To keep his campaign promise, Trump signed an executive memorandum to impose higher tariffs on Chinese goods imported into the United States in March 2018, involving large amounts and plenty of goods. In the first two rounds of tariffs, the US has imposed duties on a total of US$50 billion worth of Chinese goods, including semiconductor ICs, car parts, machinery, and equipment, including servers. And smartphones are likely to be on the list. The U.S. Department of Commerce imposed a denial order against ZTE on April 16, 2018, banning American businesses or individuals from selling high-tech components and technologies to the Chinese telecom equipment maker.
Despite the ban has been expanded to Huawei, the G20 Summit seems to help ratchet down the trade fight between the US and China. This report provides a description of how this all began, a whole picture of these bans and tariffs, and how these have affected the global IT industry, especially in the communications sector; looks at some of the possible consequences if the fight continues.
List of Topics
- Background of the China-US trade fight and the general impact on the IT and telecom industries
- Analysis of the impact on Taiwanese communications equipment manufactured in China for the smartphone, wireless broadband equipment, and fixed broadband equipment industries from the production value and major client perspectives
- The implications of the China-US trade fight for the ZTE supply chain, comprising of application processors and wireless communication chips, RF components, and operating systems; the implications for ZTE’s 5G ambitions
- Analysis of the impact on the Apple iPhone and its supply chain and includes countermeasures and strategies of stakeholders in the short, medium, and long-term.
- Analysis of the impact on the server industry in China, the US, and Taiwan, and includes countermeasures and strategies of stakeholders in the short, medium, and long-term
- The reasons and political risks behind the Huawei and ZTE bans and what Huawei has done to defend its equipment security; how enterprises around the world react or have reacted to the bans, especially those in Japan, and Europe
- The short, medium, and long-term development trends and the impact on the industry following the G20 Summit
Table of Contents
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Airoha Technology
- Alcatel
- Alibaba
- Altice
- Amazon
- Apple
- ARM
- ASE
- AT&T
- AutoNavi
- Baidu
- Beijing Changjiu Logistics
- Beijing Hyundai
- Best Buy
- Bloomberg
- BMW
- Bouygues Telecom
- British Telecom
- Broadcom
- BT
- Catcher Technology
- CNBC. Coke Cola
- Compeq
- Delta
- Der Spiegel
- Deutsche Telekom
- Flexium Interconnect
- Foxconn
- Futurewei Technologies
- Genius Electronic Optical
- GIS
- HiSilicon
- HPE
- HTC
- Huawei. IBM. Infineon
- Inspur
- Inventec
- KDDI
- KINSUS
- KT
- KY
- KYEC
- Largan Precision
- Lenovo
- LG
- Maxscend Microelectronics
- MediaTek
- Merry
- Mitac
- Motorola
- Murata
- NTT
- NTT Docomo
- OPPO
- Optus
- Orange
- Panasonic
- Pegatron
- Play
- Qorvo
- Qualcomm
- Quanta
- Reuters
- Samsung
- Simplo
- Sina
- SKT
- SkyCom
- Skyworks
- SoftBank
- Sony
- Spark
- SPIL
- Stiftung Neue Verantwortung
- Sugon
- Taiyo Yuden
- TCL
- TDK
- TDK EPCOS
- Telefonia Dialog
- Telefónica Deutschland
- Telefónica O2
- Tencent
- Three
- TI
- TIM
- Tizen
- TPK
- Tsinghua Unigroup
- TSMC
- Unigroup Spreadtrum RDA
- United States Census Bureau
- Verizon
- VIVO
- Vodafone
- Vodafone Hutchison Australia
- Walsin Technology
- WIN Semiconductors
- Wingtech
- Winnebago
- Wistron
- Xiaomi
- Zhen Ding
- ZTE
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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