Coronavirus Survey

Results of Manufacturer & Distributor Survey Ended Feb 7, 2020

Dale Ford, Chief Analyst

Introduction

As the impact of the Coronavirus continues to grow in China and around the world there is a need to provide visibility on how this crisis is impacting the electronics components industry and the supply chain. (See Figure 1) In order to provide important visibility, ECIA conducted a survey of member manufacturing and distributor companies to gain an understanding of this fluid situation. The complete report provides the detailed results of the survey which ended February 7, 2020. 

The data presented here is based on the aggregated results of the survey. Given current expectations that this crisis will continue to evolve over the coming weeks ECIA will survey members again this week. ECIA members are encouraged to support this survey in order to enhance industry understanding of impact of the Coronavirus on the electronics components supply chain.

The complete report provides detailed data by component type for the major categories of:

  • Electro-Mechanical
  • Passives
  • Semiconductors

Selected top level averages of each of these categories is provided below.

 

Figure 1 – Wuhan Coronavirus (2019-nCoV) Global Cases

The following link provides access to this application that provides live updates on the spread of the Coronavirus - “Wuhan Coronavirus (2019-nCoV) Global Cases”

 

Top Level Averages

Even though the industry has previous experience with the disruptive SARS epidemic, the regional distribution of electronics production and structure of supply chains has changed significantly in the intervening years.  The most notable result from the surveys is that many, if not most, companies do not understand how their supply chains and customers will be impacted by this crisis at this time.  The semiconductor industry appears to struggle with the poorest visibility.

While the survey results show that most companies expect no or minimal impact, there are still a significant number that believe the disruption will last for a month or more.  More surprising is the number of companies that believe the crisis will result in lead times extending by an addition two weeks or more.

Brief analysis of the survey results point to the need for continued research as companies work to improve their understanding of how the Coronavirus is/will impact their supply chains.


Figure 2 – On Time Supply Impact Average on Top Level Categories

Source: ECIA

 

Figure 3 – Supply Disruption Recovery Average on Top Level Categories

Source: ECIA

Detailed survey results are available to ECIA Members here.