A research company has predicted many product categories, from smartphones and smartwatches to laptops and monitors, will have problems at least until the fourth month of the year due to Coronavirus.
The severity of supply problems varies from sector to sector, but the fact is that as the manufacturers' manufacturing facilities are closed, and more and more closed, the establishment is developing stock problems to meet demand. products.
Monitors and laptops, the latest victims of Coronavirus
Those who make the most significant contribution to the latest report are smartwatches, as the forecast for supply is 12.1 million compared to the 14.4 million originally planned, about 16%. Televisions are the "best", with the forecast now projecting 46.6 million, compared to the original 48.8 million, "only" 4.5% less.
All other categories fall between these two extremes, such as Laptops have a 12.3% lower offer (It is the second worst fall behind smartwatches), video comfortably with 10.1% less and monitors, up 5.2% compared to the first forecast. Remember that we're talking about prediction, and depending on how things are improving – and especially the outbreak of Coronavirus – these figures can be different, maybe even worse.
This is what TrendForce has to say about the supply of laptops:
“All manufacturers involved in supply chains are the ones most affected by the outbreak of Coronavirus. These companies lose most of their business and production days, and once they get back to work, they have done it in such a slow and gradual way, that even now they are not 100% productive. In addition, raw materials are still hungry, so productivity has decreased. ”
The same as we already know: factories have been set up by order of the Chinese government, and that creates the fact that all companies that weren't kept in the forefront suffer from major production problems. As roads are broken and things are not working, they cannot afford the materials needed to make their products, so things are getting worse.
What is TrendForce not to say memory producers. It is known that they had the same problems as others, but they seemed to expect a high amount of New Year's Eve to have a lot of stock accumulated without sales, and this is exactly what they are providing so that they can meet, at least in the moment, on demand for products.
We'll see what happens in the next few weeks, now that stocks are catching up and it seems that at all times the rate of virus infection is serious, with many of those affected already cured. However, the Chinese government seems to be extremely cautious and will not stop its efforts to stop the spread of the disease until it is fully regulated, and as those stocks are reduced, they can end up breaking if the barrier is lifted on time. to start producing normally.
