Chinese sources say Qualcomm has received a license from the US to continue doing business with Huawei. If the data is eventually confirmed, it will become a real lifeline for Huawei’s mobile business – the Chinese giant will be able to order Snapdragon processors for its mobile devices.
After another wave of tougher US sanctions, the requirement for a special license to cooperate with Huawei has extended to all foreign companies using US software or hardware. This significantly complicated the already difficult situation for Huawei. The semiconductor business and the mobile division felt the hardest hit. At the August presentation, Huawei Consumer Business Group CEO Richard Yu expressed concerns that the current generation of the Kirin 9000 SoC (the latest models of the Mate 40 series are built on its basis) may end up being the last since the sanctions do not allow Huawei to order the production of new chips from TSMC.
After that, Huawei again began to change its strategy – we previously heard that the Chinese giant wants to build its factory for the production of chips without American technology, and is also selling its “youth” brand Honor to a consortium led by mobile phone distributor Digital China and the government of Shenzhen’s hometown to get around US sanctions. According to recent reports, Huawei has already struck a deal to sell Honor for $ 15 billion.
Earlier this month, it was reported that many manufacturers of mobile microprocessors and electronic components (including Qualcomm, Samsung, MediaTek, Micron Technology, and SK Hynix) had applied to the US Chamber of Commerce for licenses to trade with Huawei. But it has not yet been reported that anyone other than Qualcomm has managed to get a license.
Immediately after the news about the issuance of a license, there were quite logical assumptions that the next series of flagship P50 smartphones would be based on the upcoming SoC Snapdragon 875, which is expected to be announced in December.
There were also reports that the Chinese giant had managed to buy a large batch of chips from the new Dimensity family from MediaTek before the United States cut off its ability to produce Kirin at Taiwanese TSMC factories. MediaTek processors will likely be used in most of Huawei smartphones’ new models in the 2021 lineup.