How much of HUAWEIs core suppliers come from the United States? Will it suffer from drastic changes?

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 How much of HUAWEIs core suppliers come from the United States? Will it suffer from drastic changes?


After the release of the news, the US semiconductor giant shares plummeted. Nvidia Corp shares fell 3%, AMD shares fell 3.4%, Qualcomm Corp and Xilinx Inc (Xilinx) shares fell about 0.5%. In April 25th, Philadelphia Semiconductor Index, one of the main indicators of global semiconductor industry, fell 0.12%, closing 1242.19 points, and has dropped fifth consecutive days since 20. 20 day -25 day Philadelphia Semiconductor Index China gold company (26) today (26) published research reports that this time on the investigation, and the April 16th ZTE by the United States Department of Commerce sanctions are different, investors do not have to overly panic; but if any restrictions on HUAWEI measures, may affect the stability of the global industrial chain. The report points out that the Philadelphia semiconductor index can fully reflect the reaction to the event in the US market because China is the largest importer of semiconductors, while the half of the fee reflects the stability and unscare of the US market. Because the US government has not yet taken measures, the market fluctuates little. If there is any action, can HUAWEI resist the unicorn chip? According to the official website, after 20 years of research and development, HUAWEIs fully invested Hass semiconductor company has developed more than 200 chips with independent intellectual property rights and has applied for 5000 patents. Last September, Hass released an artificial intelligence chip, Kirin 970, and led by Mate10, using Kirin 970s HUAWEI mobile phone. According to the HUAWEI research report released last October by CICC, Mate10 suppliers are mostly domestic enterprises. However, although HUAWEI has its own semiconductor company and has a relatively high proportion of autonomy, it still needs to import large quantities of chips. According to a report from Gartner, a well-known market research company, HUAWEI was the fifth largest semiconductor chip buyer in the world in 2017, with a total purchase of about $14 billion, up 32.1% from last year. HUAWEIs chip purchase in 2015 was about $14 billion, including $1 billion 800 million for high Qualcomm chips, $680 million for Intel chips, 580 million dollars for magnesium light chips, 600 million dollars for the chipper chip, 560 million dollars for chipse chips, and 540 million Cypress/Spansion chips. The US dollar, Skyworks and Qorvo chips cost US $450 million, and we purchase nearly 400 million US dollars of TI chips. Sead think tank report screenshot Since the United States is powerful in the semiconductor industry, the United States has been able to occupy the core components such as CPU, GPU, FPGA, DSP, baseband chips, RF chips, high-end switching and routing chips, high speed interface chips, and digital analog conversion chips, power management chips, optical modules and other core components. To the advantage, China HUAWEI, ZTE, Lenovo, BBK, millet and other factories are highly dependent on American components. Even if HUAWEI Hass can design its own chip, many of them are highly dependent on foreign authorization. Once they encounter sanctions, they will be tragedies. Taking HUAWEIs most famous Kirin chip as an example, ARM based technology licensing has made remarkable achievements from K3 in 2009 to Qilin 970 in 2017. But technically it is repeatedly buying ARMs CPU core and GPU core. Once the Trump administration sanction HUAWEI, it will suffer a dilemma. According to HUAWEIs 2017 annual report, HUAWEIs revenue last year was about 600 billion yuan, an increase of about 15% over the same period last year. Among them, HUAWEI mobile sales of about 236 billion, HUAWEI and glory series of 153 million shipments. The reason why HUAWEI can grow so fast is not only its own efforts, but also its suppliers who quietly work behind them. According to WeChat public full sky core introduction, at present, HUAWEI has more than 2000 global suppliers, including 26 top semiconductor companies. The public also listed HUAWEIs 50 core suppliers, of which 5 companies such as Foxconn, Qualcomm, DHL, ADI and Anfeno have won an honorary award for HUAWEI gold medal suppliers for 10 years. Among the 50 core vendors listed, 18 are American companies, including Qualcomm (high