Enforcement of the law prohibiting transactions with 5 companies in the United States on the 13th: Japanese companies respond at 4:45 on August 13th
The US government will enact a law that prohibits transactions with companies using five high-tech products in China such as Huawei on the 13th.
The effect of the conflict between the United States and China will further spread by deciding whether to choose the US government or the Chinese company, including Japanese companies.
In the United States, on the 13th, based on the Defense Law to protect confidential information, regulations that strengthen the exclusion of products of five Chinese companies, such as ▽ communication equipment manufacturer Huawei and ▽ surveillance camera manufacturer Haiku Vision, will be enforced. ..
As a result, companies using the five products will not be able to make new transactions or update current transactions with US government agencies, and in effect will be forced to choose between the US government and Chinese companies. Will be.
About 870 Japanese companies have transactions with US government agencies, and the amount of transactions exceeds 150 billion yen per year.
In the future, each company will be required to prove that they are not using the target product when signing a new contract, and the impact of the US-China conflict will spread further.
In addition to this, the US government has a policy of prohibiting transactions with two Chinese IT companies such as the company that operates the video sharing application "TikTok", and the battle for hegemony in the information communication and high-tech fields is intensifying.
Japanese companies Chinese companies are also switching from products
Due to the enforcement of the law, major Japanese companies are switching from products of five Chinese companies to products of other companies, but it is unclear how far the effect of the ban on transactions will affect the US government from the future. There are also voices who want to determine the correspondence of.
Among them, NTT, which a group company deals with the US government, has been using products from five Chinese companies overseas, and is gradually switching to products from other companies.
SOFTBANK is also proceeding with the switch because it uses products such as Huawei in some of the communication equipment whose communication standard is "4G".
In "5G", NTT Docomo, KDDI, and SoftBank, which are in charge of service, do not use the products of five Chinese companies such as base stations.
Toshiba uses surveillance cameras from Haiku Vision in China in the elevator business of its subsidiary.
However, this subsidiary has no transaction with the US government and we do not expect immediate impact on Toshiba.
On the other hand, Hitachi has not used the products of five Chinese companies in the products delivered to the US government.
However, at this stage, we do not know in detail how the law will be applied, such as whether transactions will be prohibited even if group companies or affiliates are using it for their own equipment.
In addition, there are voices among companies who want to determine what the United States government will do in the future, such as continuing to collect information on what kind of action is needed.