Reference News Network reported on September 17 that

Japanese media said that the United States’ ban on China’s Huawei has affected the operations of Japanese companies. The export of related Japanese companies’ parts has been affected by 1 trillion yen (1 yen is approximately 0.065 yuan). RMB).

　　According to a report by the Nikkei on September 16, the US government’s export restrictions on China’s Huawei took effect on the 15th, and Japanese domestic chip manufacturers need to speed up the expansion of supply channels and product uses.

Since once the ban is violated, sanctions will be imposed, for companies, taking countermeasures becomes a top priority.

In the context of the US-China technology decoupling, Japanese companies are facing new issues in risk management.

　　In early August, Sony lowered its three-year equipment investment for fiscal year 2020 (that is, as of March 2021) from 700 billion yen to 650 billion yen.

The main reason is the Huawei problem.

Sony supplies hundreds of billions of yen in image sensors to Huawei each year, and the US government’s export restrictions have a huge impact on Sony.

　　According to the report, according to the statistics of British Omdia, the scale of parts supplied to Huawei by Japanese companies in 2019 amounted to about 1.1 trillion yen, and Japanese companies other than Sony were also affected.

　　On the 15th, Renesas Electronics ceased to provide Huawei with chips for 5G base stations.

In order to broaden sales channels, Renesas Electronics actively promotes to other base station manufacturers such as Sweden's Ericsson and Finland's Nokia.

　　The US government completely prohibits companies that use US technology from exporting chips to Huawei. This means that even if they do not directly supply products to Huawei, even if they are first supplied to a company and then fall into the hands of Huawei, they may violate US export control regulations.

In order to avoid this risk, it is necessary for each company to investigate the parts supply path one by one, and it takes a certain amount of time to master the supply path.

　　Toshiba has suspended shipments of hard disk drives and chips from Huawei on the 15th.

The person in charge of Toshiba said that he hopes to find out whether the product will become the target of control.

　　Once the regulations are violated, Japanese companies may not be able to import software and high-tech products produced in the United States.

Once the transaction is restricted, the production and sales of the company will be greatly affected.

Companies that violate the regulations may be fined, and even the person in charge of the company may be detained, which may cause great damage to the corporate image.

　　The person in charge of Sony said that investment plans after fiscal 2021 should also be carefully considered.

　　The report also said that because Huawei had accumulated parts inventory before the ban took effect, the production schedule will not slow down immediately.

The price of dynamic random access memory (DRAM), which is indispensable for the manufacture of smartphones, has risen by 7% from the beginning of September, allegedly because Huawei accelerated its procurement of parts before the ban took effect.

　　Nan Chuanming, an analyst at Omdia, believes that DRAM prices have tended to decline since mid-September.

Huawei’s problems have weighed on Japanese chip makers in terms of quantity and price.