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China’s financial website CBN yesterday quoted supply chain sources as saying Qualcomm had previously licensed the US government to supply chips to Huawei. However, this time there are conditions of supply: Qualcomm can only supply Huawei with 4G chips and 5G chips are not included in the license.
CBN pointed out that nearly 10 manufacturers have applied for licenses from the US government, hoping to continue supplying Huawei, including TSMC, MediaTek, Western Digital, SMIC, Macronix, SK Hynix and Samsung. AMD, Skyworks, etc. They have already been licensed. Market analyst firm Canalys believes that more and more manufacturers are licensing to supply Huawei, coupled with Huawei’s strategy of slowing shipments and, combined with their partnership with large sales channels, Huawei’s market share. it should stabilize.
Canalys believes that as the supply chain stabilizes, Huawei could develop more aggressive strategies to conquer the market. However, Huawei is more pessimistic. Some insiders told CBN that since the main market will be 5G products next year, the current situation is still “difficult to continue”.
Source: China Business News
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