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市場調查報告書

美國的制裁措施,ZTE的智慧型手機事業、5G開發帶來的影響分析

An Analysis Of The US Denial Order's Impact On ZTE Smartphone and 5G Developments

出版商 MIC - Market Intelligence & Consulting Institute 商品編碼 641184
出版日期 內容資訊 英文 17 Pages
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美國的制裁措施,ZTE的智慧型手機事業、5G開發帶來的影響分析 An Analysis Of The US Denial Order's Impact On ZTE Smartphone and 5G Developments
出版日期: 2018年05月17日 內容資訊: 英文 17 Pages
簡介

本報告提供美國政府對ZTE作出的制裁措施,對在該公司的供應鏈內部企業的打擊,及對今後的5G開發的負面影響等相關分析,今後的制裁推動/撤回相關美國政府的想法和目標,ZTE和相關企業應準備對策等考察。

第1章 背景情況

第2章 ZTE的供應鏈的影響

  • 處理器與應無線通訊晶片
  • 高頻 (RF) 零件
  • OS (作業系統)

第3章 ZTE的對5G的野心的影響

  • 美國政府對ZTE的制裁:美國製軟體、硬體設備的利用禁止,對該公司的開發行動的不良影響

第4章 MIC的見解

附錄

用語一覽

分析對象企業一覽

  • Airoha Technology,Alcatel,Apple,Broadcom,HiSilicon,HTC,Huawei,Infineon,聯想,LG,Maxscend Microelectronics,MediaTek,Motorola,村田製作所,OPPO,Qorvo,Qualcomm,Samsung,Skyworks,SONY,太陽誘電,TCL,TDK,TDK EPCOS,Tizen,TI,Unigroup Spreadtrum RDA,Verizon,VIVO,Walsin Technology,Wingtech,小米,ZTE
目錄
Product Code: MCRDR18051701

The U.S. Department of Commerce imposed a denial order against ZTE on April 16, 2018, banning American businesses or individuals from selling high-tech components and technologies to the Chinese telecommunications equipment maker. Given that American companies provide most of the APs (Application Processors), RF (Radio Frequency) components, and operating systems used in ZTE smartphones, the ban severely impacts the future operations of the corporation. Following Trump's recently twitter that stated his willingness to assist ZTE, things may not go as bad as everyone fear but there are still some interesting points to look into. This report explores the implications of the activation of the denial order, which affects the supply chain of ZTE considerably, weakens ZTE's influence in the telecommunications industry, and blocks its 5G development.

Table of Contents

1.Background

2.Implications for the ZTE Supply Chain

  • 2.1 Application Processor and Wireless Communication Chip
    • 2.1.1 The Current Market
    • 2.1.2 Possible Places to Transfer the Orders
  • 2.2 Radio Frequency Component
    • 2.2.1 The Current Market
    • 2.2.2 Possible Places to Transfer the Orders
  • 2.3 Operating System
    • 2.3.1 The Current Market
    • 2.3.2 Possible Places to Transfer the Orders

3. Implications for ZTE's 5G Ambitions

  • 3.1 The Denial Order Seeks to Stifle ZTE's Development Momentum by Barring the Use of American Software and Hardware
    • 3.1.1 The Incapability to Conduct Independent R&D for Core Chips and Components Has Become a Major Issue
    • 3.1.2 The U.S. is Determined to Cripple China's 5G Development, and the Shots are Being Fired at ZTE

4.MIC Perspective

Appendix

Glossary of Terms

List of Companies

List of Topics

Background of a denial of export privileges imposed by The Bureau of Industry and Security (BIS) of the U.S. Department of Commerce against ZTE

Implications for ZTE's supply chain, touching on application processors, wireless communication chips, radio frequency components, and operating systems.

Analysis of possible motivations behind US' denial order against ZTE

Companies covered

Airoha Technology, Alcatel, Apple, Broadcom, HiSilicon, HTC, Huawei, Infineon, Lenovo, LG, Maxscend Microelectronics, MediaTek, Motorola, Murata, OPPO, Qorvo, Qualcomm, Samsung, Skyworks, Sony, Taiyo Yuden, TCL, TDK, TDK EPCOS, Tizen, TI, Unigroup Spreadtrum RDA, Verizon, VIVO, Walsin Technology, Wingtech, Xiaomi, ZTE

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