Research by Juniper Research, with an examination of a number of key device verticals including smartphones, tablets, consumer robotics, smart speakers and smart wearables, forecasts a reduction in output of over 80 million devices over the next 9 months.
And according to the research, delays to the delivery of components, such as batteries, processors, and displays, will each have the potential to disrupt production rates from device vendors - including Apple, Samsung, Amazon, Xiaomi and Huawei, it says must all ensure that any gaps in their supply chains are closed in order to meet the demand for their devices.
The advisory note also forecasts that smartphones will comprise the majority of this device shortfall over the next 9 months, accounting for over 85% of missed shipments, and anticipates that the virus may also cause longer term issues, including the development of new devices.
Additionally, it notes that the financial uncertainty from the impact of the virus means that demand will be lower, leaving device vendors unable to completely recover lost device sales.
The research urged device vendors to diversify their component supplier bases, arguing that doing so will enable them to ensure that future gaps in the supply chain are filled.
“Just-in-time manufacturing has been a weak link in the resilience of device vendor supply chains,” according to Juniper.