On September 17, 2018, the administration of US President Donald Trump announced that the US would impose tariffs on a list of products imported from China worth US$ 200 billion. On September 18, the Chinese government announced 5%-25% tariffs on US exports to China in response. Both sets of tariffs entered into force on September 24. Although both sides seem to cease the fire, this report analyzes the scope of Chinese countermeasures towards the US and the possible impact on Taiwan's supply chains in the telecommunications sector if the war restarts.
List of Topics
- The background of the China-US trade
- Impact on telecom industry
- Impact on Taiwan's businesses in the United States
- Impact on Taiwan's supply chains
Table of Contents
1. Background2. Incident Analysis
Samples
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Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Acelink
- Arista
- Cisco
- Finisar
- Garmin
- Huawei
- Juniper
- Nokia
- ZT
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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