tag:blogger.com,1999:blog-19092890.post5298859646773805391..comments2024-03-28T17:41:43.970+02:00Comments on Image Sensors World: Yole on Coronavirus Impact on CIS MarketVladimir Koifmanhttp://www.blogger.com/profile/01800020176563544699noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-19092890.post-73600550486885889832020-03-28T08:12:06.373+03:002020-03-28T08:12:06.373+03:00It will be interesting to check this prediction i ...It will be interesting to check this prediction i a few years time from now. I live in a COVID affected area where it is not allowed to leave your house unless you have good reasons. I am not allowed to leave my village. Police will stop you if you go for a jog and you pay quite a fine. A lot of people got unemployed in very short time. People start to worry how to pay the rent. And this has only started, it will take a while until herd immunity has built up. If this procerss has to be slowed in a way that the health system can handle the severe cases - this will take a lot of time. The life of a lot of people will be affecte A LOT (a lot more than anyone has ever experienced before), and this is a worldwide story. The life of billions of people is changing towards a more negative outlook where billions of people have to act more conservatively in terms of money. I honestly think that less people will consider buying the latest flagship smartphone again every year under such conditions.<br />I dont believe any prediction of this yole style at the moment. Radical changes are going on, it is impossible to predict CIS demand in 4 years from now. Covid will have a massive impcact on CIS production, on semiconductors in total and a most other industries. But I'm just a layman, many times a bit negative biased, hopefully Yole is right, because if I am right I also might lose my job in this interesting industry ;-)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-19092890.post-23245322102665534792020-03-26T11:49:30.107+02:002020-03-26T11:49:30.107+02:00"from the financial sector than a biological ..."from the financial sector than a biological threat” I think this time Pierre is underestimating the impact of the outbreak. McKinsey latest forecast for GDP drop is: China -3.3%, USA -8%, EU -9.5%, World -4.9%. The impact on CIS and semi in general will be much more hard than what reported here.Anonymousnoreply@blogger.com