The US Trump administration has taken measures to prohibit exports on Huawei technology in China. Affected by this, the US stock market on May 16th was sold in large quantities of stocks that relying on Huawei semiconductor companies.Companies such as Google and other supply software may also be affected.In the Sino -US trade consultation, the risk of negative impact on its own enterprises in order to force China to accept agreements by the United States is strengthening.
According to the Nikkei Chinese website, the stock price of the US semiconductor company Xilinx fell by about 7.3%from the previous day, the largest decline in the IT industry of the S & P 500 index.The company has business exchanges with Huawei in the field of 5G related equipment.US Risui Securities estimates that if the supply of Huawei stops, the company may lose about 10 % of operating income.
Qorvo, which was involved in smartphone semiconductors, also fell 7.1%, a huge decline.Qualcomm is considered to have a large number of patents and has always provided semiconductors that have been difficult to replace, and the stock price has fallen by 4%.
Among the 92 main suppliers announced by Huawei, there are more than 30 US companies, the largest of each region, with an annual purchase value of 10 billion US dollars.Trump's sanctions are painful to American companies.
Enterprises supplying software may also be difficult to avoid impact.
Huawei adopts Google's Android mobile phone operating system, which is an open source system. The source code is open for free. It is expected that it is not within the scope of this sanctions.
On the other hand, Google's App Mall Google Play, Google Maps, and mail services take paid authorization.According to the judgment of the US Department of Commerce, Google may stop the supply of these core software.In addition, the Android operating system used by Huawei will not be able to get safe updates in time.
On the other hand, in the past, ZTE (ZTE), which has been sanctioned by the United States, has negotiated with Google. Employees who are familiar with ZTE overseas have said that it has not been affected.However, the U.S. Department of Commerce is still unclear at this stage of how Huawei has issued orders.If the income from Huawei's authorization fee disappears, it may affect Google's performance.
US sanctions are likely to promote the independent development of Huawei and software.Hu Houkun, vice chairman and CEO of the company's company, explained to the US sanctions on the 16th in the notice issued to employees that the company had expected in this year, and made a lot of investment in research and development and business continuity.And fully prepare.
Other Huawei executives said in an interview with overseas media in March that if Android cannot be used, it will quickly propose internal solutions and reveal that it is promoting the development of independent mobile phone operating systems.However, even if you can install an independent operating system, it is difficult to have a variety of apps like Android, and the convenience of consumers may decrease.
