{"id":35229,"date":"2025-12-01T00:00:31","date_gmt":"2025-11-30T16:00:31","guid":{"rendered":"https:\/\/naipnews.naipo.com\/?p=35229"},"modified":"2025-12-03T09:22:13","modified_gmt":"2025-12-03T01:22:13","slug":"%e5%86%85%e5%ad%98%e4%be%9b%e9%9c%80%e5%a4%b1%e8%a1%a1%ef%bc%8c2026%e5%b9%b4%e5%85%a8%e7%90%83%e6%99%ba%e8%83%bd%e6%89%8b%e6%9c%ba%e5%8f%8a%e7%ac%94%e8%ae%b0%e6%9c%ac%e7%94%b5%e8%84%91%e7%94%9f","status":"publish","type":"post","link":"https:\/\/naipnews.naipo.com\/zh-hans\/35229\/","title":{"rendered":"\u5185\u5b58\u4f9b\u9700\u5931\u8861\uff0c2026\u5e74\u5168\u7403\u667a\u80fd\u624b\u673a\u53ca\u7b14\u8bb0\u672c\u7535\u8111\u751f\u4ea7\u51fa\u8d27\u9884\u6d4b\u4e0b\u4fee"},"content":{"rendered":"<blockquote><p>\u6839\u636eTrendForce\u8c03\u67e5\u663e\u793a\uff0c2026\u5e74\u5b8f\u89c2\u7ecf\u6d4e\u7ef4\u6301\u75b2\u8f6f\uff0c\u5730\u7f18\u653f\u6cbb\u4e0e\u901a\u81a8\u6301\u7eed\u5e72\u6270\u6d88\u8d39\u5e02\u573a\u8868\u73b0\uff0c\u66f4\u5173\u952e\u7684\u662f\uff0c\u5185\u5b58\u6b65\u5165\u5f3a\u52b2\u4e0a\u884c\u5468\u671f\uff0c\u5bfc\u81f4\u6574\u673a\u6210\u672c\u4e0a\u626c\uff0c\u5e76\u5c06\u8feb\u4f7f\u7ec8\u7aef\u5b9a\u4ef7\u4e0a\u8c03\uff0c\u8fdb\u800c\u51b2\u51fb\u6d88\u8d39\u5e02\u573a\u3002\u57fa\u4e8e\u6b64\uff0cTrendForce\u4e0b\u4fee2026\u5e74\u5168\u7403\u667a\u80fd\u624b\u673a\u53ca\u7b14\u8bb0\u672c\u7535\u8111\u7684\u751f\u4ea7\u51fa\u8d27\u9884\u6d4b\uff0c\u4ece\u539f\u5148\u7684\u5e74\u589e0.1%\u53ca1.7%\uff0c\u5206\u522b\u8c03\u964d\u81f3\u5e74\u51cf2%\u53ca2.4%\u3002\u6b64\u5916\uff0c\u82e5\u5185\u5b58\u4f9b\u9700\u5931\u8861\u52a0\u5267\uff0c\u6216\u7ec8\u7aef\u552e\u4ef7\u4e0a\u8c03\u5e45\u5ea6\u8d85\u51fa\u9884\u671f\uff0c\u751f\u4ea7\u51fa\u8d27\u9884\u6d4b\u4ecd\u6709\u8fdb\u4e00\u6b65\u4e0b\u4fee\u98ce\u9669\u3002<\/p><\/blockquote>\n<figure id=\"attachment_31827\" aria-describedby=\"caption-attachment-31827\" style=\"width: 1500px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-31827 size-full\" src=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/10\/1354617245_45M.jpg\" alt=\"\" width=\"1500\" height=\"1000\" srcset=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/10\/1354617245_45M.jpg 1500w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/10\/1354617245_45M-768x512.jpg 768w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/10\/1354617245_45M-1068x712.jpg 