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E-mail:Info@YIC-Electronics.com
Matsayin Semiconductor, darajar Samsung Electronics 'ta ragu
Sakamakon rahoton kason albashin na farko, Samsung sabon aikin da yake yi yana sake zama mai kyakkyawan fata. Kodayake mafi kyau fiye da tsammanin da aka yi a baya, hakan ba yana nufin cewa Samsung Electronics ya koma cikin jini ba, idan aka kwatanta da ribar da yake kusa da ita a daidai wannan lokacin a bara, yana nuna cewa ƙarancin lokacin yana da wahalar ƙetarewa. Gobarar a ƙofar garin, kifayen da kifayen, a ƙarƙashin karɓar takaddama tsakanin cinikayya tsakanin Japan da Koriya ta Kudu, wahalar Samsung Lantarki tana da wuya ta guji, amma wayar ba ta jan ƙafa. Koyaya, don samun damar samun damar zama ta hanyar kasuwancin guguwar kasuwanci mai ƙarfi, Samsung Electronics na iya dogara da fiye da wayoyin hannu kawai.
Yin riba yana raguwa 56%
Kodayake ba cikakken rahoton rahoton kuɗi bane, ƙididdigar ayyukan Samsung Electronics wanda aka fitar da sabbin abubuwa sune ainihin wasu gumi. A ranar 8 ga Oktoba, Samsung Electronics ya sanar da rahoton samun kudin shiga na kwata na uku na shekara ta 2019. Dangane da alkalumman da aka nuna a cikin rahoton hada-hadar kudi, Samsung Electronics yana tsammanin cewa kamfanin hada-hadar kudaden shiga kashi na uku ana tsammanin zai kasance tsakanin tiriliyan 61 zuwa 63 tiriliyan, wanda aka lissafta kamar tsakani na dala tiriliyan 62 ya lashe (kimanin dala biliyan 51.806). Wannan adadi ya gauraye, idan aka kwatanta da tiriliyan 56.13 wanda aka samu a kwata na baya, haɓakar 10.46%, amma ya sauka 5.29% idan aka kwatanta da dala tiriliyan 65.46 a daidai wannan lokacin a bara.
Kudade ba shine ido ba, kuma canjin riba shine yafi damuwa. Dangane da rahoton kudi, Samsung ribar aikin lantarki na kwata ya kasance tsakanin dala tiriliyan 7.6 zuwa dala tiriliyan 7.8, wanda aka lissafta a yayin da aka samu dala tiriliyan 7.7 (dala biliyan 6.434). Ya yi kama da kudaden shiga, wannan adadi ya kai kaso 16.67% sama da tiriliyan 6.6 wanda ya ci a kashi na biyu na wannan shekarar, amma ya sauka 56.18% daga dala tiriliyan 17.57 a daidai wannan lokacin a bara.
Haɓakar sarkar ya ragu sosai shekara-shekara. Abin farin, ya karu kaɗan idan aka kwatanta da na baya da aka kiyasta na tiriliyan 7.1 ya ci. A baya can, hasashen da kamfanin Bloomberg ya yi na Samsung na Samfurin ribar aikin keɓaɓɓe ya kasance mafi rashin tsoro, tare da ƙididdigar masu binciken da aka kiyasta tiriliyan 6.97 ya lashe ($ 5.8 biliyan). Domin ribar ta wuce tsammanin masu sharhi, Samsung Electronics yayi bayanin cewa ya amfana da karfi da karfi don wayoyin komai da ruwan ka su canza tasirin faduwar farashin guntu.
Koyaya, Samsung Electronics ya bayyana yadda ake yin babban raguwa na 56.18%, wanda har yanzu ba shi da kyakkyawan fata. A cikin sanarwar, Samsung Electronics ya zargi da rauni na kasuwancin semiconductor, akasari saboda raguwar farashin gwal din ƙwaƙwalwar duniya.
