According to the editor's understanding, the camera module industry in 2020 will suffer huge losses like other industries due to the impact of the new coronavirus epidemic. Due to the epidemic in 2020, the resumption time was also postponed to February 17, but the resumption rate in the early stage was not ideal. Affected by the epidemic, the module factory not only faced the problem of insufficient personnel, but also the problem of shortage of materials upstream. I also believe that the difficulties will eventually pass. Thanks to the hard work of frontline medical staff, the epidemic situation across the country, including Hubei and Wuhan, has fundamentally improved.

1. The camera module factory is full of orders.
Affected by the new crown pneumonia epidemic, the resumption time of domestic camera module manufacturers has been delayed compared with the original plan, which also affected the shipment of the month. With the increase in the resumption rate, camera module manufacturers with mass production capacity have placed orders. also increased significantly year-on-year.
The editor learned from the supply chain that in May, the business of Jiadu camera module manufacturers with mass production capacity was quite good, and the orders were full. The camera module chip also presents a curve that is more consistent with the camera module.

2. Industry concerns: the current order is full and there will be a shortage of orders in the later period
When the epidemic spread to the world, people in the industry also had more concerns about the entire industry, and this concern was quite common. When the editor communicated with people in the industry, many people also talked about the epidemic and other related topics.
However, it is still unknown how the epidemic will affect the industry. However, the editor found that although the current module manufacturers are full of orders, the industry is also generally worried about the lack of orders in the later period.
This concern is not unreasonable. First of all, the sudden situation of the epidemic is unpredictable, and from the information disclosed by major media, the epidemic has spread to the world.
On the other hand, for manufacturers, manufacturing is a high-input industry, including investment in equipment and R&D expenses. Once demand is affected, losses can be imagined.
As the saying goes, challenges and opportunities coexist, and in this special period, due to the different responses and actions of major camera module manufacturers, the emergence of the epidemic may also prompt the entire camera industry to further reshuffle.