Investigation company: US restrictions on Huawei lead to a large backlog of chip industry inventory

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 Investigation company: US restrictions on Huawei lead to a large backlog of chip industry inventory


Meanwhile, legislation proposed by the U.S. Senate will provide more than $22.8 billion in financial aid to domestic semiconductor manufacturers, but that is less than half of the amount needed, Mr. Hutcheson said. It really doesnt meet the level of funding needed, and $50 billion is more likely to achieve the desired effect, he said

Even if the trump administrations restrictions lead to tighter supply in China, U.S. chip suppliers are likely to see demand growth as markets in other countries remain open, Mr. Hutcheson added.

VLSI research predicts that the global semiconductor industry will grow by 7% in 2020, as the outbreak of the new crown epidemic has pushed more people into the work at home economy, thus boosting the demand for electronic products.

The epidemic has brought economic restructuring to a level not seen since World War II, and we believe that the chip industry will grow at an annual rate of 4% to 6% in the next few years, said Hutcheson (small)

Recently, a source in Huaqiangbei, Shenzhen, said, due to the shortage of Huawei Kirin chips, the prices of Huawei mate, P40 and Nova series have increased to varying degrees. The purchase of Huawei mobile phones should be subject to the quotation of the day. On the morning of August 31, daily economic news reporters visited Huaqiangbei, Shenzhen.

At the counter of Huaqiangbei, a businessman told reporters, mobile phones carrying Huawei Kirin chips have generally increased by about 300 yuan, with no upper limit. The price of Huawei mate30 is more changeable, with an increase of 3000 yuan. Not only that, but also dealers are hoarding Huawei phones. (daily economic news reporter Wang Jing)

The United States announced new restrictions on Huawei suppliers. Although the European chipmakers, which use Huawei as a big customer, are not very dependent on US technology, their business is still likely to suffer.

Amsag said it was assessing the impact of the latest U.S. restrictions, adding: at this time, we cannot speculate to what extent these restrictions will affect our products.

Infineon, one of Europes largest chipmakers, said it was assessing the latest situation and would respond accordingly. Dialog semiconductor, a British technology company that supplies power management chips for Huaweis various products, is closely monitoring the situation, according to a person familiar with the matter. NXP, another European chipmaker, did not respond to a request for comment.

Dan Ridsdale, global head of TMT industry at Edison investment research company, said: in the mobile phone field, the European semiconductor industry is more susceptible to Apples influence than Huawei. Changes in Apples market share will always affect chip supply.

Source: Wang Fengzhi, editor in charge of Netease science and Technology Report_ NT2541