Start analysing Hawei Effect
Kyaw Thu
20 May 2019
FOCUS
Huawei being standing in the middle of US China trade war 2019.
Huawei is now restricted to using the Android resources (AOSP), cutting the company off from Google service that consumers outside of China expect on Android devices.
We will explore the impacts of chipmakers and supply chain companies if Huawei banned in international market.
The study would look to the present market of the Huawei supply chains including
- INTC
- Navida
- AMD
- SWKS
- SMH
- ADI
INTC: Intel Chipmaker
The second largest semiconductor company in the world,keep the dominant market share among data center chip supplies. 25 percent of Intel revenue comes from China.
INTC
NVDA : Nvidia Chipmaker
N0.10 chipmaker globally, heavily invested in the data center market. Recently acquired Mellanox(MLNX). NVDA market targeted for high-end GPU for gamming processors. About 20 percent of business revenue related to China.
About $ 84 million comes from Huawei.
NVDA Chart
AMD: Semiconductor
AMD develops high-performance computing and visualization products. Acer, Asus, Dell, HP, Huawei, Lenovo and Samsung all launched notebooks powered by AMD’s new second generation Ryzen Mobile processor with Radeon Vega graphics.
Google had chosen AMD’s Radeon GPUs for the cloud-based platform, Project Stream, which enables players to tap the cloud to play high-performance games on any device.
The US_China trade ban could loss of business revenue about $ 39 million from Huawei.
AMD Chart
SKYWORKS
Skyworks is providing wireless networking services for connection for people, home, industrial,and mobile device markets. It provides communication chips to Huawei that would lose about 5 percent.
SWKS Chart
VanEck Vectors Semiconductor ETF (SMH:NYSE Arc)
VanEck Vectors is a semicondctor company that has fallen 3.3 percent since Huawei was on the blacklisted by US commerce department.
SMH Chart
Analog Devices Inc (ADI:NASDAQ)
Analog Devices, Inc. (Analog Devices) designs, manufactures and markets a portfolio of solutions that leverage high-performance analog, mixed-signal and digital signal processing technology, including integrated circuits (ICs), algorithms, software and subsystems. About 3.3 percent of revenue affected from Huawei ban.
ADI Chart
Combined Chart
Overview
The stock charts show a digit perentage decline in the present moment and need to be watched time to time for the signals and the future.