Huawei ułaskawione na 90 dni
Amerykanie przesunęli termin wprowadzenia sankcji.

Wprowadzenie zakazu handlu z Huawei zostało przesunięte o 90 dni – zdecydował według Reutersa departament handlu USA. Embargo ogłoszone w maju br. początkowo miało wejść w życie od razu, zdecydowano się jednak na 90-dniowy okres przejściowy, aby dać czas amerykańskim firmom na wygaszenie współpracy i zmianę kontrahentów. Okres ten minął 19 sierpnia. Nowy termin wprowadzenia restrykcji wobec Huawei wyznaczono na 16 listopada.
Sankcje oznaczają zakaz sprzedaży chińskiemu koncernowi sprzętu, komponentów, oprogramowania przez firmy z USA oraz podmioty z innych krajów, które korzystają z amerykańskich technologii. Ogłoszono je w związku z zarzutami współpracy Huawei z wywiadem i obawami o bezpieczeństwo systemów. Koncern zaprzecza tym oskarżeniom.
Zakaz (częściowo) obowiązuje
Dzięki dodatkowym 90 dniom Huawei może nadal otrzymywać dostawy amerykańskich podzespołów, oprogramowania i korzystać z usług. Jednak dotyczy to tylko aktualizacji (np. Androida, korzystanie z usług Google'a) oraz utrzymania już działających systemów. Zakaz nadal obejmuje elementy potrzebne do rozwoju nowych produktów. Takie transakcje są możliwe tylko po uzyskaniu przez sprzedawcę licencji departamentu handlu. Wpłynęło już ponad 50 wniosków.
Możliwość kontynuacji handlu amerykańskich firm z Huawei zapowiedział w końcu czerwca br. prezydent Donald Trump. Nie bez znaczenia była presja rodzimych korporacji, w które również uderzało embargo. Szacuje się, że w 2018 r. Huawei kupiło od przedsiębiorstw z USA komponenty za 11 mld dol. Nagła utrata takiego klienta mogła pogorszyć bilanse spółek.
Ryzyko pozostało
Jak się jednak okazuje, zapowiedź prezydenta nie oznaczała poluzowania sankcji na stałe, lecz przełożenie terminu ich wejścia w życie. Groźba przyciśnięcia Huawei do muru nadal będzie więc kartą przetargową w negocjacjach handlowych USA z Chinami. Jeżeli konflikt zaostrzy się, chiński gigant jest narażony na kolejny cios.
Aby uchronić się przed skutkami amerykańskich restrykcji, CEO Hauwei zapowiedział "długi bolesny marsz", która ma umożliwić takie poukładanie biznesu korporacji, aby ograniczyć do minimum skutki kolejnych wrogich działań.
USA wprowadziły ostatnio ograniczenia dla Huawei na krajowym rynku. Produktów tej marki (i 4 innych z Chin) nie może używać administracja publiczna. W przyszłym roku – według zapowiedzi – zakaz zostanie poszerzony na firmy zaopatrujące urzędy.
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Tablety: dwie marki są najbardziej odporne na spadki
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