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Impact of China-US Trade Fight and Huawei and ZTE Bans on the Global Communications Equipment Supply ChainDUBLIN, Oct. 23, 2019 /PRNewswire/ -- The "The Impact of China-US Trade Fight and Huawei and ZTE Bans on the Global Communications Equipment Supply Chain" report has been added to ResearchAndMarkets.com's offering. 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.
Key Topics Covered: 1. Preface 4. Author's Perspective 5. Preface 6. Implications for the ZTE Supply Chain 6.1 Application Processor and Wireless Communication Chip 6.1.1 The Current Market 6.1.2 Possible Places to Transfer the Orders 6.2 Radio Frequency Component 6.2.1 The Current Market 6.2.2 Possible Places to Transfer the Orders 6.3 Operating System 6.3.1 The Current Market 6.3.2 Possible Places to Transfer the Orders 7. Implications for ZTE's 5G Ambitions 7.1 The Denial Order Seeks to Stifle ZTE's Development Momentum by Barring the Use of American Software and Hardware 7.1.1 The Incapability to Conduct Independent R&D for Core Chips and Components Has Become a Major Issue 7.1.2 The U.S. is Determined to Cripple China's 5G Development, and the Shots are Being Fired at ZTE 8. Author's Perspective 9. Preface 9.1 iPhone Likely to Become a Bargaining Chip in US-China Trade War 10.Impact Analysis 10.1 iPhone Accounts for over 42% of the Smartphone Imports in the United States 10.2 Impact on Supply Chain 11. Countermeasures 11.1Short-term Strategy: Adjust Existing Capacity to Increase Production in Taiwan 11.2 Mid-to Long-Term Strategy: Increase Production Share in South/Southeast Asia 12. Author's Perspective 13. Preface 13.1 Conflict Intensifies as Neither Side Willing to Make Concessions 14. Development of the US and Chinese Server Industries 14.1 US Dominance Challenged by China 14.2 China's Spy Chip Incidents Ignites Network Security Concerns Worldwide 15. Impact on Taiwan's Server Industry 15.1 Less Impact on Taiwanese Server Industry Chain 15.2 Greater Impact on Server Industry from Network Security Concerns; Some Vendors Move Production Lines out of China 16. Author's Perspective 16.1 US-China Relations Remain Tense in Near Future 16.2 Limited Impact on Server Industry 16.3 Chinese Spy Chip Scandal Speeds up Moving Production Lines outside China 17. Huawei Network Equipment Banned by Several Countries and Telecoms 18. Main Reasons behind Lack of Trust in Chinese Enterprises 18.1 Huawei's Global Expansion Backed by Government 18.2 Chinese Enterprises' Difficulty in Maintaining Independence under China's Legal System 18.2.1 Chinese Government's Increased Control over Chinese Enterprises 18.2.2 Chinese Government's Legitimate Rights to Conduct Intelligence through Enterprises 19. Huawei Defends Equipment Security 19.1 Huawei Asserts Ability to Manage its Security and Keep Independence from the Government 19.2 Huawei Proposes Security Improvement Measurements to Win Trust of Western Countries 20. Most Enterprise Customers Still Hold on to Huawei Equipment 20.1 Huawei's Biggest Loss in the Asia Pacific is the Loss of Market Share in Japan 20.2 Huawei's Market Share in Europe Remains Unaffected Except BT 20.2.1 Other European Operators Still Cooperate with Huawei 20.2.2 Germany Government Has Security Concerns about Huawei's Technology but Not Telecom Operators 20.2.3 Huawei's 5G Product Advantages Make it Difficult for Telecom Operators to Give Up Easily 21. Political Risks That Huawei May Have to Encounter in the Future 21.1 Huawei Continues to Face Political Risks in the Future 21.2 Governments and Operators of All Countries Have High Possibility of Expanding the Blockade 21.3 ZTE Should Be Worried About the US Government Bans on All China-made Products 22. Author's Perspective 22.1 The Impact on Huawei's Brand Image is Greater than on Its Revenues 23. G20 Summit 23.1 G2's Announcements in G20 Summit 23.2 US Tech Companies Sidestep Trump's Huawei Ban 24. Short, Medium-, and Long-term Development Trends 24.1 Short-term Development: Situation Seems to Get Better 24.2 Medium-term Development: To Strengthen Ties with Non-US Suppliers 24.3 Long-term Development: To Construct Homegrown Industry Chain 25.Impact on the Industry 26. Author's Perspective 26.1 Seek Opportunities Stemming from US Companies 26.2 Help China Bridge the Gap in the Industry Supply Chain 26.3 Diversify Supply Chain to Reduce Risks Companies Mentioned
For more information about this report visit https://www.researchandmarkets.com/r/lex2jc Research and Markets also offers Custom Research services providing focused, comprehensive and tailored research. Media Contact: Research and Markets View original content:http://www.prnewswire.com/news-releases/impact-of-china-us-trade-fight-and-huawei-and-zte-bans-on-the-global-communications-equipment-supply-chain-300943152.html SOURCE Research and Markets |