Hanyoyin da ke faruwa a kasuwa suna tilasta manazarta su sake yin hasashen yanayin masana'antar semiconductor. Kuma gyare-gyaren da suke yi suna ƙarfafawa, idan ba tsoro ba, to aƙalla damuwa: adadin tallace-tallacen da aka sa ran na samfuran silicon na wannan shekara dangane da hasashen farko an rage ta da adadin lambobi biyu na maki. Misali, bisa ga wani rahoto na kwanan nan daga IHS Markit, kasuwa na samfuran semiconductor zai ragu da 7,4% idan aka kwatanta da bara. A cikin cikakkiyar ma'anar, wannan yana nufin raguwar adadin tallace-tallace da dala biliyan 35,8 zuwa dala biliyan 446,2. Amma irin wannan gyare-gyaren yana da ban tsoro musamman ganin cewa sigar baya ta kimanta yanayin kasuwa, wanda aka buga a watan Disamba 2018, ya zaci karuwa da 2,9% . A wasu kalmomi, hoton yana raguwa da sauri.
Wani abin takaici ga masana'antar shine faduwar kasuwa na 2019% wanda manazarta IHS Markit suka annabta na 7,4 zai kasance mafi zurfin raguwa ga masana'antar semiconductor tun rikicin tattalin arzikin duniya na 2009, lokacin da gabaɗayan siyar da sikelin siliki ya ragu da kashi 11%.
Hasashen IHS Markit da aka yi bita ya yi daidai da lissafin wasu kamfanoni na nazari, wanda kuma ya lura da ci gaba da samun koma baya a cikin kwata na farko. Don haka, IC Insight yana annabta raguwar 9% na tallace-tallacen guntu na wannan shekarar idan aka kwatanta da bara. Kuma ƙungiyar ƙididdiga a Ƙungiyar Masana'antun Semiconductor, ta amfani da bayanai daga masana'antun membobinta, suna tsammanin kasuwar za ta faɗo da 3%.
Abin sha'awa, a cewar Myson Robles Bruce, manajan bincike a IHS, yawancin masu samar da samfuran semiconductor sun kasance da kyakkyawan fata kuma har ma ana tsammanin ganin haɓakar tallace-tallace, kodayake ƙanana, a cikin 2019. Duk da haka, amincewar masu yin chipmakers "da sauri ta rikide zuwa tsoro yayin da suka shaida zurfin da tsanani na koma baya." Muhimmancin matsalolin da ke kunno kai a cikin kasuwar samfuran semiconductor suna da alaƙa da raƙuman buƙatu biyu da kuma ƙaƙƙarfan cunkoso na sito a cikin kwata na farko. Mafi ƙarancin raguwar kudaden shiga ya sami DRAM, NAND, microcontrollers na gabaɗaya, 32-bit microcontrollers da sassan ASIC. Anan, tallace-tallace sun ragu da kashi biyu na lambobi.
Koyaya, a cikin sabon hasashen IHS shima akwai dakin “hasken bege”. Duk da mafi munin raguwa a cikin shekaru goma da suka gabata, kasuwar semiconductor za ta fara farfadowa a cikin kwata na uku na wannan shekara. Babban abin da zai haifar da wannan tsari shine tallace-tallace na kwakwalwan ƙwaƙwalwar ajiyar flash, waɗanda ake sa ran za su haɓaka daga rabin na biyu na shekara a cikin karuwar buƙatun na'urori masu ƙarfi, wayoyin hannu, kwamfutar tafi-da-gidanka da sabar. Bugu da kari, manazarta sun yi hasashen yiwuwar karuwar bukatar masu sarrafa uwar garken a cikin rabin na biyu na shekara.
source: 3dnews.ru