A zahiri, tun a kwata na huɗu na bara, Samsung girma na Electronics zamani girma ya kawo ƙarshen ba tsammani. Riba mai aiki ga kwata ya faɗi da kashi 28.7% a shekara-shekara kuma kudaden shiga ya faɗi da kashi 10.6%. Wannan shine raguwar ribar riba na farko na Samsung a cikin shekaru biyu. A kashi na biyu na shekara ta 2019, Samsung Electronics ya ba da rahoton cewa ribar aikinta na kwata ta biyu shine tiriliyan 6.6 ya samu (kimanin dala biliyan 5.59), ya ragu da kashi 55.6% na shekara-shekara. A farkon rabin shekarar 2019, tallace-tallace na Samsung Electronics ya kai tiriliyan 108.52 wanda ya ci nasara, yayi kasa da kashi 8.8% a shekara-shekara; ribar aiki ya sami kashi tiriliyan 12.83 wanda aka samu, ya kasha kashi 57.9% cikin shekara-shekara.
Dangane da koma baya ga aikin da kuma mayar da hankali kan kasuwancin yanzu, wakilin Kamfanin Kasuwancin Kasuwanci na Beijing ya tuntuɓi Cibiyar Sadar da Kayan Lantarki ta Samsung, amma ba ta sami takamaiman amsa ba kamar yadda aka fitar da sanarwar.
Japan da Koriya ta Kudu suna musayar wuta da Samsung
Kamar yadda Samsung Electronics ya fada, kwanan nan kasuwancin semiconductor ya rataye wutsiyar. Musamman rahoton rahoton kuɗi na kashi ɗaya na biyu na wannan shekara ya nuna cewa kasuwancin semiconductor ya ba da gudummawar ƙasa da 50% ga ribar Samsung Electronics, idan aka kwatanta da 75% bara.
Mai lura da masana'antu Liang Zhenpeng ta ce ko dai guntar wayar salula ce ko kuma faifan kwamfyuta, farashin ya yi ta raguwa tun rabin rabin shekarar bara, kuma wannan kasuwancin ya mamaye sama da rabin na Samsung Electronics. A cikin 'yan shekarun da suka gabata, ribar Samsung Electronics ta sami rikodin yawa saboda adanawa. Farashin Chip yana ci gaba da hauhawa.
A yau, farashin ƙwaƙwalwar ajiya yana raguwa, kuma bayanan DRAMeXchange ya nuna cewa farashin DRAM (ƙwaƙwalwar ajiya mai tsauri) ya faɗi 10% kuma farashin NAND (ƙwaƙwalwar filayen kwamfuta) yana ƙasa da 15%.
Wannan sabon abu na masana'antu ya shafi ba kawai Samsung Electronics ba. Rahoton na 2019 na McClean wanda ICInsights, ƙungiyar bincike ta kasuwar, ya nuna cewa Samsung Electronics, Hynix da Micron Technology duk sun sami raguwa sosai a cikin tallace-tallace a farkon rabin shekara. A cikin su, tallace-tallace na Electara na Samsung Electronics 'ya faɗi da 33% kuma Hynix ya fadi da 35%. Fasaha Micron ya fadi 34%.
Mai lura da masana'antu da masu lura da tattalin arziki Ding Shao ya yi nuni da cewa, yayin da masana'antun kere-kere ba su da karfi, masana'antar sadarwa ta wayar salula da ke wakilta ba ta cika kyau, wanda kuma hakan ya shafi ribar Samsung Electronics gaba daya. Dangane da bayanan da aka fitar daga kamfanin bincike na kasuwa Gartner, jigilar kayayyakin masarufi na duniya (PC, allunan da wayoyin hannu) za su fadi da kashi 3.7% kowace shekara a shekara ta 2019; yayin tallace-tallace na kasuwar smartphone zai rushe da kashi 3.2%, mafi girman rikodin zuwa yanzu. Rushewar shekara.
