New Delhi: Although factories are beginning to ramp up production slowly, the first quarter smartphone sales<\/a> are likely to hit by over 20 per cent in China in the first quarter, resulting in global sales going down at least 7 per cent compared to same period last year, a new report said on Thursday. 尽管工厂已经开始慢慢提高产量,第一季度智能手机销量可能会受到在中国第一季度20%以上,导致全球销量下降至少7%与去年同期相比,一份新的报告周四表示。 新德里:尽管工厂已经开始慢慢提高产量,第一季度智能手机销售可能会受到在中国第一季度20%以上,导致全球销量下降至少7%与去年同期相比,一份新的报告周四表示。
Foxconn<\/a> said it is running at about half its normal low-season capacity -- this equates to about 25 per cent of full capacity.
\"While factories are anxious to ramp-up production, they're also being careful that labour-intensive work does not rekindle viral outbreaks,\" said Peter Richardson<\/a>, Research Director, Counterpoint Research.
\"Our initial expectation was that the virus would be contained within two months and take three further months for things to get back to normal. We now expect Q1 China sales to be down by around 25 per cent compared to the original forecast. This is 18 per cent lower than Q1 last year,\" he explained in a statement.
This can worsen if the virus is not contained.
\"Global sales will also go down 7 per cent compared to the same period last year. Overall, we think Q1 and Q2 will show negative growth both globally and in China before rebounding,\" forecast Richardson.
As China gradually recovers from the initial peak of infections, the factory production will gradually return towards normal.
However, the reduced capacity is likely to continue into the second quarter.
\"The impact to supply and demand was most acute in China. Supply restrictions have started to show up in other global markets,\" said Richardson.
\"We are now expecting to see some impact to demand in global markets as consumers moderate their economic activity in the face of personal and economic uncertainty,\" he added.
According to some offline retailers, they have experienced a 50 per cent drop in sales during the late January period.
\"There will be impact to new devices to be launched in the first half which have facilities in China, as factories will not function properly. Components sourced from China will also be impacted as all factories will resume operation slowly and cautiously,\" said Counterpoint.
This will range from displays from Chinese electronic components producers like BOE, CSOT and semiconductors from YMTC and further on.
\"So the negative impact from the supply chain side will last until end of Q2. The impact of nCoV-19 could be much more severe than many currently expect,\" Richardson noted.
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冠状病毒阻碍第一季度全球智能手机销售的7%
富士康说它是运行在正常淡季能力——这相当于一半全容量的25%左右。
“虽然工厂急于加速生产,他们也小心,劳动密集型不燃病毒疫情,”说彼得·理查森研究室主任,对比研究。
如果病毒没有包含这可能恶化。
“全球销售也会比去年同期下降了7%。总体而言,我们认为Q1和Q2将显示负增长全球和中国反弹前,”理查森预测。
随着中国逐渐从最初的感染高峰,恢复工厂的产量将逐渐回归正常。
然而,能力降低有可能持续到第二季度。
“影响供给和需求是中国最严重的。供应限制已开始出现在全球其他市场,”理查森说。
“我们现在希望看到一些影响消费者在全球市场需求适度的经济活动的个人和经济不确定性,”他补充道。
根据一些离线零售商,他们经历了销售在1月下旬期间下降了50%。
”将影响新设备将于上半年在中国,工厂将不会正常工作。组件来自中国也将影响所有工厂将恢复操作缓慢而谨慎,“对位说。
这将从显示从中国电子元器件生产商和英国央行一样,从YMTC CSOT和半导体,进一步。
“所以从供应链的负面影响将持续直到第二季度结束。nCoV-19的影响可能比许多目前预计更严重,”理查森说。
New Delhi: Although factories are beginning to ramp up production slowly, the first quarter smartphone sales<\/a> are likely to hit by over 20 per cent in China in the first quarter, resulting in global sales going down at least 7 per cent compared to same period last year, a new report said on Thursday.
Foxconn<\/a> said it is running at about half its normal low-season capacity -- this equates to about 25 per cent of full capacity.
\"While factories are anxious to ramp-up production, they're also being careful that labour-intensive work does not rekindle viral outbreaks,\" said Peter Richardson<\/a>, Research Director, Counterpoint Research.
\"Our initial expectation was that the virus would be contained within two months and take three further months for things to get back to normal. We now expect Q1 China sales to be down by around 25 per cent compared to the original forecast. This is 18 per cent lower than Q1 last year,\" he explained in a statement.
This can worsen if the virus is not contained.
\"Global sales will also go down 7 per cent compared to the same period last year. Overall, we think Q1 and Q2 will show negative growth both globally and in China before rebounding,\" forecast Richardson.
As China gradually recovers from the initial peak of infections, the factory production will gradually return towards normal.
However, the reduced capacity is likely to continue into the second quarter.
\"The impact to supply and demand was most acute in China. Supply restrictions have started to show up in other global markets,\" said Richardson.
\"We are now expecting to see some impact to demand in global markets as consumers moderate their economic activity in the face of personal and economic uncertainty,\" he added.
According to some offline retailers, they have experienced a 50 per cent drop in sales during the late January period.
\"There will be impact to new devices to be launched in the first half which have facilities in China, as factories will not function properly. Components sourced from China will also be impacted as all factories will resume operation slowly and cautiously,\" said Counterpoint.
This will range from displays from Chinese electronic components producers like BOE, CSOT and semiconductors from YMTC and further on.
\"So the negative impact from the supply chain side will last until end of Q2. The impact of nCoV-19 could be much more severe than many currently expect,\" Richardson noted.
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