What is the attitude of these Huawei chip suppliers to the US ban?

/kloc-In May of 0/6, the US Department of Commerce added Huawei to the "Entity List" and gave Huawei a 90-day delay period. This means that since mid-August, Huawei suppliers must obtain permission to export corresponding key components to Huawei. Earlier, Huawei announced that its core suppliers were 92 companies from all over the world. After the ban was issued, foreign media reported that suppliers had "cut off supply" to Huawei. Yesterday, companies including Panasonic, TSMC and Toshiba responded that they did not stop supplying.

Japanese enterprises

Panasonic: All businesses of Huawei continue to develop normally.

Huawei and Panasonic responded that the report of "Panasonic's supply cut off" was "untrue report" and said that all business cooperation between Panasonic Group and Huawei continued to be carried out normally.

Panasonic said that at present, Panasonic Group's supply to Huawei is normal, and the shortage mentioned by online media is not true. Huawei has always been an important partner of Panasonic. We will continue to sell goods and provide services to customers in China such as Huawei on the basis of strictly observing the relevant laws and compliance regulations of countries and regions where Panasonic is located, and make our modest contribution to the development of China.

Huawei subsequently responded that Panasonic is an important partner of Huawei and the two sides have close cooperation in various fields. All business cooperation between Panasonic Group and Huawei continues to be carried out normally. Thanks to Panasonic Group for its consistent support to Huawei.

Toshiba: It has not stopped its cooperation with Huawei.

Toshiba China responded yesterday that some media reported that Toshiba had announced that it would stop its cooperation with Huawei. However, the "Shanghai Toshiba Company" mentioned in the report does not exist.

Toshiba Group said that according to the list of American entities, it is confirming whether some products do not meet its requirements, but it has not stopped its cooperation with Huawei. Toshiba has always strictly abided by the laws and regulations of the countries and regions where it is located, and will continue to be technology-oriented and contribute to the sustainable development of China society in the future!

ARM: Always abide by relevant American laws and regulations, but it has no influence on Huawei.

According to the BBC report quoted by Global Times, ARM, a chip designer, told employees that it was necessary to suspend business with Huawei. Since the design of ARM forms the basis of most mobile device processors in the world, analysts interviewed by BBC believe that this will constitute an "insurmountable" blow to Huawei.

In response, ARM headquarters responded that it is inconvenient to comment on BBC reports, but the company has always complied with relevant US laws and regulations. ARM China said, "ARM China attaches great importance to our long-term partners, and we are actively communicating to find a proper solution in line with current laws and regulations."

Huawei then responded, "We value the close relationship with our partners, but admit that some of them are under pressure because of politically motivated decisions. We believe that this regrettable situation can be solved, and our primary task is still to continue to provide world-class technology and products to customers around the world. "

According to the analysis, although ARM is a Japanese-funded British company, its design includes "American-made technology". Therefore, it is believed that it will be affected by the Trump administration's ban. According to the news, ARM itself does not manufacture computer chips. Its main business is to license its semiconductor technology and package and sell technologies and tools. The purchased enterprises can use ARM technology within a certain period of time. And this technology is the famous ARM architecture in the chip industry.

Ren Tian, CEO of Huawei, said in an interview a few days ago that the US export control caused ARM to suspend its cooperation with Huawei, which had "no impact" on Huawei, and Huawei had obtained the permanent authorization of the ARM architecture.

Taiwan Province province regional company

TSMC: The current supply can be maintained.

At the same time, Huawei also said on the official social media account that "TSMC will not stop supplying".

German company

Infineon: It will continue to ship to Huawei.

Infineon also pointed out that due to the influence of American regulations, Infineon "had to stop delivering goods originating in the United States". However, Infineon will take all necessary measures to ensure the reliability of meeting customer needs.

Infineon mainly provides microelectronics products and solutions. In the 20 18 annual report, the company listed Huawei as one of the "main customers" of a certain business line of the company.

Why does Huawei need 92 core suppliers?

20 18, 1 1, Huawei announced the list of 92 core suppliers. According to statistics, 33 of these 92 suppliers are from the United States.

In terms of mobile phones, a mobile phone consists of hundreds of parts, which are provided by dozens or even hundreds of suppliers. Therefore, the supplier of mobile phones is very important for mobile phone manufacturers. However, its chip is not as complicated as communication equipment, and Huawei has initially achieved independent research and development.

According to the data of CCID think tank under the Ministry of Industry and Information Technology in 20 16 years, the total chip purchase of Huawei in 20 15 years was as high as about $1400 million, and its main chip supplier came from the United States. Among them, Qualcomm chip1800 million USD, Intel chip 680 million USD, Micron chip 580 million USD, Broadcom chip 600 million USD, Xilinx chip 560 million USD, Cypress chip 540 million USD, Sijiaxun and Qorvo chip 450 million USD each, and Texas Instruments chip nearly 400 million USD. The total chip purchases of the above nine suppliers accounted for nearly 50%.

However, it is reported that with the increasing use of Kirin chips developed by Huawei in recent years in Huawei and Glory series mobile phones, the proportion of major chips such as Qualcomm will decrease accordingly.

China's position

Ministry of Commerce: We will take necessary measures to resolutely safeguard the legitimate rights and interests of enterprises in China.

At the regular press conference held by the Ministry of Commerce yesterday, some media asked that on May 22nd, US Eastern Time, the State Council's Bureau of International Security and Non-proliferation announced that it would impose sanctions on 13 China enterprises and individuals, and asked the US government departments not to provide any service products and technologies to these enterprises and individuals. What's the comment of the Ministry of Commerce?

In this regard, the spokesman of the Ministry of Commerce pointed out that China has noticed the relevant measures of the US. Recently, the United States has frequently used "long arm jurisdiction" measures to suppress China enterprises. China has always resolutely opposed any country to impose arbitrary sanctions on enterprises and individuals in China according to its domestic laws.

Gao Feng said: "We urge the US to stop its wrong practices, create conditions for normal trade and cooperation between enterprises of the two countries, and avoid further impact on Sino-US economic and trade relations. China will take necessary measures to resolutely safeguard the legitimate rights and interests of China enterprises. "

Ministry of Foreign Affairs: No enterprise will blindly follow the political dispatch of other countries for its own selfish interests.

He said that China will continue to support China's scientific and technological enterprises, including Huawei, to deepen foreign cooperation, which is not only conducive to mutual benefit among enterprises, but also conducive to promoting world scientific and technological progress and economic development. "I want to reiterate that we hope all countries in the world can continue to provide a fair, just, stable and predictable business environment for China enterprises to invest, operate and cooperate. I believe this is also in the fundamental and long-term interests of all countries. "