Kubva panhaurirano dzedzidziso nezve chiyero chesimba remamiriro ezvinhu nekumanikidzwa kubva kuvakuru veAmerica paHuawei, yave nguva yekuenderera mberi nekutaura mhedzisiro yemari. Zvirinani, veChinese hofori vekuUS vatotanga kwete kungozivisa kujoinha kwakakura kwemudiwa nezuro, asiwo kuverenga kurasikirwa kwavo. Ikambani yeAmerica Lumentum, iyo inonyanya kugovera zvinhu zvemaziso ehurongwa hwekutaurirana, ichitevera chirevo chekuteerera kwayo mutemo. yakagadziridzwa fungidziro yechina kota yemari, iyo mukarenda yemugadziri ichapera muna Chikumi 30 wegore rino.
Kugadziriswa kwakaitwa sezvinotevera: mari inofungidzirwa yakaderera ne8% kusvika ku $ 383 mamiriyoni, uye purofiti yekushanda yakaderera ne21%, kusvika ku $ 62 mamiriyoni. 11% yemarisiti emari, mune yadarika kota yemari - yatova 18%, uye paavhareji yegore razvino rezvemari iyi nhamba haina kupfuura 15%. Lumentum's profit margin inogona zvakare kudonha kusvika 15,5-17,0% pachinzvimbo cheiyo yapfuura 18-20%.
Nomura nyanzvi manje kuti mari yeXilinx, iyo inopa Huawei matrices anorongwa ekushandisa mumidziyo yekufonera, inogona kunge iri kutevera kutambura. JP Morgan vaongorori vanowedzera kuti Huawei anga achivaka "yemergency stockpile" yezvinhu zvakatengwa zvekugadzirwa kwemafoni uye zviteshi zvekutanga kwemwedzi yakati wandei, uye zvinogona kunge zvakakwana kwete zvegore rino rekushanda zvakajairika, asiwo kune rinotevera.
Nyanzvi dzinofungawo Intel, NVIDIA, AMD uye Broadcom kuve panjodzi. Zvakare, iyo US Federal Trade Commission iri kuita ongororo yayo yega mune yekupedzisira kutengeserana mutemo, maererano neruzivo kubva kuBloomberg. Gore rakapera, Broadcom haina kubvumirwa kutenga zvinhu zveQualcomm, kuvhara kuramba nekuchengetedzwa kwenyika, uye kunyange kuendeswa kwemahofisi makuru kubva kuSingapore kuenda kuUnited States hakuna kupfavisa mutongo wevanyori vesarudzo iyi. Mamiriro ezvinhu pamusika anga asina kunaka zvakadaro; ikozvino isu tinogona kutarisana nefungu rekugadziridzwa kwekufanotaura nevazhinji vatori vechikamu mumusika, uye Lumentum mupfungwa iyi inongove "chiratidzo chekutanga".
Source: 3dnews.ru