Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run

Luke Lin

With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing its products and services in the short term. However, the ban has spooked consumers, enterprises and telecom operators, shaking their confidence in Huawei's ability to continue delivering quality products and services in the future.

Table of contents

1. The US ban is intended to spook Huawei's customers
2. Sustaining a detrimental blow in overseas markets, Huawei will have difficulty reaching 200 million units in smartphone shipments in 2019
Chart 1: Huawei worldwide smartphone shipments by 1H/2H, 2017-2019 (m units)
3. Samsung stands to reap the most benefit as Huawei loses shares of smartphone markets abroad
4. Telecom operators adopt a wait-and-see attitude, yet to completely block Huawei equipment
5. Outcome of Trump-Xi meeting at G20 will play a pivotal role affecting corporations' and telecom operators' decisions on Huawei equipment

Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run

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