Impact of Wuhan Coronavirus Outbreak on the Cross-Strait IT and Semiconductor Industry (pre-order)

February 2020 | 15 pages | ID: I9B99EAF9C71EN
Market Intelligence & Consulting Institute (MIC)

Abstracts

China’s coronavirus outbreak, first found in Wuhan, has got out of hand in China in 2020, leading to a further global spread and panic. To encounter the situation, the Chinese government has prohibited any transportations between provinces and delayed construction and production plans to stop further outbreak. This is to directly affect companies which have their production bases in China, especially Taiwanese companies. This also has a great impact on Taiwanese shipments to China and vice versa. This report provides scenarios analysis in the best-, most likely-, and worse-case scenarios, assesses the impact on the supply and market sides corresponding to these scenarios, and examines the possible impact on the cross-strait IT and semiconductor industries.

Contents

1. PREFACE

2. MOST LIKELY SCENARIO: UNCONTROLLABLE OUTBREAKS IN CHINA, NO GROUP INFECTIONS IN TAIWAN

2.1 Impact on Supply Chains
  2.2.1 ICT Industry
  2.2.2 Semiconductor Industry
2.1 Impact on Markets

3. WORST SCENARIO: UNCONTROLLABLE OUTBREAKS IN CHINA, TAIWAN HAS GROUP INFECTIONS

3.1 Impact on Supply Chains
3.1 ICT Industry
3.2 Semiconductor Industry
3.3 Impact on Markets

4. BEST SCENARIO: CHINA STOPS THE SPREAD OF INFECTIONS; NO GROUP INFECTIONS IN TAWIAN

4.1 Impact on Supply Chains
4.2 Impact on Markets

5. WORST SCENARIO FOR TAIWAN: CHINA STOPS THE SPREAD OF INFECTIONS; TAIWAN HAS GROUP INFECTIONS

5.1 Impact on Supply Chains
  5.1.1 ICT Industry
  5.1.2 Semiconductor Industry
5.2 Impact on Markets

6. MIC PERSPECTIVE

APPENDIX

List of Companies