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The Impact of US-China Trade War Developments on the Taiwanese Communications Industry

  • Report

  • 17 Pages
  • June 2019
  • Region: Taiwan
  • Market Intelligence & Consulting Institute (MIC)
  • ID: 4790710

On May 14th, the US announced new punitive tariffs on US$ 300 billion in Chinese imports. Meanwhile, the punitive tariff rate for the previous list of US$ 200 billion increased from 10% to 25%, marking the start of a new, more intensive stage of the trade war. Many Taiwanese telecoms that had previously used China for their main production base are now expecting more hits to their bottom line, and are currently accelerating their relocation plans.

List of Topics

  • The latest developments in the US-China Trade war
  • The impact on the communications industry by category
  • The impact on smartphones, including OEMs and semiconductors such as fabless IC designers, foundries, and IC packaging and testing service providers
  • Four major industry countermeasures towards the trade war

 

Table of Contents


1. The Latest Developments in the Sino-US Trade War
2. The Impact on the Communications Industry
2.1 Telecom Products on the US$ 325 Billion List
2.2 The Impact by Category

3. The Impact on Smartphones
3.1 The Impact on OEMs
3.2 The Impact on Semiconductors
3.2.1 IC Designers
3.2.2 IC Manufacturers
3.2.3 IC Packaging and Testing

4. Industry Countermeasures
4.1 Setting up Factories Directly in the US
4.2 Exporting through Hong Kong
4.3 Returning to Taiwan 8
4.4 Looking to Southeast Asia

5. Author's PerspectiveAppendixGlossary of TermsList of Companies
List of Tables
Table 1. US Telecom Sector Imports from China in 2018
Table 2. Products and Manufacturing Bases of Taiwan’s Major Telecom Equipment Providers

Samples

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Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • Accton
  • Technology
  • Apple
  • Arima
  • Broadcom
  • Compal
  • Foxconn
  • HiSilicon
  • MediaTek
  • Merry
  • NVidia
  • Pegatron
  • Qualcomm
  • Sercomm
  • Wistron
  • Wistron NeWeb
  • Xilinx
  • Zhen Ding Technolog

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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