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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.
As Samsung Display Co. (SDC) buckles under the pressure of oversupply and pandemic-induced operating difficulties, the company has made the decision to exit the LCD panel manufacturing business. According to the latest investigations by the WitsView research division of TrendForce, the rapid decline of Korean manufacturers’ large-size panel glass capacity by area in 2020 is projected to result in a drop in market share from 28.4% in 2019 to 20.4% this year. The production capacity of Chinese panel manufacturers is expected to continue expanding in 2021. This growth, combined with the capacity shortfall from SDC’s discontinued LCD manufacturing, is expected to lead to Korean panel manufacturers’ large-size panel capacity by area to drop below 10% market share.
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.
According to the latest investigations by the WitsView research division of TrendForce, the oversupply of TV panels in 2019 resulted in a major price drop. As such, panel manufacturers hoped to utilize their excess capacity in 2020 through increasing their production of monitor panels, with Samsung Display (SDC) having the most extensive plans. However, given the recent spread of the COVID-19 pandemic, the market has adopted a pessimistic outlook regarding end device demand. The latest news indicates that SDC has informed its clients that it will exit the LCD market by the end of the year. This news is expected to lead to a major reshuffle in the monitor panel market.
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.
