中国最成功的科技公司之一
虽然华为缺乏中国BAT技术巨头百度（BIDU），阿里巴巴（BABA）和腾讯（TCEHY）的高调，但该公司在推动人工智能，芯片制造和5G无线服务方面取得了长足进步。瑞银指出，华为是迄今为止美国以外最大的光学供应商。据国际数据公司称，该公司是市场份额第二大的智能手机制造商。
“华为已被公认为中国最成功的科技公司之一，”张说。
该公司还是一大批全球技术公司的客户，如果在逮捕后出现影响，其供应商很容易受到损失。根据高盛公司的数据，其供应商名单包括美国公司Broadcomm（AVGO），高通公司（QCOM）和美光科技（MU），每家公司的华为收入均为2％至6％。中国电子巨头福克斯康康（Foxxconn）也将华为视为买家，其收入占公司收入的11％。
瑞银（UBS）分析师Tejas Venkatesh周四在一份报告中写道，华为的竞争对手包括诺基亚（NOK），爱立信，思科（CSCO），瞻博网络（JNPR）和Ciena（CIEN）将在华为股票亏损的情况下受益。 “这可能需要一段时间才能发挥出来，”他补充道。
“按收入贡献顺序，华为的光学元件供应商是NeoPhotonics（40％，1.17亿美元）; Lumentum（11％，1.37亿美元）; Finisar（11％，1.45亿美元）; Inphi（14％，5000万美元）; Oclaro（11％，6000万美元）;以及Acacia（约7％，2500万美元）。如果华为失去份额，对于账户中占有率高的供应商来说可能是净负值，“Venkatesh说。”但他们也集体销售光学产品。对于潜在的股票获利者。例如，Oclaro是去年诺基亚最大的光学供应商。
One of the most successful tech companies in China
While Huawei lacks the high profile of the Chinese BAT technology giants Baidu (BIDU), Alibaba (BABA) and Tencent (TCEHY), the company has made strides to push into artificial intelligence, chipmaking and 5G wireless services. UBS notes that Huawei is the biggest optical vendor by far outside the U.S. The company is the second biggest smartphone maker by market share, according to International Data Corporation.
“Huawei has been widely recognized as one of the most successful technology companies in China,” Zhang noted.
The company is also a customer of a panoply of global technology companies, leaving its suppliers vulnerable to lost revenue in the event of fallout following the arrest. Its list of suppliers includes the U.S. companies Broadcomm (AVGO), Qualcomm (QCOM) and Micron Technology (MU), which each carry between 2% and 6% revenue exposure to Huawei, according to Goldman Sachs data. Chinese electronics giant Foxxconn also counts Huawei as a buyer and carries 11% revenue exposure to the company.
Huawei’s competitors including Nokia (NOK), Ericsson, Cisco (CSCO), Juniper (JNPR) and Ciena (CIEN) could stand to benefit in the event of Huawei share loss of the optical component industry, UBS analyst Tejas Venkatesh wrote in a note Thursday. However, “it would likely take time to play out,” he added.
“By order of revenue contribution, the optical component suppliers into Huawei are NeoPhotonics (40%, $117mn); Lumentum (11%, $137mn); Finisar (11%, $145mn); Inphi (14%, $50mn); Oclaro (11%, $60mn); and Acacia (~7%, $25mn). If Huawei loses share, it could be net negative for suppliers with high share in the account,” Venkatesh said. “But they collectively also sell optics to the potential share gainers. For instance, Oclaro was the largest supplier of optics to Nokia last year.”