2019 was a seminal year for 5G development, as the world's telecom heavyweights vyed to gain a foothold in the nascent technology. The Chinese telecoms giant Huawei, benefiting from strong government support, was the world's largest 5G equipment supplier last year and the No. 3 smartphone maker by shipments. Observing that China was poised to take the global lead in 5G deployment, the United States opened a new front in the U.S.-China trade war, focusing on ICT (Information and Communications Technology). In order to ensure the integrity of its supply chain, Huawei has to gradually shift its focus to reducing reliance on U.S. manufacturers. At the same time, the disruptions in Huawei's supply chain are having knock-on effects throughout the global ICT sector. With that in mind, this report looks in detail at the changes in Huawei's supply chain and explores the context and future impact on the industry>
"Development of Huawei, touching on its global market presence and the latest development of Huawei ban as well as its countermeasures
Changes in supply chains following US ban on Huawei, including smartphone application IC, network communication, and semiconductor industry, as well as the effects on the country involved
Huawei’s supply chain and its long-term countermeasures and its HiSilicon supply chain and its Chinese RF component suppliers in the areas of antenna, filter, switch, amplifier, and GaAs wafer fabrication are also included
Future prospects of Huawei’s supply chain in the industry of semiconductor, RF components, and software system and includes the effects on the country involved".
LIST OF COMPANIES
Table of Contents
1.Development of Huawei
1.1 Huawei’s Growing Importance in the Communications Industry
1.2 US Aims to Disrupt Huawei’s Supply Chain with Huawei Ban
1.2.1 Trump to Lower the Export Restriction Threshold of US-made Components to 10% of the Value from 25%
1.2.2 Trump Plans New Curbs on Huawei’s Overseas Suppliers
2.1 Countermeasures
2.1.1 Huawei to Increase New Facilities in France to Consolidate 5G Market Presence in Europe
2.1.2 Huawei Furiously Stockpiled US Semiconductors and Parts in Response to Huawei Ban
3. Changes in Supply Chains
3.1 Huawei Relies Heavily on Semiconductors from Taiwanese Suppliers
3.2 The US Asks Allies to Drop Huawei
3.3 Huawei’s Smartphone Component Supply Adjustments Benefiting Japanese and Taiwanese Companies
3.3.1 Huawei Increases Adoption of Phone Chips from Hisilicon and MediaTek
3.3.2 Huawei Seeking New Suppliers from Japan for High-end Components
3.3.3 GMS-Free Affects Huawei Smartphone Sales in Europe
4. Future Prospects
4.1 US Weighing Further Restriction on Huawei Semiconductor Supplies
4.2 Huawei’s Countermeasures
4.2.1 Developing A Comprehensive Local Supply Chain Built around HiSilicon
4.2.2 Chinese RF Industry to Speed Up Development with Huawei Investments
4.2.3. Huawei Develops Own OS for Chinse Smartphones
4. MIC Perspective
Appendix
List of Companies
List of Tables
Table 1 Huawei Ban Timeline
Table 2 The Changes in the Semiconductor Industry Landscape due to Huawei Ban
Table 3 The Changes in the Network Communications Industry Landscape Due to Huawei Ban
Table 4 The Changes in the Smartphone Application IC Industry Landscape Due to Huawei Ban
Table 5 The Changes in the US, Chinese, and Taiwanese Industry Landscape Following US Further Restrictions on Huawei
Table 6 Huawei’s China-made RF Components
Table 7 The Future Supply Chain Prospects of Huawei following US Ban
List of Figures
Figure 1 The Supply Chain of Huawei’s HiSilicon in China
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