Suspension of semiconductor supply to Huawei in the US Will it affect Japanese companies? September 15 6:13
On the 15th, the US government will introduce regulations to stop the supply of semiconductors to Chinese telecommunications equipment giant Huawei in every aspect.
The impact may spread, including Japanese companies that deliver parts.
In response to security threats, the U.S. Department of Commerce will not allow the supply of semiconductors made using U.S. technology to Huawei, including those manufactured overseas, from the 15th. Introduce regulations to
Until now, we have restricted transactions between domestic companies and Huawei, but since there were cases where Taiwanese companies using American-made manufacturing equipment supplied semiconductors, we aim to tighten regulations and stop supply from all aspects. is.
Huawei became the world leader in smartphone shipments for the first time from April to June, but delays in semiconductor procurement are expected to affect smartphone production.
It could also have an impact on Japanese companies that supply smartphone parts.
On the 7th of this month, President Trump mentioned "decoupling," which means disconnecting economic ties with China, and said that it was an "interesting word," strengthening his stance toward China. The conflict is deepening.
It also affects smartphone shipments and prices
Prior to this tightening of regulations, Taiwanese manufacturers that have received orders for most of Huawei's semiconductors for smartphones have indicated that they will cancel shipping.
Huawei executives also said last month that it would be difficult to procure high-performance semiconductors, according to Chinese media.
According to the company, the amount of electronic parts and materials procured from Japanese companies was more than 1.1 trillion yen in the last year, so there is a possibility that Japanese companies will be affected in the future.
On the other hand, the tightening of regulations has affected the prices of Huawei smartphone terminals in China.
Comparing the prices on the 1st of last month and the 13th of this month at one of the stores that sell smartphones cheaper than regular stores in Shenzhen, southern China, the price of many models has increased by more than 1,500 yen in Japanese yen.
Also, at other stores, the latest models have a larger price increase, and some of them have increased by more than 7,000 yen.
It is said that the price at regular stores will not change, but China's net media reports that the view that the rarity value of the latest model will increase if Huawei's production stops due to US regulations has led to price increases. I am.
A male clerk at a store said, "The number of terminals on the market is decreasing and the price is rising. Even low-performance models are approaching the price of regular stores and are not selling well." ..
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