Японские компании, по оценкам Omdia, в прошлом году поставили Huawei компонентов на сумму $10,4 млрд, поэтому потеря контрактов с китайским гигантом из-за санкций США станет для них серьёзным испытанием. Одни поставщики попытаются получить лицензию на продолжение сотрудничества с Huawei, другие переориентируются на иных клиентов или новые рынки сбыта.

Из-за санкций США против Huawei японские поставщики лишатся $10,4 млрд выручки

Корпорация Sony активно снабжала Huawei датчиками изображения для камер смартфонов, но в свете запрета на поставки вынуждена была пересмотреть свою инвестиционную программу. В результате сумма капитальных затрат, запланированная на этот год компанией Sony, была снижена на $470 млн. Ежегодная выручка Sony от реализации датчиков для нужд Huawei измерялась миллиардами долларов, поэтому выпадающие доходы компания попытается компенсировать несколькими способами.

Во-первых, Sony планирует подать заявку на получение лицензии для сохранения возможности сотрудничать с Huawei. Поскольку благоприятный исход этой инициативы не гарантируется, она попутно рассматривает возможность поставок своей продукции компании Apple и китайским производителям смартфонов, которые займут место Huawei на рынке. Наконец, японскому производителю может помочь диверсификация рынков сбыта: отдалиться от сегмента смартфонов она может за счёт поставок оптических датчиков для сферы промышленной автоматики и автомобильной электроники.

Renesas Electronics была вынуждена прекратить поставки компонентов для базовых станций Huawei, теперь японский производитель налаживает контакты с европейскими конкурентами китайского телекоммуникационного гиганта. Kioxia прекратила снабжать Huawei своей твердотельной памятью, теперь она ориентируется на производителей смартфонов других марок и серверного оборудования. Toshiba на всякий случай приостановила снабжение Huawei электронными компонентами и жёсткими дисками, до прояснения степени влияния санкций США на этот вид деятельности.

Санкции против Huawei оказали заметное влияние на рынок микросхем оперативной памяти. Цены на рынке моментальных сделок выросли на 7 % с начала месяца, но эксперты считают, что их подогревали закупки со стороны Huawei. Поскольку поставки памяти этой компании будут прекращены с середины сентября, цены должны снизиться в ближайшее время.


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