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COVID-19 Impact on Consumer Electronics - Thematic Research

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    Report

  • 13 Pages
  • March 2020
  • Region: Global
  • GlobalData
  • ID: 5010871
COVID-19 Impact on Consumer Electronics - Thematic Research

Summary

The COVID-19 outbreak is now travelling around the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the consumer electronics sector.

Key Highlights
  • Consumer electronics companies are at the mercy of their supply chains and many rely on components made in China. As China, the source of the COVID-19 outbreak, slowed down and then stopped, supply chains were disrupted for some, though not all, suppliers.
  • Apple is one key consumer electronics vendor that has been affected. More than 90% of Apple’s products are made in China and the Chinese marketplace accounts for 18% of its revenues.

Scope
  • This report analyzes the impact of COVID-19 on the global consumer electronics sector.
  • It identifies those companies that may benefit from the impact of COVID-19 over a 12-month period, as well as those companies that will lose out.
  • It includes a thematic screen, that ranks the 54 leading companies in this sector on the basis of overall leadership in the 10 themes that matter most to their industry, including COVID-19. This generates a leading indicator of future performance.

Reasons to Buy
  • COVID-19 is by far the most significant theme to affect the technology industry in 2020.
  • It is effectively a stress test on companies’ ability to cope with extreme shocks.
  • COVID-19 will test the financial robustness of companies. Many companies will not survive this initial phase.
  • Almost all others will suffer a significant drop in revenues.
  • This report will help you understand the impact of COVID-19 on the consumer electronics sector and identify which types of companies could potentially benefit from the impact of COVID-19, as well as those businesses that are set to lose out.

Table of Contents

COVID-19 is Now a Major Theme for 2020

COVID-19 Impact on Consumer Electronics

Consumer Electronics Sector Scorecard

Thematic Briefing

Appendix: Our Thematic Research Methodology

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • Alphabet
  • Amazon
  • Alibaba
  • DJI
  • Microsoft
  • Stratasys
  • 3D Systems
  • Parrot
  • Vuzix
  • iRobot
  • Facebook
  • Sony
  • Baidu
  • Apple
  • Dell
  • HTC
  • Magic Leap
  • Samsung Electronics
  • Xiaomi
  • Logitech
  • Panasonic
  • Alarm.com
  • Blackberry
  • GoPro
  • Control4
  • Lenovo
  • Huawei
  • Hikvision
  • LG Electronics
  • Garmin
  • Ingenico
  • Seiko Epson
  • Fitbit
  • TomTom
  • Royal Philips
  • Nintendo
  • HP
  • Toshiba
  • Acer
  • Yuneec
  • ZTE
  • Quanta Computer
  • Ricoh
  • Asus
  • Nikon
  • Compal
  • Wistron
  • Sonos
  • Ningbo Bird
  • Pioneer
  • Canon
  • Sharp
  • Inventec
  • Olympus