The impact of the epidemic in Shanghai/Kunshan and other places on smartphone panel industry
发布时间: 2022/04/12关注度: 292
Main Conclusion:
Panel factory: Except for Kunshan AUO, none of the panel factories in East China shut down, and production line employees live in the factory currently. However, due to a lack of workforce and traffic control, the overall shipment in April will be affected. If the lockdown in East China is lifted by the end of April, the supply of smartphone panel is estimated to decrease by 2-3 million. If the lockdown is delayed until the end of May, the supply of smartphone panel is expected to reduce by at least 5 million.
Material factory: Some material factories around Shanghai have already shut down. Nitto’s Shanghai polarizer factory has been shut down and transferred to the Shenzhen factory; The impact needs further evaluation.
Foundry: ODM in Shanghai mainly focus on R&D and design, as they can work from home. The main impact is operational efficiency. In the meantime, part of the iPhone foundries is also affected.
洞察
