On the 14th, one of Apple's major suppliers, American chipmaker Broadcom, released a forecast report that shocked the global chip manufacturing industry, warning that semiconductor demand will generally decline, Sino-US trade friction and US ban on Huawei in May. Is eroding business confidence in the entire chip industry.

On the 13th day before the release of the report, Broadcom announced its financial results for the second quarter of FY 2019 as of May 5, the company's net income was 5.517 billion US dollars, and the net profit of continuing operations was 691 million US dollars, down 81% year-on-year. %. Affected by the US government's ban on Huawei, Broadcom announced a reduction in its revenue forecast for FY 2019, from $24.5 billion to $22.5 billion. On the same day, Broadcom President pointed out in a conference call with analysts that in the last fiscal year, sales from Huawei were about 900 million US dollars, accounting for 4.3% of Broadcom's total revenue, but Huawei is also the main technology supply chain. Buyer. On the 13th, Broadcom's share price fell 10% in early trading in New York, and the market value evaporated more than 11 billion US dollars. Broadcom’s report on semiconductor demand, which will be generally down on the 14th, also put pressure on the US stock chip sector. US stocks closed down slightly on Friday, and chip stocks fell collectively. Broadcom led the decline.

This time, Broadcom became the first large-scale chip maker to make quantitative estimates of the impact of revenue under the influence of Huawei. Reuters analysis pointed out that the US government's continuation of the ban on Huawei is triggering a series of chain reactions. Although many US semiconductor giants from Huawei's revenue ratio is not high, the impact on the semiconductor industry chain is far more than the revenue loss. Bigger.