Groźne skutki sankcji dla Huawei
Zablokowanie dostępu do amerykańskich komponentów i oprogramowania może mieć fatalne konsekwencje dla chińskiego koncernu. Problem mają też potentaci branży z USA. Możliwy odwet i eskalacja wojny handlowej grozi globalnymi konsekwencjami.

W minionym tygodniu amerykański departament handlu wciągnął Huawei i 70 powiązanych z nim podmiotów na "czarną listę", co w praktyce oznacza drastyczne ograniczenie handlu z chińskim koncernem i pozostałymi wskazanymi podmiotami. Na każdą transakcję z nimi amerykańska firma będzie musiała uzyskać pozwolenie (licencję).
Wskutek ograniczeń Huawei grozi zablokowanie dostępu do komponentów i oprogramowania amerykańskich marek, w tym procesorów, dysków, Androida czy Windowsa. To fatalna wiadomość dla firmy, która ma ambicje osiągnięcia pozycji numer 1 na globalnym rynku smartfonów i podbój rynku laptopów. Wprawdzie Huawei ujawniło wcześniej, że opracowało własną alternatywę dla Androida, aby uniezależnić się od amerykańskiej technologii, ale można mieć wątpliwości, czy pozwoli to utrzymać dynamikę sprzedaży smartfonów. Google zdecydowało już o zawieszeniu transferu oprogramowania i sprzętu dla Huawei – twierdzi Reuters. Chiński koncern stracił dostęp do aktualizacji Androida, aplikacji i usług, takich jak Google Play czy Gmail.
10-20 proc. krytycznych podzespołów
"Amerykańskie firmy technologiczne nie mogą już zaopatrywać Huawei ani żadnego z jego 70 afiliowanych podmiotów na całym świecie. Ponadto zagraniczne przedsiębiorstwa nie mogą dostarczać części i komponentów pochodzenia amerykańskiego tym podmiotom" – wyjaśnia Lawrence Ward, partner w międzynarodowej firmie prawniczej Dorsey & Whitney. – "Chociaż w ostatnich latach Huawei pozyskiwał jedynie od 10 do 20 proc. swoich części i komponentów od firm amerykańskich, spekuluje się, że te podzespoły – czipy, procesory i systemy operacyjne – są krytyczne dla oferty produktów Huawei" – mówi prawnik.
Dodaje, że Chiny zagroziły sankcjami odwetowymi, które mogą mieć wpływ na amerykańskie firmy ICT. Restrykcje nałożone przez władze USA stanowią też dla nich duże wyzwanie biznesowe. Przedsiębiorstwa będą musiały uważnie weryfikować zagranicznych partnerów, aby uniknąć powiązania z Huawei.
Huawei twierdzi, że wskutek ograniczeń nałożonych przez Waszyngton amerykańscy partnerzy koncernu doznają "znaczących szkód". Dla takich dostawców jak Intel, Qualcomm czy Google, którzy będą potrzebować pozwoleń, aby cokolwiek sprzedać Huawei, które ma klientów w 170 krajach, ostatnie obostrzenia to także uderzenie w ich biznes. Ponadto lokalni dostawcy Internetu w USA, korzystający ze sprzętu chińskiego koncernu, będą musieli zapewne rozejrzeć się za innym sprzedawcą infrastruktury.
Huawei odrzuca oskarżenia o szpiegostwo i deklaruje chęć współpracy z amerykańskim rządem, w celu podjęcia działań dotyczących bezpieczeństwa produktów. Warto przypomnieć, że w ub.r. zakaz handlu podmiotów z USA z ZTE o mało nie doprowadził do upadku tej firmy.
Możliwe złagodzenie restrykcji
Departament handlu rozważa wprowadzenie 90-dniowego złagodzenia restrykcji dotyczących Huawei. Ma on umożliwić dostosowanie się kontrahentów chińskiego giganta do nowych warunków i przejście na współpracę z innymi firmami. Pozwoli im zrealizować aktualnie obowiązujące umowy. W takich przypadkach zezwolenia np. na sprzedaż produktów Huawei i innym firmom z "czarnej listy" udzielanoby jednorazowo na określony czas, a nie dla każdej transakcji.
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Tablety: dwie marki są najbardziej odporne na spadki
Na idącym w dół rynku (-16 proc. w III kw. br.) kluczową umiejętnością dla producentów będzie pokonanie presji inflacyjnej.
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Huawei wstrzymuje dostawy do Rosji
Nastąpi radykalny zwrot koncernu wobec Rosji - wynika z nieoficjalnych doniesień.
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