Critical subsystems at risk of heading into negative territory in 2020 as the effects of covid-19 start to bite

    Critical Subsystems Uploads:

    Suppliers of critical subsystems to the semiconductor and related manufacturing industries had a great start in 2020. However, sales are now at serious risk of turning negative in Q2. Recent days have seen order visibility evaporate even though device makers have yet to make any big cuts to capex for 2020.

    - Year & Mo Critical Subsystems forecasts: V20.03 ML DF

    - Critical Subsystems Market Shares 2019: V20.03 ML

    - Forecast Overview: V20.03 ML DF

    - CSubs Graphics File: 23 March 2020 ML DF

    - Flat Panel Display Equipment Forecasts v20.03 ML DF

    - Photovoltaic Equipment Forecasts v20.03 ML DF

    - Semiconductors: V20.03 ML DF

    - Flat Panel Displays: V20.03 ML DF

    - Photovoltaics: V20.03 ML DF

    - Electronics: V20.03 ML DF

    ML: Market Leader
    DF: Driving Forces