Robert Heise

Impact of COVID-19 on Industrial and Commercial LCD Display Markets

Review of COVID-19 timeline with respect to impacts on supply chains – supply dried up

• Impact on China and Asian supply chains – how it cascaded across sub-tier suppliers starting with CNY
• Maybe a nod to the fact that everyone has been consolidating their supply chains in China
• How COVID impacted personnel and factories due to travel restrictions and infection prevention
  • Can’t build from home
• Market impacts – graph or animation of country shutdowns and impact on just every market –

Review of COVID-19 timeline with respect to impacts on markets – demand dried up

Impact on digital signage – look at retail, digital advertising and QSR

• With shops and restaurants closed, businesses delayed any investments in digital signage
• With stay-at-home orders, advertising dried up, advertisers had no need to install new displays
• Show data on food traffic, closures, by country
• Pivot by some integrators to develop COVID applications – temp and dispenser kiosks – face mask photo booths

Impact on Medical – compare to most other industrial segments that were also hard hit

• Struggle to increase manufacturing for medical customers due to supply chain issues, forced mainly by sub-tiers
• Graph of global ventilator demand increasing starting in Jan and spiking in March, planned to return back to normal in October.

Takeaways

• Concern of concentrating all supply chain in one country
• Need to have multiple approved component sources from multiple continents
• Need to identify impacts to particular industry and move quickly to find opportunities