Idan aka shiga kwata na biyu na shekarar 2026,masana'antar lantarki da wutar lantarki ta duniyayana fuskantar matsin lamba na farashi mara misaltuwa. Cikakkiyar hauhawar farashi a duk faɗin masana'antu, wanda buƙatar ƙarfin kwamfuta na AI da hauhawar farashin kayayyaki ke haifarwa, yana yaɗuwa cikin sauri. Ƙara farashi ya zama yarjejeniya a duk faɗin sarkar masana'antu, daga manyan abubuwan haɗin gwiwa zuwa kayan aikin gida na ƙarshe da na'urorin lantarki na masu amfani, wanda ya sake fasalin yanayin kasuwa da zaɓin masu amfani.
1. Matsi Biyu daga Kayan Danye & Dankali, Farashi Ya Kai Babban Matsayi Na Shekaru Da Dama
Karin farashin da ake samu a yanzu ya samo asali ne daga girgizar wadata biyu.
A ɓangaren albarkatun ƙasa, farashin kayayyaki masu yawa kamar su robar jan ƙarfe, aluminum da ABS yana ci gaba da ƙaruwa. Ya zuwa farkon watan Afrilu, farashin jan ƙarfe ya kai RMB 94,452 a kowace tan, wanda ya karu da kashi 18.2% a shekara; aluminum mai amfani da electrolytic ya karu da kashi 13.5% a shekara; farashin filastik na ABS ya karu da kashi 26.2% a shekara. Tagulla ya kai kashi 25%-30% na farashin samar da na'urar sanyaya iska, wanda ya ƙara sama da RMB 300 ga kowace na'urar 1.5HP; farashin firiji ya tashi da kashi 80% a wannan shekarar kawai.
A ɓangaren guntu da kayan lantarki, ƙarfin samarwa ga sabar AI ya haifar da cunkoso. Manyan masana'antun ajiya, ciki har da Samsung da SK Hynix, sun mayar da kashi 70%-80% na ƙarfinsu na zamani zuwa HBM (Babban Ƙarfin Bandwidth Memory), wanda ya haifar da ƙarancin wadatar DRAM da NAND flash na masu amfani. Farashin MCUs da guntuwar ajiya don kayan gida ya tashi da sama da kashi 30% cikin watanni shida. A ranar 3 ga Afrilu, kamfanin Mitsubishi Gas Chemical na Japan ya sanar da ƙaruwar farashi da kashi 30% a cikin layin samfuran laminate (CCL) mai lulluɓe da tagulla, sai kuma manyan masana'antun cikin gida kamar Kingboard da Nan Ya. Ana sa ran matsakaicin farashin masana'antar PCB zai tashi da sama da kashi 20%.
2. Masana'antar Kayan Gida Ta Shiga Gaba a Gyaran Farashi, Farashin Dillalan Ya Tashi Sosai A Watan Afrilu
Matsin farashin ya yi saurin yaduwa zuwa kasuwar dillalai. Tun daga ranar 1 ga Afrilu, manyan kamfanoni ciki har da Midea, Haier da TCL sun ƙara farashin wadata: na'urorin sanyaya daki sun tashi da kashi 5%-8% (RMB 100-150 a kowace na'ura); kayan kicin sun tashi da kashi 10%-20%; kayan farin kaya da ƙananan kayan gida sun tashi da kashi 3%-5%; wasu samfuran zamani sun ga ƙaruwa da kashi 30%.
Wannan zagayen gyare-gyaren farashi kuma yana da nufin dawo da ribar masana'antu, wanda yaƙe-yaƙen farashi na dogon lokaci suka rage. Tare da sauyin manufofin 2026 na tallafin maye gurbin kayan gida daga cikakken tallafi kai tsaye zuwa takardun rangwame na lokaci, rabon tallafin ya ragu zuwa 15%, wanda ke ba da damar farashi ya koma ga ƙa'idodin kasuwa a hankali. Masu sharhi a masana'antu sun yi hasashen cewa yayin da kayayyaki masu rahusa suka ƙare, masu amfani za su ji ƙarin hauhawar farashi bayan watan Mayu.
3. Fadada karfin PCB da Semiconductor yana hanzarta aiki, amma karancin wadata na ɗan gajeren lokaci yana nan daram
Ganin tsananin buƙata, sarkar masana'antu tana hanzarta faɗaɗa ƙarfin aiki.SEMICON China 2026 shKamfanin shirya kaya da gwaji kamar Taiji Semiconductor da Tongfu Microelectronics sun sanar da shirin ninka karfin samar da kayayyaki a shekarar 2026; manyan kamfanonin PCB na cikin gida sun zuba jari sama da RMB biliyan 40 a fannin karfin samar da kayayyaki masu inganci.
Duk da haka, faɗaɗa ƙarfin aiki yana buƙatar lokaci mai tsawo. Masana'antar Semiconductor suna ɗaukar watanni 18-24 don ginawa, kuma lokutan isar da kayayyaki ga kayan aikin PCB masu inganci na iya kaiwa har zuwa shekaru 2. TrendForce ta yi hasashen cewa ƙarancin wadata zai ci gaba a duk tsawon 2026, kuma hauhawar farashin na iya kaiwa zuwa rabin farko na 2027. Haɗin kai a masana'antu yana ƙaruwa: manyan kamfanoni suna ƙarfafa matsayinsu ta hanyar fa'idodin fasaha da girma, yayin da ƙananan masana'antu da matsakaitan masana'antu ke fuskantar matsin lamba biyu daga farashi da oda, wanda ke hanzarta share kasuwa.
4. Ƙarfafa AI Ya Zama Mabuɗin Ci Gaba, Canjin Aiki Mai Kyau Yana Sauri
Rikice-rikice kuma suna kawo damammaki. AWE 2026 ta tabbatar da cewa kayan aikin gida masu amfani da fasahar AI sun zama babban ci gaba ga masana'antar. Kayan aikin gida masu wayo waɗanda aka sanye da manyan samfuran harshe sun haɓaka daga "na'urori masu aiki" zuwa "masu taimakawa salon rayuwa", tare da hauhawar farashin na'urori da kashi 30%-100% kuma jimlar riba ta inganta da kashi 5-10%. A ranar 31 ga Maris, TCL ta sanya hannu kan yarjejeniya da Sony don kafa haɗin gwiwa don kasuwancin nishaɗin gida, wanda ya zurfafa tsarin zamani da na duniya a fannin talabijin.
Lokacin Saƙo: Afrilu-10-2026