Baya ga yanayin masana'antar, rikicin ciniki tsakanin Japan da Koriya ta Kudu ya kuma jefa gishirin gishiri a kan raunukan Samsung Electronics. A ranar 4 ga Yuli, gwamnatin kasar Japan ta ba da sanarwar fitar da mai amfani da Froropolyimide, mai daukar hoto da kuma sinadarin hydrogen foloide mai tsarkakakken fata zuwa Koriya ta Kudu. Dole ne mai siyarwar ya sami izini don kowane jigilar kayayyaki, kuma yana ɗaukar kwanaki 90 kafin samun lasisin. Wadannan kayayyaki ukun sune mahimman kayan albarkatun masana'antu kamar su kwakwalwan kwamfuta da wayoyi masu wayo. Wannan babu shakka zai yi matukar yin barazana ga masana'antar al'amurran Koriya, kuma Samsung Lantarki, wanda ya shahara saboda kwakwalwar kwakwalwar sa da kwakwalwar ta OLED, ita ce ta farko da ta fara daukar nauyin lamarin.
Sakamakon tsarin ya kasance nan da nan. Dangane da bayanan kwastan da Koriya ta Kudu ta fitar, fitar da kayayyakin da Koriya ta Kudu ta yi ya ragu da kashi 22% cikin shekara-shekara a cikin kwanakin 20 na farkon Satumba, mafi girman koma baya a cikin shekaru goma. Daga cikinsu, semiconductor na fitar da dala 40% shekara-shekara.
Ga Samsung Electronics, ba dukansu mummunan labarai bane a wannan lokacin. Takamaiman kudaden shiga kasuwancin da ke cikin kwata na uku bai rigaya ya taso ba, amma daga rahoton kudi na kwata na baya, wannan kasuwancin ya rigaya ya murmure. A cikin kwata, Samsung kasuwancin ƙwaƙwalwar ajiyar kasuwancin ƙwaƙwalwar ajiya ya karɓa 12.3 tiriliyan ya lashe, raguwa 34% shekara-shekara, amma ya sake dawowa 7% kwata-kwata, wanda ke nuna cewa buƙatar masana'antu ta inganta.
Avril Wu, wani manazarci a Kamfanin TrendForce, wani kamfanin binciken fasahar ya ce "A yayin da matakin samar da kayayyaki ke raguwa, kasuwar guntu ke karba." TrendForce ya nuna cewa farashin DRAM ya fadi da kashi 20% -25% a farkon kwata na wannan shekara, kuma ana sa ran raguwa a farkon kwata na 2020 zai kusanto zuwa kashi ɗaya cikin digo ɗaya.
Koyaya, akwai kuma masana a masana'antar da ke riƙe da yanayin jira da gani. Sanjeev Rana, wani manazarci a fannin fasaha a CITIC Lyon ya ce "Kodayake bukatar DRAM da NAND na murmurewa, kuma jigilar kayayyaki a cikin kwata na uku suna da ƙarfi, mutane suna da shakku game da dorewar dawo da buƙatun," in ji Sanjeev Rana, wani manazarci kan fasaha a CITIC Lyon.
Kasuwancin wayar hannu
Kasuwancin semiconductor yana haɓaka, kuma sauran kasuwancin kasuwancin Samsung Lantarki suna fara nuna mahimmancin su. Kasuwancin wayar hannu shine ɗayan maɓallin keɓancewa. Kodayake kasuwar wayar hannu ba ta da wadata sosai, Samsung ya sanya abubuwan sa ido a kan manyan jagororin guda biyu waɗanda a halin yanzu suka fi damuwa da wannan kasuwar - nada allo da 5G.
A watan Fabrairu na wannan shekara, Samsung ya ƙaddamar da wayar allo mai layin wayar ta farko watau GalaxyFold. Koyaya, bayan zuwan wannan wayar, an fallasa shi ga matsaloli kamar su allon rubutu, murdiya, allon fuska da allon karyewa. Samsung ya jinkirta sakin Afrilu har zuwa 27 ga Satumba, amma ingantaccen tsarin har yanzu bai gamsar ba. Matsalar kasancewar allon ya bayyana.
