Source: Global Network WeChat official account
Due to the US chip ban
According to the Korean National Daily on the 9th, is affected by the U.S. government's upgraded restrictions on China's Huawei, South Korea's Samsung Electronics and SK Hynix have actually stopped supplying memory chips to Huawei. Yonhap News Agency said on the 9th that Samsung Display and LG Display will also stop supplying high-end smartphone panels to Huawei from the 15th. As of 24:00 on the 9th, Huawei has not commented on the relevant reports. Samsung responded to a Global Times reporter on the 9th that "it is impossible to comment on the reports involving customers."
On August 17, the U.S. government announced the upgrade of restrictions on Huawei, attempting to cut off the latter's ability to obtain chips through commercial channels. The measure will take effect from the 15th of this month. It is said that after the restrictions are upgraded, no chips developed and produced based on US software or technology shall be supplied to Huawei unless there is a special license. The Korean National Daily said that given the characteristics of semiconductor production processes, it is actually almost impossible to produce and inspect products without using American technology and equipment. Relevant sources in the South Korean industry said that after the US announced the new policy on the 17th last month, "(South Korean companies) have stopped producing semiconductors supplied to Huawei from that day on." However, due to the characteristics of semiconductor production processes, products that have been put into process are allowed to be sold to Huawei before September 14. From September 15, only with the approval of the United States can be approved.
According to some relevant industry insiders, since the company is passive in this matter, it is hard to say that Samsung and SK Hynix are "cutting off supply" Huawei. To be precise, it should be "unable to supply". South Korea's East Asia Ilbo quoted information revealed by the South Korean semiconductor industry on the 8th that Samsung Electronics and SK Hynix have applied for export licenses to Huawei from the US Department of Commerce. However, South Korea's "Chung Kong Ilbo" reported on the 9th that as of that day, no company has obtained US permission.
Korean media reported that the Korean semiconductor industry has a relatively negative view on applying for a license. The industry believes that although the US government can continue to supply goods to Huawei as long as the US government agrees to the application, the possibility of the US government issuing licenses is slim when the U.S.-China conflict continues. Relevant sources in the South Korean semiconductor industry analyzed that if the U.S. government allows the sale of chips to Huawei, its restrictions will become meaningless, so it is almost impossible to obtain relevant licenses.
According to the Korean Ilbo, Samsung Electronics and SK Hynix's transactions with Huawei have always been relatively active. The Korean National Daily quoted analysis from the Korean securities industry as saying that Huawei accounted for 3.2% of Samsung Electronics' sales last year, about 7.37 trillion won (1 yuan is about 173 won), and SK Hynix's sales to Huawei accounted for 11.4%, about 3 trillion won. The East Asia Ilbo believes that as the core export target of South Korea's memory chip industry, if Huawei "cuts supply" to it for a long time, it will inevitably cause a blow to South Korea's semiconductor industry. The report also said that if Huawei is "short supply" and the decline in memory chip prices will also increase.
Relevant persons in the Korean semiconductor industry said that is currently planning to promote supply chain diversification and increase supply to other Chinese mobile phone manufacturers such as OPPO, vivo, and Xiaomi to make up for the loss of "short supply" Huawei. Therefore, the Korean Ilbo said that there are also voices that with the development of mid-range brands such as Xiaomi, OPPO, and vivo in the smartphone market, the impact of "stopping supply" Huawei on South Korea's semiconductor sales may be less.
In addition to chips, Yonhap News Agency reported on the 9th that Samsung Display and LG Display will also stop supplying high-end smartphone panels to Huawei from the 15th. is said to have been included in the sanction category since the panel driver chip is the target of sanctions, the display panel is also included in the sanctions category catalog.
As the US chip ban approaches, how Huawei breaks the deadlock in the face of suppression has become the focus of attention of the outside world. The Nikkei Asia Review reported in August that Huawei was contacting suppliers to reserve chips. Some industry insiders previously said in an interview with a Global Times reporter that given that the United States will hold a general election in November, there may be a possibility of loosening of the ban after the new government takes office.But more importantly, China needs to increase its independent research and development of chips. Some media learned from Huawei that Huawei has made the "worst" plan for the external environment, gave up "fantasy", and continued to increase R&D and promote business forward at the established pace.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-