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 bears 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 their reactions to the ban; examines supply chain changes and consequences following the ban.
List of Topics:
- Background behind the U.S. ban on Huawei
- Impact on Huawei's global supply chain, including American, European, Japanese, Korean, Taiwanese, and Chinese chip and component suppliers
- Overview of supply chain changes, touching on pros and cons of the Huawei ban for competitors, peers,and partners
Table of Contents
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. Analyst Perspective
Appendix
List of Companies
List of Figures
Table 1 Huawei and It's Major Suppliers in China
Samples
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Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- AAC Technologies
- Accelink Technologies
- Amphenol
- AMS AG
- Apple
- Arm
- ASML
- Avary
- BOE
- Broadcom
- BYD
- Dialog Semiconductor
- Focaltech
- Garuda Technology
- Goertek
- Goodix
- Hengtong Optic-electric
- Hisilicon
- Huizhou Speed Wireless Technology
- Infineon Technologies
- InnoLight
- Intel
- Kantatsu
- Kioxia
- Kyocera
- Lam Research
- Largan
- LG
- Luxshare
- Macronix
- Maxscend Microelectronics
- MediaTek
- Micron
- Microsoft
- Mitsubishi Electric
- Murata
- Nanya
- Novatek
- Nvidia
- NXP Semiconductor
- O-film Tech
- O-Net Technology
- Oppo
- Qorvo
- Q-Tech
- Qualcomm
- Renesas
- RichWave
- Rohm Semiconductor
- Samsung
- San’an Optoelectronics
- Shennan Circuits
- Shenzhen Luxshare Precision
- Shenzhen Sunway Communication
- Sichuan Haite High-Tech
- SK Hynix
- Skyworks
- SMIC
- Sony
- STATS ChipPAC
- STMicroelectronics
- Sunlord Electronics
- Sunny Optical
- Sunwoda
- Taiyo Yuden
- TCL
- TDK
- TI
- Tianma Microelectronic
- Tianshui Huatian Technology
- Tongfu Microelectronics
- Toshiba
- Toshiba Memory
- TSMC
- Vivo
- Willsemi
- Windbond
- Wus Printed Circuit
- Xiaomi
- Xilinx
- Yangtze Optical Fiber and Cable
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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