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GaAs RF Revenue Projected to Decline by 3.8% in 2020 Under Dual Influences of U.S.-China Trade War and COVID-19 Pandemic, Says TrendForce

13 July 2020

RF front-end component IDM and foundry revenues will be affected under the dual influences of the COVID-19 pandemic and the Chinese government’s policy of decoupling from the U.S., driven by the ever-intensifying U.S.-China trade war that began in 2019, according to TrendForce’s latest investigations. Lowered demand for telecommunications end-devices in 2020 is also expected to lead to a bearish market for GaAs RF front end as well. GaAs RF front end revenue is projected to reach US$5.793 billion this year, a 3.8% decline YoY.

Total Foundry Revenue Increases by 20% YoY in 2Q20, While Market Uncertainties Remain in 2H20, Says TrendForce

11 June 2020

According to the latest investigations by TrendForce, the combined revenues of the top 10 foundries increased by more than 20% YoY in 2Q20. This growth took place as there was not a massive reduction in wafer start orders in 1Q20, while foundry clients expanded their orders in 2Q20 due to both increased production of existing devices and new applications generated by the COVID-19 pandemic. The comparatively low base period in 2Q19 also contributed to the YoY increase in foundry revenue in 2Q20.

TrendForce Presents Latest Analysis (Updated March 2020) of COVID-19 Pandemic’s Impact on Global High-Tech Industries

30 March 2020

As the COVID-19 pandemic continues to accelerate and cause damage to the global economy and consumers’ purchasing power, TrendForce has compiled its latest report on the statuses of key electronics component and downstream industries, with data last updated on March 26, 2020. The report provides a deep dive into the pandemic’s influences on several high-tech industries.

As COVID-19 Outbreak Disrupts 1H20 Smartphone Production, 2020 Production Projected to Decline 3.5%, Says TrendForce

5 March 2020

The smartphone supply chain is continuing to feel the effects of the COVID-19 outbreak. Owing to hindrances such as uneven factory work resumption statuses, a generally low rate of returning labor, and breaks in logistics and transportation, the supply chain has not been recovering as previously expected. The outbreak’s impact is projected to last 1-3 months, and the supply chain will not recover to normal levels until the second half of March at the earliest. Therefore, TrendForce is further reducing its previous projection of 1Q20 smartphone production from the pre-outbreak forecast of 307 million units to 270 million units, a 13.3% decrease YoY.

TrendForce Presents Comprehensive Analysis of COVID-19 Outbreak’s Impact on Global High-Tech Industry

17 February 2020

The following analysis shows TrendForce’s investigations of key component and other downstream technology industries, under the impact of the COVID-19 outbreak, with the latest data as of February 14, 2020.


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