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The blockade against Huawei could loosen up its mobile and chip division a bit, giving the company a potential lifeline.
The Financial Times reported that the companies would be able to supply the Chinese company with components for uses unrelated to 5G networks.
The United States is allowing a growing number of chipmakers to supply components to Huawei as long as they are not used in the 5G industry.
Analysts believe this could mean that tough U.S. sanctions this year against China’s leading tech company may be less threatening to its overall business than previously thought.
And if sanctions remain a major challenge for 5G business, the company’s important smartphone arm could have a chance to recover.
“We’ve been told that chips for mobile devices aren’t a problem,” says an executive at an Asian semiconductor company.
(Samsung Display) has been licensed to supply Huawei with (OLED) displays, and Sony and (OmniVision) have been given the green light to supply Huawei with image sensors (CMOS).
Sony’s imaging division has warned of a drop in sales, in part because it had to halt shipments to Huawei.
And speculation indicates that the licenses could be obtained by Qualcomm and MediaTek, which will solve the problem of the Huawei chip shortage.
The company was previously prohibited from purchasing the chips from Taiwan-headquartered MediaTek due to the American technology used to produce the chips.
There is no information allowing TSMC to resume shipments, allowing Huawei to continue using its Kirin chips.
It is not clear whether he will have access to US operating systems and software, as this could have huge implications for Huawei and Honor devices regaining access to Google’s mobile services.
Huawei’s mobile business accounts for more than half of its revenue and operations could resume if the chip supply chain is restored.
The Network Equipment Division must build on the inventory it gathered before the embargo, as the United States still sees it as a threat to national security.
Industry experts have expressed doubts that Qualcomm and MediaTek will get the licenses, warned of very high expectations on the matter and indicated that the current US administration suffers from erratic policy decisions.
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