Qualcomm), DHL (Dun Hao), AnalogDevices (Art semiconductor), Amphenol (angel), Broadcom (Bo Tong), Keysight (Deco), Intel (Intel), Micron (USA) Light), Microsoft (Microsoft), NeoPhontonics (Xinfei Tong), ONSemiconductor (Andy semiconductor), Oracle (Jia Guwen), Qorvo, Seagate (Seagate), Synopsys (new thought Technology), Xilinx (Sai Lingsi), TexasInstruments (TI), and WesternDigital (Western data). On the 25 day, HUAWEIs US supplier share price also plummeted. Inphi fell 12%, NeoPhotonics (Xinfei Tong) fell 6.7%, Oclaro fell 8.9%, Finisar (Phoenix) fell 6.1%, LumentumHoldings fell 7.7%, AcaciaCommunication fell 4%. Inphi25 plunged 12% in the opening day HUAWEIs 50 core suppliers list: (data source: WeChat public number full sky core) 1,? Foxconn (Foxconn): the largest electronics manufacturer in the world, with more than 200 subsidiaries and offices in mainland China, Taiwan, Japan, Southeast Asia, the Americas, Europe and other places. Among them, the mainland, the Pearl River Delta region, the Yangtze River Delta region, the Bohai rim region, and the central and western regions all have production R & D bases. In 2017, Foxconn achieved a revenue of NT $4 trillion and 700 billion, or about US $158 billion 900 million. Foxconn is a HUAWEI mobile phone and tablet assembly plant, for example, HUAWEI MateBook (13/15 inch) series notebook is made by Foxconn. 2, Qualcomm (Qualcomm): Qualcomm is the largest fabless semiconductor company in the world, occupying 42% of the SoC market. In July 2017, HUAWEI released the 7 full Netcom Standard Version with the Qualcomm MSM8917 Xiaolong 425 quad core processor. 3, DHL (Dun Hao): the worlds leading logistics company, covering more than 350 thousand people in 220 countries and regions around the world, is a partner of the HUAWEI supply chain, providing logistics and transportation services for HUAWEI. In addition, DHL also provides services for HUAWEIs electronic products, including customs clearance, packaging, road transportation and freight forwarding. 4, AnalogDevices (amde semiconductor): founded in 1965, headquartered in Massachusetts, is a global high-performance analog, hybrid signal and digital signal processing (DSP), integrated circuit (IC) manufacturer. The products include data converters, amplifiers and linear products, radio frequency (RF) IC, power management chips, Sensors and signal processing products and so on. In July 2016, ADI acquired a strong takeover of LinearTechnology, the total price being $14 billion 800 million, and the ADI after the acquisition became the only analog IC factory after TI. 5, Amphenol (an): HUAWEI connector and cable supplier, founded in 1932, the worlds third largest connector manufacturer. It entered China in 1984 and listed on the New York stock exchange in 1991. In 2005, the company bought Terryda in one fell swoop to further enhance its competitiveness in the high-speed communications connector market. In June 2015, Amphenol announced that it would buy Singapore FCI Asia Trading Company for $1 billion 280 million, and was renamed AmphenolFCI after the merger, or AFCI. Through the acquisition and merger, the company has become the worlds third connector, and is famous for its military, aerospace, aviation and communications. 6, BYD (BYD): in China, BYD is regarded as a professional car manufacturer, photovoltaic module and lithium battery supplier. But in fact, BYD started off as a foundry. At present, BYD not only assembles mobile phones and notebook computers for HUAWEI, but also supplies batteries, chargers and other components. For example, the original charger of HUAWEI P9Plus is supplied by Huizhou BYD. 7, Broadcom (Bo Tong): HUAWEI chip supplier, Bo Tong is the second largest wafer fab semiconductor company in the world. In 2015, Singapore semiconductor company Annwa (Avago) announced the acquisition of Bo Tong for $37 billion, and Annwas high-tech predecessor was the Agilent semiconductor division, which mainly developed analog, digital and hybrid chips. Broadcom Corp produces chips for about 50% of the worlds tablets and smartphones. After the merger of the two companies, Annwa has retained the name of Broadcom. Not long ago, Qualcomm also rejected the offer of $130 billion by Broadcom. 8, Fujtsu (Fujitsu): Japanese information and communication technology (ICT) supplier, the predecessor of the Ancient River Electrical Industry Co., Ltd., was the second largest manufacturer of hard disk drive and the fourth largest mobile hard disk manufacturer in the world. 