COVID-19 Impact on Semiconductors - Thematic Research
Summary
The COVID-19 outbreak is now travelling around the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the semiconductors sector.
Key Highlights
Scope
Reasons to Buy
Summary
The COVID-19 outbreak is now travelling around the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the semiconductors sector.
Key Highlights
- In the space of three months, the backdrop for the semiconductor sector has changed, but long-term issues remain and must be solved.
- The industry entered 2020 amid slowing global economic growth, the rancor of the US-China trade war, a desire to shift the global supply chain away from dependence on China, and a flat sales picture for its two biggest customers: smartphone manufacturers and laptop suppliers.
- The COVID-19 pandemic will shrink worldwide end-user demand for everyday products powered by semiconductors. COVID-19’s impact also means much of the industry is only operating at about 50% capacity, though China is moving again. At the same time, the global supply chain has stalled, exacerbated by COVID-19-related border checks that could last for months.
Scope
- This report analyzes the impact of COVID-19 on the global semiconductors 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 58 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 semiconductors 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 2020COVID-19 Impact on Semiconductors
Semiconductors Sector Scorecard
Thematic Briefing
Appendix: Our Thematic Research Methodology
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Intel
- Alphabet
- Amazon
- Xilinx
- Graphcore
- STMicroelectronics
- Alibaba
- Cambricon
- Texas Instruments
- Qualcomm
- TSMC
- Tesla
- IBM
- NXP
- Samsung Electronics
- Nvidia
- SK Hynix
- Melexis
- Microsoft
- ASML Holding
- Infineon
- Renesas
- Silicon Labs
- Aixtron
- Analog Devices
- Apple
- Micron
- Mellanox
- Rohm
- Zeno
- SMIC
- Skyworks
- Broadcom
- AMD
- Baidu
- Teradyne
- AMS
- Softbank
- On Semiconductor
- MediaTek
- Dialog
- Maxim
- Tokyo Electron
- Nanya Tech
- Vanguard
- Ambarella
- Microchip
- Qorvo
- Barefoot Networks
- Cypress
- Monolithic Power Systems
- Cirrus Logic
- Realtek Semiconductor
- Diodes
- Marvell
- UMC
- Silicon Motion
- Himax
