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Qualcomm Joins List of Firms Approved to Sell Older Chips to Huawei
Published on: 2020-11-17
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huawei 01US telecommunications chip giant Qualcomm Inc. is the newest technology company some products may be sold to Huawei Technologies Co. Ltd.Analysts said this could pave the way for the embattled Chinese giant to return to the global smartphone market as early as the end of next year.
 

Huawei has lost much of the key components required to manufacture its leading smartphones and telecommunications network devices over the past two years as part of a highly coordinated Washington-led campaign. But since Washington first banned all US companies from selling to Huawei without a special license last year, it has slowly allowed such sales to be made for non-5G technologies.
 

Qualcomm confirmed on Saturday that it will be the final license to sell some products to Huawei, including some with 4G technology, which is now used on cellular networks in most of the major countries. The move follows similar limited approval to US chipmakers Xilinx Inc., which were licensed last year, and Intel Corp. and AMD Inc., which were licensed in September.

huawei 03After the first U.S. sanctions last year, specifically aimed at American companies selling to Huawei, Washington also cut off non-American alternatives by threatening to block access to U.S. technology. Two targets of this later part of the campaign were Taiwan’s TSMC, which made 5G chips designed by Huawei. and MediaTek Inc., also from Taiwan, which sold its own 5G chips to Huawei.
 

Expecting to be cut off, Huawei has been aggressively stocking up that pair’s chips and has now begun rationing them to weather the US attack. As a result, both the company’s revenue growth and profit margins fell sharply in the third quarter The latest report from Huawei Released at the end of October. The company’s smartphone sales also fell 22% in the third quarter as it earned its title as the world’s largest smartphone maker to South Korean company Samsung Electronics Co. Ltd. lost.
 

Most recently, sources told Caixin that Huawei is aiming to do this sell their low-end smartphone brand Honor, which currently account for around a quarter of all the company’s smartphone sales. At this point, the company has largely withdrawn from the global smartphone market and focuses on its home market in China.

huawei 02Huawei traditionally bought most of its high-end smartphone chips from Qualcomm, but later developed its own chips and used TSMC to make them. At the same time, Huawei and Qualcomm were embroiled in a series of patent lawsuits that they eventually settled in July. Two months later, Huawei rotating chairman Guo Ping said the company could resume buying Qualcomm chips if Washington gives the necessary permission.
 

When Qualcomm released its latest results earlier this month, it began to include part of the $ 1.8 billion payment from Huawei that was part of the deal between the two companies in those results. It also included royalties that were part of the settlement, leading some speculation that the couple believed Qualcomm could soon obtain a license to resume sales to Huawei.
 

高通获美国许可向华为出售芯片

据外媒报道,高通公司于上周五周五获得了美国政府的许可,可以向华为出售4G手机芯片。
 

高通公司一位女发言人表示:“我们获得了包括若干4G产品在内的多种产品的许可。”
 

该发言人拒透露高通可以出售给华为哪些4G芯片,但表示它们与移动设备有关。她说,高通还有其他许可证申请正在等待美国政府的处理。
 

业内分析师认为,华为在禁令之前购买的芯片库存可能在明年年初用完。
 

投资研究机构 Bernstein(伯恩斯坦)的分析师Stacy Rasgon表示,高通许可证将产生“有限的影响”,因为它仅涵盖4G芯片,而消费者正在转向更新的5G设备。
 

Stacy Rasgon表示,目前尚不清楚美国是否会授予高通5G智能手机芯片许可证。
 

此外,英特尔表示,已获得向华为出售产品的许可证。而美光等其他美国公司也被禁止出售给华为,许可证正在申请中。

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