In the context of the Sino-US trade war, with the release of the US ban on Huawei, Huawei’s influence has gradually expanded. So far, Intel, Qualcomm, Broadcom, Xilinx, etc. have temporarily suspended cooperation with Huawei, and Google Qorvo, Lumentum, ARM, Flextronics followed up. With the outbreak of supply chain incidents, the industry is very worried about Huawei's 2019 mobile phone shipments!

After the outbreak of Huawei, in fact, not only Huawei's overseas suppliers have been out of stock. According to the mobile phone supply chain, the situation has also occurred in domestic suppliers. It is understood that in the first two weeks of this week, Huawei notified some domestic suppliers to suspend supply, but since this Monday, some suppliers have received notice that they will resume supply to P30!

The supplier broke the news - will be returned to the P30 upon receipt of the notice

From the perspective of Huawei's supply chain, according to the mobile phone supply chain personnel, the author disclosed that in the past few weeks, Huawei has informed the company to temporarily suspend the supply. However, this week, it has received a notice that it will resume the supply of the P30 series. The core components of the P30 series have basically been stabilized, and Japanese and Taiwanese suppliers have been open to Huawei!

In fact, as early as March 2019, the Nihon Keizai Shimbun reported that Huawei asked Toshiba memory chip TMC to advance the delivery date of NAND Flash. In the same report, Huawei also mentioned that Japanese companies such as Murata and Toshiba memory chips are required to increase the supply of electronic components related to smart phones, and the supply of some suppliers is higher than the past. 2 times as much.

At the time, the move was interpreted by the outside world as Huawei warmed up in the face of the US-China trade war, so it increased the stocking of related electronic components in preparation for future needs. And hope that all suppliers can increase shipments before the summer, so that their new smart phones can smoothly enter mass production.

In addition, it is reported that at the time of Murata's related communication components, it received about 2 times the order quantity in the past, and will increase the supply of components with Huawei's demand. ROHM ROHM will also increase shipments of IC and camera related components in May. Kyocera also received an additional order from Huawei at MLCC. In terms of suppliers in Taiwan, Huawei has also strengthened its acquisition of related electronic components.

In addition, according to the Japanese version of the Korean Media Central Daily on the 28th, Huawei has requested and hoped that the South Korean semiconductor/panel companies, such as Samsung Electronics, will continue to maintain parts supply, mainly because the US included Huawei in the blacklist of export controls on May 16th. Through various channels, the South Korean government is required to join the sanctions against Huawei.

According to the report, Huawei's mobile division executives met with senior executives of major Korean companies such as Samsung, SK Hynix and LG Display (LGD) on May 23 and 24, requesting the fulfillment of spare parts supply in accordance with current contractual conditions. At the meeting, Huawei also explained to Korean companies that the sales of smartphones in Europe and Africa may be reduced due to the US ban. Huawei pointed out that it plans to increase the current 29% market share in China to 50% and build a leading position in China, so it is hoped that the supply of DRAM will not decrease.

According to reports, Huawei's annual procurement of parts manufactured in Korea reached 10.65 billion US dollars. According to Samsung's Q1 (January-March 2019) business report, Samsung's main customers are Apple, AT&T, Deutsche Telekom AG, Huawei, Verizon, and the above-mentioned companies account for Samsung's overall camp. The proportion is 15%.

In addition to Samsung, SK Hynix supplies DRAM and NAND Flash to Huawei's smartphones and PCs; Samsung Display supplies smartphone panels and LG Innotek supplies camera modules; LGD is negotiating with Huawei to supply OLED panels for mobile terminal devices. Huawei.