At present, more and more manufacturers have disclosed that they have obtained a license issued by the US Department of Commerce, and after obtaining the license, they can provide products to Huawei within the scope of approval.
Including Intel, AMD, and Microsoft, and other software and hardware developers have obtained licenses, but for Huawei, the importance of smartphone chips maybe even higher.
The latest news is that Qualcomm has obtained a supply license to provide chip products to Huawei. If the news is accurate, Huawei’s plight can be alleviated.
This news was first reported by 36Kr. Sources close to Huawei at 36Kr stated that Qualcomm has obtained a shipping license for Huawei.
This means that Huawei’s P-series/MATE-series smartphone chip card dilemmas will be alleviated, but this news has not yet been confirmed.
The U.S. Department of Commerce sometimes restricts the scope of the manufacturers who apply for the supply. For example, some manufacturers have been licensed but can only supply mature products.
The so-called mature products are older technology rather than the latest technology. Whether Qualcomm allows the supply of advanced chip products to Huawei is temporarily unclear.
Currently, there are market rumors that Huawei will sell its sub-brand Honor. For Huawei, chip supply is the biggest problem. Without chips, brands are useless.
The Financial Times published an article earlier that the information obtained from people familiar with the matter indicated that as long as the supplier does not provide its chip products to Huawei’s 5G business, there is no restriction.
Of course, these companies still need to submit supply license applications to the US Department of Commerce, but people familiar with the matter said that the United States will allow more and more companies to supply Huawei.
Market analysts believe that the United States focuses on 5G services, and non-5G services such as mobile phones may not be subject to severe sanctions as before.
If this is the case, Huawei’s smartphone business unit may have a chance to recover, and analysts even believe that TSMC can resume its foundry chips in the future.
Judging from the current situation that Qualcomm has also obtained a license, perhaps the analyst’s statement is correct, and Huawei’s mobile phone-related business will be quickly restored in the future.