Allon allo ba shi da kyau, Samsung ma yana da wayoyin hannu 5G. A watan Agusta na wannan shekara, Samsung ya gudanar da bikin kaddamar da duniya a cibiyar Barclays a Amurka, da kaddamar da jerin flagship GalaxyNote10, gami da Note10 da Note10 +, tare da nau'ikan 4G da 5G bi da bi. Tun da farko, Samsung ya ƙaddamar da Galaxy S105G a Koriya.
A wannan karon, Samsung da alama yana da gaskiya. A cewar kamfanin bincike StrategyAnalytics, kayan aikin 5G suna da jinkirin farawa a cikin 2019 kuma zasu fara aiki a 2020. StrategyAnalytics suna tsammanin tallace-tallace na na'urorin 5G zasu iya lissafa kasa da 1% na yawan tallace-tallace a cikin 2019, kuma zuwa 2020 wannan rabon zai kasance kusa da 10%, kuma wayoyin hannu 5G zasu lissafta kusan rabin tallace-tallace na wayar hannu a cikin shekaru biyar. Samsung ya jagoranci kan kasuwar, in ji Ville-Petteri Ukonaho, wani manazarci a StrategyAnalytics. "Sams ta yi nasara wajen jagorantar kasuwar 5G ta wayar salula, akasari saboda tallace-tallace mai karfi ne a Koriya da kuma fadada kason ta na 5G kasuwa a Amurka."
Tabbas, yayin yin fare akan wayoyin hannu, Samsung ba lallai bane ya rasa semiconductor. Bayan duk, ƙarshen shine mafi fa'idodi. A watan Afrilun wannan shekara, Samsung Electronics ya ba da sanarwar cewa zai kashe dala tiriliyan 133 da aka samu a cikin tsarin ba da ƙwaƙwalwar ƙwaƙwalwar ƙwaƙwalwa ba har zuwa 2030, kuma ana sa ran zai zama jagora a kasuwar duniya ta kasuwar semiconductor. A cewar kididdigar, kasuwar duniya na kasuwar hada-hadar siminti a shekara ta 2019 dala biliyan 321,2,2, sau biyu girman kasuwar ƙwaƙwalwar ajiya ta dala biliyan 162.25. Samsung yana buƙatar haɓaka kasuwar sa a cikin kasuwar kasuwar semiconductor, kamar yadda kasuwancin ƙwaƙwalwar ajiya ya kasance kashi 70% na yawan tallace-tallace na Seminon.
A cewar Ma Jihua, wani kwararren masanin harkokin sadarwa, ayyukan Samsung Electronics a halin yanzu gaskiya ne. "Yawancin kasuwancin Samsung a zahiri suna da cyclicality, gami da kwakwalwar ajiya da kwanon rufi. Shekarar da ta gabata ta kasance mafi ƙanƙanta. A wannan shekara tarko ce, kuma wataƙila za ta sake girma a shekara mai zuwa."
Liang Zhenpeng ya kuma yi nuni da cewa, gasa kasuwancin Samsung na yankin na zamani yana da karfi sosai. A cikin dogon lokaci, shin bincike ne mai zaman kansa da kuma kirkirar kere kere ko masana'antu, Samsung na iya wadatar da kansa, kamfanoni kalilan ne ke iya yin wannan babbar harkar kasuwancin semiconductor, Samsung kuma hakan ba zai rage saka hannun jari a kasuwancin semiconductor ba saboda abin da ya fi karfinsu. kasuwar guntu a cikin gajeren lokaci.
Bugu da kari, Ma Jihua ya jaddada cewa kamfanonin kasar Sin suna kara zuba jari a cikin bincike da ci gaba a cikin kwakwalwan kwamfuta, na'urori masu adana kayan ajiya, allo, da sauransu, wadanda za su yi tasiri sosai kan makomar Samsung. Kamfanoni na cikin gida da Samsung Electronics duka biyun masu gasa ne a nan gaba, wanda hakan zai lalata ragin kasuwar Samsung zuwa wani matakin.
