TrendForce Analyzes Impacts of Expanded U.S. Sanctions Against Huawei on Five Major Tech Industries
Summary
TAIPEI, Taiwan--(BUSINESS WIRE)--On August 17, the U.S. Department of Commerce announced the latest revisions to its Entity List, which now includes 38 additional Huawei subsidiaries. TrendForce provides the following analyses on the impacts that the expanded sanctions against Huawei have on five tech industries, including semiconductors, memory products, smartphones, display panels, and 5G communications. On the other hand, Goodix is expected to be affected to a larger degree since optical FoD (fingerprint-on-display) chips, which are part of its portfolio, are mostly outsourced to 8-inch fabs, making it difficult to eliminate U.S. technology from the manufacturing process. TrendForce maintains its forecast of 190 million units produced by Huawei in 2020 based on Huawei’s existing inventory and the assumption that some components can still be supplied to the company before September 15. But if suppliers are permitted to resume component shipment to Huawei after review, the smartphone brand can then be expected to manufacture more than 100 million units in 2021, albeit still a lower figure than previous forecasts.
