The Nikkei News reported that the semiconductor (chip) equipment giant Tokyo Power Electronics (TEL, Tokyo Electron Limited) held a mid-term operation plan (hereinafter referred to as the middle meter) briefing on the 28th, revised the contents of the middle meter, from the original set of "2020 (April 2020-March 2020) Revenue should be 1.5 trillion to 1.7 trillion yen. Change to "1.5 trillion - 2 trillion in 5 years from this year (April 2019 - March 2020) The yen." Tokyo Heli Science and Technology President He Heli said at a press conference held on the 28th that "the Sino-US trade friction and the uncertainty caused by Brexit climbed."

The Nikkei News pointed out that the US sanctions against Huawei are likely to slow down Huawei's smartphone sales, and the reduction in semiconductor demand for smartphones will also impact orders for semiconductor manufacturing equipment produced by Tokyo PowerTech. . The semiconductor industry generally expects that "demand is expected to recover in the middle and late half of 2019," but JPMorgan Securities analyst Senyama Hisa has changed the semiconductor market's response time from the original estimate of October 2019 to 2020. In January, if Huawei's problem is long-term, the response time may be further delayed. According to YahooFinance, as of 11:36 am on the 29th, Taipei time, Tokyo Power Co. fell 2.70% to 14,605 ​​yen.

According to the financial report released by Tokyo PowerTech on April 26, this year's consolidated revenue forecast will be reduced by 13.9% year-on-year to 1.1 trillion yen, of which semiconductor manufacturing equipment revenue is expected to decrease by 11.7% year-on-year to 1.03 trillion yen. Based on this year’s revenue of 1.1 trillion yen, the goal of Tokyo’s original 2020 annual revenue of 1.5 trillion to 2 trillion yen is almost impossible to achieve (to achieve this goal, the annual growth of 2020 revenue needs to reach 4-8)). Reuters reported on May 24 that FubonResearchandStrategyAnalytics pointed out that if the US government does not lift the ban, Huawei's smartphone shipments in 2019 may be reduced by 4-24% annually. According to LindaSui, director of strategy strategy for StrategyAnalytics, Huawei's smartphone shipments are likely to decline by 23% in 2020. "If you lose Google's license, Huawei smartphones may disappear from the US and Europe in 2020."

Nikkei News reported on May 22 that South Korea’s investment securities executive Lee Seung-soo pointed out that in 2019, Samsung’s and Huawei’s offensive and defensive stances may be reversed. “It is estimated that Huawei’s smartphone shipments in 2019 will be reduced by about 50 million compared with 2018. Half of them (about 25 million) will be taken away by Samsung.