IMPACT OF THE TRADE WAR ON HUAWEI'S

CHIP SUPPLY CHAIN

 1. Overview

2. Impact of Trade War on Chip supply chain

3. Huawei’s reaction

4. Conclusion
1. Overview
September 15, 1987

in Shenzhen Ren Zhengfei

Huawei’s global revenue and Chinese smartphone market share
 The Rise of Huawei
Huawei’s global smartphone market share (based on unit sales to end users)
The global supply chain of smartphone processor
TRADE WAR
 Trump's Huawei ban raises
hopes for Chinese chip suppliers
2. Impact of Trade War on Chip supply chain
Huawei banned from trading
with chip companies
 Huawei’s chip supply was reduced
Huawei's supply and supplier potential

$18.7 billion

reduced by
about 40%

70% from non-US suppliers

30% from US
suppliers
2019 After sanctions
Reduced responsiveness to customers
Countries that ban Huawei
Lack of Chips and the risk of losing
5G market share
3. Huawei’s reaction
Countries that ban Huawei
Find domestic suppliers and
China-friendly countries
The inside change of Huawei Phones
 Boosting Domestic Production

Shenzhen Beijing Wuhan

4. Conclusion
US Sanctions are a Death Blow to Huawei
Find
a
Way
to
Resist
THANKS
Made by group 10