Trade wars prolonged PCB and optical components industry, analysts refer to US anti-jamming Huawei
- Release on:2018-03-30
The trade war between China and the United States is imminent. According to foreign reports, US President Trump plans to levy duties on telecommunications equipment and technology products from China totalling up to 60 billion U.S. dollars, including manufacturers of PCB and mobile optical components. They are paying close attention to what the U.S. will open. List, Securities Analysis Zhang Chenhao pointed out that the direction of the US decision lies in the progress of blocking Huawei and developing China's 5G communications.
Zhang Chenhao pointed out that U.S. President Trump’s plan to levy tariffs on up to 100 products from China’s telecommunications equipment and technology products was an important reason for the US stocks’ decline this morning (14th), especially among technology stocks Nasdaq. The index and the Philadelphia Semiconductor Index fell more than 1%, which was the most serious. It also caused the closing of the Taiwan Stock Index to fall by 56.83 points, or 0.51%, and the concentrated market-weighted index closed at 1,1038.8 points.
Behind this US government decision-making direction, the global PCB proofing service provider "Jidoo Bang" learned that the Trump administration has come up with the rationale for "protecting intellectual property rights", and that the blockage comes from China including Huawei and other central office equipment and related products; At the same time, a deeper level of significance in preventing the current development of China's leading 5G communications technology has grown stronger.
Zhang Chenhao stated that under the leadership of China’s R&D of 5G communications technology, the US offering may resort to sanctions. The main reason is to warn the global communications and central office equipment manufacturers not to rely on the mainland Chinese side; otherwise, even further results will be developed in the future. The equipment products it co-developed will also be unable to be exported to the United States, or even under the high tariffs imposed in the United States, there will be no market competitiveness at all.
It is understood that the United States may impose tariffs on US telecommunications equipment and technology products of up to 60 billion U.S. dollars in mainland China. The products related to the Taiwan factory include servers and base stations.
As for the mobile optical component factory, the company is learning about foreign news reports that President Trump plans to impose tariffs on up to 100 products from Chinese telecommunications equipment and technology products.
The condition that the suppliers of component suppliers are subject to trade sanctions against end products should be faced by EMS or ODM factories. At the same time, the list of US sanctions products must be seen at least for now to be further understood.
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