Research Reports

Research Reports

[Selected Topics] Navigating the Dynamics of Chinese Smartphone Brands and their Supply Chains in the US-China Power Struggle


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SummaryThe US-China trade war has been ongoing for several years, significantly impacting the semiconductor industry due to the US imposing numerous restrictions on China. Semiconductors, essential for smartphones, have notably hindered the progress of China’s smartphone sector amid these sanctions.
Huawei was particularly affected during this standoff between the US and China. The sanctions led to a market decrease in Huawei’s market share, prompting other Chinese smartphone manufacturers to aggressively pursue the high-end market. However, the situation escalated on August 29, 2023, when Huawei unveiled its 5G Mate 60 Pro, stirring further tensions with the US. This move highlights how the smartphone development conflict has transitioned from mere brand competition to a pivotal aspect of the technological struggle between the US and China.


Table of Contents
1. An Analysis of the Motivations Behind US Sanctions on the Chinese Semiconductor Industry

2. The Impact and Development of Sanctions on Chinese Smartphone Brands
  (1) Promoting in-house chip projects
  (2) Localization of smartphone components in China

3. Unveiling the Ripple Effects: How China’s Move to Fortify Huawei’s Supply Chain Impacts Taiwanese Manufacturer

4. TRI’s View
  (1) SThe US has strong motivations for imposing bans on China’s semiconductor industry
  (2) Changes in the competitive landscape of China’s smartphone market under sanctions: A continuous rise in localization
  (3) Maintaining technological leadership: The sole strategy to ward off the red supply chain

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