1.Background 
1.1 U.S Curbs Global Semiconductor Brands to Make Chips for Huawei 
1.2 U.S. Expands Sanctions on Equipment Used by Global Chipmakers to Make Chips for Huawei 
2. Impact on Huawei’s Global Supply Chain 
2.1 U.S. and European Brands Still Work on Government Approval to Supply Huawei Key Components 
2.1.1 U.S. Suppliers Stop Providing Huawei Key Components in the First Round 
2.1.2 European Chipmakers are Vulnerable in U.S. Ban on Huawei 
2.2 Asian Brands Also Take a Hit from Washington’s Tightening Resection on Huawei 
2.2.1 Japanese and Korean Chipmakers Used to Benefit from the Ban 
2.2.2 Huawei Stockpiles More Chips from Taiwanese Chipmakers Before New Huawei Ban 
2.2.3 Chinese Semiconductor Industry Still Needs Time Before Being Able to Make Homegrown Chips 
3.Supply Chain Changes after Huawei Ban 
3.1 Huawei Ban Expanded to Include Foreign-made Chips Using US Tech 
3.2 Other Chinese Smartphone Brands Benefit from Huawei’s Withdrawal 
3.3 Ericsson Obtain Massive 5G Equipment Orders Lost by Huawei While Samsung Also Sees Market Share Expansion 
3.4 Huawei Exploring New Market Opportunities from IoT Applications 
4.MIC Perspective 
Appendix 
List of Companies 

Background behind the U.S. ban on Huawei

Impact on Huawei’s global supply chain, including American, European, Japanese, Korean, Taiwanese, and Chinese chip and component suppliers

Overview of supply chain changes, touching on pros and cons of the Huawei ban for competitors, peers, and partners
 

Table 1 Huawei and Its Major Suppliers in China