Kamfanin bincike IHS Markit yana tsammanin raguwar matsakaicin farashi da ƙarancin buƙatu don addabar kasuwar DRAM a cikin kwata na uku na wannan shekara, wanda ke haifar da raguwa mai yawa a cikin 2019 bayan shekaru biyu na haɓakar fashewar abubuwa. IHS ya kiyasta cewa kasuwar DRAM za a kimanta sama da dala biliyan 77 a wannan shekara, kasa da 22% daga 2018. Don kwatantawa, kasuwar DRAM RAM ta girma da kashi 39% a bara, kuma da 2017% a cikin 76.
Mataimakin Darakta na IHS Rachel Young ya ce a cikin wata sanarwa da ke motsawa kamar shawarar da Micron ta yanke kwanan nan na yanke samar da kwakwalwan ƙwaƙwalwar ajiya ba abin mamaki bane idan aka yi la'akari da buƙatu na yanzu da yanayin kasuwa. "A gaskiya ma, yawancin masana'antun ƙwaƙwalwar ajiyar ƙwaƙwalwar ajiya suna ɗaukar matakai don sarrafa adadin wadata da matakan ƙididdiga don magance matsalar raguwar buƙata," in ji Ms. Yang.
Dangane da hasashen IHS, karuwar samarwa da buƙatu za su kasance a matakin 20% a cikin shekaru masu zuwa, wanda zai ci gaba da daidaita kasuwar gabaɗaya. Ana sa ran wasu lokutan cikar kaya ko kasawa, tare da sabar da na'urorin tafi da gidanka da ke jagorantar nau'ikan samar da buƙatu, a cewar kamfanin manazarta.
A cikin dogon lokaci, IHS ya yi imanin cewa buƙatar buƙatar uwar garken DRAM, musamman daga ƙwararrun fasaha kamar Amazon, Microsoft, Facebook, Google, Tencent, da Alibaba, za su ga ɓangaren uwar garken yana cinye fiye da 2023% ta 50. jimlar DRAM. Don kwatanta: a cikin 2018 wannan adadi ya kasance 28%.
Duk da cewa jigilar kayayyaki ta wayar salula na raguwa tun shekarar 2016, wannan nau'in na'urorin na ci gaba da zuwa matsayi na biyu wajen amfani da DRAM. A cewar IHS, tsakanin 2019 da 2023, a matsakaita, wayoyi masu wayo za su buƙaci kusan kashi 28% na yawan ƙarfin kwakwalwan kwamfuta na DRAM.
Samsung ya kasance babban dan wasa a cikin kasuwar DRAM, amma bisa ga lissafin IHS, sauran masana'antun sun ɗan rage gibin a cikin kwata na huɗu na 2018. Samsung yanzu yana gaban abokin hamayyarsa a fuskar SK Hynix da maki 8, da Micron - ta maki 16 (kafin bambancin ya kasance mafi mahimmanci).
Samsung a wannan makon ya ba da gargadin da ba kasafai ba game da tsammanin samun kuɗi, yanke tallace-tallace na farko-kwata da jagorar samun kuɗi, yana yin la'akari da matsaloli a cikin kasuwar semiconductor da matsin farashin a cikin sashin DRAM.
source: 3dnews.ru