Supply chain
Coronavirus outbreak impact: Digitimes Research estimates impacts on major Chinese IT sectors
Rodney Chan, DIGITIMES, Taipei

The coronavirus outbreak is hitting hard the ICT industries and markets in China. Digitimes Research provides a preliminary estimation on the impacts on four major sectors: semiconductors, display panels, handsets and notebooks. Many manufacturers in China are slowly returning to work. The pace of recovery reportedly has been faster than expected though production for many ODMs remains low. For some in the semiconductor sector, the outbreak so far has had little impact on their orders. IC testing solutions provider Chunghwa Precision Test Tech (CHPT) continues to land major orders from first-tier vendors.

Digitimes Research examines health of four major ICT sectors in China amid outbreak: IC design houses in Taiwan and China will see the coronavirus outbreak impact their revenues for the first quarter of 2020, and foundry and backend houses may take clearer hits starting in the second quarter, according to a study by Digitimes Research on impacts of the epidemic on semiconductor, panel, handset and notebook sectors.

ODMs see better-than-expected recovery in China capacity amid outbreak: Taiwan-based ODMs including Compal Electronics, Quanta Computer and Inventec have seen capacities at their plants in China recovering in a pace faster than expected amid the coronavirus outbreak, according to industry sources.

CHPT secures major wafer test orders for flagship smartphone APs: IC testing solutions provider Chunghwa Precision Test Tech (CHPT) continues to land major orders from first-tier vendors for wafer probing cards and other test interfaces for high-end handset APs despite the coronavirus outbreak, and will be carrying on its capacity expansion plans as scheduled, according to company chairman Scott Huang.

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