Despite restrictions on the supply of components by U.S. companies that began in May 2019, Huawei Technologies continues to show positive growth, finally surpassing South Korea's Samsung to become the world's number one in smartphone shipments in the second quarter of this year.
President Trump, out of frustration, announced an additional embargo on Huawei on August 17, 2020, blocking Huawei from bypassing semiconductor components through third-party companies.
What impact will the regulation of semiconductors in the U.S. have on Huawei? I have listed Huawei's major suppliers as of 1Q2020 based on Chinese website information.
In semiconductor components, which are critical to smartphone performance, 17 of the 23 companies are made by U.S. manufacturers.
Huawei is said to have secured semiconductors until early next year, but if the Trump administration's regulations continue to linger, Huawei, as expected, will see a significant impact on smartphone production.
Semiconductor Core Components Supplier Directory
| Product name | Supplier Name （Chinese name) | Supplier Headquarters |
|---|---|---|
| AP. Application Processor | Qualcomm (High Street) | United States of America California |
| CPU Central Processing Unit | Intel (chip manufacturer) (英特尔) | United States of America California |
| CPU Central Processing Unit | AMD (ultrafine) | United States of America California |
| BP/BBP Baseband Processor | Qualcomm (High Street) | United States of America California |
| GPU Graphics Processing Unit | Intel (chip manufacturer) (英特尔) | United States of America California |
| FPGA Field-programmable Gate Array | Xilinx (赛灵思) | United States of America California |
| DSP Digital Signal Processor | Texas Instruments （德州仪器) | United States of America California |
| Analog Device | Qualcomm (High Street) | United States of America California |
| Analog Device | Broadcom (Hakodori) | United States of America California |
| Analog Device | Dialog Semiconductor | United Kingdom leading |
| Analog Device | ON Semiconductor (Yasumori Mi) | United States of America Arizona |
| RF Chip | Broadcom (Hakodori) | United States of America California |
| RF Chip | Qorvo 威讯联合半导体 | United States of America North Carolina |
| RF Chip | Skyworks (思佳讯) | United States of America California |
| Memory Chip | Samsung (Samsung) | Korea Suwon. |
| Memory Chip | SK Hynix (Umikishi) | Korea Icheon City |
| Memory Chip | Micron (Biko) | United States of America Idaho |
| SSD/HDD/HHD | Western digital (Western Number Installation) | United States of America California |
| Image Sensor | Sony (索尼) | Japan Tokyo |
| Touch Sensor | Synopsys (Xinshi) | United States of America California |
| Fingerprint Sensor | Synopsys (Xinshi) | United States of America California |
| Fingerprint Sensor | FPC | Sweden |
| Fingerprint Sensor | Egis Technology (divine shield) | Taiwan Taipei City |
Directory of Semiconductor Foundry, Encapsulation and Inspection Manufacturers
| service name | Supplier Name (Chinese name) | Supplier Headquarters |
|---|---|---|
| Semiconductor Chip Manufacturing | TSMC (台积电) | Taiwan Hsinchu City |
| Semiconductor assembly testing | ASE (Sun Moonlight) | Taiwan Kaohsiung City |
Software Supplier Directory
| Product name | Suppliername (Chinese name) | Supplier Headquarters |
|---|---|---|
| EDA Software | Cadence. | United States of America California |
| Windows | Microsoft (微软) | United States of America Washington |
| Android | Google (WWW search engine) (Valley Song) | United States of America California |
Core Components Supplier Directory
| Product name | Supplier Name (Chinese name) | Supplierhead office |
|---|---|---|
| Connector connector | Luxshare-ICT (Rissei Seimitsu) | China Shenzhen, Guangdong Province |
| Connector connector | AVIC Jonhon (中航光电电) | China Luoyang, Henan Province |
| Connector connector | Everwin. (长盈精密) | China Shenzhen, Guangdong Province |
| Connector connector | ECT (电连技术) | China Nanjing, Jiangsu Province |
| Cover glass cover glass | Lens Technology (蓝思科技) | China Changsha, Hunan Province |
