US President Donald Trump said at the G20 summit in Osaka, Japan, on Saturday that he would allow US companies to sell high-tech products or equipment to Huawei, except those related to national security.

Trump took the initiative to 'loosen his mouth' at the G20 summit, saying that the partial lifting of the ban on Huawei means that he will relax the most severe restrictions imposed by the US government on Huawei.

Some media said that this decision by US President Trump undoubtedly gave Huawei a chance of life. In fact, the biggest beneficiaries of such a move would be corporate America.

Lowered expectations due to new regulations

In May, the United States put Huawei on the 'entity list' for export control on the grounds of threatening national security, and many companies were forced to stop supplying and cooperating with Huawei.

According to previous observations by international electronics analysts, Huawei spent $11 billion in 2018 to purchase parts, software, other technology and services from American companies. Of Huawei's 92 core suppliers, 33 are in the United States, including Qualcomm, Intel and Micron Technology.

At the same time as the ban was implemented, these American companies directly lost a big customer, and they began to cut their forecasts.

The impact of Huawei's ban continues to ferment in the global industrial chain, and the first company that can't stand it is the American chip manufacturer Skyworks.

Skyworks said in early June that it had lowered its third-quarter forecast of $815 million to $835 million to $715 million to $775 million. Huawei has been hit hard by the US ban, with sales from Huawei accounting for about 12 per cent of its revenue in the first half of the year.

At the same time, American companies in Huawei's supply chain, including Qorvo, Inphi, Analog Device and other companies, have also lowered Q2 and Q3 revenue expectations.

The transport industry is affected

Since the United States publicly sanctioned Huawei, not only high-tech enterprises have been affected, but the transportation industry has also been affected.

'Ancient loyalty dilemma', the United States fedex also because of the Huawei ban was not a small impact, had to comply with the new regulations of Trump frequently 'demon', for a time by the industry and consumers criticized.

Previously, fedex 'mistakenly sent' Huawei packages to the United States while complying with the national executive order; While making a statement about customer privacy and service purpose. International electronic business situation has previously reported (' bodyguard 'or' robber '? Huawei said the express was secretly transferred to the United States by the federal government).

On June 24, fedex was also unable to bear the dilemma and formally filed a lawsuit with the US Department of Commerce against the huge impact of a series of restrictions on Huawei.

American companies suffered a lot

As we all know, due to the ban on Huawei by the United States, these American companies have repeatedly written to the United States government to launch 'lobbying' Trump to unlock Huawei.

Broadcom had predicted that trade tensions with the United States and the Huawei ban would cost the company $2 billion in revenue this year, an estimate that also sent shockwaves through the global chip industry.

Reuters reported on June 16 that US chip suppliers such as Qualcomm, Intel and Xilinx are quietly lobbying the US government to relax its sales ban on Chinese technology company Huawei.

Executives from Intel and Xilinx met with the Commerce Department in late May to discuss Huawei's blacklisting, according to people familiar with the matter. The companies argue that Huawei's division, which sells products such as smartphones and computer servers, uses common components and is less likely to raise security concerns than 5G network equipment. 'This is not about helping Huawei, this is about preventing harm to American companies,' one person said.

Qualcomm has also pressed the U.S. Department of Commerce on the matter, hoping to continue shipping chips to Huawei for use in common devices like phones and smartwatches.

Of the $70 billion Huawei spent on components in 2018, about $11 billion went to U.S. companies such as Qualcomm, Micron and Intel.

Micron recently said that because Huawei is one of its important customers, the company has lost more than $200 million in the third quarter after cutting off supply to Huawei, and recently restored some of Huawei's chip supplies.

Brief summary

To sum up, the US ban on Huawei has had an indelible impact on these US companies. So, can Trump's relaxation be seen as a concession to restore the normal operation of American businesses?

Since the extent of Trump's 'unblocking' of Huawei has not yet been determined, it remains to be further observed how the situation will develop.

What do you think of Trump's initiative to 'loosen the mouth' and lift the ban on Huawei?

This article reprints the international electronic business situation