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Market intelligence firm TrendForce reports that the ongoing campaigns to suppress the spread of COVID-19 in many countries have rapidly exhausted the global supply of critical medical equipment and materials. Currently, the shortages of protective gears including face masks, face shields, and protective suits are starting to ease a bit as production of these items goes into high gear due to manufacturers’ efforts and cross-industry collaboration. However, there is still a sizable supply gap for electronic devices deployed in the monitoring and caring of coronavirus patients. Since these devices contain a multitude of semiconductor components that are made using high-precision manufacturing processes, medical device suppliers are depending on chip makers to ramp up production. Going forward, shortening the lead time for the key components will be a significant factor in overcoming the supply bottleneck for the essential medical equipment.
According to the latest investigations by the DRAMeXchange research division of TrendForce, owing to strong orders for data center servers and traditional server brands’ preemptive stock-up demand to avoid pandemic-induced breaks in the server supply chain, overall server shipment is expected to remain on the upswing in 2Q20. However, as 1Q20 was a relatively high base period, server shipment is projected to grow by a mere 7-9% QoQ in 2Q20, falling short of the usual double-digit QoQ growths in past second quarters.
As the COVID-19 pandemic continues to accelerate and cause damage to the global economy and consumers’ purchasing power, TrendForce has compiled its latest report on the statuses of key electronics component and downstream industries, with data last updated on March 26, 2020. The report provides a deep dive into the pandemic’s influences on several high-tech industries.
According to the latest investigations by the DRAMeXchange research division of TrendForce, the continued spread of the COVID-19 pandemic has resulted in considerably weakened shipment for most end products in 1Q20. However, the major NAND Flash suppliers already scaled back their CAPEX for this year, and the total bit output of the NAND Flash industry is expected to grow by only about 30% YoY in 2020, resulting in a 5% QoQ increase in NAND Flash ASP for the 1Q20 period despite the headwinds of the off-season.
The latest investigations by TrendForce show that the foundry industry benefitted from the previous quarter’s order fulfillment and client stock-up demands, with overall projected revenue undergoing a slight 2% dip QoQ but about 30% growth YoY in 1Q20 due to the comparatively lower 1Q19 base period. However, as the COVID-19 pandemic causes repercussions in global markets, and the economy enters a corresponding slowdown, the foundry industry now faces major uncertainties on the demand side, possibly slowing the industry’s future growth momentum.
