Under the impact of the new coronary pneumonia epidemic, Samsung Galaxy S20 sales may be halved compared to expectations, and may only sell 20 million units throughout the year. It is reported that Samsung has cut the supply chain by 30%, and Taiwanese factories such as Daliguang, Shuanghong and Chaozhong have been affected.

Samsung launched its flagship new S20 series in February this year. The market originally expected that S20 sales could exceed 40 million units this year, which is better than the 35 million average annual sales of the previous S series. However, South Korean media rarely sing sales of S20. Since the S20 series was launched, it has been affected by the epidemic. The sales have been sluggish. It is estimated that the annual sales may be only 20 million units, which is lower than the original market forecast. S series flagship machine.

It is reported that Shuanghong, Chaozhong, and Taishuo are responsible for the supply of Samsung S20 series cooling modules, while Daliguang is the lens module. Among them, Daliguang takes Apple and non-Apple orders and is less affected by the poor sales of Samsung mobile phones. , Shuanghong and other cooling module factory mobile phone business only rely on Samsung to support the field, the degree of damage will be higher than Daliguang. Most of the Samsung smartphone cooling modules are supplied by Taiwanese manufacturers. Shuanghong accounts for about 50% of the total, about 30% of the superpower, and about 20% of Taishuo.

Affected by the poor sales of Samsung's new machines, Daliguang has taken the lead in releasing the message that the momentum of pulling goods in April is worse than that of March and that of May is also worse than April, indicating that the capacity utilization rate will decline this season and the number of new product cases opened by customers It is also less than the same period last year, highlighting the weakness of the terminal consumer market after the mobile phone market replenishes inventories, which also makes the non-Apple mobile phone camp more conservative.

Although Shuanghong, Chaozhong, and Taishuo all paid off outstanding transcripts in March, they also expressed that they will take a step forward in this quarter's operating outlook. On the one hand, the second season is the traditional low season, and on the other hand, they are worried about the epidemic. Factors affect the purchasing power of the end market, resulting in weakened demand for components.