Ngesonto eledlule, abakwaSamsung bamemezele imiphumela yabo ye-Q1 2023, futhi ngokombiko wezezimali, inzuzo yokusebenza kwenkampani yehle ngo-95% oshaqisayo uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule. Umdondoshiya waseKorea uthe ukwehla kwesidingo sama-memory chips kungesinye sezizathu ezibambe iqhaza ekuntulekeni kwemiphumela yezezimali, kuyilapho futhi saveza ukuthi sihlose ukwehlisa ukukhiqizwa kwamamojula enkumbulo ukuze kudambise izinkinga zokusungula. AbakwaSamsung abazange badalule ukuthi ingakanani ivolumu yokukhiqiza ehlela ukuyinciphisa. Kodwa-ke, ochwepheshe babikezela ukuthi kuzoba ngu-25%.
Umhlaziyi we-semiconductor kwa-Daishin Securities, i-Minbok Wi, ubikezela ukuthi i-Samsung inganciphisa ukukhiqizwa kwayo kwe-memory chip cishe ngo-1% kuya ku-2023% engxenyeni yokuqala ka-20 uma kuqhathaniswa nengxenye yokuqala ka-25. Isisekelo sonyaka kusukela ku-Q2022 3, abakwaSamsung bazonciphisa ukukhiqizwa kwama-NAND flash chips ngo-2023% kanye nama-DRAM chips ngaphezu kwama-15%. UMn Seong Hwang, umhlaziyi wakwaSamsung Securities, unombono wokuthi inkampani ingaqhubeka nokuncishiswa okwengeziwe kokukhiqiza uma kungekho kuncipha okuphawulekayo kumazinga we-inventory.
Igalari yezithombe
AbakwaSamsung babonakala benenqwaba yama-memory chips eyanele ukuhlangabezana nesidingo sesikhathi eside, futhi nezinhlelo zokunciphisa imikhiqizo emidala nazo ziyingxenye yezinhlelo zayo. Kodwa-ke, ayizange icacise izinhlobo ezithile zama-memory chips ezingathintwa isilinganiso. Ngokusho kweThe Korea Herald, abakwaSamsung bazokwehlisa ukukhiqizwa kwamamojula e-DRAM angabizi kakhulu njenge-DDR3 ne-DDR4 ngenxa yokuncipha kwesidingo futhi bagxile kakhulu kuma-memory DDR5 athuthukile, adume kakhulu.
Ungaba nentshisekelo ku
NgoLwesihlanu, isilinganiso senani lenkontileka ye-8GB ye-DDR4 RAM saqoshwa ku-$1,45, okumelela ukwehla cishe ngo-20% kusukela enyangeni edlule, nezintengo sezivele zehle ngo-18,1% ngoJanuwari. Yize uFebhuwari noMashi kwaphawulwa ukuthuthuka okuzinzile, manje sesibona ukuthambekela kokwehla futhi, naphezu kokumenyezelwa kwenhloso ye-Samsung yokunciphisa ukukhiqizwa. Ngokusho kwe-TrendForce, amanani azokwehla ngo-2-2023% ngo-Q15 20 njengoba abahlinzeki bezabalaza namazinga aphezulu we-inventory. Yize izinto zingabukeki ziyivuna kakhulu i-Samsung njengamanje futhi ukukhululeka akulindelekile esikhathini esizayo esiseduze, abahlaziyi babikezela ukuthi isimo embonini ye-chip singashintsha kakhulu ngo-2024.
