COVID-19 Impact on Semiconductors – 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 semiconductors sector.

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.

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.

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.

Companies mentioned

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

Table of Contents

COVID-19 is Now a Major Theme for 2020

COVID-19 Impact on Semiconductors

Semiconductors Sector Scorecard

Thematic Briefing

Appendix: Our Thematic Research Methodology

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