Two weeks after being placed on an export backlist that resulted in Google and other tech companies ceasing relations, the business impact on Huawei is somewhat clearer. An analyst report today look at how the U.S. trade ban will affect smartphone shipments and the competitive market. Ming-Chi Kuo of TF International Securities has a reliable supply chain track record that often details new Apple and Samsung devices ahead of time. A “Critical issues and scenario analysis” was released today and based on discussions with investors over the past two weeks. The report features several primary ...
Kuo: Brand trust is Huawei’s big issue after trade ban, Samsung ‘primary beneficiary’ - 9to5Google
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