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通訊業的2021年的零件不足分析與其展望

Analysis of the 2021 Component Shortage in the Communication Industry and Its Outlook

出版商 MIC - Market Intelligence & Consulting Institute 商品編碼 1008347
出版日期 內容資訊 英文 11 Pages
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通訊業的2021年的零件不足分析與其展望 Analysis of the 2021 Component Shortage in the Communication Industry and Its Outlook
出版日期: 2021年04月28日內容資訊: 英文 11 Pages
簡介

通訊業的供應鏈,2020年面臨了新型冠狀病毒感染疾病(COVID-19)的大流行和美國和中國貿易戰爭等大問題。2021年到第一季,儘管WFH(在家工作)和5G產品帶來收益成長,繼續受到不利影響。如果成品供應商由於上游供應商的零件短缺而無法收到訂單,許多供應商不得不承擔潛在的運營風險。

本報告提供通訊業的部貨物不充足狀況為焦點,零件不足的理由,及通訊設備的影響,關於2021年的零件供給趨勢考察。

目錄

第1章 2020年的通訊部門的部貨物不充足

  • 主要理由
  • 通訊設備廠商的影響

第2章 2021年的零件供給趨勢

  • 主要零件的目前供給情形
  • 通訊設備的影響

第3章 Market Intelligence & Consulting Institute(MIC)的觀點

附錄

  • 詞彙表
  • 企業的清單
目錄
Product Code: SCRPT21042801

Supply chains in the communications industry faced a near perfect storm in 2020 caused by the coronavirus pandemic and U.S.-China trade war. In the first quarter of 2021, those same factors continue to adversely affect the industry, despite the revenue growth brought by WFH (Work-From-Home) and 5G products. If upstream suppliers’ component shortage causes suppliers of finished products to be unable to deliver orders, most vendors will have to take on potential operational risk. This report looks into some of the reasons the shortage exists, an overview of the impact on the communications equipment, and examines the component supply and shortage in 2021.

Table of Contents

1. Component Shortage in the Communications Sector in 2020

  • 1.1 The Key Reasons for the Shortage
  • 1.2 The Impact on Communications Equipment Makers

2.Component Supply in 2021

  • 2.1 The Current Supply Status of Key Components
  • 2.2 Shortage Impact on Communications Equipment

3.MIC Perspective

Appendix

  • Glossary of Terms
  • List of Companies

List of Tables

  • Table 1. Lead-Time of Communication Chips and Key Components (as of the end of March 2021)
  • Table 2. Comments of Leading Brands on Component Shortage

List of Figures

  • Figure 1 Diagram of the Impact of COVID-19 on Broadband Traffic

List of Topics

Development of component shortage in 2020, touching on key reasons and impact on equipment manufacturers

Development of component supply in 2021, touching on key components and the anticipated lead time of key components such as communications ICs, microcontroller ICs, CPU/GPU, panel, and printed circuit boards, memory ICs, power management ICs, and MLCC, and companies affected are also included.

Leading chipmakers and brands’ views on component shortage, including Foxconn, Nokia, Intel, Qualcomm, and Broadcom

Possible development of key component shortage in 2021 and beyond

Companies covered

ADI
AMD
Anpec Electronics
AT&T
Broadcom
Compeq
Dell
Elan
Ericsson
Foxconn
Global Mixed-mode Technology
HiSilicon
Holtek
Huawei
Infineon
Intel
MediaTek
Micron
Microsoft
Murata
Nanya
Nokia
Nuvoton
Nvidia
NXP
Oppo
Qualcomm
Realtek
Samsung
Semco
SG Micro
Silergy
SK Hynix
Taiyo Yuden
TI
TTM
Unimicron
Vivo
Walsin Technology
Winbond
Xiaomi
Yageo
ZTE