1068w\" sizes=\"auto, (max-width: 1500px) 100vw, 1500px\" \/><figcaption id=\"caption-attachment-31827\" class=\"wp-caption-text\">\u56fe\u7247\u6765\u6e90 : shutterstock\u3001\u8fbe\u5fd7\u5f71\u50cf<\/figcaption><\/figure>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_69_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">\u76ee\u9304<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/35229\/#DRAM%E6%B6%A8%E5%8A%BF%E5%BC%BA%E5%8A%B2%EF%BC%8C%E4%BD%8E%E9%98%B6%E6%99%BA%E8%83%BD%E6%89%8B%E6%9C%BA%E9%A6%96%E5%BD%93%E5%85%B6%E5%86%B2\" title=\"DRAM\u6da8\u52bf\u5f3a\u52b2\uff0c\u4f4e\u9636\u667a\u80fd\u624b\u673a\u9996\u5f53\u5176\u51b2\">DRAM\u6da8\u52bf\u5f3a\u52b2\uff0c\u4f4e\u9636\u667a\u80fd\u624b\u673a\u9996\u5f53\u5176\u51b2<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/35229\/#2026%E5%B9%B4%E7%AC%94%E8%AE%B0%E6%9C%AC%E7%94%B5%E8%84%91%E5%B8%82%E5%9C%BA%E6%81%90%E8%BF%8E%E6%9D%A5%E6%88%90%E6%9C%AC%E4%B8%8E%E9%9C%80%E6%B1%82%E5%8F%8C%E9%87%8D%E5%8E%8B%E5%8A%9B\" title=\"2026\u5e74\u7b14\u8bb0\u672c\u7535\u8111\u5e02\u573a\u6050\u8fce\u6765\u6210\u672c\u4e0e\u9700\u6c42\u53cc\u91cd\u538b\u529b\">2026\u5e74\u7b14\u8bb0\u672c\u7535\u8111\u5e02\u573a\u6050\u8fce\u6765\u6210\u672c\u4e0e\u9700\u6c42\u53cc\u91cd\u538b\u529b<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"DRAM%E6%B6%A8%E5%8A%BF%E5%BC%BA%E5%8A%B2%EF%BC%8C%E4%BD%8E%E9%98%B6%E6%99%BA%E8%83%BD%E6%89%8B%E6%9C%BA%E9%A6%96%E5%BD%93%E5%85%B6%E5%86%B2\"><\/span><strong>DRAM<\/strong><strong>\u6da8\u52bf\u5f3a\u52b2\uff0c\u4f4e\u9636<\/strong><strong>\u667a\u80fd\u624b\u673a\u9996\u5f53\u5176\u51b2<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>TrendForce\u6307\u51fa\uff0c\u4ece\u4e2a\u522b\u4ea7\u54c1\u6765\u770b\uff0c2025\u5e74\u667a\u80fd\u624b\u673a\u5185\u5b58\u4ef7\u683c\u4e0a\u626c\u4e3b\u8981\u7531DRAM\u5e26\u52a8\u30022025\u5e74\u7b2c\u56db\u5b63 DRAM\u5408\u7ea6\u4ef7\u683c\u5bf9\u6bd4\u53bb\u5e74\u540c\u671f\u4e0a\u626c\u903e75%\uff0c\u4ee5\u5185\u5b58\u5360\u6574\u673aBOM cost\u7ea610~15%\u4f30\u7b97\uff0c2025\u5e74\u8be5\u6210\u672c\u5df2\u88ab\u57ab\u9ad88~10%\u3002<\/p>\n<p>\u968f\u7740DRAM\u53caNAND Flash\u5408\u7ea6\u4ef7\u683c\u4ecd\u6301\u7eed\u6500\u5347\uff0c\u9884\u4f30\u660e\u5e74\u6574\u673a\u7269\u6599\u6210\u672c\uff08BOM