| Cover glass cover glass | Firstar Panel (Xingxing Technology) | China Taizhou, Zhejiang Province |
| Acoustic components Audio Components | Goertek (歌尔股份 | China Weifang, Shandong Province |
| Acoustic components Audio Components | Gettop (共达电声) | China Weifang, Shandong Province |
| Camera module Camera Module | Ofilm (Ophir & Phosphorescence) | China Shenzhen, Guangdong Province |
| Camera module Camera Module | Crystal-optech (水晶光电电) | China Taizhou, Zhejiang Province |
| Screen screen | Boe Technology (Kyoto Dongfang | China Beijing (China) |
| Screen screen | CSOT (huasheng optical electric *TCL Group) | China Shenzhen, Guangdong Province |
| Screen screen | Tianma (深天马) | China Shenzhen, Guangdong Province |
| Screen module Screen Module | Token Sciences (长信科技) | China Wuhu City, Anhui Province |
| Screen module Screen Module | TXD Technology (同兴达) | China Shenzhen, Guangdong Province |
| Battery battery | Desay Battery (德塞电池) | China Shenzhen, Guangdong Province |
| Battery battery | Sunwoda (欣旺达) | China Shenzhen, Guangdong Province |
| Precision parts Precision Structural Parts | Anjie Technology (安洁科技) | China Suzhou, Jiangsu Province |
| Precision parts Precision Structural Parts | Firstar Panel (Xingxing Technology) | China Taizhou, Zhejiang Province |
| Case Cases & Enclosures | Everwin. (长盈精密) | China Shenzhen, Guangdong Province |
| Case Cases & Enclosures | Lingyi (领益智造) | China Jiangmen, Guangdong Province |
| Case Cases & Enclosures | three-circle (San Huan Group) | China Chaozhou, Guangdong |
| Antenna antenna | Sunway (信维通信) | China Shenzhen, Guangdong Province |
| Antenna antenna | Speed Wireless (硕贝德) | China Huizhou, Guangdong |
| Camera lens camera lens | United Electronics (联创电子) | China Nanchang, Jiangxi Province |
Material and Component Supplier Directory
| Product name | Supplier Name (Chinese name) | Supplierhead office |
|---|---|---|
| Heat-sink heat sink | FRD (飞荣达) | China Shenzhen, Guangdong Province |
| Heat-sink heat sink | Jones Tech (Chuseki Technology) | China Beijing (China) |
| Passive components Passive Components | Sunlord (顺络电子) | China Shenzhen, Guangdong Province |
| PCB, CCL Printed circuit boardCopper Clad Laminates | Sytech (Sheng Yi Science and Technology) | China Dongguan, Guangdong Province |
| PCB, CCL Printed circuit boardCopper Clad Laminates | Wazam (huasheng new material) | China Hangzhou, Zhejiang |
| PCB, CCL Printed circuit boardCopper Clad Laminates | WUS (沪电股份) | China Kunshan, Jiangsu Province |
| PCB, CCL Printed circuit boardCopper Clad Laminates | SCC (深南电路) | China Shenzhen, Guangdong Province |
| PCB, CCL Printed circuit boardCopper Clad Laminates | Kingwong Electronic (Jingwang Electric) | China Shenzhen, Guangdong Province |
| FPC Flexible printed circuit boards | Avary Holding (Dongding Holding Co., Ltd.) | China Shenzhen, Guangdong Province |
| FPC Flexible printed circuit boards | DSBJ (Dongshan Precision) | China Suzhou, Jiangsu Province |
List of Major Equipment Manufacturers
| Product name | Supplier Name (Chinese name) | Supplier Headquarters |
|---|---|---|
| Laser Cutter Laser Processing Equipment | Huagong Tech (Huaguang Technology) | China Wuhan, Hubei Province |
| Laser Cutter Laser Processing Equipment | Han's Laser (Great Tribe Fierce Light) | China Shenzhen, Guangdong Province |
| Assemble Equipment assembly equipment | JT Automation (劲拓股份) | China Shenzhen, Guangdong Province |
| Assemble Equipment assembly equipment | Liande (联得装备) | China Shenzhen, Guangdong Province |
Directory of electronic component assembly subcontractors
| service name | Supplier Name (Chinese name) | Supplier Headquarters |
|---|---|---|
| ODM Consignor brand design and manufacture | Wingtech (闻泰科技) | China Shanghai (China) |
| EMS Contract manufacturing of electronic equipment | Kaifa (deep science and technology) | China Shenzhen, Guangdong Province |
| EMS Contract manufacturing of electronic equipment | DBG (Mitsuhiro Science and Technology) | China Huizhou, Guangdong Province |
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