A makon da ya gabata, Samsung ya sanar da sakamakonsa na Q1 2023, kuma bisa ga rahoton kudi, ribar da kamfanin ya samu ya fadi da kashi 95% mai ban tsoro idan aka kwatanta da na shekarar da ta gabata. Giant ɗin na Koriyar ya ce raguwar buƙatun na'urorin ƙwaƙwalwar ajiya na ɗaya daga cikin manyan dalilan da suka haifar da ƙarancin sakamako na kuɗi, yayin da ya kuma nuna cewa yana da niyyar rage samar da na'urorin ƙwaƙwalwar ajiya don sauƙaƙe matsalolin ƙira. Samsung bai bayyana adadin adadin samar da yake shirin yanke ba. Koyaya, masana sun yi hasashen cewa zai kasance kusan 25%.
Semiconductor Analyst a Daishin Securities, Minbok Wi, ya annabta cewa Samsung zai iya rage yawan ƙwaƙwalwar ajiyar ƙwaƙwalwar ajiya da kusan 1% zuwa 2023% a farkon rabin 20 idan aka kwatanta da rabin farko na 25. KB Securities ya kiyasta cewa a cikin shekara-shekara. shekara ta Q2022 3, Samsung zai yanke samar da kwakwalwan kwamfuta na NAND flash da 2023% da kwakwalwan DRAM fiye da 15%. Min Seong Hwang, wani manazarci a Samsung Securities, yana da ra'ayin cewa kamfanin zai iya ci gaba da rage yawan samarwa idan ba a sami raguwar matakan ƙima ba.
Gidan hoton hoto
Da alama Samsung yana da isassun tarin kwakwalwan kwamfuta don biyan bukatun tsakiyar zuwa dogon lokaci, kuma shirye-shiryen rage tsofaffin kayayyakin su ma suna cikin tsare-tsarensa. Koyaya, bai fayyace takamaiman nau'ikan kwakwalwan ƙwaƙwalwar ajiya waɗanda ma'aunin zai shafa ba. A cewar The Korea Herald, Samsung zai rage samar da kayayyaki na DRAM masu rahusa kamar DDR3 da DDR4 saboda raguwar buƙatu da mai da hankali kan ci-gaban ƙwaƙwalwar DDR5, waɗanda suka fi shahara.
Kuna iya sha'awar
A ranar Juma'a, an yi rikodin matsakaicin farashin kwangilar 8GB na DDR4 RAM akan dalar Amurka 1,45, wanda ke wakiltar raguwar kusan 20% daga watan da ya gabata, tare da farashin tuni ya faɗi 18,1% a cikin Janairu. Kodayake Fabrairu da Maris sun sami ci gaba mai dorewa, yanzu muna sake ganin abubuwan da ke faruwa a ƙasa, duk da sanarwar aniyar Samsung na rage samarwa. A cewar TrendForce, farashin zai faɗi wani 2-2023% a cikin Q15 20 yayin da masu samar da kayayyaki ke kokawa da manyan matakan ƙira. Kodayake abubuwa ba su yi kama da Samsung sosai ba a halin yanzu kuma ba a sa ran jin daɗi nan gaba kaɗan, manazarta sun yi hasashen cewa yanayin masana'antar guntu na iya juyawa sosai a cikin 2024.
