What other companies do you expect will be impacted in a similar way?
I’d expect anything that is manufactured in China to be in a similar situation. POs have already extended out significantly (some of our parts have more than doubled). Those estimates are at best guesses, I would be surprised if they don’t continue to slip. Manufacturing supply chains are at incredibly low levels. The second reason (slow sales in China) would really only affect things that are there, obviously.
Totally. Regardless of whether its China or some other place on earth, almost complete centralization of manufacturing supply chain from teddy bears to cold rolled steel and everything in the middle; we're gonna have a bad time. Now if that said country offers nothing in return in terms of fairness, flat-out bans foreign business from competing, subsidizing national corporations in return for citizen information, ruled by an authoritarian regime with fascist underpinnings, and has a public health emergency; boy we're headed towards a recession until the rest of the world equips with multiple points of failure in their supply chain. I am sure this small dip will lead to unoptimization of local optima and leads us into a stronger future where there is fair competition, stronger supply chain, and efficient international trade.
I am sorry to bring up political aspects, but I hope it only portrays the objective state of the situation without any prejudicial color.