Huawei can not provide itself from TSMC, Qualcomm, Samsung, Micron and SK Hynix as of Tuesday, September 15, 2020. As anticipated, the brand new US sanctions in opposition to the Chinese language firm apply as of right this moment .
We’re Tuesday, September 15, 2020, the date on which the brand new US sanctions concentrating on Huawei should come into impact. It’s now executed. From right this moment, the Shenzhen agency can not supply parts from its traditional companions, similar to Qualcomm, TSMC, Samsung, Micron and SK Hynix.
Samsung tried to save lots of Huawei
In the beginning of September, Samsung had already confirmed this to the South Korean media. Samsung then introduced that it will not present screens, DRAM and NAND chips to Huawei from September 15. The world chief had nonetheless campaigned with the US to let him promote chips to Huawei.
The South Korean agency has formally requested a waiver from the US Division of Commerce. Regardless of its place as a direct competitor, Huawei’s survival is important for Samsung. The Chinese language producer accounts for 1 / fifth of Samsung Electronics’ semiconductor gross sales.
Already in July 2020, the Taiwanese founder TSMC formally introduced the top of its enterprise relationship with Huawei by September. “We totally adjust to the brand new US rules. We’ve not accepted any new orders from Huawei since Might 15th ”, wrote the corporate. This announcement bodes the worst for Huawei.
In direction of a gross sales collapse in 2021
With out with the ability to supply key parts, Huawei already anticipates a collapse in gross sales subsequent yr. The Chinese language producer plans to supply solely 50 million smartphones in 2021, in opposition to 190 million units offered in 2020. In 2019, Huawei had exploded its report with 240 million smartphones offered.
As specified by our colleagues from the Gizchina website, the scarcity of Huawei smartphones is already being felt in American shops. The shares of Huawei Mate, Nova and P Sequence are dwindling quickly, whereas no new deliveries are on the agenda. On this context, many analysts agree thata surge in costs for used Huawei smartphones is for certain.
The success of the Mate 40 will probably decide Huawei’s destiny. Downside, the Mate 40 is just not able to be launched in Europe and the US. In response to the famend leaker Evan Blass, the Huawei Mate 40 will initially be reserved for the Chinese language market, earlier than being probably supplied on the worldwide market in 2021.