Coronavirus outbreak

The coronavirus outbreak in China is impacting the supply chain.

  • POS+devices
    POS (point of sale/service) device makers Flytech Technology, Posiflex Technology and Partner Tech have enhanced added-value for and extended application of their products to cope...
  • Chromebooks+should+be+a+favorite+for+Japan%27s+education+procurement+program
    The Japanese government will begin a JPY300 billion (US$2.786 billion) plan to purchase mobile computing devices to cope with urgent demand for remote study triggered by the coronavirus...
  • ASE+is+expected+to+land+orders+for+new+AirPods
    Apple is expected to incorporate ambient light sensors (ALS) in next-generation AirPods devices in the coming 1-2 years, and Taiwan's ASE Technology may handle the backend process...
  • Taiwan%27s+large%2Dsize+LCD+panel+shipments+totaled+47%2E69+million+units+in+the+first+quarter+of+2020
    Taiwan's large-size LCD panel shipments totaled 47.69 million units in the first quarter of 2020, down 19.3% sequentially and 12.3% on year.
  • TRI+upbeat+about+1H20
    Test Research (TRI), which provides automatic test and inspection tool solutions, has landed a pull-in of orders for networking and server applications since the fourth quarter of...
  • Alibaba+sees+1Q20+revenues+down+sequentially
    China-based e-commerce operator Alibaba Group has reported consolidated revenues of CNY114.314 billion (US$16.14 billion) for first-quarter 2020, decreasing 29.20% sequentially but...
  • Senior+sales+manager+Teresa+Lin+at+Sinbon+Electronics
    Connector and cable assembly maker Sinbon Electronics has extended production to cable models for use in medical equipment, according to company senior sales manager Teresa Lin.
  • Smartphone+ODMs+to+see+shipments+drop+in+2020
    Digitimes Research has lowered its global smartphone shipment forecast for 2020 to 1.15 billion units, down 15.4% from 2019's 1.36 billion because of the impacts from the coronavirus...
  • ITRI
    The output value of Taiwan's semiconductor industry is forecast to increase 4-5.7% in 2020, despite headwinds from the coronavirus pandemic, according to the government-sponsored...
  • Car+sales+in+China+will+slip+in+2020
    New car sales in the China market are expected to slip 22% to 20 million units in 2020, Taiwan-based Yulon Nissan Motor, has estimated.
  • Graphics+card+demand+is+expected+to+remain+robust+throughout+2020
    Graphics card manufacturers including Asustek Computer, Micro-Star International (MSI) and Gigabyte Technology are expected to see their shipments continue ramping up and grow through...
  • NAND+flash+contract+prices+expected+to+hold+flat+in+3Q20
    NAND flash memory contract prices are expected to stay flat in the third quarter, as demand for notebooks remains stable, according to Wallace Kou, president and CEO of Silicon Motion...
  • Lenovo+remains+confident+about+the+PC+market
    The global PC market scale is expected to expand in the next 2-3 years as demand for notebooks and other PCs enabling work from home will continue to sustain momentum for a long while...
  • Smartphone+AP+shipments+to+China+only+amounted+to+135+million+units+in+1Q20
    Smartphone application processor (AP) shipments to China only amounted to 135 million units in first-quarter 2020, plunging more than 30% on quarter and 12.2% on year.
  • Win+Semi+is+optimistic+about+the+mid%2D+and+long%2Dterm+outlook
    Taiwan's GaAs foundries including Win Semiconductors are still optimistic about mid- and long-term outlook for handset PA (power amplifier) demand though their orders from Huawei...
  • Smartphone panel prices falling

    Wednesday 20 May 2020
    Smartphone+demand+remains+weak
    Prices for LCD and AMOLED panels for use in smartphones have all trended downward in May, as handset brands are adjusting their panel demand, while reeling from the adverse impacts...
  • Smartphone+sales+almost+doubled+on%2Dmonth+in+China+in+April
    Smartphone sales in China have been picking up recently, with strong consumer demand for 5G models fueling the momentum, according to sources from Taiwan's handset supply chain.
  • Polarizers in tight supply

    Wednesday 20 May 2020
    Polarizer+makers+are+cutting+production
    Global supplies of polarizers have been tight and could remain so in 2021 even though demand for such optical filters is weakening in light of the gradual closure of LCD lines by...
  • Dialog+says+it+new+offering+can+more+accurately+measure+distances
    Dialog Semiconductor has announced a new Wireless Ranging (WiRa) software development kit (SDK) that it says adds highly accurate and reliable distance measurement capabilities to...
  • Demand+for+server%2Drelated+components+will+remain+robust+in+2H20
    Foxconn Technology Group (Hon Hai Precision Industry) chairman Young Liu has noted that the coronavirus pandemic is still far from being over, and the company only has order visibility...
  • Demand+for+diodes+from+the+IT+sector+has+been+strong
    Taiwan's diode suppliers have seen demand for IT devices pick up amid the coronavirus pandemic but that for green energy applications continue shrinking, according to industry sour...
  • Macronix+chairman+Miin+Wu
    SLC NAND and NOR flash demand is expected to be robust in the second half of 2020, despite growing economic uncertainty arising from the COVID-19 pandemic, according to Macronix International...
  • Wafer+sales+dropped+in+1Q20
    High inventory levels at clients in late 2019 and the coronavirus outbreak early this year combined to send first-quarter 2020 revenues of the world's top-2 silicon wafer suppliers...
  • Pegatron+chairman+TH+Tung
    Pegatron has reported operating losses of NT$282 million (US$9.4 million) for the first quarter of 2020 with company chairman TH Tung noting that the losses were primarily from its...
  • Chromebook+demand+is+rising+rapidly+due+to+the+coronavirus+pandemic
    Demand for Chromebooks has expanded from the education sector to the enterprise and consumer sectors, and the penetration may lead to decreased share of Windows-based notebooks in...
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Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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