On May 15, 20, the US Department of Commerce issued a new ban against Huawei, but gave a buffer period of 4 months. After September 15th, in principle, as long as the United States does not issue licenses, not only American companies, but companies that use American technology, will not be able to provide Huawei with components, chip foundry, software, etc.
On August 7th, at the China Information Technology Hundreds Conference, Huawei’s Consumer Business CEO Yu Chengdong revealed, “Because this year is the second round of sanctions, our chips can’t be produced, so it’s very difficult. During the shipment stage, Huawei’s mobile phones have no chips.”
This has released a very tragic signal that Huawei’s mobile phone products have been affected by material shortages. The reason is that TSMC announced that it will no longer supply Huawei after September 14, and the supply of 7nm/5nm advanced process chips has been cut off.
In addition, what will happen to products such as wireless access networks, core networks, and fixed networks?
Under the situation where the electronics industry is highly monopolized by American technology, this question is difficult to answer. If there is no subsequent change in the US ban, Huawei may be able to obtain key components from China, Japan, South Korea, and Europe to maintain the production of some products, but the main products are expected to face greater difficulties, market supply will also be affected, and capital The pressure of turnover will also be highlighted.
In this crucial year of 2020, whether Huawei can withstand the force of the world, three points still need to be seen:
1) After being restrained, Huawei uses its own drive to maintain its ability to operate.
2) Under the current international situation, the countermeasures China will take.
3) The US general election is approaching and the possible changes in its domestic situation.
2. Ericsson
As a purely Swedish company, Ericsson was once the king in the wireless field and is known for its robustness and professionalism in the industry.
Ericsson has not experienced super large-scale mergers and acquisitions, and the ingredients are relatively single. Although the speed is not as fast as Huawei, it can maintain a relatively stable strategic and tactical output. With the help of the superimposed effect of the international situation, Ericsson has won 100 5G contracts, and according to the current public information, it ranks first in the industry(Nokia has 85 5G contracts , Huawei and China