USA zaostrzą sankcje wobec Huawei
Chiński koncern zostanie odcięty od dostaw procesorów.

Administracja prezydenta Trumpa postanowiła jeszcze mocniej przycisnąć Huawei. Producenci procesorów spoza USA, którzy korzystają z amerykańskiego oprogramowania albo sprzętu, dostali szlaban na handel z chińskim koncernem. Aby dalej sprzedawać mu czipy, muszą uzyskać licencję (pozwolenie) departamentu handlu USA.
W efekcie nowych restrykcji Huawei traci ważnego dostawcę procesorów – tajwańską firmę TSMC. Według Nikkei ogłosiła ona, że wstrzymuje zamówienia od chińskiej firmy, choć nie przyjdzie jej to łatwo. Huawei jest drugim największym klientem TSMC (po Apple'u) i odpowiada za 15-20 proc. obrotów producenta. Jednak niedawno zapowiedział on budowę w USA fabryki kosztem 12 mld dol.
Czas do września
Jeszcze do 14 września USA pozwalają dostawcom czipów dokończyć zamówienia dla Huawei i dostarczyć komponenty wdrożone do produkcji przed 15 maja. Celem zaostrzonych sankcji jest także wstrzymanie dostaw podzespołów dla Huawei przez chińskie firmy (jak HiSilicon, Win, Semiconductor Manufacturing). Prawdopodobnie USA chcą uderzyć w ten sposób również w zdolności wytwarzania infrastruktury 5G przez Huawei. Zagranicznym dostawcom za złamanie zakazu mają grozić "poważne kary" ze strony regulatorów w USA.
Sankcje przedłużone w minionym tygodniu w rocznicę ich wprowadzenia (16 maja ub.r.), podtrzymują zakaz dla amerykańskich firm utrzymywania relacji handlowych z Huawei i ZTE. Nadal jednak obowiązują one w złagodzonej wersji – tymczasowo pod pewnymi warunkami nadal można sprzedawać podzespoły i oprogramowanie Huawei.
Huawei: sankcje uderzą w firmę
"Decyzja jest arbitralna, szkodliwa i zagraża globalnemu przemysłowi. Wpłynie na działanie i rozwój wszystkich operacji prowadzonych przez Huawei w ponad 170 krajach, wartych setki miliardów dolarów" – oświadczył koncern komentując zaostrzenie amerykańskich restrykcji.
"Huawei w tej chwili kompleksowo analizuje nowe zasady wprowadzone przez rząd USA. Przewidujemy, że będą one miały wpływ na naszą działalność" – informuje Huawei.
Uważa jednocześnie, że w dłuższej perspektywie embargo zaszkodzi branży produkcji półprzewodników.
Uzależnienie od zewnętrznych technologii, które jak widać mogą zostać odcięte jedną decyzją USA, mają zmniejszyć własne rozwiązania Huawei. Na badania i rozwój w ub.r. firma wydała ok. 18 mld dol. (15 proc. obrotów).
12 mld dol. przepadło z powodu embarga
Jak wynika z bilansu za 2019 r., Huawei ocenia sumę przychodów utraconych z powodu amerykańskich zakazów na 12 mld dol.
W I kw. 2020 r. presja USA (jak i koronawirus) nadal mocno dały się we znaki chińskiemu gigantowi. Jego sprzedaż wzrosła tylko nieco ponad 1 proc. wobec analogicznego okresu ub.r.
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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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