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Huawei has "lowered its forecast of total smart phone shipments by about 20% to 30% in the second half of 2019 compared to the previous estimate," according to a report. report& nbsp; in the Nikkei Asian Review which cites "a familiar source with orders for Huawei smartphones." The company also has "reduced or canceled orders from major suppliers for components entering its smartphones and telecom equipment," according to the report. Some of the cuts in the supply chain "cuts included in orders of up to 30%."
This is not surprising, as there is growing evidence that Huawei's US supply chain blacklist is hitting a lot harder and faster than expected. There have been a lot of reports in recent days about the "softening" of Huawei's smartphone market, which is a barometer moving faster than the larger and slower market for 5G equipment. In a statement, however, Huawei told the Nikkei Asian Review & nbsp; that "its production levels remain normal," and "sources close to the company have downplayed the importance of adjustments to component controls."
Huawei has retained its second place in the first quarter of 2019 in smartphone sales, but should fight to resist Apple, let alone make-up for Samsung, for the rest of the year. The company is currently planning the launch of its new Hongmeng OS, an alternative to Google's Android OS, which will not be integrated into the company's future smartphones under the US blacklist.
A week ago, there was speculation that a number of Huawei smartphone production lines had been cut as a result of a decline in demand. the Morning of South China& nbsp; reported for the first time that Foxconn "Several Huawei phone production lines have been shut down in recent days as the Shenzhen company has reduced orders for new phones. "Huawei did not react immediately, but three days later, the company categorically denied the information. ANo official spokesman has said that "Huawei refutes these claims, our global production levels are normal, with no noticeable adjustment in both directions."
This latest report from Asia now seems to refer back to the original report; I contacted Huawei's official spokesperson to share his comments.
Huawei also retained first place telecom equipment sales in the first quarter of the year, according to IHS. Again, the impact on sales throughout the year will be monitored very closely.
While Samsung and Apple benefit from a decline in sales of Huawei smartphones, Nokia and Ericsson will be the main beneficiaries of any decline in demand for Huawei telecommunications equipment. Although it will not be clear. Russia has announced that Huawei will work with the country's MTS operator to develop its 5G network over the next year. Huawei described this as "good news," a euphemism in the circumstances.
It was still inevitable that in the unstable consumer market, demand for Huawei devices would moderate, if only for the consumer's uncertainty – rightly or wrongly – around upgrades and the Android support. The hope for Huawei is that the launch of a new OS to calm the nerves, combined with a major public relations offensive, will help to cope with any recession as quickly as possible.
As long as the US blacklist hits the headlines and the media spreads about supply and demand, it will be difficult for the manufacturer in Shenzhen to succeed. Unlike equipment sales, there is no one on the other side of the transaction "approaching to settle the nerves". And that has always been the risk of moving the company from stable equipment sales to the mainstream market.
Meanwhile, public relations efforts continue to increase. Reports are published almost daily on the impact on US companies affected by demand reduction and the potential impact on US companies affected by new sales restrictions in China. Nothing is certain yet, if it is that Huawei is trapped. The impact on smartphone shipments in the second quarter will be the first indicator of the true impact of the company on the publication of these figures in a few weeks.
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© 2017 Bloomberg Finance LP
Huawei "downgraded its forecast for total smartphone shipments in the second half of 2019 from about 20% to 30% from the previous estimate," according to a report from the Nikkei Asian Review citing " a source close to Huawei's smartphone controls. " The company also "reduced or canceled orders placed with major suppliers for components used in its smartphones and telecommunications equipment," according to the report. Some of the cuts in the supply chain "included order reductions of up to 30%".
This is not surprising, as there is growing evidence that Huawei's US supply chain blacklist is hitting a lot harder and faster than expected. There have been a lot of reports in recent days about the "softening" of Huawei's smartphone market, a barometer moving faster than the larger, slower market of 5G equipment sales. In a statement, however, Huawei told the Nikkei Asian Review that "its production levels remained normal" and that "sources close to the company downplayed the importance of adjustments to its component controls."
Huawei has retained its second place in the first quarter of 2019 in smartphone sales, but should fight to resist Apple, let alone make-up for Samsung, for the rest of the year. The company is currently planning the launch of its new Hongmeng OS, an alternative to Google's Android OS, which will not be integrated into the company's future smartphones under the US blacklist.
A week ago, there was speculation that a number of Huawei smartphone production lines had been cut as a result of a decline in demand. the Morning of South China first reported that Foxconn "The Shenzhen company has reduced its orders for new phones. "There was no immediate response from Huawei, but three days later, the company categorically denied this information.An official spokesman has said that "Huawei refutes these claims, our global production levels are normal, with no noticeable two-way adjustment."
This latest report from Asia now seems to refer back to the original report; I contacted Huawei's official spokesperson to share his comments.
Huawei also retained first place telecom equipment sales in the first quarter of the year, according to IHS. Again, the impact on sales throughout the year will be monitored very closely.
While Samsung and Apple benefit from a decline in sales of Huawei smartphones, Nokia and Ericsson will be the main beneficiaries of any decline in demand for Huawei telecommunications equipment. Although it will not be clear. Russia has announced that Huawei will work with the country's MTS operator to develop its 5G network over the next year. Huawei described this as "good news", a euphemism in the circumstances.
It was still inevitable that in the unstable consumer market, demand for Huawei devices would moderate, if only for the consumer's uncertainty – rightly or wrongly – around upgrades and the Android support. The hope for Huawei is that the launch of a new OS to calm the nerves, combined with a major public relations offensive, will help to cope with any recession as quickly as possible.
As long as the US blacklist hits the headlines and the media spreads about supply and demand, it will be difficult for the manufacturer in Shenzhen to succeed. Unlike equipment sales, there is no one on the other side of the deal "to tackle to soothe the nerves". And that has always been the risk of moving the company from stable equipment sales to the mainstream market.
Meanwhile, public relations efforts continue to increase. Reports are published almost daily on the impact on US companies affected by demand reduction and the potential impact on US companies affected by new sales restrictions in China. Nothing is certain yet, if it is that Huawei is trapped. The impact on smartphone shipments in the second quarter will be the first indicator of the true success of the company when these figures are published in a few weeks.
