Huaweilla alle 24h aikaa kuskata komponentteja varastoon…
“TAIPEI – In less than 24 hours’ time the world for Huawei Technologies will change – and its rise as the world’s biggest smartphone and telecom equipment maker over the past decade risks coming to a juddering halt.”
Komponentteja on varastoitu, mutta nähtäväksi jää tulivatko ottaneeksi huomioon näytöt ja kameran linssit (mm. Samsungin ilmoitus tuli tosi myöhään).
“Huawei has been stockpiling all kinds of chip inventories since the end of 2018, but it is unknown whether they are well stocked with electronics components such as advanced displays and camera lenses. “Electronic devices are very complicated,” said Wu Chia-chau, chairman of Nanya Technology. “Without any one of the components, you could not assemble complete devices – smartphones, laptops, or base stations.””
Jos palstalla on Huawein porukkaa, niin ei ole häpeä hakeutua kilpailijan leipiin - niin ovat monet muutkin jo tehneet.
“Internally, China’s biggest tech company – with more than 190,000 staff and revenues of more than 850 billion yuan ($124 billion) – risks a talent exodus. It has already lost hundreds of employees to rivals.”
Vielä uusi todellisuus ei näy Nokian osakkeen kurssissa millään tavalla vaikka vaikutukset ovat valtavia:
“Huawei’s fate is also a big moment for the wider industry.”
“Meanwhile companies buying 5G equipment from Huawei have also had to seek alternatives – in what amounts to huge shake-up of the tech supply chain.”
Toimitusketjussa monet firmat tulevat ottamaan osumaa:
““Huawei is by far the world’s largest telecom network equipment vendor and therefore the largest customer of any of its suppliers in the ecosystem … expect enormous collateral damage,””
Luonnollisesti hyötyjinä mm. Nokia:
“Huawei has around 28% of the market for telecom equipment. If it can no longer sustain sales, the beneficiaries are likely to be Samsung, Ericsson and Nokia, as well as several Japanese suppliers including NEC and Fujitsu.”
Riippumatta vaalien tuloksesta jenkkien politiikkaan ei odoteta muutoksia:
"Regardless of who wins on Nov. 3, many believe the tension between the U.S. and China is here to stay as the world’s two biggest economies compete for tech supremacy.
Joe Biden, the Democratic presidential candidate and lead challenger to Trump’s re-election, also took a hardline stance on China and called Xi Jinping a “thug.”"
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