9, FurukawaElectric (Ancient River Electrical Industry Co., Ltd.): the ancient river electrician was founded in 1884, the company is headquartered in Tokyo, Japan, is a large multinational company. Products involved in information and communications, automotive, electronics, energy, construction, materials and other fields. 10, ARM: the worlds largest IP Licensing companies, more than 95% of the worlds smart phones use ARM design architecture processor. In the mobile market, almost ARM, such as Google, apple, high Qualcomm, IBM, AMD, TI, NXP, ST, Infienon, TSMC, Xilinx, Samsung, NVIDIA, Co, HUAWEI, millet, and so on a large number of manufacturers are the leader in the ARM camp. In July 2016, Japans Softbank (SoftBank) spent 24 billion 300 million pounds on its ARM income. 11, Flextronics (Wei Chuangli): HUAWEI foundry, founded in 1969, is one of the largest electronic contract manufacturing service providers (EMS) in the world. In 2016, Flextronics became the first foundry to assemble mobile phones for HUAWEI in India. 12, HRS (Guang Lai): HUAWEI connector supplier, the worlds leading precision connector manufacturer, products are widely used in mobile phones, radio communications, measurement equipment, GPS, wireless transmission, Bluetooth equipment, automobile and other industries. In 2001, Guang Lai motor opened the Shanghai Representative Office of Japans Kiri Motor Co., Ltd. in Shanghai. In 2003, Guang Lai Motor Trading (Shanghai) Company was established in Shanghai. Then they opened offices in Shenzhen and Beijing one after another. 14, COMPEQ (Huatong computer): HUAWEI PCB supplier, founded in 1973, the product covers information, communication, network and consumer electronic equipment, currently in the mainland of Huizhou has a production base. 15, Keysight (German science and Technology): the former Agilent electronic measurement department, a company established by Agilent technology company to divest its electronic measurement business duty-free, mainly provides electronic measuring instruments, systems and related software. There are many branches in Beijing, Shanghai, Shenzhen, Guangzhou, and Chengdu in mainland China. Company. Last year, German technology announced that it will participate in the second phase test of Chinas 5G technology research and development with HUAWEI. 16, KUEHNE+NAGEL (De Xun): HUAWEI freight forwarder, one of the largest freight forwarding companies in the world, is now developing into a global supply chain solution provider. 17, Intel (Intel): the worlds largest semiconductor company has been overtaken by Samsung Electronics last year. HUAWEIs latest MateBook pens carry the eighth generation of Intels core i5 and i7 processors. 18, Infineon (Ying Feiling): born in the SIEMENS semiconductor department, in April 1, 1999 in Munich, Germany was formally established, in 2000 listed, after 2002, changed its name to Ying Feiling technology company (hereinafter referred to as Ying Feiling). Infineon is the worlds leading semiconductor technology company, which covers a wide range of products, including microcontrollers, sensors, RF IC, radar, discrete and integrated power semiconductors, power supplies, motor control and drive, and NFC. Among them, the glory 6Plus high edition NFC chip is provided by Infineon. 19, MuRata (Murata): the village of Murata, founded in 1944, was mainly engaged in the production of titanium oxide ceramic capacitors. Today, Murata is the worlds master of ceramic capacitors, occupying 40% shares in the MLCC market, and 50%, 55%, and 75% in the surface filters, communication modules and clock components. 20, MediaTek (Lian Fake): Taiwan IC design company, focusing on wireless communications and digital multimedia technology. Although HUAWEI mobile phones mostly use their own Kirin chip, but because the kylin two series (Unicorn 9 and kylin 6) are located at the high-end and middle and low end, only the lack of entry level chip. To reduce costs and risks, HUAWEIs low-end phones will still use high pass or MediaTeks entry-level chips. 21, Marvell (full electronic): a top amorphous semiconductor company, co founded by Zhou Xiuwen and wife Dai Weili and Zhou Xiuwu, Indonesia. The company sells more than 1 billion chips each year. The products include processors, storage, wireless technology, broadband, Ethernet switching controllers, transceivers, power lines. Letter, system controller, etc., customers include RIM, ZTE, HUAWEI, China Mobile, Microsoft, Seagate, Toshiba, Samsung, CISCO, HP and so on. Last year, Mei Electronics bought chip maker CaviumInc. for about $6 billion. 