Table of Content

1.The Latest Developments in the Sino-US Trade War

2.The Impact on the Communications Industry

2.1 Telecom Products on the US$ 325 Billion List

2.2 The Impact by Category

2.2.1 851711

2.2.2 851712

2.2.3 851718

2.2.4 851770


3. The Impact on Smartphones

3.1 The Impact on OEMs

3.2 The Impact on Semiconductors

3.2.1 IC Designers

3.2.2 IC Manufacturers

3.2.3 IC Packaging and Testing


3. Industry Countermeasures

3.1 Setting up Factories Directly in the US

3.2 Exporting through Hong Kong

3.3 Returning to Taiwan 8

3.4 Looking to Southeast Asia


4. MIC Perspective

Appendix

Glossary of Terms

List of Companies

List of Tables

Table 1. US Telecom Sector Imports from China in 2018

Table 2. Products and Manufacturing Bases of Taiwan’s Major Telecom Equipment Providers



List of Tables


The latest developments in the US-China Trade war

The impact on the communications industry by category

The impact on smartphones, including OEMs and semiconductors such as fabless IC designers, foundries, and IC packaging and testing service providers

Four major industry countermeasures towards the trade war