“We expect the impact on [PC] sales to last for at least a quarter,” Yuanta analysts led by Calvin Wei (魏建發) said in the note. The outbreak has also caused delays in component deliveries, the analysts said, adding that alternative supply sources are unclear, leading to uncertainty regarding the sales outlooks of major smartphone vendors. It would also affect global smartphone supply and manufacturing, because China makes 70 percent of all smartphones sold in the world, it said. “China smartphone shipments will be 5 percent less than expected in 2020. The viral outbreak has had a mixed effect on the networking and motherboard industries, Yuanta analysts said.

Source: Taipei Times February 02, 2020 15:56 UTC