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Primeur weekly 2020-03-23

Crowd computing

Crowdsourced supercomputing project sets sights on coronavirus ...

Focus on Europe

LEXIS: novel computing systems at IT4Innovations and Leibniz Rechenzentrum (LRZ) ...

Exscalate4CoV supercomputing platform wins 3 million euro EU funding to hunt for new drugs against coronavirus pandemic ...

Open collaborative infrastructure to tackle public health emergencies ...

AMPERE Project: Strengthening European leadership in energy-efficiency and parallel computing ...

The European Commission offers significant support to Europe's AI excellence ...

Middleware

Atipa Technologies becomes the latest organisation to join the Bright Reseller Programme in North America ...

Hardware

Rittal announces its first HPC Direct Chip Cooling solution with ZutaCore ...

Intel scales neuromorphic research system to 100 million neurons ...

COVID-19 to have significant effect on worldwide semiconductor market in 2020, according to IDC ...

Foundry revenue estimated to grow by 30% YoY in 1Q20, while COVID-19 pandemic may hinder future market demand, according to TrendForce ...

MEGWARE to provide IBM Power in its Benchmark Center ...

Rescale partners with Google Cloud and Microsoft Azure to accelerate the race for COVID-19 vaccine with Cloud supercomputers for researchers ...

Applications

Cadence digital full flow optimized to deliver improved quality of results with up to 3x faster throughput ...

Supercomputers unlock reproductive mysteries of viruses and life ...

RIKEN is exploring the molecular dynamics of the new coronavirus ...

Rensselaer offers AiMOS supercomputing capabilities to battle COVID-19 ...

Scientists discover critical protein that lets COVID-19 virus hide from immune system ...

NVIDIA gives COVID-19 researchers free access to Parabricks ...

Pioneers of modern computer graphics recognized with ACM A.M. Turing Award ...

Data Science Institute alumni use machine learning to discover coronavirus treatments ...

Berkeley lab cosmologists are top contenders in machine learning challenge ...

New satellite-based algorithm pinpoints crop water use ...

Northern Data announces revenue and earnings forecast for 2020 ...

The Cloud

Qumulo offers free Cloud software to help medical and health care research organisations fight the COVID-19 outbreak ...

COVID-19 to have significant effect on worldwide semiconductor market in 2020, according to IDC


18 Mar 2020 San Mateo - The Coronavirus Disease 2019 (COVID-19) is affecting China and is spreading within East Asia and into Europe and North America. In addition to the human cost of life, the impact of the spread of the virus on the global economy is only beginning to be appreciated and has deep implications for the world's technology supply chain. A new International Data Corporation (IDC) report, "Impact of COVID-19 on the Worldwide Semiconductor Market Forecast" (IDC #US46115520), provides IDC's view on the impact the COVID-19 virus will have on the semiconductor market.

The report provides a framework to evaluate the market impact through four scenarios that assess the range of possible outcomes. Each scenario is based on varying assumptions and severity of the impact to business for technology suppliers. For each scenario, a range of critical factors are assessed with a resulting updated forecast, presented with leading indicators to help clients navigate this emergency.

"The emergence of COVID-19 has brought with it travel bans and quarantines; massive slowing of the supply chain; uncertainty in the stock market; falling business confidence, and growing panic among the population", stated Mario Morales, programme vice president, Semiconductors and Enabling Technologies at IDC. "Despite the growing uncertainty and panic, technology suppliers must continue to focus on their long-term investments, maintain engagement with partners and prospects, and look to specific markets for stability. Emerging technologies like 5G, the Internet of Things, high-performance computing, and intelligent edge will be fundamental to an overall recovery by the technology sector."

Report highlights include:

  • There is nearly an 80% chance for significant contraction in worldwide semiconductor revenues in 2020, instead of a previously expected minor overall growth of 2%.
  • There is still a one-in-five chance that a fast, strong bounce back from COVID-19 in 2020 is possible.
  • On a global level, the COVID-19 crisis is just beginning, with too many variables to immediately craft a single forecast in response.
  • The impact to technology supply chains in China are significant, but the timing of the recovery is uncertain.

