On the day of October 30th, Huawei's consumer business president, Yu Chengdong, once again responded to the third round of U.S. bans: "Regardless of how difficult it is, Huawei will continue."
Because of the U.S. sanctions, Huawei's overseas suppliers can not be normal supply, many people speculate that Huawei's cell phone business may be facing a huge risk overnight, but let the outside world is unexpected, the U.S. "order" can not stop Huawei's footsteps.
According to the FT, the U.S. Department of Commerce recently said at a briefing that as long as it can prove that the chip will not be used in Huawei's 5G business, the U.S. will allow more chip companies to supply Huawei. This means that while US sanctions will still pose a serious challenge to Huawei's 5G business, Huawei's important smartphone division may have a chance to recover.
Since the US let out the news that it was going to impose new chip regulations, nearly 10 parts makers, including Samsung, Intel, AMD, Sony, TSMC, MediaTek, Armor, Western Digital, Qualcomm, and others, have been sending applications to the US government asking for the latter's approval to continue working with Huawei.
And on October 29, 2020, it was revealed that the Japanese company Sony and the U.S. Howell Technologies (Omnivision) have been licensed by the U.S. government to allow the resumption of some of their supplies to Huawei.
This is another two of Huawei's key suppliers that have been given the go-ahead by the US, following Samsung, TSMC, Intel, and AMD.
Samsung Electronics news, Samsung has indeed resumed supplying Huawei, but can only provide OLED panels, the semiconductor chips used to drive the panels are not allowed to provide.
In other words, Huawei can only get Samsung's OLED panels, but the supporting driver chips can not get.
October 9, TSMC again came the good news! According to Taiwan's "Electronic Times" reported that TSMC has officially obtained a supply license, can continue to provide Huawei with low-end process chip foundry, including the 14nm, 16nm chip process system, although it is not able to Huawei's production foundry high-end cell phone chip products, but TSMC can continue to Huawei! The company's newest product, the Kirin chip, is a good news for Huawei's Hasselblad chip products, which will also be resurrected.
September 21, according to media reports, Intel said that it has been licensed to supply Huawei, which can be said to be good news for Huawei, after all, the chip as a high-end cell phone parts necessary for Huawei is critical, and the United States in the field of chip technology clearly has the advantage of other countries can not be compared.
However, Intel mainly provides chips for Huawei laptops as well as servers.
But this thing made Korean netizens very angry: "Not letting us sell, but selling themselves cheerfully."
On September 19th, American CPU chip giant AMD (Ultraviolet Semiconductor) revealed to the media that it had obtained a license to continue supplying to Huawei.
Experts believe that the U.S. is worried that China has developed the chip on its own and will regret it when the time comes.
Japan's Sony, also one of Apple's suppliers, is the exclusive supplier of high-end CMOS image sensor chips, and it's these chips that have allowed Huawei to come up with world-class cameras that can compete with industry-leading rivals like the iPhone.
On November 1, TechCrunch Daily reported that Howell Technologies had received a license from the US Department of Commerce to supply Huawei.
Howell is an American semiconductor company that was acquired by a Chinese fund in 2014 and is now a subsidiary of Shanghai-based Weir Semiconductor.
Howell is a leading provider of digital image processing solutions, the main business is the design, manufacture and sale of high-performance, highly integrated and cost-effective semiconductor image sensor devices, and its Camera Chip and Amera Cube Chip series of CMOS image sensing chips are widely used in consumer-grade and industrial-grade applications, the specific applications include smartphones, The Camera Chip and Amera Cube Chip series of CMOS image sensor devices are used in a wide range of consumer and industrial applications, including smartphones, notebooks, tablets, webcams, security surveillance, entertainment devices, digital cameras, camcorders, automotive and medical imaging systems.
Previously, the Xiaomi 10 Supreme Commemorative Edition main camera sensor was provided by Howell Technologies, with up to 100 million pixels.
Now, we expect Ren to bring us unexpected, more good news! Let's wait and see.