1. Preface
1.1 Background 
1.2 Scope of Impact 
1.1.1 IT and Telecom Industries 
1.1.2 Brands and OEM/ODMs Export Goods from China to the United States 
2. Taiwanese Communications Products Manufacturered in China 
2.1 Smartphone Industry 
2.2.1 Production Value 
2.2.2 Major Clients 
2.3 Wireless Broadband Equipment Industry 
2.3.1 Production Value 
2.3.2 Major Clients 
2.4 Fixed Broadband Equipment Industry 
2.4.1 Production Value 
2.4.2 Major Clients 
3. The Possible Impact on the Industry 
3.1 Smartphone Industry 
3.1.1 Export Value 
3.1.2 Stakeholder Analysis 
3.2 Wireless Broadband Equipment Industry 
3.2.1 Export Value 
3.2.2 Stakeholder Analysis 
3.3 Fixed Broadband Equipment Industry 
3.3.1 Export Value 
3.3.2 Stakeholder Analysis 
4. MIC Perspective 
5.Preface 
6.Implications for the ZTE Supply Chain 
6.1 Application Processor and Wireless Communication Chip 
6.1.1 The Current Market 
6.1.2 Possible Places to Transfer the Orders 
6.2 Radio Frequency Component 
6.2.1 The Current Market
6.2.2 Possible Places to Transfer the Orders 
6.3 Operating System 
6.3.1 The Current Market 
6.3.2 Possible Places to Transfer the Orders 
7. Implications for ZTE's 5G Ambitions 
7.1 The Denial Order Seeks to Stifle ZTE's Development Momentum by Barring the Use of American Software and Hardware 
7.1.1 The Incapability to Conduct Independent R&D for Core Chips and Components Has Become a Major Issue 
7.1.2 The U.S. is Determined to Cripple China's 5G Development, and the Shots are Being Fired at ZTE 
8. MIC Perspective 
9.Preface 
9.1 iPhone Likely to Become a Bargaining Chip in US-China Trade War 
10.Impact Analysis 
10.1 iPhone Accounts for over 42% of the Smartphone Imports in the United States 
10.2 Impact on Supply Chain 
11.Countermeasures 
11.1Short-term Strategy: Adjust Existing Capacity to Increase Production in Taiwan 
11.2 Mid-to Long-Term Strategy: Increase Production Share in South/Southeast Asia 
12.MIC Perspective 
13. Preface 
13.1 Conflict Intensifies as Neither Side Willing to Make Concessions 
14. Development of US and Chinese Server Industries 
14.1 US Dominance Challenged by China 
14.2 China’s Spy Chip Incidents Ignites Network Security Concerns Worldwide 
15. Impact on Taiwan’s Server Industry 
15.1 Less Impact on Taiwanese Server Industry Chain 
15.2 Greater Impact on Server Industry from Network Security Concerns; Some Vendors Move Production Lines out of China 
16. MIC Perspective 
16.1 US-China Relations Remain Tense in Near Future 
16.2 Limited Impact on Server Industry 
16.3 Chinese Spy Chip Scandal Speeds up Moving Production Lines outside China 
17. Huawei Network Equipment Banned by Several Countries and Telecoms 
18.Main Reasons behind Lack of Trust in Chinese Enterprises 
18.1 Huawei’s Global Expansion Backed by Government 
18.2 Chinese Enterprises’ Difficulty in Maintaining Independence under China’s Legal System 
18.2.1 Chinese Government’s Increased Control over Chinese Enterprises
18.2.2 Chinese Government’s Legitimate Rights to Conduct Intelligence through Enterprises 
19. Huawei Defends Equipment Security 
19.1 Huawei Asserts Ability to Manage its Security and Keep Independence from the Government 
19.2 Huawei Proposes Security Improvement Measurements to Win Trust of Western Countries 
20. Most Enterprise Customers Still Hold on to Huawei Equipment 
20.1 Huawei's Biggest Loss in the Asia Pacific is the Loss of Market Share in Japan 
20.2 Huawei's Market Share in Europe Remains Unaffected Except BT 
20.2.1 Other European Operators Still Cooperate with Huawei 
20.2.2 Germany Government Has Security Concerns about Huawei's Technology but Not Telecom Operators 
20.2.3 Huawei's 5G Product Advantages Make it Difficult for Telecom Operators to Give Up Easily 
21. Political Risks That Huawei May Have to Encounter in the Future 
21.1 Huawei Continues to Face Political Risks in the Future 
21.2 Governments and Operators of All Countries Have High Possibility of Expanding the Blockade 
21.3 ZTE Should Be Worried About the US Government Bans on All China-made Products 
22. MIC Perspective 
22.1 The Impact on Huawei’s Brand Image is Greater than on Its Revenues 
23.G20 Summit
23.1 G2’s Announcements in G20 Summit 
23.2 US Tech Companies Sidestep Trump’s Huawei Ban 
24.Short-, Medium-, and Long-term Development Trends 
24.1 Short-term Development: Situation Seems to Get Better 
24.2 Medium-term Development: To Strengthen Ties with Non-US Suppliers 
24.3 Long-term Development: To Construct Homegrown Industry Chain 
25.Impact on the Industry 
26.MIC Perspective
26.1 Seek Opportunities Stemming from US Companies 
26.2 Help China Bridge the Gap in the Industry Supply Chain 
26.3 Diversify Supply Chain to Reduce Risks 
Appendix 
Glossary of Terms 
List of Companies 
 

Background of the China-US trade fight and the general impact on the IT and telecom industries

Analysis of the impact on Taiwanese communications equipment manufactured in China for the smartphone, wireless broadband equipment, and fixed broadband equipment industries from the production value and major client perspectives

The implications of the China-US trade fight for the ZTE supply chain, comprising of application processors and wireless communication chips, RF components, and operating systems; the implications for ZTE’s 5G ambitions

Analysis of the impact on the Apple iPhone and its supply chain and includes countermeasures and strategies of stakeholders in the short-, medium, and long-term.

Analysis of the impact on the server industry in China, the US, and Taiwan, and includes countermeasures and strategies of stakeholders in the short-, medium, and long-term

The reasons and political risks behind the Huawei and ZTE bans and what Huawei has done to defend its equipment security; how enterprises around the world react or have reacted to the bans, especially those in Japan, and Europe

The short-, medium, and long-term development trends and the impact on the industry following the G20 Summit
 

Table 1 Tariffs and Prices of iPhone X in Different Countries 
Table 2 Impact of US-China Trade War on Apple’s Taiwanese Partners 
Table 3 Analysis of EMS Providers’ Production Sites
Table 4 Major US Trading Partners in 2017 
Table 5 Bans on Huawei Equipment Worldwide