IDC in March 2020 has been mapping four semiconductor revenue forecast scenarios:

  • Scenario 1: Decline -12% or more
  • Scenario 2: Decline -3 to -6%
  • Scenario 3: Growth +2%
  • Scenario 4: Growth +6% or more

Technology supply chain recovery:

  • Scenario 1: 1-3 months
  • Scenario 2: 3-9 months
  • Scenario 3: 1-3 months
  • Scenario 4: 1-3 months

Global disruption to economy and technology demand:

  • Scenario 1: 9-12+ months
  • Scenario 2: 3-9 months
  • Scenario 3: 3-9 months
  • Scenario 4: 1-3 months

Impact on broader technology industry & initiatives:

  • Scenario 1: 9-12+ months
  • Scenario 2: 3-9 months
  • Scenario 3: 3-9 months
  • Scenario 4: 1-3 months

At this time, IDC believes the most likely outcome for this event will be a year-over-year revenue growth rate of -6% for the worldwide semiconductor market in 2020. IDC gives this scenario a 54% probability. Under this scenario, the supply chain will start to recover, and quarantines and travel bans will ease, over the summer. For the worldwide semiconductor market, the impact will be $25,8 billion. While the impact of the virus will be felt through the bulk of the year, the accumulated knowledge about the virus, public health initiatives, and other efforts will to some degree mitigate harm done by COVID-19. In the short term there will be lower demand for systems and some impact to component availability, but as recovery sets in, growth will return to the market.

The report is available at the IDC website.

Source: IDC Enabling Technologies and Semiconductors Research

Back to Table of contents

Primeur weekly 2020-03-23

Crowd computing

Crowdsourced supercomputing project sets sights on coronavirus ...

Focus on Europe

LEXIS: novel computing systems at IT4Innovations and Leibniz Rechenzentrum (LRZ) ...

Exscalate4CoV supercomputing platform wins 3 million euro EU funding to hunt for new drugs against coronavirus pandemic ...

Open collaborative infrastructure to tackle public health emergencies ...

AMPERE Project: Strengthening European leadership in energy-efficiency and parallel computing ...

The European Commission offers significant support to Europe's AI excellence ...

Middleware

Atipa Technologies becomes the latest organisation to join the Bright Reseller Programme in North America ...

Hardware

Rittal announces its first HPC Direct Chip Cooling solution with ZutaCore ...

Intel scales neuromorphic research system to 100 million neurons ...

COVID-19 to have significant effect on worldwide semiconductor market in 2020, according to IDC ...

Foundry revenue estimated to grow by 30% YoY in 1Q20, while COVID-19 pandemic may hinder future market demand, according to TrendForce ...

MEGWARE to provide IBM Power in its Benchmark Center ...

Rescale partners with Google Cloud and Microsoft Azure to accelerate the race for COVID-19 vaccine with Cloud supercomputers for researchers ...

Applications

Cadence digital full flow optimized to deliver improved quality of results with up to 3x faster throughput ...

Supercomputers unlock reproductive mysteries of viruses and life ...

RIKEN is exploring the molecular dynamics of the new coronavirus ...

Rensselaer offers AiMOS supercomputing capabilities to battle COVID-19 ...

Scientists discover critical protein that lets COVID-19 virus hide from immune system ...

NVIDIA gives COVID-19 researchers free access to Parabricks ...

Pioneers of modern computer graphics recognized with ACM A.M. Turing Award ...

Data Science Institute alumni use machine learning to discover coronavirus treatments ...

Berkeley lab cosmologists are top contenders in machine learning challenge ...

New satellite-based algorithm pinpoints crop water use ...

Northern Data announces revenue and earnings forecast for 2020 ...

The Cloud

Qumulo offers free Cloud software to help medical and health care research organisations fight the COVID-19 outbreak ...