The world's top-5 notebook brand vendors saw their combined shipments fall over 30% sequentially in January 2020, due to a combination of negative factors including the coronavirus impact and seasonality
The global server shipments so far have only been mildly affected by labor shortages in the wake of the coronavirus outbreak, but if the epidemic cannot be contained by the end of March, the server supply chain is expected to be significantly undermined by components shortages, according to Digitimes Research
Taiwan's PC monitor shipments are expected to drop 15% sequentially in the first quarter of 2020, as some clients had demanded advanced shipments a quarter earlier and the effects of the coronavirus outbreak will continue to impact production, Digitimes Research says
Digitimes Research has revised downward its 5G smartphone shipment forecast for the second quarter and also all of 2020 in the wake of the coronavirus impact
While the cancellation of MWC 2020 and the locked-down management in many cities in China due to the coronavirus outbreak have raised concerns about the development of 5G, the epidemic may end up with limited impacts on the operations of telecom firms as well as the deployments of 5G infrastructure in 2020 if it can be contained by mid-year, according to Digitimes Research
The world's top-5 notebook brand vendors saw their combined shipments (excluding detachable models) fall over 30% sequentially in January 2020, due to a combination of negative factors including the coronavirus impact and seasonality, according to Digitimes Research
Global smartphone shipments are expected to reach 1.278 billion units in 2020, including less than 200 million units of 5G models, taking into account the impacts of the coronavirus outbreak on China and around the world in terms of economic growth, Digitimes Research estimates
IC design houses in Taiwan and China will see the coronavirus outbreak impact their revenues for the first quarter of 2020, and foundry and backend houses may take clearer hits starting in the second quarter, according to a study by Digitimes Research on impacts of the epidemic on semiconductor, panel, handset and notebook sectors
Global all-in-one (AIO) PC shipments totaled 3.42 million units in the fourth quarter of 2019, rounding out the volumes for the whole-year 2019 at 13.25 million units, down 3.4% on year, according to Digitimes Research's latest report on AIO PCs
Shipments of LCD TVs by Taiwan-based makers are expected to fall below five million units in the first quarter of 2020, down nearly 44% on quarter and over 20% on year, affected by the coronavirus outbreak and seasonality, Digitimes Research estimates
Taiwan's shipments of large-size panels in 9-inch and above sizes (excluding Sharp's) are expected to contract 7.8% sequentially in the first quarter of 2020 if the coronavirus outbreak is under control, according to Digitimes Research
Global server shipments went up 13.4% sequentially in the fourth quarter of 2019 thanks to rising demand from US large datacenter companies and China's server market. However, shipments in the first quarter of 2020 are expected to be affected by China's coronavirus outbreak, according to Digitimes Research's latest server tracker