Huawei pozostaje nieugięte
CEO Huawei deklaruje, że koncern nie ulegnie presji i jest w stanie przetrwać kryzys.

Ren Zhengfei, CEO Huawei, zapewnił według chińskich mediów, że koncern nie zamierza zmieniać zarządu ani zaakceptować nadzoru ze strony USA (w ub.r. zgodziło się na to ZTE pod amerykańską presją). Twierdzi, że jest dobrze przygotowany do restrykcji. Ocenia natomiast, że wskutek sankcji skala wzrostu przychodów Huawei w całym 2019 r. będzie prawdopodobnie niższa niż 20 proc. (I kw. br. wyniosła 39 proc.). W 2018 r. sprzedaż zwiększyła się o 19,5 proc., do ok. 106 mld dol.
Według CEO 90-dniowy okres przejściowy niewiele zmienia w tej sytuacji. Amerykański departament handlu czasowo zawiesił wejście w życie restrykcji wobec Huawei i 70 powiązanych z nim spółek.
Podmioty z USA mają czas do 19 sierpnia, by wywiązać się z obowiązujących umów i dokończyć dostawy (a dla firm zza oceanu gra idzie o spory biznes – w ub.r. Huawei kupiło od nich podzespoły za 11 mld dol. – według Reutersa). Do tego czasu sankcje zostają zawieszone. Użytkownicy urządzeń chińskiego koncernu w USA (są to np. lokalni dostawcy Internetu) zyskali czas na przestawienie się na sprzęt innego producenta. Władze USA twardo jednak deklarują, że nie zmienią ostrego kursu wobec chińskiego giganta i nie zamierzają złagodzić zakazu.
ARM dołączył do sankcji
Wejście w życie restrykcji będzie oznaczać odcięcie Huawei od dostaw kluczowych podzespołów i oprogramowania, m.in. nowych wersji Androida i usług Google'a (jak Play, mapy), za wyjątkiem rozwiązań open source, a także wsparcia technicznego. Intel i Qualcomm zastopują dostawy procesorów i czipsetów. Transfer technologii wstrzymał także brytyjski ARM. Nałożona przez amerykańskie władze blokada handlu z Huawei (póki co zawieszona) obejmuje bowiem nie tylko produkty wytwarzane przez firmy z USA, lecz także wszystko, co zawiera w sobie części czy technologię z amerykańskim rodowodem, nawet gdy producentami są podmioty z innych krajów.
Ren Zhengfei poinformował, że połowa czipsetów potrzebnych Huawei pochodzi od amerykańskich firm. Chiński koncern resztę wytwarza we własnym zakresie w spółce zależnej HiSilicon. CEO zapewnił, że nie dojdzie do załamania dostaw czipów, nawet w razie odcięcia od zaopatrzenia z USA. Huawei ma wytwarzać więcej procesorów samodzielnie. Zapowiada, że smartfony wyposaży we własny system operacyjny, twierdzi, że kończy prace nad systemem. Według nieoficjalnych informacji Huawei wobec ryzyka wojny handlowej od końca ub.r. gromadziło zapasy niezbędnych komponentów, mają one wystarczyć na cały 2019 r. Spośród największych amerykańskich producentów jak dotąd Microsoft nie zapowiedział wstrzymania dostaw swoich produktów dla Huawei (ale i tak w wyznaczonym terminie musi to zrobić) – przede wszystkim systemu Windows i związanych z nim aplikacji i usług. Bez nich trudno sobie wyobrazić dalszą ekspansję Huawei na rynku laptopów.
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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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