Daga shawarwarin ka'idoji game da matakin tasirin lamarin tare da matsin lamba daga hukumomin Amurka kan Huawei, lokaci ya yi da za a ci gaba da bayyana sakamakon kudi. Akalla, takwarorinsa na Amurka na China sun riga sun fara ba da rahoton shiga babban kauracewa abokan huldar na jiya, har ma da kirga asarar da suka yi. Kamfanin Lumentum na Amurka, wanda ya kware wajen samar da kayan aikin gani don tsarin sadarwa, biyo bayan bayanin bin doka da oda.
An yi gyare-gyaren kamar haka: kudaden shiga da aka yi hasashen sun ragu da kashi 8% zuwa dala miliyan 383, sannan ribar aiki ta ragu da kashi 21%, zuwa dala miliyan 62. A cikin kasafin kudin shekarar da ta gabata, rabon kayayyakin da Huawei ya samu a tsarin kudaden shiga na Lumentum ya kai. 11% na tsabar kuɗi, a cikin kwata na kasafin kuɗi na baya - riga 18%, kuma a matsakaici don kasafin kuɗi na yanzu wannan adadi bai wuce 15%. Ribar Lumentum na iya faɗuwa zuwa 15,5-17,0% maimakon 18-20% na baya.
Masana Nomura yanzu
Masana sun kuma yi la'akari da Intel, NVIDIA, AMD da Broadcom a cikin hadari. Haka kuma, Hukumar Ciniki ta Tarayyar Amurka tana gudanar da nata binciken kan manufofin kasuwanci na karshen, a cewar bayanai daga Bloomberg. A bara, ba a ba da izinin Broadcom ya sayi kadarorin Qualcomm ba, wanda ya rufe kin amincewa da muradun tsaron kasa, har ma da mayar da hedkwatarsa daga Singapore zuwa Amurka bai sassauta hukuncin wadanda suka rubuta wannan shawarar ba. Halin da ake ciki a kasuwa bai yi kyau sosai ba; yanzu muna iya fuskantar sauye-sauyen gyare-gyaren da mahalarta kasuwar da yawa suka yi, kuma Lumentum a wannan ma'ana zai zama "alama ta farko".
source: 3dnews.ru