Chip Breakthrough Sends U.S. Scrambling For New Measures To Stifle Huawei
Portfolio Pulse from The Bamboo Works
Huawei's new smartphone series, powered by its proprietary Kirin 9000s chips, has sparked concerns in the US about its ability to curb China's tech ambitions. The Kirin 9000s chips deliver comparable performance to Qualcomm's Snapdragon 888. The US is reportedly planning to update its restrictions on the export of AI chips and semiconductor production equipment to China. Huawei continues to be one of Qualcomm’s major customers, purchasing between 23 million and 25 million chips from Qualcomm last year. However, if Huawei can produce the Kirin 9000s chip at a slightly higher cost, it may reduce its purchase of some of its higher-end chips from Qualcomm next year.
October 10, 2023 | 1:27 pm
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NEUTRAL IMPACT
Huawei's Kirin 9000s chips use technology developed by TSMC, which could potentially impact TSMC's business relationship with Huawei.
Huawei's Kirin 9000s chips use technology developed by TSMC. However, it's unclear how this will impact TSMC's business relationship with Huawei in the future.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 80
NEGATIVE IMPACT
The launch of Huawei's new smartphone series could potentially impact Apple's market share in the smartphone industry.
The launch of Huawei's new smartphone series could potentially impact Apple's market share in the smartphone industry, as Huawei's new smartphones are seen as a direct competitor to Apple's iPhones.
CONFIDENCE 70
IMPORTANCE 70
RELEVANCE 60
NEGATIVE IMPACT
US sanctions have prevented SMIC and its Mainland China peers from buying EUV lithography machines from ASML, potentially impacting ASML's revenues.
US sanctions have prevented SMIC and its Mainland China peers from buying EUV lithography machines from ASML. This could potentially impact ASML's revenues, as it loses potential customers due to the sanctions.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 70
NEGATIVE IMPACT
Huawei's ability to produce its own chips at a slightly higher cost could lead to a decrease in its purchases from Qualcomm, potentially impacting Qualcomm's revenues.
Huawei's ability to produce its own chips could decrease its reliance on Qualcomm, leading to a potential decrease in Qualcomm's revenues. This is based on the assumption that Huawei will be able to produce the Kirin 9000s chips at a slightly higher cost than purchasing from Qualcomm.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100