab NAND. Cov neeg muag khoom tau saib xyuas qhov tseem ceeb ntawm AI sab uas tau txais txiaj ntsig ntau dua, ua rau muaj kev tsis txaus thiab nruj rau cov xov tooj thiab PCs.
Kev thov tsis pab yog - AI PCs (cov khoos phis tawj tshiab uas muaj ua tau - hauv AI nta) thiab AI xov tooj xav tau loj dua, ceev ceev thiab RAM. Cov khoom lag luam tau thawb "tus qauv cim xeeb loj" configs los sib tw, uas piles ntawm lub siab ntau dua thaum chips twb tsis tshua muaj.
IDC taw qhia tias tam sim no nco ua ntau dua 20% ntawm tus nqi smartphone tag nrho (nce ntawm 10-15% ua ntej), tshwj xeeb tshaj yog nyob rau hauv cov qauv nruab nrab. Rau cov khoos phis tawj, nws yog ib zaj dab neeg zoo sib xws - nco yog ib qho loj ntawm BOM (cov nqi ntawm cov ntaub ntawv).
Feem ntau qhov no xav tias yuav nyob ib puag ncig. Cov kws tshuaj ntsuam xav tias qhov nce mus txog yuav kav mus txog rau xyoo 2027, txhais tau tias tus nqi yuav nyob siab lossis nce siab ib ntus. Qee lub tuam txhab tseem tab tom tham txog kev txo qis ntawm cov qauv qis dua -kawg qauv (xws li rov qab mus rau 4GB RAM ntawm cov xov tooj siv nyiaj) lossis tsuas yog dhau tus nqi tag nrho.
Cov kab hauv qab: Yog tias koj nyob hauv kev ua lag luam rau lub cuab yeej tshiab, ntau tus neeg hais tias tam sim no yuav yog "pheej yig tshaj" nws yuav yog ob peb xyoos tom ntej no. Tos ntev heev, thiab koj tuaj yeem pom cov hits loj dua.
