14 | Coronavirus: Smartphone production to plummet 20%, over $25bn lost in roaming revenue (簡訳:コロナウイルス:スマートフォンの生産が20%急落、ローミング収益で250億ドル以上の損失) | --- | |
ComputerWeekly.com | 2020-03-28 01:50 | ????0? | |
In a study aiming to identify the short- and long-term impacts the global pandemic will have on 5G devices, smartphones and wearables, ABI warned that the emergency is likely to lead to a huge reduction in the production of smartphones, potentially falling by as much as 30% in the first half of 2020. In the longer term, it expects the outbreak to gradually come under control by the end of the second quarter of 2020, but after that it will take some time for consumer confidence to return and for the device sector to recover.The analyst said the ripples from China will be felt globally as the epicentre of the Covid-19 outbreak has resulted in mass disruption to production lines and a stalling of related supply chains caused by labour shortages and inactive logistics. Also, China is one of mobile’s largest markets, so that sector has been hit hardest by delayed shipments and weaker development of next-generation products.“Undoubtedly, the market will also be faced with numerous disruptions and delays, most notably the launch of Apple’s first 5G iPhones, which are due to appear in September 2020. Importantly, with such a large proportion of the world’s mobile device market relying on China for manufacturing and component supply, which is contending with disruption on a massive scale, it has become clear that many in the chain were woefully unprepared to react quickly.The high-impact scenario assumes that severe disruption to international travel will continue for nine months, with travel restrictions and reduced demand for international travel continuing. The resulting impact on operators’ international roaming revenue would be significant. This scenario also sees more than 650 million passenger trips cancelled because of coronavirus over the next nine months – over 80% of the anticipated international passenger trips that had been forecast before the pandemic.It also forecast that services such as virtual conferencing will offer businesses an alternative to international travel, but will bring no benefit to operators. Juniper also suggested that travel cancelled due to the spread of coronavirus is unlikely to be rebooked. Therefore, this loss of roaming revenue is unlikely to be recovered once the international travel industry resumes normal service. -- ???????? | |||
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