Cost\uff09\u5c06\u5728\u4eca\u5e74\u7684\u57fa\u7840\u4e0a\u518d\u63d0\u5347\u7ea65~7%\uff0c\u6216\u8005\u66f4\u751a\u3002\u5bf9\u4e8e\u539f\u672c\u5c31\u5229\u6da6\u504f\u8584\u7684\u4f4e\u9636\u673a\u79cd\u800c\u8a00\uff0c\u54c1\u724c\u7aef\u52bf\u5fc5\u8c03\u964d\u8be5\u4ea7\u54c1\u5360\u6bd4\uff0c\u540c\u65f6\u9488\u5bf9\u5168\u7cfb\u5217\u4ea7\u54c1\u5206\u5c42\u4e0a\u8c03\u7ec8\u7aef\u552e\u4ef7\u4ee5\u7ef4\u7cfb\u6b63\u5e38\u8425\u8fd0\u3002\u7531\u4e8e\u5185\u5b58\u4f9b\u5e94\u7d27\u5f20\u72b6\u51b5\u5ef6\u7eed\uff0c\u89c4\u6a21\u8f83\u5c0f\u7684\u667a\u80fd\u624b\u673a\u54c1\u724c\u8d44\u6e90\u53d6\u5f97\u96be\u5ea6\u52a0\u5927\uff0c\u4e0d\u6392\u9664\u8be5\u5e02\u573a\u5c06\u8fdb\u5165\u65b0\u4e00\u8f6e\u6d17\u724c\uff0c\u5927\u8005\u6052\u5927\u7684\u8d8b\u52bf\u5c06\u66f4\u4e3a\u660e\u786e\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"2026%E5%B9%B4%E7%AC%94%E8%AE%B0%E6%9C%AC%E7%94%B5%E8%84%91%E5%B8%82%E5%9C%BA%E6%81%90%E8%BF%8E%E6%9D%A5%E6%88%90%E6%9C%AC%E4%B8%8E%E9%9C%80%E6%B1%82%E5%8F%8C%E9%87%8D%E5%8E%8B%E5%8A%9B\"><\/span><strong>2026<\/strong><strong>\u5e74<\/strong><strong>\u7b14\u8bb0\u672c\u7535\u8111\u5e02\u573a\u6050\u8fce\u6765\u6210\u672c\u4e0e\u9700\u6c42\u53cc\u91cd\u538b\u529b<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>2026\u5e74\u7b14\u8bb0\u672c\u7535\u8111\u5e02\u573a\u540c\u6837\u5c06\u9762\u4e34\u660e\u663e\u6311\u6218\uff0c\u4ee5\u4eca\u5e74\u5185\u5b58\u4e0a\u6da8\u524d\u7684\u6210\u672c\u7ed3\u6784\u4e3a\u57fa\u51c6\u89c2\u5bdf\uff0cDRAM\u53caNAND Flash\u5408\u8ba1\u5360\u7b14\u8bb0\u672c\u7535\u8111\u6574\u673aBOM cost\u7684\u6bd4\u91cd\u7ea610~18%\uff0c\u5728\u5982\u6b64\u5927\u5e45\u4e14\u8fde\u7eed\u6570\u5b63\u7684\u4e0a\u6da8\u4e0b\uff0c\u9884\u4f30\u5185\u5b58\u5360\u6574\u673aBOM cost\u7684\u6bd4\u91cd\u5c06\u8fdb\u4e00\u6b65\u6269\u5927\u81f320%\u4ee5\u4e0a\u3002<\/p>\n<p>\u82e5\u54c1\u724c\u9009\u62e9\u5c06\u6210\u672c\u8f6c\u5ac1\uff0c\u9884\u4f302026\u5e74\u7b14\u8bb0\u672c\u7535\u8111\u7ec8\u7aef\u552e\u4ef7\u5c06\u666e\u904d\u4e0a\u8c035~15%\uff0c\u5bf9\u9700\u6c42\u5f62\u6210\u5b9e\u8d28\u538b\u529b\u3002\u7b14\u8bb0\u672c\u7535\u8111\u4f4e\u4ef7\u4f4d\u5e02\u573a\u540c\u6837\u5bf9\u4ef7\u683c\u53d8\u5316\u9ad8\u5ea6\u654f\u611f\uff0c\u9884\u671f\u5c06\u51fa\u73b0\u5ef6\u540e\u6362\u673a\u6216\u8f6c\u5411\u4e8c\u624b\u5e02\u573a\u7684\u60c5\u51b5\u3002\u4e2d\u4ef7\u4f4d\u5e02\u573a\u7684\u6362\u673a\u52a8\u80fd\u5219\u53ef\u80fd\u663e\u8457\u653e\u7f13\uff0c\u4f01\u4e1a\u4