High-tech regulations: “Without Huawei” in the US: Trends of major Japanese companies
US Department of Commerce:
For security reasons, Huawei has been tightened.
The Trump administration is wary of information leaks through communication equipment.
The background is the battle for hegemony between the United States and China in the high-tech field, including 5G.
Japan’s major electronic components:
None of the major electronic component companies have disclosed the status of transactions with individual companies.
The situation seems to be different depending on the supplied parts.
Sony:
The influence of Sony, the world’s largest CMOS image sensor, has already become apparent.
Huawei took the initiative to build up inventory before the sanctions came into effect.
Camera parts remain sluggish due to recoil reduction.
Kioxia: (formerly Toshiba Memory)
Kioxia (formerly Toshiba Memory), the world’s leading NAND flash memory, will also be hit.
Special demand for game consoles such as Sony will alleviate the Huawei shock.
Japan Display: (JDI)
Compared to Apple in the US, Japan Display has fewer LCD panel transactions for Huawei.
Inquiries from other Chinese smartphone makers will increase in the future.
Kyocera, etc .: Electronic component manufacturer
Many electronic component manufacturers supply Huawei with components.
Murata Manufacturing:
Condenser, surface wave filter, etc.
ROHM is IC,
TDK is a sensor,
TAIYO YUDEN is a capacitor
Alps Alpine is an actuator,
MinebeaMitsumi has backlights and connectors
Etc. are supplied.
Japanese electronic component manufacturer:
Overall, Japanese electronic component manufacturers have many transactions with companies other than Huawei.
Many say that the impact this time is limited.
What is the impact on communication base stations?
Sumitomo Electric Industries:
Manufactures gallium nitride (GaN) devices and Huawei for 5G compatible mobile base stations.
It supplies to multiple communication equipment manufacturers.
Gallium Nitride (GaN) Device:
Demand for this device is increasing worldwide, and we are continuing to invest in increasing production at our domestic factories.
It plans to start production in the United States in 2021.
Sumitomo Electric says, “In general, product supply destinations are dispersed so that they are not biased toward one company.”
The impact at this point seems to be limited.
Carrier Demand:
There is also a lot of demand from major telecommunications carriers other than Huawei.
If adopted by communication equipment manufacturers such as NEC, Fujitsu, Ericsson, Nokia,
Sales of GaN devices will not decrease significantly.
However, “The impact on demand is unclear, so keep an eye on trends” (Sumitomo Electric Industries)