Rumor: Huawei has restarted the production of 4G mobile phones
Huawei is currently actively ordering 4G smartphones and related terminal parts, motherboards, and other parts from supply chain companies.
Some supply chain companies stated that they have indeed received notifications that Huawei will resume purchasing motherboards and other components this month, and Huawei has restarted the production of 4G smartphones.
The company said that the current orders are rolling in small batches, so the specific order volume cannot be estimated. According to the current shipping rhythm, the finished products are expected to be available in the first half of next year.
Huawei officially stated that it would not respond to market rumors, but some Huawei employees said that the resumption of the supply of 4G chips could solve the demand problem in overseas markets.
Earlier, Qualcomm announced that it has obtained a license by the US Department of Commerce, and the US Department of Commerce has approved Qualcomm to supply Huawei with 4G mobile phone chips.
Although this does not completely solve the problems facing Huawei, restoring part of the chip supply can allow Huawei to resume production and supply in some consumer businesses.
At present, the competitiveness of 4G smartphones in the market is relatively low, and mainstream Android device manufacturers have already transitioned to 5G network technology.
However, overseas markets such as Eastern Europe, Russia, Asia Pacific, Middle East, Africa, and Latin America are still 4G markets, so they are still competitive.
This allows Huawei to maintain existing channels in overseas markets and retain R&D teams to wait for future turnaround opportunities. Therefore, it is also necessary for Huawei to resume production.