COVID-19對IT基礎設施設備的影響:各主題調查

新型冠狀病毒感染疾病(COVID-19)的大流行病全球擴大，帶來很大的影響。IT基礎設施的領域，也產生轉移到在家工作伴隨的負擔增加的情形，主要國家解除封鎖之後，為了支撐變化的商務慣行，含資料中心和雲端IT，網路的IT基礎設施的需求預計將長期高漲。

本報告提供 全球COVID-19對IT基礎設施設備部門的影響，主要企業的排行榜，今後的業績相關的領先指標，今後業績預計擴大的領域與陷入不振的領域等。

目錄

• 成為2020年主題的COVID-19
• COVID-19對IT基礎設施設備的影響
• IT基礎設施設備部門的計分卡
• 各主題的說明
• 附錄:各主題調查技術

The COVID-19 outbreak has now spread across the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the IT infrastructure equipment sector.

The speed with which COVID-19 became a major international crisis took entire populations, governments, and businesses by surprise. The enforced move to working from home immediately put IT infrastructure under significant pressure.

Despite uncertainty over whether it could support remote working at scale, IT infrastructure coped well in the first stage of the crisis. However, with countries only coming out of lockdown in stages, there will be a long-term need for IT infrastructure - data centers, cloud IT, and networking - to support changing business practices.

Scope

• This report analyzes the impact of COVID-19 on the global IT infrastructure equipment 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 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 IT infrastructure equipment 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 IT Infrastructure Equipment
• IT Infrastructure Equipment Sector Scorecard
• Thematic Briefing
• Appendix: Our Thematic Research Methodology