Analysis of the Huawei's Ban Impact on its Supply Chain (pre-order)
The U.S.-China tech cold war is escalating sharply, with Huawei the main target of Washington's sanctions. The U.S. first imposed a ban on Huawei in 2019 and has since upped the ante considerably. The new ban imposed in August 2020 could deal a lethal blow to Huawei, since it bars the company from using any U.S. semiconductor technology, which includes manufacturing equipment used to make chips. This is a worrying development for manufacturers of Huawei. This report provides an overview of the Huawei’s ban impact on its supply chain in China, the U.S, Europe, Japan, Korea, and Taiwan, and theirreactions to the ban; examines supply chain changes and consequences following the ban.
1. BACKGROUND
1.1 U.S Curbs Global Semiconductor Brands to Make Chips for Huawei
1.2 U.S. Expands Sanctions on Equipment Used by Global Chipmakers to Make Chips for Huawei
2. IMPACT ON HUAWEI'S GLOBAL SUPPLY CHAIN
2.1 U.S. and European Brands Still Work on Government Approval to Supply Huawei Key Components
2.1.1 U.S. Suppliers Stop Providing Huawei Key Components in the First Round
2.1.2 European Chipmakers are Vulnerable in U.S. Ban on Huawei
2.2 Asian Brands Also Take a Hit from Washington's Tightening Resection on Huawei
2.2.1 Japanese and Korean Chipmakers Used to Benefit from the Ban
2.2.2 Huawei Stockpiles More Chips from Taiwanese Chipmakers Before New Huawei Ban
2.2.3 Chinese Semiconductor Industry Still Needs Time Before Being Able to Make Homegrown Chips
3. SUPPLY CHAIN CHANGES AFTER HUAWEI BAN
3.1 Huawei Ban Expanded to Include Foreign-made Chips Using US Tech
3.2 Other Chinese Smartphone Brands Benefit from Huawei's Withdrawal
3.3 Ericsson Obtain Massive 5G Equipment Orders Lost by Huawei While Samsung Also Sees Market Share Expansion
3.4 Huawei Exploring New Market Opportunities from IoT Applications
4. MIC PERSPECTIVE
Appendix
List of Companies
1.1 U.S Curbs Global Semiconductor Brands to Make Chips for Huawei
1.2 U.S. Expands Sanctions on Equipment Used by Global Chipmakers to Make Chips for Huawei
2. IMPACT ON HUAWEI'S GLOBAL SUPPLY CHAIN
2.1 U.S. and European Brands Still Work on Government Approval to Supply Huawei Key Components
2.1.1 U.S. Suppliers Stop Providing Huawei Key Components in the First Round
2.1.2 European Chipmakers are Vulnerable in U.S. Ban on Huawei
2.2 Asian Brands Also Take a Hit from Washington's Tightening Resection on Huawei
2.2.1 Japanese and Korean Chipmakers Used to Benefit from the Ban
2.2.2 Huawei Stockpiles More Chips from Taiwanese Chipmakers Before New Huawei Ban
2.2.3 Chinese Semiconductor Industry Still Needs Time Before Being Able to Make Homegrown Chips
3. SUPPLY CHAIN CHANGES AFTER HUAWEI BAN
3.1 Huawei Ban Expanded to Include Foreign-made Chips Using US Tech
3.2 Other Chinese Smartphone Brands Benefit from Huawei's Withdrawal
3.3 Ericsson Obtain Massive 5G Equipment Orders Lost by Huawei While Samsung Also Sees Market Share Expansion
3.4 Huawei Exploring New Market Opportunities from IoT Applications
4. MIC PERSPECTIVE
Appendix
List of Companies
LIST OF TABLES
Table 1 Huawei and Its Major Suppliers in China
Table 1 Huawei and Its Major Suppliers in China
