Barkewar cutar da rashin tabbas na tattalin arziƙin da ke da alaƙa sun sanyaya hannun jari a masana'antu da yawa, gami da masana'anta na semiconductor. Wannan ya sa shekarar 2020 ta zama shekara ta biyu a jere da tallafin shuka ya ragu dangane da shekarar da ta gabata. Amma bazarar tattalin arzikin yana matsawa ne kawai zuwa wasu iyakoki, bayan haka madaidaiciyar madaidaiciya ta biyo baya. Kuma sakin makamashin kuɗi ba zai daɗe ba.
Manazarta na kungiyar masana'antu SEMI 2021 yana tsarawa don zama shekarar tutoci don kashe kayan aikin masana'antar semiconductor na duniya. Abubuwan kashewa sun yi alkawarin haɓaka da 24% a cikin shekara zuwa rikodin dalar Amurka biliyan 67,7. Kamfanoni za su kashe har dala biliyan 30 don faɗaɗa samar da ƙwaƙwalwar ajiya wuri na biyu a fannin zuba jari a masana'antu za a dauka ta hanyar samar da dabaru da kuma kwangilar kera kwakwalwan kwamfuta tare da shirin zuba jari na dala biliyan 29.
Kasuwancin ƙwaƙwalwar ajiyar filasha na 3D NAND zai ƙara yawan kashe kuɗi ko da a farkon wannan shekara, kamar yadda ake tsammani, ta 30% kowace shekara. Saboda haka, a shekara mai zuwa ci gaban zuba jari a cikin ci gaban 3D NAND samar zai zama mafi girman kai - a matakin 17% a kowace shekara. Tare da ƙwaƙwalwar DRAM ya fi kyau. Idan farashin jari na wannan shekara don samar da RAM ya ragu da 11% a kowace shekara, to a shekara mai zuwa sun yi alkawarin haɓaka da 50% a kowace shekara. A cikin shekarar da muke ciki, kamfanoni kuma sun rage saka hannun jari a cikin samar da dabaru da kashi 11% a kowace shekara, amma a cikin 2021 ci gaban saka hannun jari ba zai yi ƙarfi kamar na DRAM ba kuma zai kai matsakaicin 16% a kowace shekara.
Ba a sa ran canje-canje masu ban sha'awa a wasu wuraren samar da semiconductor. Don haka, saka hannun jari a cikin samar da na'urori masu auna hoto a cikin 2020 zai haɓaka da 60% kuma zai ƙara wani 36% a cikin 2021. A wannan shekara za su kashe ƙarin kuɗi 40% don samar da analog da gaurayawan dabaru na AD fiye da shekara guda da ta gabata, kuma a cikin 2021 za su ƙara kashe kashe kuɗi da wani 13%. A cikin masu sarrafa wutar lantarki, haɓakar saka hannun jari zai kasance 2020% a cikin 16, kuma mai ban sha'awa 2021% a cikin 67.
Ya kamata a ce cutar sankara ta SARS-CoV-2 ta tilasta manazarta su sake yin la'akari da hasashen da suka yi a baya na saka hannun jari a masana'antu (an nuna sabon hasashen a cikin jan layi a cikin jadawali na sama). Musamman, farashin kayan aikin masana'antu ya ƙaura daga kashi na farko zuwa kwata na biyu na 2020. A cikin kwata na farko, saka hannun jari na duniya a masana'antar semiconductor ya faɗi 15% a jere. A cikin kwata na biyu, duniya ta fara murmurewa bayan girgizar farko ta annoba da keɓewa. Bugu da ƙari, buƙatar kayan aiki a cikin kwata na biyu na iya haifar da damuwa game da takunkumi kan kamfanonin China.
Gabaɗaya, farashin kayan aiki na shekara zai ragu da 4% a wannan shekara. A cikin 2019, raguwar kashe kuɗin babban birnin duniya ya fi girma - 8% a kowace shekara. Tabarbarewar, a cewar manazarta, za a shawo kan matsalar a kashi na biyu na wannan shekara, duk da cewa annobar cutar da rashin aikin yi da ta haifar za su yi kokarin durkusar da tattalin arzikin kasar. Abin farin ciki, ƙarfafa "canji na dijital" a duk fannonin rayuwa da ayyukan ɗan adam zai magance wannan mummunan yanayin.
source: 3dnews.ru
