The "ban" is loosened? Qualcomm CEO Morenkov: has restarted supply to Huawei

Today, according to Caixin.com, Qualcomm CEO Steve Mollenkopf told the media that Qualcomm has restarted supply to Huawei.

Caixin.com reports that Morenkov said that Qualcomm will do its utmost to support its customers in China. Even when Huawei faces regulatory issues, Qualcomm has been working hard to ensure that Huawei provides the best possible support.

On May 16 this year, the US government announced that it would include Huawei in the “list of entities”, prohibiting US companies from selling parts to them without special permission. Then on May 20, the United States decided to delay the ban on Huawei for 90 days.

On June 29, at a press conference after the closing of the G20 summit in Osaka, Japan, Trump said that after consultations between the leaders of China and the United States, US companies can continue to sell parts to Huawei.

On July 9, US Secretary of Commerce Wilbur Ross said that the Ministry of Commerce will issue a license to US companies to allow them to continue to sell products to Huawei without posing a threat to US national security. However, Huawei is still on the entity list and the ban has not been lifted.

In fact, in June, some US manufacturers tried to circumvent the ban and tried a small part to restart the supply of Huawei. At the investor briefing on June 25, Micron CEO Sanjay Mehrotra said that the supply of Huawei chips has been partially restored in the past two weeks, mainly because these chip products are not within the scope of export control regulations. Affected by the entity list limit. In the near future, American manufacturers are putting pressure on the Trump administration to lift the ban on Huawei.

It is understood that Huawei spent about $70 billion in parts and components in 2018, involving 33 US core suppliers, including Qualcomm, Intel and Microsoft.

Huawei has always expressed its openness and cooperation towards the global industry chain. Huawei founder Ren Zhengfei said that even during the lock-up period, US suppliers have been seeking positive solutions, which has deeply moved them.

Earlier, Ren Zhengfei also said in an interview that Huawei had purchased 50 million Qualcomm chips last year on the premise that Kirin already had a complete chip solution. In the case of suppliers returning to supply, Huawei can purchase a sufficient number of Qualcomm chips.

On September 6, Qualcomm President Cristiano Amon said in an interview at the IFA Consumer Electronics Show in Berlin that Qualcomm has applied for a license from the US Department of Commerce to continue selling its technology and products to Huawei. Waiting for approval. Amon said that as global operators hope to establish a next-generation 5G network, he will be "optimistic" about Huawei's short-term uncertainty.

In early August, Qualcomm said in its third-quarter earnings report that Sino-US trade disputes caused little loss from Huawei's direct sales. However, as Huawei shifted its focus to the Chinese market, some of its OEM customer orders flowed to Huawei, and its market share was certain. The degree is affected by Huawei.

In a Reuters report on August 27, the source said that the US Department of Commerce has received more than 130 sales license applications from US companies, but the Trump administration has not issued any permits.

Today's Qualcomm CEO's statement means that Qualcomm's application has been approved, but it is still unclear about the approval status of other US manufacturers who applied for it. The Qualcomm announced that restarting the supply of Huawei means that the US government is banned from Huawei. Further loosening, the collection of micro-network will also continue to pay attention.

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