The trade conflict between Washington and Beijing rocks, always more. Currently in the visor: Huawei, a successful telecommunications company from China. Where the to ends just ask Henrik Böhme.
Every day, the question arises: What comes next? Since the hope, the Americans and the Chinese could agree on a trade agreement, until Further notice, has been smashed, the anxious glance at the Twitter Timeline of the U.S. presidents. Whom he went today in this “Tech Cold war”?
At the Moment, it is Huawei, as successful as controversial provider of mobile network technology and Smartphones. By a twist of Donald Trump, namely the national telecommunication declare a state of emergency, the Chinese company is suddenly in serious distress. To be In the United States and other countries, the Expansion of the mobile network to the newest 5G technology excluded have been, still seemed manageable. But now, with exports prohibited for U.S. firms supplying Huawei with components and without access to the Android operating system and important Google Apps, it could be tight.
Beijing against Apple?
Is Beijing like?Of course not. How will you respond? It is Apple’s pick as the target. First of all, there could be a ban on sales in China. Sounds even mildly, could Apple make but sometimes hard. In January it was worth a visit. Since the group had to be out alone due to the decline in sales revenue in China warning – for the first time in ten years. The China should be the business entirely, could break the Surplus of Apple by a whopping 30 per cent, calculated by the analysts of Goldman Sachs.
Henrik Böhme, DW-business editorial
Escalation level number 2: a ban on Production for the iPhone and co. in China. Most of the devices of the Premium manufacturer are screwed in the middle Kingdom, for example, in the case of companies such as Foxconn, together. Including this order would, of course, pavers suffering, but especially for Apple, that would be a knockout blow. Even if you could otherwise Dodge where, according to Indonesia or Vietnam: The take! And the hope of Donald Trump – “we make the home” – would increase the price of the price of an iPhone dramatically. Quite apart from a dramatic lack of specialized labor in the United States, in China, in Millions, available. Through the imposition of punitive tariffs on from China imported goods, Apple could be forced to raise prices for the already expensive devices – up to 14 percent, J. P. Morgan calculated.
Would all suffer
The Problem of this dispute, as always, he assumes, is only The will not on Huawei or Apple limit. Because the production of Smartphones is a Prime example of how globalization works. In a Huawei device, many parts of the United States is stuck infinitely. So the suppliers would be missing a major customer. Would suffer but also the Japanese Sony group: The equip almost all of the Smartphones in the world with their camera Chips. No iPhone without Displays from Samsung. And then the British Chip is a specialist ARM: Its products are, so to speak, the Foundation of all memory chips used in Smartphones. What you could always Huawei can think of, the blockades of the US chip manufacturer, Delivery to deal: Without the ARM architecture goes nothing. And the British turned the direction of Huawei the tap too. Want to say: Here, an entire industry could start to Slip.
The Situation is reminiscent of the “Black lists” of the West in times of the Cold war. Therefore, it was forbidden to deliver to Eastern bloc countries such as the GDR, some of the electronic components for the then-emerging semiconductor industry. For the GDR, this meant that their foreign exchange reserves to a large extent for it to develop anything of your Own. Also contributed to the demise of the socialist planned economy. Now China is certainly due to the Huawei Blockade under. And don’t get us wrong: The Chinese are not Good in this game. It is safe even for Europe, that Donald Trump mess with the middle Kingdom. It would just be kind of stupid if we dials at the end via the fixed network-to-phone would need to communicate, or with smoke signals because, unfortunately, there are no Smartphones more.