This report covers the near/mid-term impact for suppliers as well as end customers for ZTE Corporation due to the United States Commerce Department action of placing ZTE Corporation on the Entity List.
A complete listing of known semiconductor, electronic component and material suppliers for ZTE radio access network infrastructure equipment (base stations) and mobile handsets is supplied in addition to analysis on possible outcomes/resolutions over the next few months and quarters.
Key Topics Covered:
MARKET BRIEF Background Methodology
ZTE SUPPLY CHAIN PERSPECTIVE- THE COMPANY NO LONGER EXISTS Direct ZTE Mobile Handset Suppliers Direct ZTE Infrastructure Suppliers
SUPPLY CHAIN IMPACT ANALYSIS-1ST, 2ND AND 3RD ORDER EFFECTS March 2016 Quarter Supplier Impact June 2016 Quarter Supplier Impact September 2016 Quarter Supplier Impact Beyond September 2016 Quarter Supplier Impact
CUSTOMER IMPACT ANALYSIS March 2016 Quarter Supplier/Customer Impact June 2016 Quarter Customer Impact September 2016 Quarter Customer Impact
WIDENING OF US COMMERCE DEPARTMENT PROBE-ARMAGEDDON SCENARIO Summary