Qualcomm Could Deliver Chips to Huawei

[AleksandarK]

In the ave of the news that Trump administration has forbidden TSMC to have Huawei as its customer, Huawei seems to be exploring new options for sourcing the best performing mobile processors. As the company has turned to the Chinese SMIC semiconductor factory, it still needs a backup plan in the case of Chinese semiconductor manufacturing flops. So to combat US sanctions, Huawei will use already made chips form the US company - Qualcomm. By sourcing the processors from Qualcomm, Huawei is losing some benefits of customs design like better system integration, however, it will gain quite powerful mobile processors. As Qualcomm is known for providing the fastest processors for Android smartphones, Huawei has ensured that it remains competitive. Qualcomm is reportedly now negotiating with the US government about delivering the chips to Huawei, and if it is allowed, Qualcomm will gain a big customer.


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[Vayra86]

The plot thickens... lol. Inb4 Qualcomm ban

 

[Verpal]

Qualcomm Could Deliver Chips to Huawei

Qualcomm is reportedly now negotiating with the US government about delivering the chips to Huawei, and if it is allowed, Qualcomm will gain a big customer.

The title is misleading until we have further information.

 

[RandallFlagg]

So the more honest and accurate title would be "Qualcomm Intesifies Lobbying of US Gov for Exception on the Huawei Ban".

As of right now, Qualcomm can not sell to Huawei just as TSMC and a whole raft of others cannot. That has not changed.

And until it changes, stuff like this is mostly click-bait journalism.

 

[zlobby]

All Huawei need is a decent factory. They can design swell chips for themselves alright. They just need a fancy press to squeeze the chips out, pardon the phrazing. Although I'm pretty sure they will soon find a way to get their hands on ASML stuff or something of that magnitude.

If anything, Orange Man (Bad) had only made the things worse for himself. Huawei were planning on total self sufficiency for quite some time. They were just forced their hand. Even if Orange Man (Bad) wins the next election (pff, right ) he still won't be able to burry them. Maybe slow them at best?

The plot thickens... lol. Inb4 Qualcomm ban

Uhm, don't Qualcomm just license and build on ARM stuff, i.e. the fight for ARM's IP gets even more important for all of us?

 

[xkm1948]

Qualcomm has the best ARM processors on market no?

 

[watzupken]

This will not make sense if the objective is to deny Huawei of any critical/ sensitive US technology. Qualcomm will still need to get approval before they can supply chips to Huawei, and given how fluid the situation is so far, US can pull the approval anytime leaving Huawei high and dry like now.

 

[Crackong]

Could , not Would

Every silicon manufacturer could deliver chips to Huawei

But who would do it ?

 

[R0H1T]

This will not make sense if the objective is to deny Huawei of any critical/ sensitive US technology. Qualcomm will still need to get approval before they can supply chips to Huawei, and given how fluid the situation is so far, US can pull the approval anytime leaving Huawei high and dry like now.

Except that's not really the endgame is it? If you've been following US politics or (global) politics in general over the last few decades it's all about the $$$ all the time!

 

[Hemmingstamp]

it's all about the $$$ all the time!

The disputes over land - ocean where oil and minerals are buried appear to be a main factor in all of these disputes. Now we have Turkey and Greece at each others throats over drilling rights.
Now France are getting involved by sending out ships to try and stave off possible conflict. What a mess.

 

[lexluthermiester]

Qualcomm Could Deliver Chips to Huawei

The title is misleading until we have further information.

I don't see how that is misleading. It's really kinda spot-on.

 

[Hemmingstamp]

Qualcomm is reportedly now negotiating with the US government about delivering the chips to Huawei, and if it is allowed, Qualcomm will gain a big customer.

Same reports coming out all over the web. Jobs at risk, shareholders aren't happy, etc, etc. Nothing misleading about it.

 

[lexluthermiester]

Same reports coming out all over the web. Jobs at risk, shareholders aren't happy, etc, etc.

Help me understand the logic there. If Qualcomm is cleared for this deal, it would result in a big boost in product sales and company income. Why/how would jobs be at risk or the shareholders be unhappy?

I think this is potentially a good thing. Huawei effectively can't make their own SOCs anymore and want to buy Qualcomm SOCs in bulk to put into their devices. It's a win-win.

 

[Hemmingstamp]

Help me understand the logic there. If Qualcomm is cleared for this deal, it would result in a big boost in product sales and company income. Why/how would jobs be at risk or the shareholders be unhappy?

I was using rhetoric. Trade wars threaten jobs, company incomes etc, and that's a fact. Had Huawei been a small player Qualcomm wouldn't be asking the Government for an exception.
What does annoy me reading some of comments, is the the sly undertones that all Chinese tech companies are evil and we should avoid doing business with them.
I can see my comment may cause a shit storm with some, but I defend my thinking.

 

[lexluthermiester]

Had Huawei been a small player Qualcomm wouldn't be asking the Government for an exception.

The size of the company is not relevant. A trade ban always requires approval and clearance to go forward with any dealings involving a prohibited company.

What does annoy me reading some of comments, is the the sly undertones that all Chinese tech companies are evil and we should avoid doing business with them.

I'm seeing this too and I agree with your implication that not all of them are "evil". However, they all fall under the umbrella of the chinese government and thus must be treated with a certain level of caution. Huawei is openly china state affiliated and dealings with them must be strictly regulated.

 

[Hemmingstamp]

The size of the company is not relevant. A trade ban always requires approval and clearance to go forward with any dealings involving a prohibited company.

I'm seeing this too and I agree with your implication that not all of them are "evil". However, they all fall under the umbrella of the chinese government and thus must be treated with a certain level of caution. Huawei is openly china state affiliated and dealings with them must be strictly regulated.

I will agree to disagree on a few fronts. I'm chickening out and that's the last I will say on the subject.