TECH SUPPLIER Mar 2020 - Market Presentation - Doc # US46155720
Impact of COVID-19 Virus on Worldwide Semiconductor Forecast Update, March 2020
By: Mario MoralesProgram Vice President, Enabling Technologies and Semiconductors, Michael J. Palma, Nina TurnerResearch Manager, Worldwide Semiconductor Applications Forecaster, Shane RauResearch Vice President, Computing Semiconductors, Ben SheenResearch Director, Enabling Technologies: Networking & Communications Infrastructure, Phil SolisResearch Director, Connectivity and Smartphone Semiconductors
This IDC Presentation updates (as of March 22, 2020) the analysis presented in Impact of COVID-19 on the Worldwide Semiconductor Market Forecast (IDC #US46115520, March 2020), where the analysis was finalized on March 7, 2020. This Presentation is being shared with clients to update them on our latest analyses regarding the COVID-19 impact on the semiconductor market.
This presentation continues to use the same framework established in our earlier documents to evaluate the market impact through four scenarios. Each scenario is based on varying assumptions and severity of the impact to business for technology suppliers. Please see the Appendix of this presentation for a summary of the initial scenarios to compare with this current update.
This updated document includes key questions and takeways for clients; update on the probabilities for our different scenarios, an analysis of our scenario 1 forecast; a review of the latest information about the spread of the virus and impact on the technology market, a review of the key semiconductor sectors, and then a review of what semiconductor opportunities will help drive a rebound in the market after the virus.
Enabling Technologies: Artificial Intelligence Edge Processor Architectures , Enabling Technologies: DRAM and NAND Memory , Enabling Technologies: Networking and Communications Infrastructure , Enabling Technologies: Processors and Architectures , Enabling Technologies: Wireless and Mobile Connectivity , Storage Mechanisms: Disk , Storage Mechanisms: Solid State Storage Technologies , Worldwide Semiconductor Applications Forecaster