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Wanene zai ceci masana'antun guntu a cikin "ƙananan lokaci"?

A cikin 'yan shekarun da suka gabata, kasuwar semiconductor ta cika da mutane, amma tun farkon wannan shekara, PC, wayoyin hannu da sauran kasuwannin tashar jiragen ruwa sun ci gaba da yin tawayar.Farashin guntu ya ci gaba da faɗuwa, kuma sanyin da ke kewaye yana gabatowa.Kasuwar semiconductor ta shiga cikin zagayowar ƙasa kuma hunturu ya shiga da wuri.

Tsarin daga fashewar buƙatu, daga haɓakar farashin hannun jari, faɗaɗa saka hannun jari, sakin ƙarfin samarwa, zuwa raguwar buƙatu, ƙarfin ƙarfi, da faɗuwar farashin ana ɗaukar cikakkiyar zagayowar masana'antar semiconductor.

Daga 2020 zuwa farkon 2022, semiconductor sun sami babban tsarin masana'antu tare da wadata sama.An fara daga rabin na biyu na 2020, abubuwa kamar su annoba sun haifar da fashewar buƙatu mai yawa.Guguwar ta biyo baya.Daga nan sai kamfanoni daban-daban suka jefar da makudan kudade tare da saka hannun jari sosai a kan na'urorin sarrafa na'urori, wanda hakan ya haifar da fadada ayyukan samar da kayayyaki wanda ya dade.

A wancan lokacin, masana'antar semiconductor ta kasance cikin sauri, amma tun daga 2022, yanayin tattalin arzikin duniya ya canza da yawa, kayan lantarki na masu amfani da wutar lantarki sun ci gaba da raguwa, kuma a ƙarƙashin wasu dalilai marasa tabbas, masana'antar semiconductor ta farko ta kasance "hazo".

A cikin kasuwannin da ke ƙasa, na'urorin lantarki masu amfani da wayoyin salula na zamani suna kan raguwa.Dangane da wani bincike da TrendForce ta gudanar a ranar 7 ga watan Disamba, jimilar fitar da wayoyin komai da ruwanka a duniya a cikin kwata na uku ya kai raka'a miliyan 289, raguwar kashi 0.9% daga kwata na baya da kuma raguwar kashi 11% daga shekarar da ta gabata.A cikin shekaru da yawa, yanayin haɓaka mai kyau a lokacin kololuwar kwata na uku ya nuna cewa yanayin kasuwa yana da sluggish.Babban dalilin shi ne cewa masana'antun kera wayoyin hannu suna da ra'ayin mazan jiya a cikin tsare-tsaren samar da su na kwata na uku don la'akari da fifikon daidaita kayan ƙira na samfuran da aka gama a cikin tashoshi.Haɗe tare da tasirin raunin tattalin arzikin duniya, samfuran suna ci gaba da rage abubuwan da suke samarwa..

TrendForce yana tunanin a ranar 7 ga Disamba cewa tun daga kwata na uku na 2021, kasuwar wayoyin hannu ta nuna alamun gargadi na gagarumin rauni.Ya zuwa yanzu, ya nuna raguwar shekara zuwa kashi shida a jere.An kiyasta cewa wannan zagayowar zagayowar zagayowar za ta biyo baya Tare da gyaran matakan ƙirƙira tashoshi da aka kammala, ba a sa ran za a tashi ba har sai kwata na biyu na 2023 da fari.

A lokaci guda, DRAM da NAND Flash, manyan wuraren ƙwaƙwalwar ajiya guda biyu, sun ci gaba da raguwa gaba ɗaya.Dangane da DRAM, Binciken TrendForce a ranar 16 ga Nuwamba ya nuna cewa buƙatun na'urorin lantarki na masu amfani da wutar lantarki na ci gaba da raguwa, kuma raguwar farashin kwangilar DRAM a cikin kwata na uku na wannan shekara ya karu zuwa 10%.~15%.A cikin kwata na uku na 2022, kudaden shiga na masana'antar DRAM ya kai dalar Amurka biliyan 18.19, raguwar 28.9% daga kwata da ta gabata, wanda shine mafi girman koma baya na biyu tun bayan tsunami na kudi na 2008.

Game da NAND Flash, TrendForce ya ce a ranar Nuwamba 23 cewa kasuwar NAND Flash a cikin kwata na uku har yanzu tana ƙarƙashin tasirin ƙarancin buƙata.Dukansu na'urorin lantarki da na'urorin sabar sabar sun kasance mafi muni fiye da yadda ake tsammani, wanda ke haifar da raguwa mai yawa a farashin NAND Flash a cikin kwata na uku.ya canza zuwa -18.333%.Gabaɗayan kuɗin shiga na masana'antar Flash NAND kusan dalar Amurka biliyan 13.71, raguwar kashi 24.3% kwata-kwata.

Masu amfani da lantarki suna da kusan kashi 40% na kasuwar aikace-aikacen semiconductor, kuma kamfanoni a duk hanyoyin haɗin gwiwar masana'antu suna da alaƙa ta kud da kud, don haka babu makawa za su ci karo da iska mai sanyi.Yayin da duk bangarorin ke fitar da siginonin gargaɗin farko, ƙungiyoyin masana'antu sun nuna cewa masana'antar semiconductor Winter ya zo.


Lokacin aikawa: Dec-14-2022