Supply chain
Highlights of the day: US may tighten Huawei ban
DIGITIMES staff

The world's two superpowers may be heading towards a truce in their trade war, but the US reportedly is not letting Chinese tech giant Huawei off the hook easily. Washington may tighten control on Huawei's access to US technology, with Taiwanese IC designers bracing for mixed impacts. China, well aware of the risk of over-dependence on US technology, has ambitious goals of raising its self-sufficiency for semiconductors. For Huawei, it is also sourcing more components from local suppliers, such as hybrid lens modules from AAC Technologies for its upcoming flagship smartphones. Apple is also said to be sourcing more from Chinese suppliers for a different reason, namely cost concerns. And as the year 2019 nears its end, Digitimes looks at how the heyday of the LCD panel industry is also coming to a close.

US may tighten ban on Huawei with mixed impacts on Taiwan IC designers: The US government is reportedly mulling adjusting regulations to tighten control on Huawei's access to US-originated technology, which may bring uncertainties to Taiwan-based IC design houses in the supply chain of the Chinese smartphone vendor but benefit those which compete with its chipmaking arm HiSilicon.

AAC Tech reportedly lands hybrid lens module orders from Huawei, Xiaomi: China-based AAC Technologies Holdings has reportedly landed orders for its hybrid lens modules from Huawei and Xiaomi for their upcoming flagship smartphones, a warning signal for related Taiwanese makers who have been counting heavily on orders from the handset sector in China, according to industry sources.

Apple reportedly to deepen cooperation with China supply chain makers: Apple reportedly has deepened its cooperation with China-based supply chain makers for not only ramping up its shipments to China but also further reducing its overheads, according to Taiwan-based handset supply chain makers.

LCD heyday coming to an end: For the global LCD panel industry, the year 2019 has been mostly engulfed by oversupply due notably to rampant capacity ramps by Chinese makers. Oversupply coupled with the impacts of the US-China trade dispute has brough not only steep falls in LCD panel prices but also profound changes of the landscapes of the global display industry.

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