Huawei is rushing to accumulate as many chips as possible less than a month after the new sanctions imposed by the United States go into effect. Recall that the Trump administration, in addition to having extended the standard Ban by another year, has also isolated the Chinese giant from American foundries or those that use American technology – therefore essentially all the more advanced ones.
According to what the Nikkei, the company founded by Ren Zhengfei is filling its mobile SoC warehouses with 5G modems, Wi-Fi and RF chips, displays and many other key components from vendors such as MediaTek, Realtek, Novatek and RichWave. It even seems that some suppliers have agreed to ship unfinished components, for example not assembled or tested, in order to make volume.
After all, the company is fighting for survival, internal sources who spoke with the Asian newspaper say: according to forecasts, smartphone sales in the future could collapse by as much as 75% if the chip stocks run out. Vendor sources say 4am calls or midnight video conferences are becoming more frequent, and the perception is that unrest among Huawei's employees and executives is increasing and that the company continues to change. your strategy.
It is worth remembering that US sanctions were imposed due to some trade relations with Iran, violating an American embargo; Trump and his staff, however, argue that society poses a national security risk. The hypothesis, which must be contextualized in a climate of tension between China and the USA in constant growth, is that the Beijing government is forcing Huawei to commit acts of espionage against American citizens, especially through network equipment. These accusations, it should be remembered, have never been proven; indeed, Huawei has just announced that it has passed the NESAS security tests of the GSM Alliance (the one that also organizes the MWC).
NESAS stands for Network Equipment Security Assurance Scheme, and is conducted by independent third party IT security experts. The test standards are defined by the GSMA itself and by 3GPP in collaboration with a large number of partners, including suppliers, manufacturers, operators and other specialized companies in the telecommunications sector, and include 20 separate types of assessments. The certification, in a nutshell, indicates that the equipment is safe from an IT point of view, and that it can be used without fear. Huawei specifies that before this certification it had also obtained the IMT-2020 one, which is similar and is released in China.
This certification will hardly overturn Trump's decision, but the hope is to stop, or at least reduce / slow down, the bleeding of buyers. In recent times, the UK has also excluded Huawei from the 5G race. The same goes for India and for TIM in Italy, and American pressure on allies does not want to be reduced.