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Semiconductor

Impact of Wuhan Coronavirus Outbreak on the Cross-Strait IT and Semiconductor Industry (pre-order)

February 10, 2020 / Chris Hung / Jay Yang / Sagitta Pan / Edward Lin / Eddie Han

15 Page, Topical Report

US$800 (Single User License)

※This pre-order report can be delivered in 5-7 business days after payment

Abstract

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 further outbreak. This is to directly affect companies which 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 worse-case scenarios, assesses the impact on the supply and market sides corresponding to these scenarios, and examines the possible impact on the cross-strait IT and semiconductor industries.

Table of Contents
1. Preface
2. Most Likely Scenario: Uncontrollable Outbreaks in China, No Group Infections in Taiwan
2.1 Impact on Supply Chains
2.2.1 ICT Industry
2.2.2 Semiconductor Industry
2.1 Impact on Markets
3. Worst Scenario: Uncontrollable Outbreaks in China, Taiwan has Group Infections
3.1 Impact on Supply Chains
3.1 ICT Industry
3.2 Semiconductor Industry
3.3 Impact on Markets
4. Best Scenario: China Stops the Spread of Infections; No Group Infections in Tawian
4.1 Impact on Supply Chains
4.2 Impact on Markets
5. Worst Scenario for Taiwan: China Stops the Spread of Infections; Taiwan has group infections
5.1 Impact on Supply Chains
5.1.1 ICT Industry
5.1.2 Semiconductor Industry
5.2 Impact on Markets
6. MIC Perspective
Appendix
List of Companies

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 situation: best-, most likely- and worst-case scenarios.

Companies covered
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, ZTE

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