"Ga Samsung Electronics, har yanzu ya zama dole don bin ci gaban haɗin kai tsaye na sarkar masana'antu, amma ya zama dole a mai da hankali kan daidaituwar haɓaka kasuwancin daban-daban kamar su, semiconductor, sadarwa ta wayar salula, da masu amfani da wutar lantarki, da ƙari. tare da jaddada matsin lambar bayar da riba a cikin kasuwancin semiconductor. Bugu da kari, Samsung Electronics shima yana iya amfani da fa'idodin kayan masarufi don kara shimfida tsari a cikin ilimin kimiya, don cimma software da haɓaka kayan aiki, ta hakan inganta ayyukan kuɗi da tunanin kasuwa. " Ding Shaojiang ya ce.
Yin riba yana raguwa 56%
Kodayake ba cikakken rahoton rahoton kuɗi bane, ƙididdigar ayyukan Samsung Electronics wanda aka fitar da sabbin abubuwa sune ainihin wasu gumi. A ranar 8 ga Oktoba, Samsung Electronics ya sanar da rahoton samun kudin shiga na kwata na uku na shekara ta 2019. Dangane da alkalumman da aka nuna a cikin rahoton hada-hadar kudi, Samsung Electronics yana tsammanin cewa kamfanin hada-hadar kudaden shiga kashi na uku ana tsammanin zai kasance tsakanin tiriliyan 61 zuwa 63 tiriliyan, wanda aka lissafta kamar tsakani na dala tiriliyan 62 ya lashe (kimanin dala biliyan 51.806). Wannan adadi ya gauraye, idan aka kwatanta da tiriliyan 56.13 wanda aka samu a kwata na baya, haɓakar 10.46%, amma ya sauka 5.29% idan aka kwatanta da dala tiriliyan 65.46 a daidai wannan lokacin a bara.
Kudade ba shine ido ba, kuma canjin riba shine yafi damuwa. Dangane da rahoton kudi, Samsung ribar aikin lantarki na kwata ya kasance tsakanin dala tiriliyan 7.6 zuwa dala tiriliyan 7.8, wanda aka lissafta a yayin da aka samu dala tiriliyan 7.7 (dala biliyan 6.434). Ya yi kama da kudaden shiga, wannan adadi ya kai kaso 16.67% sama da tiriliyan 6.6 wanda ya ci a kashi na biyu na wannan shekarar, amma ya sauka 56.18% daga dala tiriliyan 17.57 a daidai wannan lokacin a bara.
Haɓakar sarkar ya ragu sosai shekara-shekara. Abin farin, ya karu kaɗan idan aka kwatanta da na baya da aka kiyasta na tiriliyan 7.1 ya ci. A baya can, hasashen da kamfanin Bloomberg ya yi na Samsung na Samfurin ribar aikin keɓaɓɓe ya kasance mafi rashin tsoro, tare da ƙididdigar masu binciken da aka kiyasta tiriliyan 6.97 ya lashe ($ 5.8 biliyan). Domin ribar ta wuce tsammanin masu sharhi, Samsung Electronics yayi bayanin cewa ya amfana da karfi da karfi don wayoyin komai da ruwan ka su canza tasirin faduwar farashin guntu.
Koyaya, Samsung Electronics ya bayyana yadda ake yin babban raguwa na 56.18%, wanda har yanzu ba shi da kyakkyawan fata. A cikin sanarwar, Samsung Electronics ya zargi da rauni na kasuwancin semiconductor, akasari saboda raguwar farashin gwal din ƙwaƙwalwar duniya.
A zahiri, tun a kwata na huɗu na bara, Samsung girma na Electronics zamani girma ya kawo ƙarshen ba tsammani. Riba mai aiki ga kwata ya faɗi da kashi 28.7% a shekara-shekara kuma kudaden shiga ya faɗi da kashi 10.6%. Wannan shine raguwar ribar riba na farko na Samsung a cikin shekaru biyu. A kashi na biyu na shekara ta 2019, Samsung Electronics ya ba da rahoton cewa ribar aikinta na kwata ta biyu shine tiriliyan 6.6 ya samu (kimanin dala biliyan 5.59), ya ragu da kashi 55.6% na shekara-shekara. A farkon rabin shekarar 2019, tallace-tallace na Samsung Electronics ya kai tiriliyan 108.52 wanda ya ci nasara, yayi kasa da kashi 8.8% a shekara-shekara; ribar aiki ya sami kashi tiriliyan 12.83 wanda aka samu, ya kasha kashi 57.9% cikin shekara-shekara.
