China80,565

Republic of Korea5,766

Italy3,089

US129

Iran2,922

Japan317

Singapore110

France285

Spain200

Germany262

1 - 15

15 - 50

51 - 100

101 - 1000

1001 - 2000

2001 and above

International conveyance (Diamond Princess)706 cases

3,280deaths

95,270 confirmed cases

Last update: March 5, 2020 Source: WHO

307

275

Top 10 countries with confirmed cases

Sales forecast impacted1

Revenue loss across various industries2

Forecasted GDP growth cuts across global economies3

China’s share in global markets4

Sectors likely to benefit from the outbreak5

Smart Phones

TV’s

Notebooks

Monitors

Smart Speakers

Automobiles

Smart Watches

Video Game Consoles

-10.4

-4.5

-12.1

-10.1

-16.0

-8.1

-5.2

-12.3

1st Q 2020 Previous Forecast (2019) Revised Forecast (2020) % change

Unit: Million

48.8

46.6

35.0

30.7

29.0

27.5

26.6

23.2

21.0

19.3

14.4

12.1

6.9

6.2

Tourism Cruise Luxury Airline Shipping

China

1.5%

Japan

0.4%

EU

0.1%

USA

0.1%

Singapore

1%Globally

1.3%

Automotive International aviation

Luxury goodsRetail Oil productionSmartphone

29.08% 10.4%33%36.6% 5%28.34%

In India

Home ware

Apparel

Chemical

Ceramics

Sanitaryware

Engineering goods

In the US

In China

Housing

Phosphate

Brazil

Chile, Singapore

Mexico

Brazil, Mexico

Brazil, Mexico

Chile, Colombia, India

Brazil, Canada

Brazil, Columbia, India

Alternative supplier countries for major Chinese imports

Sources: 1) https://press.trendforce.com/node/view/3334.html 2) Economictimes.indiatimes.com- Asia Pacific carriers to lose $27.8 billion revenue due to coronavirus, Qz.com- Coronavirus will cost the luxury industry an estimated

$40 billion, Scmp.com- Global tourism to take a US$80 billion hit and a year to shake off the effects of coronavirus outbreak, News.yahoo.com- Coronavirus challenges $45 billion cruise industry, News.cgtn.com- Shipping industry

can face up to $1.7 bln loss in revenues amid COVID-19 3) Theguardian.com- Coronavirus ‘could cost global economy $1.1tn in lost income’, Statista.com- Coronavirus expected to put damper on global GDP growth, Economictimes.

indiatimes.com- Singapore downgrades GDP forecast to 0.5% due to coronavirus outbreak 4) Statista.com- China’s share in global vehicle production from 2008 to 2018, The evolution of China’s international aviation markets from

a policy perspective on air passenger flows MDPI, BCG China luxury digital playbook, Statista.com- Leading retailers’ share of sales in total retail e-commerce sales in China as of May 2019, Eia.gov- FAQ ‘What countries are the top

producers and consumers of oil?’, statista.com- Market share of global smartphone shipments by region/country from 2015 to 2020 5) Indiatoday.in- Coronavirus impact China’s trade: India to benefit in apparel, Economictimes.

indiatimes.com- China virus scare: Indian chemical stocks likely to gain, Moneycontrol.com- These 6 sectors likely to benefit from fast-spreading Coronavirus, Bloomberg.com- At least one commodity Could Benefit From Coronavirus:

Phosphate marketwatch.com- Here’s the segment of the economy that may benefit from fears of coronavirus, analysts say

Coinrivet.com- Bitcoin benefits as coronavirus hits Chinese economy 6) Dun&Bradstreet Business impact of the coronavirus

The economic impact of COVID -19 across the globe

Cryptocurrency

Companies with primary suppliers in China’s most impacted regions6

16.3%

93.8%

of Fortune 1000 companies of Fortune 1000 companies

Tier 1 suppliers

51,000 firms worldwideincluding

Tier 2 suppliers

5 million firms worldwideincluding

79 countries affected

Electrical machinery, equipment, and parts

Nuclear reactors, boilers, and parts

Furniture and parts

Toys, games, and sport requisites

Plastics and plastic goods

Motor vehicles and parts

Apparel and accessories

Optical, medical, and surgical instruments