The Impact of US-China Trade Conflict on Server Industry

March 2019 | 14 pages | ID: I93D0D47BD4EN
Market Intelligence & Consulting Institute (MIC)

Abstracts

Trade relations between the US and China saw significant changes in 2018 as the US government imposed a 10% tariff on ICT products imported from China, including servers. With a long development history in the Chinese market, 90% of the servers provided by Taiwanese server vendors are manufactured in China. Amid intensified tensions between the US and China and the emergence of national security concerns derived from China’s spy chips, the development of the server industry has become increasingly important.

Contents

1.OVERVIEW OF US-CHINA TRADE DISPUTE

1.1 Conflict Intensifies as Neither Side Willing to Make Concessions

2. DEVELOPMENT OF US AND CHINESE SERVER INDUSTRIES

2.1 US Dominance Challenged by China
2.2 China's Spy Chip Incidents Ignites Network Security Concerns Worldwide

3. IMPACT ON TAIWAN'S SERVER INDUSTRY

3.1 Less Impact on Taiwanese Server Industry Chain
3.2 Greater Impact on Server Industry from Network Security Concerns; Some Vendors Move Production Lines out of China

4. MIC PERSPECTIVE

APPENDIX

Glossary of Terms

LIST OF COMPANIES

Amazon
Apple
Bloomberg
British Telecom
Foxconn
HPE
Huawei
IBM
Inspur
Inventec
Mitac
Orange
Pegatron
Quanta
Reuters
Sugon
Wistro

List Of Tables

LIST OF TABLES

Table 1 Major US Trading Partners in 2017

List Of Figures

LIST OF FIGURES

Amazon, Apple, Bloomberg, British Telecom, Foxconn, HPE, Huawei, IBM, Inspur, Inventec, Mitac, Orange, Pegatron, Quanta, Reuters, Sugon, Wistron