COVID-19 Impact on Consumer Electronics – Thematic Research

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 consumer electronics sector.

Scope

This report analyzes the impact of COVID-19 on the global consumer electronics 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 54 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.

Key Highlights

Consumer electronics companies are at the mercy of their supply chains and many rely on components made in China. As China, the source of the COVID-19 outbreak, slowed down and then stopped, supply chains were disrupted for some, though not all, suppliers.

Apple is one key consumer electronics vendor that has been affected. More than 90% of Apple’s products are made in China and the Chinese marketplace accounts for 18% of its revenues.

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 consumer electronics 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.

Companies mentioned

Alphabet

Amazon

Alibaba

DJI

Microsoft

Stratasys

3D Systems

Parrot

Vuzix

iRobot

Facebook

Sony

Baidu

Apple

Dell

HTC

Magic Leap

Samsung Electronics

Xiaomi

Logitech

Panasonic

Alarm.com

Blackberry

GoPro

Control4

Lenovo

Huawei

Hikvision

LG Electronics

Garmin

Ingenico

Seiko Epson

Fitbit

TomTom

Royal Philips

Nintendo

HP

Toshiba

Acer

Yuneec

ZTE

Quanta Computer

Ricoh

Asus

Nikon

Compal

Wistron

Sonos

Ningbo Bird

Pioneer

Canon

Sharp

Inventec

Olympus

Table of Contents

COVID-19 is Now a Major Theme for 2020

COVID-19 Impact on Consumer Electronics

Consumer Electronics Sector Scorecard

Thematic Briefing

Appendix: Our Thematic Research Methodology

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