In response to the new sanctions announced by Washington, Huawei could push back the release of the Mate 40.
Huawei P40 Pro / © Presse-citron
In 2019, the sanctions of Washington against Huawei were heavily penalised in the markets outside China such as Europe. As a reminder, these sanctions prohibit Google to provide its license to Huawei. Because of this, even if the new smartphones from Huawei will run Android, the manufacturer is not able to pre-install essential services, such as Gmail, the Play Store or YouTube on these smartphones.
And this year, the United States wants to address the ability of Huawei to supply processors. The smartphones of the chinese manufacturer use cpus manufactured by its branch HiSilicon. However, the latter is supplied by a taiwanese company called TSMC which is also the supplier to Apple for the iPhone. And it is through this provider that the United States wants to achieve Huawei. The new sanctions announced by the United States prevent companies such as TSMC that make use of technologies or equipment americans to do business with Huawei.
These sanctions will have an impact on the Mate 40 ?
Until now, Huawei went well despite the sanctions, thanks to the chinese market. In fact, the manufacturer has always been able to produce excellent smartphones, and as the Google applications are not used in China, the absence thereof has not had a negative impact on sales.
But now, Huawei may have a hard time having the processors which it needs to manufacture its smartphones. And the first casualty could well be the Mate 40. According to an article by the Nikkei, which is relayed by Android Authority, Huawei would have delayed the start of production of the Mate 40. Specifically, Huawei would have asked one of its suppliers to cease production of an essential component for this model. The chinese manufacturer is also reportedly reduced its orders of “new parts” for the next few quarters, in order to assess the impact of new restrictions the u.s. on its supply chain.
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Possibly, Huawei could turn to other suppliers to secure the components they need for the Mate 40. But according to a source cited by Nikkei, this would imply a modification of the design and hence the delay.
But the news is not that bad for Huawei. As we explained in a recent article, the us government has just to change a part of its sanctions in order to allow Huawei to work with us companies on the 5G.