22, Micron (Mei Guang): for HUAWEI to supply memory products, the largest computer memory chipmaker in the United States, products including DRAM, NAND flash, CMOS image sensors, other semiconductor components and memory modules for frontier computing, consumer goods, networks and mobile portable products. 24, MitsubishiElectric (MITSUBISHI motor): founded in 1921, is a supplier of electrical products leading the global market, mainly engaged in information and communication systems, electronic components, heavy power systems, industrial automation systems, automotive electrical equipment and household appliances. At present, there are more than 30 enterprises owned by MITSUBISHI motor in China, involving auto parts, industrial automation, household appliances and electronic components. 25, NeoPhontonics (Xinfei Tong): for HUAWEI to supply optical communications products, the NYSE listed company, is the worlds leading supplier of optical communications devices, headquarters in St. Hesse, California, in the United States, China, Japan and Russia have a R & D and production base, the products are PIC (photonic integrated circuit) devices, modules and sons System and so on. 26, NTTElectronics: Japan NTT groups wholly owned subsidiary, the main products are semiconductor laser device, wavelength conversion laser, gas detection laser, solid European and American laser and so on. It is the main supplier of semiconductor light emitting devices in the world. 27, SKHynixSK (Hynix): one of the top ten semiconductor companies in the world, the second largest storage chip provider, mainly provides flash memory products for HUAWEI. 28, NXP (En Zhipu): HUAWEI NFC chip supplier, the worlds top ten semiconductor companies, provides high-performance mixed signal and standard product solutions. In 2015, NXP announced its merger with Freescale (Carle). In 2016, NXP agreed with Qualcomm and agreed to buy at Qualcomm for $47 billion. 29, ONSemiconductor (ant semiconductor): one of the worlds largest analog IC, logical IC, and one of the discrete semiconductor device suppliers, in 2016, it bought Fairchild semiconductors at $2 billion 400 million. It is understood that A Morimis HUAWEI smart phone products include optical anti - chattering, auto focus, tunable radio frequency devices, video cameras and charger power management IC solutions, as well as protective devices. In addition, A Morimi also provides solutions for HUAWEIs solar and high-power applications. 30, Oracle (Jia Guwen): the largest enterprise level software supplier in the world, formally entered the Chinese market in 1989, surpassed IBM in 2013, and became the second largest software company after Microsoft. 31, Qorvo: a mobile, infrastructure and defense application core technology and RF solution provider from North Carolina. It is reported that Qorvo provides a number of innovative RF solutions for HUAWEIs hottest flagship smartphones and mid - end smartphones, including RFFusion, RFFlex, highly integrated power amplifiers, antenna tuners, advanced filters and mobile Wi-Fi solutions. 32, Rosenberger (Rosen Berger): a nearly 60 year old international top radio and optical fiber communication technology manufacturer. At present, Rosenberg Asia Pacific Company has built six major R & D and production bases in Beijing, Kunshan, Shanghai, Dongguan, New Delhi, India, India, New Delhi, and Goa. At the same time, it has set up five regional service centers in China, and set up branches in more than ten regions and countries such as Vietnam, Indonesia, Singapore and the United Arab Emirates. Business areas include high speed interconnection solutions for communication devices, wireless communication networks, space feed / room systems, automotive electronics, building and data center wiring systems, testing and measurement products, medical and industrial connections. 33, AACTechnologies (Rayo science and Technology): founded in 1993, in 2005 in Hongkong listed on the listing, the current global staff of more than 40 thousand people, of which 4206 research and development engineers. It has 25 sales centers, 5 major manufacturing bases (Shenzhen, Changzhou, Shuyang, Suzhou, Vietnam), and 14 R & D centers in China, the United States, Finland, Denmark, Korea, Japan and Singapore, with a revenue of 15 billion 500 million RMB in 2016. Raysson technology provides HUAWEI products with acoustic components including loudspeaker and receiver. 