A new report from Fomalhaut Techno Solutions and UBS reveals that the Huawei Mate 30 Pro, Huawei’s flagship, has no American-made parts inside its body. This was expected because of the fact that the manufacturer was banned from its United States chain of supply by the government of the USA itself. Huawei progressed honorably over the course of the past few months.
Before the ban, Huawei engineered their devices in such a way to keep them connected with network signals from American corporations like Qorvo. Similar chips were acquired from Skywoods and Huawei’s personal HiSilicon unit.
After the official ban, Huawei can still source some chips from Qorvo but it’s collaborating with Japanese company MuRata as a new provider of parts, while also signing off their previous partnership with Skyworks. They also stopped collaborating with Broadcom (who were one of their sources of Wi-Fi and Bluetooth communications chips) and are now producing their own circuits.
Huawei adapted fast and this is no wonder: They were smart enough to acknowledge that a U.S supply chain ban was possible way back in 2012 when the first security threat that mentioned them was made public.
5G networking equipment
The main American based supplier that is hard to replace by Huawei is Google, who will no longer grant their license for services such as Google Play to Huawei, meaning that the following Huawei devices won’t be running basic Android apps like Gmail, Search, Maps and many more. This isn’t relevant for the Chinese market, because many Google apps were already banned in the country, but this will definitely affect international sales.
Huawei is the largest global supplier of networking technology, and now that they no longer have access to American-made supplies, production will slow down. However, they are expected to be able to produce 125,000 5G base stations monthly in 2020 (in contrast to the 5,000 stations per month that they are able to produce now).