On the 16th, the U.S. Department of Commerce proposed a seven-year ban on sales for ZTE, the second-largest telecom provider in the Chinese mainland, prohibiting US companies from selling components to ZTE.
Regarding ZTE being banned, Wu Jiyi, dean of the Taiwan Research Institute, said that it seems that the trade war between the two major powers in the United States and China has not yet stopped. The trade war will result in two defeats. It is expected that President Trump will govern from businessmen. From the angle of view, through the use of war to raise war, to fight for peace, to create commercial interests.
Liu Mengjun, the first director of the China Economic Research Institute in Taiwan, analyzed that ZTE and Qualcomm have already cooperated on 5G. Now that the United States has attacked ZTE, it shows that President Trump does not approve of the cooperation model between ZTE and Qualcomm. It also shows that China's manufacturing 2025 progress in ICT may also be delayed.
According to the research organization Canalys estimates, ZTE's mobile phones use Qualcomm chips with a ratio of up to 65%. The market believes that Qualcomm will be affected, and Qualcomm’s mobile phone chip competitor MediaTek is expected to benefit.
Although the research institutions estimate that MediaTek is expected to benefit, Liu Mengjun’s views are relatively conservative. Liu Mengjun said that MediaTek has a lot of US patents. If the United States wants to expand the interpretation, MediaTek’s cooperation with ZTE may also be implicated. Therefore, MediaTek may not be able to favorable.
Liu Mengjun emphasized that the US sanctions on ZTE are not only impacted by Qualcomm, and that future intellectual property (IP) related to the United States cannot be used in cooperation with ZTE. Therefore, 'the United States has blocked ZTE, and there will be no cheaper for Taiwanese factories. Can be 捡'.
Liu Mengjun said that ZTE has been sanctioned by the United States, and its competitors such as Samsung, Huawei, and OPPO may benefit from this; As for Taiwanese factories that have not made much progress in the development of smart phones, if they want to develop 5G, they can only cooperate with the United States.
However, in addition to ZTE, outsiders are worried that China’s largest telecommunications equipment company, Huawei, will follow the footsteps of ZTE’s revitalization. Wu Zaiyi said that the US-China trade war situation continues to ferment, and that semiconductors occupy an important position in the manufacturing industry in Taiwan. Concerned about follow-up development, it should be prepared to respond earlier.