34, SAMSUNG (Samsung): the largest semiconductor company in the world, and the largest OLED screen and memory supplier in the world. Samsung not only provides screen and memory for HUAWEI, but also has news that HUAWEIs 7Nm orders will also be OEM by Samsung. 35, Seagate (Seagate): the us hard disk manufacturer provides HUAWEI hard disk products. 36, Sony (SONY): SONY is the worlds largest supplier of image sensors, providing CMOS photosensitive components for HUAWEI. 37, SumitomoElectric (Sumitomo Electrical Industry Co., Ltd.): the Sumitomo electrician was founded in 1897, is one of the most famous communications manufacturers in the world, mainly through its Chinese subsidiary SEA to China as the supply of optical communication devices. 38, Synopsys (new thought Technology): leading global electronic design automation (EDA) software tools leading manufacturers to provide the global electronic market with advanced technology for integrated circuit (IC) design and verification platform, dedicated to the development of complex system on chip (SoCs). At the same time, Synopsys also provides intellectual property (IP) and design services to simplify the design process and speed up the listing of products for customers. Synopsys is headquartered in MountainView, California, USA. There are more than 60 branches in North America, Europe, Japan and Asia. 39, SCC (deep south circuit Limited by Share Ltd): founded in 1984, the headquarters in Shenzhen, the main printed circuit board, packaging substrate and electronic assembly business, is the domestic printed circuit board leading enterprise, HUAWEI is its first major customer. In addition, its silicon microphone microelectromechanical system packaging substrate is also widely used in smart phones such as apple and Samsung, with a global market share of over 30%. 40, Xilinx (Sai Lingsi): the worlds leading programmable logic complete solution provider, HUAWEIs new generation of smart cloud hardware platform Atlas carries the high performance VirtexUltraScale+FPGA of sainer. 41, SPIL (silicon products): Taiwan sealing and testing plant, its factory located in Suzhou, mainland China is HUAWEIs main site for sealing and testing. In addition to Hass, the factory also undertook the later order of purple light IC design company. 42, TexasInstruments (TI): the largest analog circuit component manufacturer in the world, providing DSP and analog chips for HUAWEI. 44, Toshiba (Toshiba): the worlds top ten semiconductor companies, HUAWEI flash products suppliers. 45, WesternDigital (Western data): HUAWEI hard disk supplier. 46, SYE (Sheng Yi Technology): HUAWEI high-end PCB main supplier, has repeatedly won HUAWEIs excellent core supplier award. 47, i-brights (Yang Tian electronic): is a global outdoor digital signboard multinational corporation, also a subsidiary of the China airlines industry, in November 2017, won the HUAWEI CPC core supplier gold medal. It is the largest supplier of HUAWEI temperature control equipment, the main supplier of HUAWEI communications and HUAWEI TOP class structure supplier. 48, ZHONGLIGROUP (Zhongli group): HUAWEI cable supplier, the predecessor of Changshou City Tang City cable factory, was converted to Limited by Share Ltd in 2007, and was listed in the Shenzhen Stock Exchange in 2009. The main business of special cable, optical cable, photovoltaic products and power station business. 49, Bollore: founded in 1822, it has three businesses, including transportation and logistics, communications, power storage and solutions. 50, WUSPRINTEDCIRCUIT (Shanghai Shanghai Electronics): founded in 1992, in 2010, the SME Board of the Shenzhen Stock Exchange listed on the market, mainly engaged in the design and manufacture of printed circuit board, and its products are widely used in communication, communication equipment and printed circuit board of automobile. Source: observer net responsibility editor: Shao Xiaobo _NN2479 48, ZHONGLIGROUP (Zhongli group): HUAWEI cable supplier, the predecessor of Changshou City Tang City cable factory, was converted to Limited by Share Ltd in 2007, and was listed in the Shenzhen Stock Exchange in 2009. The main business of special cable, optical cable, photovoltaic products and power station business. 49, Bollore: founded in 1822, it has three businesses, including transportation and logistics, communications, power storage and solutions.