Dangane da koma baya ga aikin da kuma mayar da hankali kan kasuwancin yanzu, wakilin Kamfanin Kasuwancin Kasuwanci na Beijing ya tuntuɓi Cibiyar Sadar da Kayan Lantarki ta Samsung, amma ba ta sami takamaiman amsa ba kamar yadda aka fitar da sanarwar.
Japan da Koriya ta Kudu suna musayar wuta da Samsung
Kamar yadda Samsung Electronics ya fada, kwanan nan kasuwancin semiconductor ya rataye wutsiyar. Musamman rahoton rahoton kuɗi na kashi ɗaya na biyu na wannan shekara ya nuna cewa kasuwancin semiconductor ya ba da gudummawar ƙasa da 50% ga ribar Samsung Electronics, idan aka kwatanta da 75% bara.
Mai lura da masana'antu Liang Zhenpeng ta ce ko dai guntar wayar salula ce ko kuma faifan kwamfyuta, farashin ya yi ta raguwa tun rabin rabin shekarar bara, kuma wannan kasuwancin ya mamaye sama da rabin na Samsung Electronics. A cikin 'yan shekarun da suka gabata, ribar Samsung Electronics ta sami rikodin yawa saboda adanawa. Farashin Chip yana ci gaba da hauhawa.
A yau, farashin ƙwaƙwalwar ajiya yana raguwa, kuma bayanan DRAMeXchange ya nuna cewa farashin DRAM (ƙwaƙwalwar ajiya mai tsauri) ya faɗi 10% kuma farashin NAND (ƙwaƙwalwar filayen kwamfuta) yana ƙasa da 15%.
Wannan sabon abu na masana'antu ya shafi ba kawai Samsung Electronics ba. Rahoton na 2019 na McClean wanda ICInsights, ƙungiyar bincike ta kasuwar, ya nuna cewa Samsung Electronics, Hynix da Micron Technology duk sun sami raguwa sosai a cikin tallace-tallace a farkon rabin shekara. A cikin su, tallace-tallace na Electara na Samsung Electronics 'ya faɗi da 33% kuma Hynix ya fadi da 35%. Fasaha Micron ya fadi 34%.
Mai lura da masana'antu da masu lura da tattalin arziki Ding Shao ya yi nuni da cewa, yayin da masana'antun kere-kere ba su da karfi, masana'antar sadarwa ta wayar salula da ke wakilta ba ta cika kyau, wanda kuma hakan ya shafi ribar Samsung Electronics gaba daya. Dangane da bayanan da aka fitar daga kamfanin bincike na kasuwa Gartner, jigilar kayayyakin masarufi na duniya (PC, allunan da wayoyin hannu) za su fadi da kashi 3.7% kowace shekara a shekara ta 2019; yayin tallace-tallace na kasuwar smartphone zai rushe da kashi 3.2%, mafi girman rikodin zuwa yanzu. Rushewar shekara.
Baya ga yanayin masana'antar, rikicin ciniki tsakanin Japan da Koriya ta Kudu ya kuma jefa gishirin gishiri a kan raunukan Samsung Electronics. A ranar 4 ga Yuli, gwamnatin kasar Japan ta ba da sanarwar fitar da mai amfani da Froropolyimide, mai daukar hoto da kuma sinadarin hydrogen foloide mai tsarkakakken fata zuwa Koriya ta Kudu. Dole ne mai siyarwar ya sami izini don kowane jigilar kayayyaki, kuma yana ɗaukar kwanaki 90 kafin samun lasisin. Wadannan kayayyaki ukun sune mahimman kayan albarkatun masana'antu kamar su kwakwalwan kwamfuta da wayoyi masu wayo. Wannan babu shakka zai yi matukar yin barazana ga masana'antar al'amurran Koriya, kuma Samsung Lantarki, wanda ya shahara saboda kwakwalwar kwakwalwar sa da kwakwalwar ta OLED, ita ce ta farko da ta fara daukar nauyin lamarin.
