The transformation of both work and education by the impact of the COVID-19 pandemic has brought about exceptional shipment numbers for the notebook computer industry in 2Q20, with Chromebooks showing the most remarkable growth. TrendForce forecasts global Chromebook shipment in 2Q20 to reach up to 11.6 million units, a historical high in single-quarter shipment. Furthermore, 2Q20 marks the first time ever for Chromebooks to occupy 25% of total quarterly notebook shipment.
According to the latest report by the LEDinside research division of TrendForce, titled 2020 Mini LED Next-Generation Display Technology and Supply Chain Analysis, as Apple pushes forward the development of Mini LED backlight technology, the company is expected to incorporate Mini LED backlight technology to improve the performance its existing products such as the iPad and Pro Display. The application of Mini LED backlight technology is expected to reach 18% penetration rate in the overall market for IT products in 2025.
According to the latest investigations by TrendForce, the global spread of COVID-19 in 2020 has brought about the greatest magnitude of declines in the smartphone market in recent years. Global smartphone production for 1Q20 fell by 10% YoY to around 280 million units, the lowest in five years, due to pandemic-induced disruptions across the supply chain, such as delayed work resumption and labor/material shortages, which caused low factory capacity utilization rates. Turning to 2Q20, there are now improvements to both the supply chain and the work resumption statuses of manufacturing and assembly lines, but the pandemic is now making its effects felt on the demand side of the smartphone market by tanking major economies worldwide. Global production for 2Q20 is now estimated to register another YoY drop of 16.5% to 287 million units, the largest decline on record for a given quarter. TrendForce forecasts total yearly production volume of 1.24 billion units, an 11.3% decrease YoY.
According to the latest investigations by TrendForce, if the COVID-19 pandemic were to cause a break in the semiconductor supply chain, the industry would then be confronted with operational difficulties; the pandemic-induced decline in commercial and social activities may also potentially push back or even lower the traditional strong seasonality, thus affecting the foundry industry’s magnitude of revenue growth in 2020. Prior to the onset of COVID-19, foundries had originally forecasted a double-digit revenue growth YoY. However, given the deferred schedule of disease containment and the uncertain recovery time for market demand, TrendForce is forecasting a 5%-9% single-digit YoY growth in foundry revenue this year, with 6.8% being the median.
According to the latest report by the LEDinside research division of TrendForce, 2020 Deep UV LED Application Market and Branding Strategies, the rapid acceleration of COVID-19 has generated a corresponding boom in the disease-prevention business. Case in point, the demand for UV-C LED (wavelength≦280 nm), a type of LED with disinfection/sterilization properties, has skyrocketed since the Lunar New Year, in turn causing massive shortages across the entire supply chain. Given the extreme shortage of UV-C LED chips, LED package suppliers looking to place orders for these chips need to exercise caution when setting chip specifications; these suppliers may also need to bear the risk of possible chip shortages. The current shortage in the UV-C LED market has led to an adjustment to UV-C LED chip quotes, in turn resulting in purchasers being unable to procure chips even with at high bid prices.
