Zhang Zhongmou: War of the trade in the United States this won’t be so affable
Zhang Zhongmou of president of stage accumulating report accepts England ” financial times ” the visit points out, war of the trade in the United States is the challenge that his have not has faced, ” this the likelihood won’t be so affable, look not quite affable now ” . Probable influence apple (Apple)Supply chain.
Zhang Zhongmou suffers visit express: ” this is a new challenge, I never had been been faced with in the past, but my successor must face these risks. How should be they done? I do not know. “
The rain of hill of war of trade of two trade put oneself in another’s position with the greatest whole world is about to come, the United States asks China is before 2020, must check year the dimensions cut down of beautiful favorable balance of trade at least 200 billion dollar.
The stage accumulates report (TSMC) the largest generation that is malic IPhone processor is industrial and commercial, the stage accumulates report year of battalion of 33 billion dollar close the half comes from operation unit, if the United States increases custom duty, mobile phoneSupply chainThe level that suffers an effect fears wider. Zhang Zhongmou expresses: “ProductFinallyAssembleBasically finish in chinese mainland, because controversial issue of the trade in this beauty is afraid,also can affect us. “
Zhang Zhongmou also expresses, the confronting circumstances in the United States, may become the war of beautiful day trade that 1970 than him era experiences more flooey. Zhang Zhongmou holds the position of heart state apparatus at that time (Texas Instruments) semiconductor groupGeneral manager.
He expresses: ” Japan and United States solve a problem special at that time peace, satisfactorily. This the likelihood won’t be so affable, look not quite affable now. “
The basis covers, holand international group (ING) big China area economist Pan En (Iris Pang) express, the United States is right Chinese electronProductLevy new tariff, will make a lot of electrons that sell past United States from China 0 componentCostRise.
Yuan analyst of old negotiable securities blocks Europe (Sam Kao) express, it is besides China, not large-scaleProductionThe malic supplier of base faces the biggest risk. He points out, include Fuji health (Foxconn) , with large (Pegatron) achieve with abb endowment (Wistron) bear possibly pressure.
International letter judges orgnaization Moody (Moody’s) the analyst expresses, the China related part and science and technologyMakeBusiness will get of measure of American new tariff ” immediate impact ” , smooth nevertheless postmortem theseMakeThe concussion that business gets, meeting ” underestimate ” the effect that this causes to Chinese economy.
Nevertheless, magendatong (JPMorgan) fund of Pacific Ocean science and technology (Pacific Technology Fund)InvestmentAssorted manager Kekesi (Oliver Cox) express, although new tariff is short-term inside can make to the appleCostPressure, but he does not think to be able to have long-term effect.
He expresses, apple and apple supply chain ” handling side of cost of change, depress in the past, show a very big flexibility ” .
Swiss credit bank (Credit Suisse) be stationed in Taipei analyst Ai Bulan (Randy Abrams) express, china and United States ” at present till kept away from category of crucial high yield science and technology, because of bilateral supply each other depend on catenary. “
He expresses: ” the first round of custom duty eliminates computer of report of wisdom mobile phone, pen, flat to wait, cover the consumer goods of main science and technology such as TV only, and the apple is not a supplier, the cost influence that supplies chain because of this pair of apples and apple should be finite. “
Nevertheless, company of economics person information (EIU) Asian area is in charge of Linkangde (Duncan Innes-Ker) point out, even if custom duty is designed the company impact such as didymous apple is the least change, ” 0 component supply the part catenary still can be affected almost certainly ” .
He expresses: ” malic end item can have escaped to drop the custom duty large network that give probably, but a lot of 0 component suppliers can suffer affect, because this supplies chain,still do not have can avoid to be able to get a few influences. “
Lin Kangde says, if China controls China seat of government to apply, ” and the American manufacturer time that lets be in China is uneasy ” , the apple may face bigger risk. ” to the apple, chinese since is importantProductionBase, also be importantThe market, this meeting creates significant risk to the company. “