The US authorities have made it so that no processor manufacturer can honor component orders to Huawei if the manufacturing process uses US technologies. Thus, TSMC, Samsung or Hynix, some of the largest manufacturers of processors, screens and memories in the world, can no longer deliver new orders to the Chinese manufacturer. However, rumors say that the American manufacturer AMD received a license from the American authorities, in order to deliver PC processors to Huawei.
AMD would be one of the few companies to receive a license to collaborate with Huawei
Other companies have applied for such licenses in the past, including Qualcomm or MediaTek, but AMD appears to be the first company to receive the green light from the Americans. Of course, this will not solve Huawei’s problems completely, but at least he knows that he will still be able to produce laptops from the MateBook range. That is, if he manages to find a supplier licensed from the Americans for other components such as memories or storage.
What does not solve this partnership is the need for processors for mobile devices. Business analysts say Huawei would have components in stock for smartphone production by the middle of next year. Of course, these projections do not take into account the changes in production that Huawei could make. The company could still shrink from the huge number of different devices it produces. Also, in the high-end segment, the Mate 40 models could be the last for the next period, as the company can no longer produce or buy such chips. Rumor has it that there could be around 8.8 million Kirin 9000 chips in stock, the last ones TSMC has delivered to Huawei.
At the same time, in China, Huawei phone prices are constantly rising. It seems that users have started to buy the company’s phones more, knowing that they could disappear soon, but at the same time they are doing so as a sign of solidarity, knowing that Huawei has problems due to US restrictions. Models like the Huawei Mate 30 RS Porsche Design have risen in price by more than $ 400 in the last few months, while the average for the entire range of the company is an additional $ 60-70.
Juana loves to cover the tech and gaming industry, she always stays on the first row of CES conference and reports live from there.