IDC gerilemenin en b\u00fcy\u00fck nedeni olarak yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n tetikledi\u011fi bellek talebini g\u00f6steriyor. Veri merkezleri i\u00e7in DRAM ve NAND \u00fcretimine \u00f6ncelik verilmesi, t\u00fcketici cihazlar\u0131nda kullan\u0131lan bellek arz\u0131n\u0131 daraltarak fiyatlar\u0131 yukar\u0131 itti. Kuruma g\u00f6re bellek arz\u0131ndaki sorunlar\u0131n 2028 ba\u015f\u0131na kadar s\u00fcrmesi bekleniyor. IDC, depolama gibi di\u011fer bile\u015fenlerdeki tedarik sorunlar\u0131n\u0131n ve jeopolitik geli\u015fmelerin de pazar\u0131 bask\u0131lamaya devam etti\u011fini belirtiyor.<\/p>\n\n\n\n Raporun en \u00e7arp\u0131c\u0131 bulgusu ise \u00fcretici gelirlerindeki art\u0131\u015f oldu. IDC’ye g\u00f6re \u015firketler, maliyet art\u0131\u015flar\u0131n\u0131 \u00fcr\u00fcn fiyatlar\u0131na talepteki d\u00fc\u015f\u00fc\u015ften daha h\u0131zl\u0131 yans\u0131tt\u0131; bu nedenle sat\u0131\u015f adetleri azalmas\u0131na ra\u011fmen gelirler y\u00fckselmeyi s\u00fcrd\u00fcrd\u00fc. IDC ara\u015ft\u0131rma direkt\u00f6r\u00fc Jitesh Ubrani, as\u0131l hik\u00e2yenin adetler ile dolar bazl\u0131 gelirler aras\u0131ndaki bu kopukluk oldu\u011funu vurguluyor. Ubrani’ye g\u00f6re \u00fcreticiler 2027’ye kadar yeni fiyat art\u0131\u015flar\u0131na haz\u0131rlan\u0131yor ve sat\u0131\u015f kanallar\u0131, y\u00fckselen fiyat noktalar\u0131ndaki stok birikiminden \u015fimdiden endi\u015fe duyuyor.<\/p>\n\n\n\n \u00dcretici s\u0131ralamas\u0131na bak\u0131ld\u0131\u011f\u0131nda da tablo netle\u015fiyor: Lenovo y\u00fczde 24,4 payla liderli\u011fini korurken sevkiyatlar\u0131 y\u00fczde 2,1 geriledi; HP y\u00fczde 19,1 payla y\u00fczde 9’luk, Dell ise y\u00fczde 13,6 payla y\u00fczde 5’lik d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. IDC ayr\u0131ca, \u00f6l\u00e7ek avantaj\u0131na sahip b\u00fcy\u00fck markalar\u0131n bellek tedarikine eri\u015fimde \u00f6ne ge\u00e7mesiyle k\u00fc\u00e7\u00fck \u00fcreticilerin pazardan silinme riskiyle kar\u015f\u0131 kar\u015f\u0131ya kalabilece\u011fi uyar\u0131s\u0131nda bulunuyor.<\/p>\n\n\n\n Genel d\u00fc\u015f\u00fc\u015fe ra\u011fmen Apple sevkiyatlar\u0131n\u0131 art\u0131ran tek b\u00fcy\u00fck \u00fcretici oldu. \u015eirket, MacBook Neo modeline gelen yo\u011fun talep sayesinde ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re yakla\u015f\u0131k 800 bin adet daha fazla bilgisayar sevk etti; pazar pay\u0131 da y\u00fczde 8,5’ten y\u00fczde 10’a yakla\u015ft\u0131. Ancak Apple da bellek maliyetlerinden muaf de\u011fil: Giri\u015f seviyesi MacBook Neo’nun fiyat\u0131 600 dolardan 700 dolara, giri\u015f seviyesi MacBook Air ise 1.300 dolara y\u00fckseldi. Apple CEO’su Tim Cook, bellek arz\u0131n\u0131n azald\u0131\u011f\u0131n\u0131 ve fiyatlar\u0131n ciddi bi\u00e7imde y\u00fckseldi\u011fini belirterek, t\u00fcketici \u00fcr\u00fcnlerinin yeniden eri\u015filebilir hale gelmesi i\u00e7in tedarik ko\u015fullar\u0131n\u0131n normalle\u015fmesi gerekti\u011fini s\u00f6yledi. \u00d6te yandan \u015firket, son mali \u00e7eyrekte kasas\u0131nda ge\u00e7en y\u0131la g\u00f6re y\u00fczde 41 art\u0131\u015fla 68,5 milyar dolar nakit bulundu\u011funu a\u00e7\u0131klad\u0131; piyasa de\u011feri ise 4,6 trilyon dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n\n\n\n Bellek cephesinden gelen tahminler de tablonun k\u0131sa vadede d\u00fczelmeyece\u011fine i\u015faret ediyor. Yat\u0131r\u0131m bankas\u0131 Jefferies’in raporuna g\u00f6re k\u00fcresel bellek \u00e7ipi fiyatlar\u0131 2026’n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re y\u00fczde 40-50, d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte