China's coronavirus outbreak, first found in Wuhan, has got out of hand in China in 2020, leading to a further global spread and panic. To encounter the situation, the Chinese government has prohibited any transportations between provinces and delayed construction and production plans to stop a further outbreak. This is to directly affect companies that have their production bases in China, especially Taiwanese companies. This also has a great impact on Taiwanese shipments to China and vice versa. This report provides scenarios analysis in the best, most likely, and worst-case scenarios assess the impact on the supply and market sides corresponding to these scenarios and examine the possible impact on the cross-strait IT and semiconductor industries.
List of Topics:
- Current status of coronavirus outbreak in China and major countermeasures adopted by the Chinese government.
- Scenario analysis to estimate the impact of the coronavirus outbreak on supply and market sides as well as on the IT industry and semiconductor industry in a number of situations: best, most likely and worst-case scenarios.
- Scenario analysis of the coronavirus outbreak on the market side and on the supply side of the cross-strait IT industry and semiconductor industry in a number of the situation: best, most likely and worst-case scenarios.
Table of Contents
1. Preface
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Accelink Technologies
- Apple
- Eoptolink Technology
- FiberHome Technologies
- Hengtong
- Huawei
- Hynix
- Micron Technology
- Powerchip
- Suzhou TFC Optical Comms
- Toshiba
- UMC
- Yangtze Memory Technology Corp.
- Yangtze Optical Fibre and Cable
- Zhongji Innolight
- Zhongtian Technology
- ZT
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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