I-Samsung and SK Hynix yabona ukuncipha kwabo kwe-NANNAN ne-30% kwikota yesithathu

NgoNovemba 24, umbiko okhishwe nguTrendforce wakhombisa ukuthi ukuthengiswa kwe-NAND flash kwikota yesithathu ye-Samsung Electronics kanye ne-SK Hynix (kufaka phakathi izinkampani zayo) enqatshiwe ngenxa yokufunwa kwezomnotho.

Ngokukhethekile, ukuthengiswa kwe-Samsung Electronics kwawela ngenyanga 28.1% inyanga ngenyanga kuya kuma-US $ 4.3 billion. Imakethe yayo yabelana nge-Fell 1.6 Amaphesenti amaphuzu enyangeni ngenyanga eya kuma-31.4%, kepha isekhona kuqala emhlabeni. Ngaleso sikhathi esifanayo, isabelo semakethe sendoda yezempi yaseJapan inyuke ngamaphesenti ama-5 amaphoyinti inyanga ngenyanga, kuya ku-20.6%, kufakwa esibili ngemuva kwe-SK Hynix. Ukuthengiswa kwe-Hynix kweSk Hynix kwehle ngenyanga engu-29.8% enyangeni kuya kuma-US $ 2.54 billion, kanti nokwabiwa kwalo kwemakethe kwehle ku-18.5%, kubeka okwesithathu.

I-Trendfort yaveza ukuthi imakethe ye-NAnd Flash ekota yesithathu yehlulekile ukubekezelela umthelela wokufunwa okubuthakathaka, nezinkulumo zokuthumela kwabathengi kanye nemikhakha yeseva ye-NAND FLASH nge-Quarter yesithathu eyandise kuyo 18.3%.

Ngaphezu kwalokho, umnotho ophelele uyaqhubeka nokuba buthakathaka, izindleko zomuntu siqu ziba yinto elondolozekayo, futhi umfutho wokuthenga wamabhizinisi uyamangala, okwenza ingcindezi yokusungula isakazeke efektri yasekuqaleni, futhi ingcindezi yokuthengisa ehlobene inyusa kakhulu.

Ngokusho kwezibalo zeTrendforce, kwikota yesithathu, inani lokuhanjiswa komhlinzeki lincishiswe ngenyanga engu-6.7% ngenyanga, kanti intengo yokuthengisa yeyunithi yeyunithi iyaqhubeka nokuwa. Imali engenayo ephelele yeNand Flash Industry yayingama-dollar ayizigidi eziyizinkulungwane ezingama-13.71 billion, inyanga ngenyanga yehla phezulu njengoba