The second wave of China's trade counterattack, these semiconductor manufacturers may be affected

China is studying the second and third batch of tariff retaliation lists, such as aircraft chips and other fields. Trade expert Wei Jianguo said on the 24th that in the face of US restrictions on China, China has made full preparations, and China’s follow-up may impose further US tariff levies. Measure. Following the announcement of the first list of suspension of concession products, China is studying the second and third batch of lists, such as aircraft and chips.

It is reported that the second wave of China's trade counterattack has hit American high-end semiconductor companies (such as chip makers), or has affected the supply chain of mobile phone parts and components. Among the top 20 US companies that Goldman Sachs could not keep in touch, more than half are high-end semiconductors. The company is either a technology company using components, including Apple, Qualcomm, Intel, etc.

The trade war has a short-term impact on the supply chain of handset manufacturers such as Huawei. (Profile picture)

However, some analysts believe that the opening of the trade war will have little impact on the mobile phone supply chain in the short term, but the impact on the business is the most critical factor.

Apple may be implicated in Huawei

Wang Fang, Chief Investment Officer of E-Chief Capital, said that it is generally believed that the Sino-US trade war will make Huawei and Apple a target, but there is little chance of a major impact on the company in the short term. Due to the complex structure of mobile phone parts, Apple has taken the example. Its chip suppliers come from all over the world. Although there are suppliers from the Mainland, but there are also US suppliers, Huawei is biased toward manufacturing in China, temporarily affecting the supply chain of the two major mobile phone manufacturers.

Semiconductor companies with a high proportion of income in China

Wang Hua believes that people’s sentiment is the most critical factor for the impact of the company. Although Apple’s mobile phone users are relatively high-end users, they have less chance of buying Apple’s mobile phones because of anti-US sentiment. However, if anti-American sentiment is extreme, it cannot be ruled out. The strike situation appears.

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Wang Hua believes that Japan, as a US allies, may follow U.S. policy. As a result, Japan’s large-scale semiconductor wafer-manufacturing machine manufacturers, such as Tokyo Electron and Nikon, have the opportunity to slow down the supply to China.

Wang Hua pointed out that the suppliers of upstream components are critical to the entire supply chain, based on the fact that the relevant parts are part of the finished product and will not be affected in the short term.

Liang Guanye, a director of Haitong International Investment Strategy, believes that mobile equipment stocks will be in a weak position in the short term, such as Sunny Optics, AAC Technologies, etc. It is recommended that investors with a small amount of stocks can sell out first, if there is a large amount of investment Those who hold a wait-and-see attitude will make a decision based on the attitude of both China and the United States.