The Impact of China-US Trade Fight and Huawei and ZTE Bans on the Global Communications Equipment Supply Chain

Background of the China-US trade fight and the general impact on the IT and telecom industries

Analysis of the impact on Taiwanese communications equipment manufactured in China for the smartphone, wireless broadband equipment, and fixed broadband equipment industries from the production value and major client perspectives

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The implications of the China-US trade fight for the ZTE supply chain, comprising of application processors and wireless communication chips, RF components, and operating systems; the implications for ZTE’s 5G ambitions

Analysis of the impact on the Apple iPhone and its supply chain and includes countermeasures and strategies of stakeholders in the short-, medium, and long-term.

Analysis of the impact on the server industry in China, the US, and Taiwan, and includes countermeasures and strategies of stakeholders in the short-, medium, and long-term

The reasons and political risks behind the Huawei and ZTE bans and what Huawei has done to defend its equipment security; how enterprises around the world react or have reacted to the bans, especially those in Japan, and Europe

The short-, medium, and long-term development trends and the impact on the industry following the G20 Summit

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Companies Mentioned: Airoha Technology, Alcatel, Alibaba, Altice, Amazon, Apple, ARM, ASE, AT&T, AutoNavi, Baidu, Beijing Changjiu Logistics, Beijing Hyundai, Best Buy, Bloomberg, BMW, Bouygues Telecom, British Telecom, Broadcom, BT, Catcher Technology, CNBC. Coke Cola, Compeq, Delta, Der Spiegel, Deutsche Telekom, Flexium Interconnect, Foxconn, Futurewei Technologies, Genius Electronic Optical, GIS, HiSilicon, HPE, HTC, Huawei. IBM. Infineon, Inspur, Inventec, KDDI, KINSUS, KT, KY, KYEC, Largan Precision, Lenovo, LG, Maxscend Microelectronics, MediaTek, Merry, Mitac, Motorola, Murata, NTT, NTT Docomo, OPPO, Optus, Orange, Panasonic, Pegatron, Play, Qorvo, Qualcomm, Quanta, Reuters, Samsung, Simplo, Sina, SKT, SkyCom, Skyworks, SoftBank, Sony, Spark, SPIL, Stiftung Neue Verantwortung, Sugon, Taiyo Yuden, TCL, TDK, TDK EPCOS, Telefonia Dialog, Telefónica Deutschland, Telefónica O2, Tencent, Three, TI, TIM, Tizen, TPK, Tsinghua Unigroup, TSMC, Unigroup Spreadtrum RDA, United States Census Bureau, Verizon, VIVO, Vodafone, Vodafone Hutchison Australia, Walsin Technology, WIN Semiconductors, Wingtech, Winnebago, Wistron, Xiaomi, Zhen Ding, ZTE

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