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  • Author Author: rscasny
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How will the global pandemic of 2020 transform the semiconductors industry?

rscasny

Big data, IoT, 5G, and AI are often touted to transform the semiconductors industry. Clearly, new chipsets are being developed and tailored for compute-intensive processing. But transformations are often predictions directed to the future. What about now? How will the global pandemic of 2020 transform the semiconductors industry? This question could go many directions from actual innovations in chipsets to supply chain issues. To company consolidations (mergers and acquisitions to career changes. So, if you chose to chime into this discussions, we as broad-based or as narrow-based as you like.

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  • There are lots of obvious things that will affect the electronics industry:

    We will see an increase in telecommuting, telecomputing, teleconferencing, online services, online ordering, delivery services, automated plants, social media, etc all of them will likely remain higher than pre-Corona.

    Reduced travel of all types is likely to persist for quite a while. Increased medical regulations, especially around elderly care homes and travel will be legislated.

    Government spending will be off the charts for a while, spending on infrastructure projects and subsidies to get people back to work. Then we have to buckle down and pay for it all. It sounds like free time will diminish as we bust our tails trying to recover financially.

    Hopefully the increased activity in telecommunications will offset a reduction in spending on luxury electronics. Maybe low oil prices and new ideas about distancing will increase usage and sales of automobiles.

    If the economy really tanks, electronics may not be high on anyone's purchasing priorities, so I hope people don't lose confidence in our economic system to that extent. Otherwise, the electronics industry seems like it won't get hurt as badly as heavy losers like restaurants, air travel, oil and gas, etc.

    I do wonder if the price of electronics will go up or down. I suspect an initial softening followed by rising prices as inflation takes hold.

    I hope the whole debacle at least translates into more participation on element14, I know I am already participating more than I had planned.

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  • There are lots of obvious things that will affect the electronics industry:

    We will see an increase in telecommuting, telecomputing, teleconferencing, online services, online ordering, delivery services, automated plants, social media, etc all of them will likely remain higher than pre-Corona.

    Reduced travel of all types is likely to persist for quite a while. Increased medical regulations, especially around elderly care homes and travel will be legislated.

    Government spending will be off the charts for a while, spending on infrastructure projects and subsidies to get people back to work. Then we have to buckle down and pay for it all. It sounds like free time will diminish as we bust our tails trying to recover financially.

    Hopefully the increased activity in telecommunications will offset a reduction in spending on luxury electronics. Maybe low oil prices and new ideas about distancing will increase usage and sales of automobiles.

    If the economy really tanks, electronics may not be high on anyone's purchasing priorities, so I hope people don't lose confidence in our economic system to that extent. Otherwise, the electronics industry seems like it won't get hurt as badly as heavy losers like restaurants, air travel, oil and gas, etc.

    I do wonder if the price of electronics will go up or down. I suspect an initial softening followed by rising prices as inflation takes hold.

    I hope the whole debacle at least translates into more participation on element14, I know I am already participating more than I had planned.

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