e0e\u5bb6\u5ead\u7528\u6237\u7686\u503e\u5411\u5ef6\u957f\u8bbe\u5907\u751f\u547d\u5468\u671f\u3002\u6b64\u5916\uff0c\u9ad8\u4ef7\u4f4d\u5e02\u573a\u867d\u76f8\u5bf9\u5177\u97e7\u6027\uff0c\u4f46\u9884\u7b97\u6709\u9650\u7684\u521b\u4f5c\u8005\u4e0e\u7535\u7ade\u7528\u6237\u4ecd\u53ef\u80fd\u8c03\u6574\u81f3\u8f83\u4f4e\u9636\u914d\u7f6e\u3002<\/p>\n<p>\u7efc\u5408\u6765\u770b\uff0c\u5185\u5b58\u4ef7\u683c\u6301\u7eed\u4e0a\u6da8\u5c06\u4f7f2026\u5e74\u7b14\u8bb0\u672c\u7535\u8111\u5e02\u573a\u9762\u4e34BOM cost\u63a8\u5347\u3001\u901a\u8def\u538b\u529b\u6269\u5927\u3001\u9700\u6c42\u75b2\u8f6f\u7b49\u4e09\u91cd\u6311\u6218\uff0c\u54c1\u724c\u7aef\u9700\u5728\u89c4\u683c\u8c03\u6574\u3001\u5e93\u5b58\u8fd0\u4f5c\u4e0e\u901a\u8def\u8865\u8d34\u95f4\u53d6\u5f97\u5e73\u8861\uff0c\u4ee5\u964d\u4f4e\u5bf9\u9500\u552e\u4e0e\u6bdb\u5229\u7684\u51b2\u51fb\u3002\u81f3\u4e8e\u53ef\u89c6\u4e3aPC\u5916\u56f4\u5ef6\u4f38\u7684\u76d1\u89c6\u5668\uff0c\u5176\u6240\u642d\u8f7d\u7684\u5185\u5b58\u591a\u4e3a\u5c0f\u5bb9\u91cf\u5185\u5b58\uff0c\u53d7\u76f4\u63a5\u6da8\u4ef7\u51b2\u51fb\u5f71\u54cd\u6709\u9650\u3002\u5176\u9690\u5fe7\u6765\u81ea\u95f4\u63a5\u5f71\u54cd\uff0c\u82e5PC\u96f6\u552e\u4ef7\u683c\u5927\u5e45\u8c03\u6da8\u5bfc\u81f4\u6574\u4f53\u51fa\u8d27\u4e0b\u4fee\uff0c\u5c06\u8fde\u5e26\u51b2\u51fb\u76d1\u89c6\u5668\u51fa\u8d27\u8868\u73b0\uff0c\u56e0\u6b64\u76d1\u89c6\u5668\u5e74\u5ea6\u51fa\u8d27\u5c06\u4ece\u5fae\u589e0.1%\uff0c\u8f6c\u4e3a\u5e74\u51cf0.4%\u3002<\/p>\n<p><!-- 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valign=\"top\"><strong>\u7ecf\u5386\uff1a<\/strong><\/td>\n<td class=\"Article_content_15px\">\u5317\u7f8e\u667a\u6743\u62a5\u8d44\u6df1\u7f16\u8f91<br \/>\n\u9a85\u8baf\u7535\u5b50\u603b\u7ecf\u7406\u5ba4\u7279\u52a9<br \/>\n\u7ecf\u6d4e\u65e5\u62a5\u8d22\u7ecf\u7ec4\u8bb0\u8005<br \/>\n\u4e1c\u68ee\u8d2d\u7269\u603b\u7ecf\u7406\u5ba4\u7ecf\u8425\u4f01\u5212<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-- \u4f5c\u8005\u4ecb\u7ecd\u7ed3\u675f --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6839\u636eTrendForce\u8c03\u67e5\u663e\u793a\uff0c2026\u5e74\u5b8f\u89c2\u7ecf\u6d4e\u7ef4\u6301\u75b2\u8f6f\uff0c\u5730\u7f18\u653f\u6cbb\u4e0e\u901a\u81a8\u6301\u7eed\u5e72\u6270\u6d88\u8d39\u5e02\u573a\u8868\u73b0\uff0c\u66f4\u5173\u952e\u7684\u662f\uff0c 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