US: Sanctions on Huawei: Impact on Japanese semiconductors
Huawei prohibited:
Huawei is no longer able to offer US products and services due to US sanctions.
“Google Mobile Service” cannot be installed on Huawei smartphones.
Especially, I can’t use Google Store or Gmail.
Japanese consumers:
As a result, Japanese smartphone consumers have naturally moved away from Huawei.
Huawei’s overseas business continues to shrink, especially in developed countries.
Number of smartphones: Global share
Huawei is the leader in smartphone shipments and global market share from April to June 2020.
But the truth is, it just captured the demand of the Chinese market, where economic activity has recovered.
China accounts for 72% of Huawei’s shipments.
On the other hand, overseas shipments decreased by 27% year-on-year.
What is worrisome in the future is the impact on the electronic component companies that have supplied parts to Huawei.
Huawei Parts Procurement:
Huawei procures more than 1 trillion yen annually from Japanese companies alone.
Japanese semiconductor manufacturers are expected to be affected by this export regulation.
Renesas Electronics:
It supplies analog semiconductors for Huawei’s 5G base stations.
“The transaction was suspended by the arrival of the other party on September 14,” he said.
Sony:
It supplies image sensors for Huawei smartphone cameras.
Finding a comparable customer to replace Huawei is not easy.
Provided other than Huawei:
However, many Japanese semiconductor manufacturing companies have customers other than Huawei.
Apple in the United States,
Samsung Electronics of South Korea,
Chinese OPPO, etc.
If consumers just shift to something other than Huawei, it will not affect Japanese parts makers, he said.
Samsung Electronics:
Suspended semiconductor supply to Huawei.
However, on the other hand, he said, “Because the share of our own smartphone will increase, the impact will be small.”
One of the strengths of Japanese manufacturers is that they sell parts to various customers.
https://toyokeizai.net/articles/-/377273?page=2
US regulation: Toshiba, etc. Shipment suspension: For Huawei,
Toshiba:
In order to scrutinize the sanctions, the shipment of semiconductors was temporarily suspended.
Renesas Electronics:
Renesas Electronics, which supplies semiconductors, will also be affected.
Instead, it plans to increase sales to other base station makers.
Sony:
Sony will supply image sensors for smartphones.
Explained that it will comply with laws and regulations (public relations), including US export restrictions.
The policy is to focus on expanding supply destinations while keeping an eye on trends in friction between the United States and China.
Japan Display:
Japan Display, a major small and medium-sized LCD, also diversifies its business partners.
We believe that a large impact on shipments can be avoided.
jiji dot com
https://www.jiji.com/jc/article?k=2020091501144&g=eco
Kioxia Postpones Listing: Impact of US Huawei Regulations
Semiconductor memory giant: Kioxia HD
The company has decided to postpone the listing on the Tokyo Stock Exchange, which was scheduled for October 6.
U.S. government restrictions on Huawei’s trade have increased uncertainty about the future,
Carefully consider the timing of listing.
The effects of friction between the United States and China have begun to affect management strategies such as financing Japanese companies.
Nihon Keizai Shimbun
https://www.nikkei.com/article/DGXMZO64301060X20C20A9I00000/