Since being listed in the so-called "Entity List" by the United States in May this year, Huawei's "Il-2 Rotten Aircraft" has been working hard to carry heavy loads. Although the fuselage was beaten like a sieve, these scars created an opportunity for Huawei to develop a "non-US" supply chain. It is foreseeable that once the "holes" of this aircraft are repaired as before, they will be more indestructible.
Recently, foreign media pointed out that it may be too late for U.S. technology companies to find ways to resume their business with Huawei, because Huawei is manufacturing smartphones without US chips.
For a long time, the U.S. government restricted Huawei's purchase of related US technologies and products, which enabled some non-U.S. Suppliers' products to successfully enter Huawei's supply chain. The Wall Street Journal lists some changes in the supply of Huawei's mobile phone parts before and after the ban. Refer to the following figure:
It can be seen that from the P10 Plus, P30 Pro and Mate 20 before the ban to the Mate 20X 5G, Y9 Prime, and Mate 30 after the ban, including power management chips, WiFi and Bluetooth chips, audio amplifiers, antenna switches, and power amplifiers. Product suppliers within the company have changed. Huawei's smartphone-related parts no longer have a single U.S. supply source, and Hisilicon is also gradually provoking a big head.
Christopher Rolland, a semiconductor analyst at Susquehanna International Group, said: "Huawei's Mate 30 high-end flagship phone does not contain US parts, which is a considerable statement." In addition, in recent meetings, Huawei executives also told him that Huawei is getting rid of the US parts supply. But he was still surprised that it happened so fast.
As we all know, since the ban, Huawei US partners have been seeking export permits. Some US chip makers such as Qorvo, Skyworks and Broadcom have warned that the US export ban on Huawei will impact its earnings. However, even though the US Department of Commerce has received hundreds of applications for export permits, Huawei has still not escaped the export control of the “physical list”.
On the other hand, Huawei's founder Ren Zhengfei has repeatedly emphasized that Huawei is more willing to buy parts from American companies. But if the U.S. government decides to continue on its own, Huawei can only find alternative supplies from outside the United States. At the same time, Huawei will not give up self-developed alternative parts. Now, all this is just beginning.