据国信证券分析师统计,华为累计拥有超过2000家供应商,从上游品类角度看,连续十年成为华为金牌供应商的公司包括DHL、富士康、高通以及Analog Devices等,其中两家为芯片制造商,另外两家为组
据国信证券分析师统计,华为累计拥有超过2000家供应商,从上游品类角度看,连续十年成为华为金牌供应商的公司包括DHL、富士康、高通以及Analog Devices等,其中两家为zhizaoshang,lingwailiangjiaweizuzhuanghewuliufuwutigongshang。
conghuaweisuoyougongyingshanglaikan,shengchanshouji、diannaodeng2cduanchanpinyou28jia,qizhongchaoguo30%shixinpiangongyingshang,zhuyaoshigaotong、botong、yingteerdengchangshang,erxinpiangongyingshangzhongcpuxinpiangongyingshangyouzhanyibanyishang。
dierdagongyingdaleishiyongyushengchanshebeideguangdianqijian,zhuyaoshidezhouyiqi、cuntian、analogbandaotidenglaopaizhimingdianziyuanqijianshengchanshang。
guoxinzhengquanbaogaozhichu,congshangyouxuqiuliangkan,quanzizigongsihaisibandaotigongsiyikaifa200zhongjuyouzizhuzhishichanquandexinpian,bingshenqingle5000xiangzhuanli。suiranhuaweiyongyouzijidebandaotigongsi,zizhubilixiangduigao,rengyaodaliangjinkouxinpian,qiehaisiyanfadeqilinxinpianyiranshicaiyongarmshouquandeshejijiagou。
genjushichangyanjiugongsigartnerbaogao,2017nianhuaweishiquanqiudiwudabandaotixinpianmaijia,caigouzongeyue140yimeiyuan,xiangbiqunianzengzhang32.1%。gongxinbuxiashujigou“saidizhiku”debaogaoxianshi,2015nianhuaweidexinpiancaigouzongegaoda140yimeiyuanzuoyou,qizhong,caigougaotongxinpian18yimeiyuan、yingteerxinpian6.8yimeiyuan、meiguangxinpian5.8yimeiyuan,botongxinpian6yimeiyuan、sailingsixinpian5.6yimeiyuan,cypress/spansionxinpian5.4yimeiyuan、skyworksheqorvoxinpiange4.5yimeiyuan,caigoudezhouyiqixinpianjin4yimeiyuan。
从华为50家核心供应厂商看,报告提到,PC、手机、平板等个人产品的上游供应商主要覆盖从数据采集和通信环节的感知器、射频连接器,到数据处理环节的芯片设计,关键芯片,存储,yijiyonghujiaohuhuanjiederuanjian,huaweijunyinruduojiagongyingshang,ruarm、gaotong、botong、enzhipu、ruishengkejideng。
国信证券报告:
1)congxinpiangongyingkan,xinpianshejijiagoutigongshangzhuyaoshiarm,zhimingxinpianshanggaotonghebotongweihuaweitigongjihuquanpinleixinpianfuwu,cpuxinpianshangzhuyaoyouyingteer、lianfake、meimandianzideng、nfcgongyingshangzhuyaoyouyingfeiling、enzhipudeng、dianyuanguanlixinpianzhuyaoyouanalogbandaoti。
2)shepinlianjieqigongyingshangzhuyaofenweishepintianxiangongyingshanghaoxun、qorvo、luosenbaige;lianjieqigongyingshangzhuyaoyouanfeinuo、guanglaihezhonglidianzi。
3)存储商主要有闪存设备商海力士、东芝;内存供应商、meiguang;yingpangongyingshangfushitong、xijie、xibushuju。
4)ganzhiqigongyingshangzhuyaoyoudianshengqijianderuishengkejihepingmuchukongdesanxing。
5)qitagongyingshangbaokuodianyuangongyingshangbiyadi,ruanjiangongyingshangweiruan、jiaguwen,xinsikejideng。
congzhengtikan,huaweishangyoudianziyuanqijiangongyingshangfugaicongjichupcbyinshuadianlubandaoyongyudianluluojishejideyuanqijian,pcbdehexinchangshangyiguoneiweizhu,baokuoshengyikeji、shennandianlu、hudiangufendeng,dianziyuanqijianzhuyaocaiyongmeiguoheribenchangshangdechanpin,baokuocuntianhedezhouyiqideng。
qitagongyingshangzhuyaoweihuaweitigongchanpinzuzhuangheyunshufuwu。daigongchangjibenyizhongzijigouweizhu,qizhongtaiwanchangshangshiqihexingongyingshang,rutaijidian、fushikangdeng。wuliugongyingshangdexuanzebijiaoguojihua。ciwai,haiyouyixiezhengtifuwugongyingshang。