BOE is also an important supplier of OLED mobile phone screens for Huawei. In addition to the mate20 series, it is rumored that BOE and BOE are also two suppliers of mate 40 series, which supply 90hz high-speed screen for mate40pro.
[Taiwan media: Huawei pushes TSMCs 5nm capacity
It is understood that Kirin 9000 is produced by TSMC at 5nm, which is the first 5nm mobile phone chip in the world, faster than that of Qualcomm and apple. Supply chain sources pointed out that, in response to the U.S. ban, Huawei had previously greatly increased TSMCs 5nm production capacity by storing Kirin 9000 stocks in advance. TSMC will ship all relevant chips to Huawei after September 14, and then can no longer have business with Huawei.
Liu Deyin, chairman of TSMC, said at the French speaking meeting in July that it would not ship Huawei after September 14 and would not undertake new orders from Huawei after May 15. On September 15, Yu Chenglin Dong said that it would not be able to become the worlds leading chip manufacturer after September 15 because of the United States sanctions.
Huawei is TSMCs second largest customer, contributing about 15% to 18% of TSMCs revenue in 2019. The supply chain pointed out that in the face of US technology clampdown, Huawei had already made preparations as early as last year to book TSMCs 5nm production capacity in advance, and Kirin 9000 was listed as a priority product. Before stopping production in mid September, it had prepared enough inventory to meet the market demand of mate40. Due to Huawei, apple and Qualcomm chip output, TSMC was fully loaded in the second half of the year.
A series of policies of the U.S. Department of Commerce, not only does MediaTek fear that it will not be able to ship Huawei, but also Huaweis Kirin series chips will not be able to be delivered. It is reported that Huawei has another Qilin 970 series TSMC 10 nm production.
[MediaTek has applied to the US side and hopes to continue to supply Huawei
According to the new policy announced by the United States a few days ago, manufacturers using American software and technology must apply for supplies to Huawei after September 15. Undk has reiterated its adherence to the relevant global trade laws and regulations, and has applied to the US side in accordance with the provisions. But before September 15, MediaTek can supply Huawei normally.
Previously, the outside world worried about the impact of the companys subsequent operation without Huaweis contribution, and even the stock price fell to a limit.
The market believes that when an application is made to the US side and when the license can be obtained is still a variable beyond the control of the manufacturer itself.