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華為求生記:最詳盡華為供應商名單

在中美達成「不升級貿易對抗共識」後三天,加拿大政府官方發佈消息,應美方要求已於上週六逮捕華為首席財務官孟晚舟。孟晚舟為華為創始人任正非的長女。美方給出理由為孟晚舟「涉嫌違反美國對伊朗的貿易制裁。」市場擔心華為會步中興後塵。
如果華為被美國影響,應有大量供應商被影響,特別是芯片。因此華為求生記中,被影響的供應商要小心。
根據市場研究公司Gartner報告,2017年華為是全球第五大半導體芯片買家,採購總額約140億美元,相比去年增長32.1%。工信部下屬機構「賽迪智庫」的報告顯示,2015年華為的芯片採購總額高達140億美元左右。
據國信證券近期統計,華為累計擁有超過2000家供應商,這其中不僅有高通、英特爾等眾多美國公司,還包括瑞聲科技、比亞迪等中國公司,以及大量來自日韓的科技企業。
以下是國信證券統計的主要供應商
1)從芯片供應看,芯片設計架構提供商主要是ARM,知名芯片商高通和博通為華為提供幾乎全品類芯片服務。CPU芯片商主要有英特爾、聯發科、美滿電子等。NFC供應商主要有英飛凌、恩智浦等、電源管理芯片主要有Analog半導體。


2)射頻連接器供應商主要分為射頻天線供應商灝迅、Qorvo、羅森佰格;連接器供應商主要有安費諾、廣瀨和中利電子。

3)存儲商主要有閃存設備商海力士、東芝;內存供應商三星、美光;硬盤供應商富士通、希捷、西部數據。


4)感知器供應商主要有電聲器件的瑞聲科技和屏幕觸控的三星。

5)其他供應商包括電源供應商比亞迪,軟件供應商微軟、甲骨文,新思科技等。


華為上游電子元器件供應商覆蓋從基礎PCB印刷電路板到用於電路邏輯設計的元器件,PCB的核心廠商以國內為主,包括生益科技、深南電路、滬電股份等,電子元器件主要採用美國和日本廠商的產品,包括村田和德州儀器等。


其他供應商主要為華為提供產品組裝和運輸服務。代工廠基本以中資機構為主,其中台灣廠商是其核心供應商,如台積電、富士康等。物流供應商的選擇比較國際化。此外,還有一些整體服務供應商。


據2018年3月30日華為發佈的2017年全年財報,2017年華為營業收入6036.21 億元人民幣,同比增長16%;淨利潤為474.55億元人民幣,同比增長28.1%,較上年同期32%的增速略有下降;2017年公司淨利潤率為7.9%。
下載StockChat一齊傾: http://link.StockChat.app/
來源:國信證劵、網上圖片