Former Citigroup Global and Asia Pacific Semiconductor Research Team Leader of Barclays Capital Securities, Mr. Lu Xingzhi said that semiconductors are more difficult to impact on the impact of end products.
Lu Xingzhi stated that if the terms are to limit the end product, the mobile phone brand made from China into the United States only has the Apple iPhone, other Huawei, OPPO, and VIVO will not be able to sell it into the United States and will not be affected. If you look at semiconductors, where can't be seen, Mainly to see the location of the package, while semiconductors in China's packaging share of less than 10%, mainly in Taiwan packaging, and 301 if not for Taiwan, the package will not be affected, semiconductors are limited.
Former Citigroup and Yang Yingchao, chief analyst of Barclays Capital Securities Asia Pacific, said that the United States is offering 301 clauses and the scope of fears has extended to technology products. Yang Yingchao believes that the 301 tariff sanctions are just a bargaining chip for Trump, especially the Trump. The general businessman is a businessman and knows that if he goes on, he will lose. However, this decision must still be thrown before he can start coordination with China.
Cao Shilun, president of SEMI International Semiconductor and Materials Association Taiwan, pointed out that because the semiconductor industry is a global industry that cooperates with each other, they are not happy to see the impact of the trade war. However, at this stage, the impact of downstream products will Higher than the upstream semiconductor industry.
Cao Shilun said that the impact of the trade war on the downstream products will be fierce. Because the product is the content of where it is produced, the impact will be relatively direct and will be relatively large. The semiconductor industry is mostly the case of suspension of components, and in the short term, the whole The impact will be smaller. As for the long-term impact, it must be further observed.