Will it affect Japanese companies to stop supplying semiconductors to Huawei?

U.S. to stop supplying semiconductors to Huawei, affecting Japanese companies, September 15 at 6:13 a.m.

The U.S. government today introduced regulations to stop all aspects of the supply of semiconductors to Huawei, China’s telecommunications giant. The impact may spread, including Japanese companies that pay for parts.
To respond to security threats, the U.S. Department of Commerce will introduce regulations from May 15 that would not allow the supply of semiconductors made using U.S. technology to Huawei, including those manufactured outside the country.

We have restricted our business with domestic companies and Huawei, but since there have been cases where Taiwanese companies that use U.S.-made manufacturing equipment supply semiconductors, we aim to strengthen regulations and stop supply from all aspects.

Huawei became the world’s leader in smartphone shipments from April to June for the first time, but if semiconductor procurement is delayed, it is threal to smartphone production.

In addition, there is a possibility that the influence will spread to Japanese companies that supply parts of smartphones.

President Trump has strengthened his hardline stance toward China this month, referring to “decoupling,” which means cutting off economic ties with China, and said it was “an interesting word,” further deepening the conflict between the United States and China.

Impact on smartphone shipments, prices, etc.

Taiwanese manufacturers, which have received orders for most of Huawei’s smartphone semiconductors before tightening regulations, have indicated that they will cancel shipments.

According to the Chinese media, Huawei executives also indicated last month that it would be difficult to procure high-performance semiconductors.

According to the company, the amount of procurement of electronic components and materials from Japanese companies is more than 1.1 trillion yen in the past year, so there is a possibility that it will affect Japanese companies in the future.

On the other hand, in response to the tightening of regulations, the price of Huawei’s smartphone terminals has been affected in China.

In one of the stores selling smartphones cheaper than regular stores in Shenzhen, southern China, when compared with the price on the 1st of last month and the 13th of this month, the price rose by more than 1500 yen in Japanese yen on many models.

In addition, it is said that the price increase width is larger than the latest model in another store, and some of them are more than 7000 yen, and some have become higher.

Aling to say that there is no change in the price at regular stores, China’s Internet media reported that the view that the rare value of the latest models will increase if production of Huawei stops due to U.S. regulations has led to a rise in prices.

A man at the store said, “The number of devices on the market is on the market is on the market, and prices are going up. Models with low performance are also closing in on the same price as regular stores and are no longer selling.”

(Sen- Dobi + River)