Svondo rapfuura, Samsung yakazivisa yayo Q1 2023 mhedzisiro, uye maererano neshumo rezvemari, purofiti yekambani yakadonha ne95% inotyisa kana ichienzaniswa nenguva yakafanana gore rapfuura. Hofori yeKorea yakataura kuti kudzikira kwekuda kwemamemory chips ndicho chimwe chezvikonzero zvakakonzera kushomeka kwemari, ukuwo ichinongedza kuti inotarisira kudzikisa kugadzirwa kwemamodule endangariro kurerutsira matambudziko ekutanga. Samsung haina kuburitsa huwandu hwehuwandu hwekugadzira hwainoronga kucheka. Nekudaro, nyanzvi dzinofanotaura kuti ichave yakapoteredza 25%.
Semiconductor muongorori weDaishin Securities, Minbok Wi, anofanotaura kuti Samsung inogona kudzikisa kugadzirwa kwayo kwendangariro chip neinosvika 1% kusvika 2023% muhafu yekutanga ya20 zvichienzaniswa nehafu yekutanga ya25. KB Securities inofungidzira kuti mukati megore-pamusoro- gore kubva kuQ2022 3, Samsung ichacheka kugadzirwa kweNAND flash machipisi ne2023% uye DRAM machipi anopfuura makumi maviri%. Min Seong Hwang, muongorori weSamsung Securities, ane fungidziro yekuti kambani inogona kuenderera mberi nekucheka kwakawanda kwekugadzira kana pasina kuderedzwa kwakakosha kwemazinga.
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Samsung inoratidzika kunge iine matura akakwana endangariro machipisi kuti asangane nepakati-kusvika-kurebesa kudiwa, uye hurongwa hwekudzikisa zvigadzirwa zvekare zvakare chikamu chezvirongwa zvayo. Nekudaro, haina kutsanangura iwo chaiwo marudzi endangariro machipi aizokanganiswa nechiyero. Sekureva kweThe Korea Herald, Samsung ichadzikisa kugadzirwa kweakaderera-mutengo DRAM modules seDDR3 neDDR4 nekuda kwekuderera kwekuda uye kutarisa zvakanyanya kune yepamusoro DDR5 memory chips, iyo inonyanya kufarirwa.
Unogona kufarira
NeChishanu, avhareji mutengo wekondirakiti ye8GB yeDDR4 RAM yakanyorwa paUS $ 1,45, pasi ingangoita makumi maviri muzana kubva pamwedzi wapfuura, nemitengo yatodzika 20% muna Ndira. Kunyangwe Kukadzi naKurume zvakamisikidzwa nebudiriro yakagadzikana, isu tave kuona kudzika mafambiro zvakare, kunyangwe kuziviswa kwechinangwa cheSamsung kuderedza kugadzirwa. Sekureva kweTrendForce, mitengo ichadonha imwe 18,1-2% muQ2023 15 sezvo vatengesi vachinetsekana nemazinga epamusoro ezvinyorwa. Kunyangwe zvinhu zvisingataridzike zvakanyanya kune Samsung parizvino uye zororo haritarisirwe munguva pfupi iri kutevera, vanoongorora vanofanotaura kuti mamiriro ezvinhu muindasitiri yechip anogona kushanduka zvakanyanya muna 20.