ise y\u00fczde 30-40 aral\u0131\u011f\u0131nda artabilir. \u00dcstelik 2027 boyunca fiyatlar\u0131n y\u00fcksek seyretmesi ve y\u0131ll\u0131k ortalaman\u0131n 2026’ya k\u0131yasla y\u00fczde 40-45 \u00fczerinde ger\u00e7ekle\u015fmesi bekleniyor. Jefferies, ilk ciddi rahatlaman\u0131n ancak 2028’de, yeni \u00fcretim kapasitesinin devreye girmesiyle ya\u015fanabilece\u011fini ve o d\u00f6nemde ortalama sat\u0131\u015f fiyatlar\u0131nda y\u00fczde 15-20’lik bir d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fclebilece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n\n\n\n Ubrani mevcut stoklar\u0131n t\u00fckenmesiyle birlikte y\u0131l\u0131n ikinci yar\u0131s\u0131nda b\u00fcy\u00fcme oranlar\u0131nda sert bir yava\u015flama beklendi\u011fini ifade ediyor. Y\u0131l\u0131n ba\u015f\u0131nda kurumsal al\u0131c\u0131lar beklenen zamlar\u0131n \u00f6n\u00fcne ge\u00e7mek i\u00e7in al\u0131mlar\u0131n\u0131 \u00f6ne \u00e7ekmi\u015fti; ancak IDC yeni bir stok \u00f6ne \u00e7ekme dalgas\u0131 \u00f6ng\u00f6rm\u00fcyor. Yeni fiyat art\u0131\u015flar\u0131n\u0131n t\u00fcketicileri do\u011frudan etkilemesi, bilgisayar yenileme d\u00f6ng\u00fcs\u00fcn\u00fc de yava\u015flatabilir. T\u00fcm bu veriler bir araya geldi\u011finde, sekt\u00f6r\u00fcn k\u0131sa vadede “ucuz bellek” d\u00f6nemine d\u00f6nmesi pek olas\u0131 g\u00f6r\u00fcnm\u00fcyor.<\/p>\n","protected":false},"excerpt":{"rendered":" Uluslararas\u0131 Veri Kurumu (IDC) k\u00fcresel PC sevkiyatlar\u0131n\u0131n 2026’n\u0131n ikinci \u00e7eyre\u011finde y\u0131ll\u0131k bazda y\u00fczde 5’e yak\u0131n d\u00fc\u015f\u00fc\u015fle 68,2 milyon adede geriledi\u011fini a\u00e7\u0131klad\u0131. Ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde 71,7 milyon adet olan sevkiyatlar\u0131n bu seviyeye inmesi, dokuz \u00e7eyrek s\u00fcren kesintisiz b\u00fcy\u00fcmenin ard\u0131ndan pazar\u0131n yakla\u015f\u0131k iki y\u0131l sonra ilk kez k\u00fc\u00e7\u00fcld\u00fc\u011f\u00fc anlam\u0131na geliyor. D\u00fc\u015f\u00fc\u015f\u00fcn ilk sinyalleri 2025’in son d\u00f6neminde […]<\/p>\n","protected":false},"author":72,"featured_media":86506,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[47,1],"tags":[],"class_list":["post-86498","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-donanim","category-teknoloji"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/86498","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/users\/72"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/comments?post=86498"}],"version-history":[{"count":1,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/86498\/revisions"}],"predecessor-version":[{"id":86510,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/86498\/revisions\/86510"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/86506"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=86498"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=86498"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=86498"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"DDR4](\"http:\/\/www.indir.com\/haber\/wp-content\/uploads\/2026\/07\/DDR4-Ram.avif\" "\\"\\"")
<\/figure>\n\n\n\nSevkiyat d\u00fc\u015ft\u00fc gelirler artt\u0131<\/strong><\/h3>\n\n\n\n
Apple ters r\u00fczg\u00e2ra ra\u011fmen y\u00fckseldi<\/strong><\/h3>\n\n\n\n
![\"img-MacBook-Air\"](\"http:\/\/www.indir.com\/haber\/wp-content\/uploads\/2026\/07\/img-MacBook-Air-.jpg\" "\\"\\"")
<\/figure>\n\n\n\nJefferies Fiyat art\u0131\u015flar\u0131 2027’ye ta\u015f\u0131nacak<\/strong><\/h3>\n\n\n\n
Y\u0131l\u0131n ikinci yar\u0131s\u0131 daha zor ge\u00e7ebilir<\/strong><\/h3>\n\n\n\n