Analysis of the 2021 Component Shortage in the Communication Industry and Its Outlook
Supply chains in the communications industry faced a near perfect storm in 2020 caused by the coronavirus pandemic and U.S.-China trade war. In the first quarter of 2021, those same factors continue to adversely affect the industry, despite the revenue growth brought by WFH (Work-From-Home) and 5G products. If upstream suppliers' component shortage causes suppliers of finished products to be unable to deliver orders, most vendors will have to take on potential operational risk. This report looks into some of the reasons the shortage exists, an overview of the impact on the communications equipment, and examines the component supply and shortage in 2021.
1. COMPONENT SHORTAGE IN THE COMMUNICATIONS SECTOR IN 2020
1.1 The Key Reasons for the Shortage
1.2 The Impact on Communications Equipment Makers
2. COMPONENT SUPPLY IN 2021
2.1 The Current Supply Status of Key Components
2.2 Shortage Impact on Communications Equipment
3. MIC PERSPECTIVE
APPENDIX
Glossary of Terms
List of Companies
1.1 The Key Reasons for the Shortage
1.2 The Impact on Communications Equipment Makers
2. COMPONENT SUPPLY IN 2021
2.1 The Current Supply Status of Key Components
2.2 Shortage Impact on Communications Equipment
3. MIC PERSPECTIVE
APPENDIX
Glossary of Terms
List of Companies
LIST OF TABLES
Table 1. Lead-Time of Communication Chips and Key Components (as of the end of March 2021)
Table 2. Comments of Leading Brands on Component Shortage
Table 1. Lead-Time of Communication Chips and Key Components (as of the end of March 2021)
Table 2. Comments of Leading Brands on Component Shortage
LIST OF FIGURES
Figure 1 Diagram of the Impact of COVID-19 on Broadband Traffic
Figure 1 Diagram of the Impact of COVID-19 on Broadband Traffic
