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市場調查報告書

COVID-19(新型冠狀病毒)對半導體產業的影響 - 各主題調查

COVID-19 Impact on Semiconductors - Thematic Research

出版商 GlobalData 商品編碼 930987
出版日期 內容資訊 英文 13 Pages
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COVID-19(新型冠狀病毒)對半導體產業的影響 - 各主題調查 COVID-19 Impact on Semiconductors - Thematic Research
出版日期: 2020年03月30日內容資訊: 英文 13 Pages
簡介

COVID-19(新型冠狀病毒)的爆發,現在在全球各地發生,留下了破壞的痕跡。半導體產業,在全世界性經濟發展緩慢,美國和中國貿易戰爭的衝擊,全球供應鏈擺脫對中國的依賴,智慧型手機廠商和筆記型電腦廠商這2大客戶的銷售量持平這樣的情形中,突入了2020年。COVID-19大流行病,將縮小對搭載了半導體的日常產品的全球性終端用戶的需求。同時,全球供應鏈停滯,由於與這個病毒相關的國境檢驗可能持續數個月,預計將更加惡化。

本報告提供全球半導體部門上COVID-19 (新型冠狀病毒)的影響分析,鎖定未來12個月內可能從該病毒中受益或損失的企業。

目錄

  • COVID-19成為了2020年主要的主題
  • COVID-19對半導體的影響
  • 半導體部門計分卡
  • 各主題分析
  • 附錄:調查手法
目錄
Product Code: GDTMT-TR-R251

The COVID-19 outbreak is now travelling around the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the semiconductors sector.

Key Highlights

  • In the space of three months, the backdrop for the semiconductor sector has changed, but long-term issues remain and must be solved.
  • The industry entered 2020 amid slowing global economic growth, the rancor of the US-China trade war, a desire to shift the global supply chain away from dependence on China, and a flat sales picture for its two biggest customers: smartphone manufacturers and laptop suppliers.
  • The COVID-19 pandemic will shrink worldwide end-user demand for everyday products powered by semiconductors. COVID-19's impact also means much of the industry is only operating at about 50% capacity, though China is moving again. At the same time, the global supply chain has stalled, exacerbated by COVID-19-related border checks that could last for months.

Scope

  • This report analyzes the impact of COVID-19 on the global semiconductors sector.
  • It identifies those companies that may benefit from the impact of COVID-19 over a 12-month period, as well as those companies that will lose out.
  • It includes a thematic screen, that ranks the 58 leading companies in this sector on the basis of overall leadership in the 10 themes that matter most to their industry, including COVID-19. This generates a leading indicator of future performance.

Reasons to Buy

  • COVID-19 is by far the most significant theme to affect the technology industry in 2020.
  • It is effectively a stress test on companies' ability to cope with extreme shocks.
  • COVID-19 will test the financial robustness of companies.
  • Many companies will not survive this initial phase. Almost all others will suffer a significant drop in revenues.
  • This report will help you understand the impact of COVID-19 on the semiconductors sector and identify which types of companies could potentially benefit from the impact of COVID-19, as well as those businesses that are set to lose out.

Table of Contents

  • COVID-19 is Now a Major Theme for 2020
  • COVID-19 Impact on Semiconductors
  • Semiconductors Sector Scorecard
  • Thematic Briefing
  • Appendix: Our Thematic Research Methodology