Sakamakon tsarin ya kasance nan da nan. Dangane da bayanan kwastan da Koriya ta Kudu ta fitar, fitar da kayayyakin da Koriya ta Kudu ta yi ya ragu da kashi 22% cikin shekara-shekara a cikin kwanakin 20 na farkon Satumba, mafi girman koma baya a cikin shekaru goma. Daga cikinsu, semiconductor na fitar da dala 40% shekara-shekara.
Ga Samsung Electronics, ba dukansu mummunan labarai bane a wannan lokacin. Takamaiman kudaden shiga kasuwancin da ke cikin kwata na uku bai rigaya ya taso ba, amma daga rahoton kudi na kwata na baya, wannan kasuwancin ya rigaya ya murmure. A cikin kwata, Samsung kasuwancin ƙwaƙwalwar ajiyar kasuwancin ƙwaƙwalwar ajiya ya karɓa 12.3 tiriliyan ya lashe, raguwa 34% shekara-shekara, amma ya sake dawowa 7% kwata-kwata, wanda ke nuna cewa buƙatar masana'antu ta inganta.
Avril Wu, wani manazarci a Kamfanin TrendForce, wani kamfanin binciken fasahar ya ce "A yayin da matakin samar da kayayyaki ke raguwa, kasuwar guntu ke karba." TrendForce ya nuna cewa farashin DRAM ya fadi da kashi 20% -25% a farkon kwata na wannan shekara, kuma ana sa ran raguwa a farkon kwata na 2020 zai kusanto zuwa kashi ɗaya cikin digo ɗaya.
Koyaya, akwai kuma masana a masana'antar da ke riƙe da yanayin jira da gani. Sanjeev Rana, wani manazarci a fannin fasaha a CITIC Lyon ya ce "Kodayake bukatar DRAM da NAND na murmurewa, kuma jigilar kayayyaki a cikin kwata na uku suna da ƙarfi, mutane suna da shakku game da dorewar dawo da buƙatun," in ji Sanjeev Rana, wani manazarci kan fasaha a CITIC Lyon.
Kasuwancin wayar hannu
Kasuwancin semiconductor yana haɓaka, kuma sauran kasuwancin kasuwancin Samsung Lantarki suna fara nuna mahimmancin su. Kasuwancin wayar hannu shine ɗayan maɓallin keɓancewa. Kodayake kasuwar wayar hannu ba ta da wadata sosai, Samsung ya sanya abubuwan sa ido a kan manyan jagororin guda biyu waɗanda a halin yanzu suka fi damuwa da wannan kasuwar - nada allo da 5G.
A watan Fabrairu na wannan shekara, Samsung ya ƙaddamar da wayar allo mai layin wayar ta farko watau GalaxyFold. Koyaya, bayan zuwan wannan wayar, an fallasa shi ga matsaloli kamar su allon rubutu, murdiya, allon fuska da allon karyewa. Samsung ya jinkirta sakin Afrilu har zuwa 27 ga Satumba, amma ingantaccen tsarin har yanzu bai gamsar ba. Matsalar kasancewar allon ya bayyana.
Allon allo ba shi da kyau, Samsung ma yana da wayoyin hannu 5G. A watan Agusta na wannan shekara, Samsung ya gudanar da bikin kaddamar da duniya a cibiyar Barclays a Amurka, da kaddamar da jerin flagship GalaxyNote10, gami da Note10 da Note10 +, tare da nau'ikan 4G da 5G bi da bi. Tun da farko, Samsung ya ƙaddamar da Galaxy S105G a Koriya.
