埃森哲：2020年半导体公司：在COVID9期间增强业务弹性 -埃森哲（英文版）（14页）.pdf

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1、NOWNEXTWhat to do Now, What to do NextCovid-19: May 2020 Semiconductor Companies: Business Resilience in the Wake of COVID-19 A guide to the disruptive impacts & practical actions for semiconductor companies to take Were all in this together COVID-19 has turned into a global crisis, evolving at unpr

2、ecedented speed and scale. It is creating a universal imperative for governments and organizations to take immediate action to protect their people. It is now the biggest global eventand challengeof our lifetimes. As such, it is changing human attitudes and behaviors today and forcing organizations

3、to respond. However, the need to respond wont end when the viruss immediate threat eventually recedes. COVID-19s disruptive impacts are being felt in the near term and the full long- term impacts are still unknown. Companies are quickly needing to evaluate impacts on three fronts: supply chain, mark

4、et demand and workforce. Global supply chains have disrupted as the virus spreads across the globe bringing uncertainly over quarantine durations Product demand is shifting across ASICS, memory, sensors, etc. while consumer behavior changes rapidly and with future volatility Workforce is affected by

5、 stay-at-home orders and the uncertainly of how long business as usual will be suspended for No industry is immune to the impacts of COVID-19 , including the semiconductor industry. Overall, 2020 semiconductor revenue projection has been reduced by $55.0 billion, to $415.4 billion, and annual growth

6、 for 2020 has been reduced from 12.5% to 0.9%. Impact to semiconductor revenue projections for 2020 by end-use application: Smartphone: -12.5% PC & Tablet: -5.8% Automotive: -24.0% Server: +16.7% What this means for the semiconductor industry Gartner: Forecast Alert: 2020 Semiconductor Revenue Downg