International e-commerce information learned from foreign media that according to sources, the US official pointed out that as long as electronic component suppliers ensure that the products shipped will not be used in the 5G business, these suppliers will be allowed to continue to "do business" with Huawei . This news means that as long as the bottom line is not touched, the United States will approve the shipment applications of more chip companies, and Huawei's business other than 5G will no longer face a supply cutoff crisis...
According to the British media Financial Times, a source revealed that the official position of the US official regarding the chip ban against Huawei is "as long as electronic component suppliers ensure that the products shipped will not be used in 5G business, the United States will allow these suppliers to continue 'doing business' with Huawei." This means that if the bottom line is not touched, the United States will approve the shipment applications of more chip companies.
However, the editor of International E-commerce Information has checked the official websites of the United States and has not found relevant documents or information that have mentioned this matter, so the news still needs to be verified.
market analysis believes that if the news is true, it means that the strict sanctions imposed by the United States on China's technology industry may no longer be adopted as a comprehensive ban as in the past. Although sanctions still have an impact on Huawei's 5G business, the narrowing of the crackdown is good news for Huawei. As the "main revenue force", the consumer business has a "way to survive" and can continue to be carried out normally. The main reason is that the mobile phone business is expected to recover, but high-end positioning products may be difficult to continue. Before there is a response, mid- and low-end products will be the main focus.
"Although Huawei's supply license is processed for 'denial', if it can be proved that the technology contained in the chip will not help be used or contribute to 5G telecommunications infrastructure), the supply application may be approved." An executive of an semiconductor company said that the U.S. Department of Commerce emphasized this point from time to time in recent conversations with companies.
Two other Asian semiconductor companies said they were optimistic about resuming license applications to Huawei. One of them said, "The United States has shown that chips used for mobile communication devices are not a problem."
On September 15 this year, the "Huawei ban" officially came into effect. According to regulations, all companies around the world must apply for a license from the United States before supplying products using American technology to Huawei. But recent signs show that the U.S. has begun to relax the ban, which allows global technology companies to provide Huawei with non-5G-purpose electronic components.
On Tuesday, South Korea's Samsung Electronics' display department said on Tuesday that it has obtained a US license to supply OLED displays on mobile phones to Huawei, but the application for semiconductor chips for panel drivers has not been approved.
"We believe this is a strong sign that the United States intends to allow Huawei to continue its mobile phone business, because, as we said, it will not pose a clear national security threat to the United States." Jefferies analyst Edison Lee wrote in a report, also noting that OmniVision owned by Japan Sony and China has also been licensed to provide Huawei with CMOS image sensors
Jefferies analyst Edison Edison, an analyst at Jefferies "We believe this is a strong sign that the U.S. intends to allow Huawei to continue its mobile phone business, because, as we said, the mobile phone business will not pose a clear national security threat to the U.S.," Lee wrote in the report, believing that if the U.S. is willing to let Huawei's smartphone business survive, U.S. chip companies Qualcomm and MediaTek may be licensed later this year to restore sales of certain chips needed for smartphones to Huawei.
OmniVision did not respond to a comment request.
At the earnings conference on Wednesday (28th), Sony also declined to comment on whether it has obtained permission to resume sales of image sensors for Huawei smartphones. It is reported that Sony has been forced to lower its full-year profit expectations for its image sensor business by 38% after stopping sales to Huawei from September 15.
OmniVision Mr. Wu Xiaodong will attend the third "Global CEO Summit" held in Shenzhen on November 5, 2020, and will deliver a wonderful speech with the theme of "Exploring the World and Perceiving Infinite".
As we all know, last year, the US government included Huawei on its entity list and required companies to continue supplying Huawei after applying for a license. In the following year, according to incomplete statistics, more than 300 companies applied to continue supplying Huawei, of which about one-third of companies, including Intel and AMD, were approved and licensed to supply specific products.
In May this year, in order to prevent Huawei from purchasing certain US software, technology and direct products, BIS has further cut off the ties between the global chip industry chain and Huawei through the newly revised "Foreign Direct Product Rules (FDPR). In August, the United States "patched" the ban, requiring all chip manufacturers around the world that use U.S. technology to obtain special permissions before shipment to Huawei. This restriction blocked Huawei's "back-track" to obtain chips from third parties.
Some industry insiders pointed out that based on the Trump administration's swinging position, even if what sources say can be confirmed, it does not mean that Huawei can avoid "trouble" by avoiding 5G. "Even if it is true, don't have too much hope, because the problem of being controlled by others still exists. At most, the situation is just a little better, and other businesses will not have too much trouble in the short term, so we still cannot relax during this period. (But I) believe that Huawei will not be so naive to sit still and wait for death."
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