A wannan karon, Samsung da alama yana da gaskiya. A cewar kamfanin bincike StrategyAnalytics, kayan aikin 5G suna da jinkirin farawa a cikin 2019 kuma zasu fara aiki a 2020. StrategyAnalytics suna tsammanin tallace-tallace na na'urorin 5G zasu iya lissafa kasa da 1% na yawan tallace-tallace a cikin 2019, kuma zuwa 2020 wannan rabon zai kasance kusa da 10%, kuma wayoyin hannu 5G zasu lissafta kusan rabin tallace-tallace na wayar hannu a cikin shekaru biyar. Samsung ya jagoranci kan kasuwar, in ji Ville-Petteri Ukonaho, wani manazarci a StrategyAnalytics. "Sams ta yi nasara wajen jagorantar kasuwar 5G ta wayar salula, akasari saboda tallace-tallace mai karfi ne a Koriya da kuma fadada kason ta na 5G kasuwa a Amurka."
Tabbas, yayin yin fare akan wayoyin hannu, Samsung ba lallai bane ya rasa semiconductor. Bayan duk, ƙarshen shine mafi fa'idodi. A watan Afrilun wannan shekara, Samsung Electronics ya ba da sanarwar cewa zai kashe dala tiriliyan 133 da aka samu a cikin tsarin ba da ƙwaƙwalwar ƙwaƙwalwar ƙwaƙwalwa ba har zuwa 2030, kuma ana sa ran zai zama jagora a kasuwar duniya ta kasuwar semiconductor. A cewar kididdigar, kasuwar duniya na kasuwar hada-hadar siminti a shekara ta 2019 dala biliyan 321,2,2, sau biyu girman kasuwar ƙwaƙwalwar ajiya ta dala biliyan 162.25. Samsung yana buƙatar haɓaka kasuwar sa a cikin kasuwar kasuwar semiconductor, kamar yadda kasuwancin ƙwaƙwalwar ajiya ya kasance kashi 70% na yawan tallace-tallace na Seminon.
A cewar Ma Jihua, wani kwararren masanin harkokin sadarwa, ayyukan Samsung Electronics a halin yanzu gaskiya ne. "Yawancin kasuwancin Samsung a zahiri suna da cyclicality, gami da kwakwalwar ajiya da kwanon rufi. Shekarar da ta gabata ta kasance mafi ƙanƙanta. A wannan shekara tarko ce, kuma wataƙila za ta sake girma a shekara mai zuwa."
Liang Zhenpeng ya kuma yi nuni da cewa, gasa kasuwancin Samsung na yankin na zamani yana da karfi sosai. A cikin dogon lokaci, shin bincike ne mai zaman kansa da kuma kirkirar kere kere ko masana'antu, Samsung na iya wadatar da kansa, kamfanoni kalilan ne ke iya yin wannan babbar harkar kasuwancin semiconductor, Samsung kuma hakan ba zai rage saka hannun jari a kasuwancin semiconductor ba saboda abin da ya fi karfinsu. kasuwar guntu a cikin gajeren lokaci.
Bugu da kari, Ma Jihua ya jaddada cewa kamfanonin kasar Sin suna kara zuba jari a cikin bincike da ci gaba a cikin kwakwalwan kwamfuta, na'urori masu adana kayan ajiya, allo, da sauransu, wadanda za su yi tasiri sosai kan makomar Samsung. Kamfanoni na cikin gida da Samsung Electronics duka biyun masu gasa ne a nan gaba, wanda hakan zai lalata ragin kasuwar Samsung zuwa wani matakin.
"Ga Samsung Electronics, har yanzu ya zama dole don bin ci gaban haɗin kai tsaye na sarkar masana'antu, amma ya zama dole a mai da hankali kan daidaituwar haɓaka kasuwancin daban-daban kamar su, semiconductor, sadarwa ta wayar salula, da masu amfani da wutar lantarki, da ƙari. tare da jaddada matsin lambar bayar da riba a cikin kasuwancin semiconductor. Bugu da kari, Samsung Electronics shima yana iya amfani da fa'idodin kayan masarufi don kara shimfida tsari a cikin ilimin kimiya, don cimma software da haɓaka kayan aiki, ta hakan inganta ayyukan kuɗi da tunanin kasuwa. " Ding Shaojiang ya ce.