USA łagodzą sankcje wobec Huawei
Zaskakujący zwrot w polityce USA. Amerykańskie władze dadzą trochę odetchnąć Huawei.

Dotąd USA zaostrzały sankcje wobec Huawei. Zanosi się na zmianę nastawienia?
Amerykanie złagodzą embargo na dostawy czipów dla Huawei. Zielone światło uzyska eksport komponentów dla motoryzacji, jak czipy do wyświetlaczy samochodowych i czujników. Dostawcom przyznano już stosowne licencje (pozwolenia) – twierdzi Reuters.
Poluzowanie restrykcji dotyczy wprawdzie jednego segmentu rynku, jednak jest to nie widziany od dawna zwrot w polityce władz USA wobec Huawei, które od 2019 r. systematycznie zacieśniały pętlę wokół koncernu, odcinając go w końcu od dostępu do kluczowych komponentów, jak procesory i pamięci, a także oprogramowanie made in USA. Ponadto wywierano presję na różne kraje, by wykluczyły Huawei z budowy sieci 5G.
Sankcje spowodowały ostre hamowanie rozpędzonej dotąd sprawnej machiny biznesowej giganta. Załamała się sprzedaż smartfonów, spadł biznes operatorski. Przychody Huawei w II kw. 2021 r. stopniały o 38 proc. wobec analogicznego okresu ub.r., do 23,6 mld dol.
Zdaniem Strategy Analytics podstawą przetrwania Huawei w najbliższych latach mogą być inwestycje na lokalnym chińskim rynku 5G oraz badania i rozwój.
Auta utknęły na taśmach
Z kolei w przemyśle samochodowym niedostatek półprzewodników powoduje ograniczenie produkcji i gigantyczne straty. Według szacunków firmy konsultingowej Alix Partners z maja br. suma utraconej sprzedaży z tego tytułu w 2021 r. sięgnie globalnie 110 mld dol. (ok. 4 proc. przychodów ze sprzedaży aut). Np. GM do maja br. musiał ograniczyć produkcję o blisko 280 tys. pojazdów, a Ford aż o połowę w II kw. br.
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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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