The "Commentary: Politics Cloud Huawei's Future" report has been added to ResearchAndMarkets.com's offering.
Huawei held its global industry analyst summit (GAS 2020) in late May, just days after the U.S. Commerce Department expanded its Entity List restrictions on the company.
Much of the vendor's network infrastructure product line relies upon chips manufactured by foundries like TSMC, based upon Huawei's specifications but using U.S.-origin capital equipment for production and testing. Once the new rules take effect, if unchanged, the company could no longer rely upon these foundries for production.
Huawei is exploring various workarounds, including the possible use of Samsung, but a seamless solution is unlikely to be found quickly. Current inventory is rumored to last through March 2021.
Huawei continues to have an impressive technology portfolio, loads of talented engineers, and vast reach around the world, but it won't get out of its current mess by just finding another source for chips. The Entity List rules and earlier arrest of Huawei CFO in Canada have coaxed CCP officials to show their hand too blatantly.
Huawei's prospects for the next few years have noticeably dimmed, and we will see a much different competitive landscape in the telecom network infrastructure space by next year. The only question is whether Huawei can apply another of its strengths to its currently stark situation: the ability to learn from its mistakes and implement change rapidly.
Key Topics Covered:
Who's ahead in 5G?
Huawei's Global Analyst Summit: A brief snapshot
What happens next
US Commerce Department
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