What is the essence of the "Huawei...
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What is the essence of the "Huawei problem" (page 1/3)
Last week, I was busy with the "Huawei problem" anyway.Huawei has been involved in the problem that US products have been expanded, and many products, including smartphones, have become affected not only in the United States but also in Japan and Europe and the United States.
Where is the essence of this problem?And I want to reorganize how much the impact will be.
This article is a part of the email magazine "Monday Buffet" in Kodera and Nishida, which is distributed every Monday.This article was distributed on May 27, 2019.Click here to apply for e -mail magazine subscription (648 yen per month, tax included).
The problem between Huawei and the United States is not a trade friction on smartphones.You may think so somehow because the spotlight is too high in smartphones.But the fact is completely different.
In the first place, Huawei rarely sells smartphones in the US market.In recent years, the relationship with the United States has not been good.
The point is a 5G facility and a communication infrastructure business centered on base stations.
Huaweiの5G関連事業Huawei has expanded its business from equipment business for communication infrastructure to mobile phone terminals.In the process, it has been pointed out that since the 2000s, Iran, Iraq, Afghanistan, Syria and North Korea have passed through economic sanctions and embargoes in the United States and the United Nations and export communication infrastructure.
In particular, the United States has a strong sense of crisis, and has been accused of ZTE, saying, "In response to the Chinese government, he is involved in cyber attacks and spy."A clear hostility was seen, such as eliminating American government procurement products and applying pressure to rejected major companies.It wasn't once or twice from American companies that "Huawei products are not adopted."Such a story was even more noticeable in a department that was not than in the technical system.
Naturally, such movements also affect the Japanese government.In December last year, there was a report from the government ruling party that "if Huawei's smartphone was disassembled, an extra was found."
In the end, although there is no direct order to "eliminate Huawei products from infrastructure in Japan", it is true that communication -related companies have pressure to seek such "confusing".
For example, the mobile router released by NTT DOCOMO this summer is made of Sharp.In the past, Chinese manufacturers are in charge of mobile routers, and HUAWEI is a major, but "Huawei routers, including US companies, have begun to be relocated in Huawei routers" (telecommunications industry.This time, this time, the development and manufacturing of routers are outsourced.At that time, of course, it was long before this riot, but it still affected Japan.
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