Economic Daily News

The US -China trade war is becoming increasingly fierce, and the Trump administration has raised the punitive tariffs of US $ 2000 billion in Chinese imports from 10%to 25%; less than a week, the US Department of Commerce announced that restricting American companies and China's largest technologyThe Group's Huawei transaction, at the same time Trump signed a presidential order announced that the country has entered an emergency and prohibits American companies from procurement and communication equipment from corporate procurement under the jurisdiction of foreign hostile forces.Although the president has no name for the company, it is Huawei.

Google is the first to respond. It will suspend some business cooperation with Huawei's business. In the influence, Huawei's new generation of Android smartphones will not be able to use popular applications such as Google Play Store, Gmail, and YouTube, and it will not be able to update the Android operating system.In addition, the export review of the US Department of Commerce is equivalent to substantially prohibiting American companies from selling parts and technology to Huawei, and up to 98%of server processors worldwide to use American merchants Intel and AMD products, which will seriously crack down on Huawei operations.It may also exit the server market.

In the chaos of the US -China trade war, how should Taiwanese businessmen close to the Chinese economy be on their own?Japanese businessmen and Taiwanese businessmen are facing similar situations.There are 92 major global suppliers released by Huawei at the end of 2018, of which 33 are the largest in American merchants, followed by 25 Lu merchants, 11 Japanese merchants and 10 Taiwanese businessmen (such as Hon Hai and TSMC).If Huawei has deteriorated due to the US export ban, Taiwanese businessmen and Japanese merchants in suppliers will affect them.

In this fierce battle, Japanese businessmen, as the current Taiwanese businessman return boom, adopted the origin of origin, such as the Ricoh plan to produce multi -functional printer from China to Thailand.What is less unknown is that in this trade war, the Japanese government and enterprises have adopted a more careful and bold defense and offensive strategy of being careful and bold.Essence

Japan's defense strategy can be seen from the small actions of the financial department responsible for supervising financial institutions from the Japanese government.Since this year, when holding an opinion exchange meeting with industry groups such as the National Banking Association, the Financial Department began to talk about the Toshiba COCOM incident, implying that the banking industry would monitor the company from financial face -to -face.To get the tragedy of the Toshiba Group to become the US enemy.

Toshiba COCOM incident, from 1982 to 1984, Toshiba Machinery under Toshiba Group exported high -performance tools to the Soviet Union in a fake document.After the incident was exposed, the United States was furious, alleging that Toshiba's exported tool machines could help Soviet submarines improve their noise and increase their hiddenness.Toshiba Machinery violated the non -public economic organization COCOM participated in the 17 anti -Communist Communist Party at that time, and Toshiba products were completely banned from imports. The US Congress also smashed Toshiba TV and audio with a hammer before the White House, and Toshiba became the country in the United States.

Although the president and president of Toshiba Group stepped down, Toshiba Machinery was arrested and sentenced to the cadres of sales in Japan. Toshiba spent a lot of money to lobby members of the United States and hoped to cancel sanctions.Toshiba has gone out of shadows in the US market.

Some foreign analysts pointed out that if Huawei cannot obtain key components from the United States, it may turn to Japan's merchants to adjust goods, such as the village and Tian Tian production institute in Huawei's supply chain.However, the United States has used the president to urgently order to point out that Huawei is an enterprise under the jurisdiction of foreign hostile forces. In order to avoid the painful experience of the COCOM incident, the Japanese government will inevitably remind the industry to make it tighten their nerves.

In the US -China trade war in Japan, it was not just not being angry with the American elder brother.After the huge domestic demand market in China and the US -China trade war, the Japanese businessmen emotionally changed the new business opportunities of American product demand, and Japanese businessmen did not let go.

In 2018, the US -China trade conflict continued, and the diplomatic relations between China and Japan gradually returned to the track with the mutual visit of the leader.From January to November 2018, Japan's investment in China has increased by 24%compared with the same period of the previous year, mostly the automotive industry of the Chinese domestic demand market.Japanese businessmen's investment and US -China frictions continued. As a result, between January and November 2018, China's overall auto market sales decreased by 2.8%, but Japanese cars grew 5.3%, and US cars shrink 15.9%tragicly.

In the US -China trade fierce battle, the offensive and defensive of Japanese production official circles tried to create the maximum benefits.Taiwan's production official community should also try to think about how to obtain business opportunities in the Chinese domestic demand market without violation of US policies.Blindly advocating the evacuation of China is probably not a strategy.