Is the 4G chip also inaccurate? The United States may impose comprehensive export restrictions on Huawei

On January 31, multiple foreign media reported that in order to intensify its crackdown on China’s technology industry, the Biden administration is considering cutting off Huawei from all U.S. suppliers.

To put it simply, the export of American technology to China is completely prohibited and the approval of product export licenses is stopped.

This also means that in addition to 5G, the United States will also ban Huawei from providing 4G, Wifi 6 and 7, artificial intelligence, high-performance computing, cloud computing and other related fields. The product.

In this regard, Bloomberg said that the companies involved are likely to include Intel and Qualcomm.

In addition, the time node this time is also worth pondering.

It is reported that US Secretary of State Blinken is preparing to travel to China next week, and this is also the first visit of a member of Biden’s cabinet.

The U.S. Department of Commerce declined to comment, but said it would work with other government departments to "continuously evaluate policies and regulations and communicate regularly with external stakeholders."

As of now, a formal decision has not been made.

Adding insult to injury for Huawei

Since being included in the so-called "entity list" by Trump in 2019, Huawei has been facing challenges surrounding 5G and other technology projects. export restrictions.

However, some licenses for goods and technologies were approved during this period.

For example, Qualcomm was allowed to sell 4G smartphone chips to Huawei in 2020.

Over the past two years, however, Biden has taken a tougher stance, especially on top technology. The purpose is to cut off Huawei's ability to purchase or design semiconductor chips.

Under the new policy advocated by some U.S. officials, all license applications to supply Huawei will be rejected.

At the same time, most new license applications are currently stuck in the approval stage, which is equivalent to a de facto stagnation.

Little impact on the United States

In the past, Huawei relied on its extremely high status in the mobile phone and network equipment industries to occupy an extremely important part of the supply chain. .

Trump’s ban not only paralyzed Huawei for a time, but also wiped out the huge income of American suppliers such as Broadcom.

#However, under the long-term sanctions, the ban on Huawei now will not have the devastating blow to American companies as before. .

According to Bloomberg’s supply chain analysis, Huawei’s revenue contribution accounts for less than 1% of Qualcomm, Intel and AMD.

Currently, Intel and AMD provide processors for Mate series laptops, while Qualcomm sells core components for smartphones such as processors and modems to Huawei.

People familiar with the matter said that relevant discussions are still in the early stages and it is unclear how soon the government will take action on policy changes.

However, the final decision is likely to be made in May, which is the "fourth anniversary" of Huawei being included in the entity list.

Repeated containment may lead to a "complete shutdown" in the future

While taking the latest action against Huawei, the United States has also strengthened cooperation with its allies to jointly prevent China Development of semiconductor and other technologies.

Washington reached an agreement last week with Japan and the Netherlands that would see U.S. allies impose restrictions on their domestic companies to prevent them from exporting certain chipmaking equipment to China. The United States imposed unilateral restrictions on American companies in October, preventing them from exporting semiconductor manufacturing tools.

According to multiple media reports, last Friday, after months of negotiations, the United States, Japan and the Netherlands reached an agreement on restricting the export of advanced chip manufacturing equipment to China.

The Netherlands and Japan are both home to some of the most advanced semiconductor manufacturing equipment manufacturers in the world. The two countries reached an agreement on Friday to join the United States in banning the sale of its most advanced chip machinery and equipment to China, according to people familiar with the deal.

It is reported that the agreement was reached after a high-level meeting with US national security officials in Washington, and will further expand the ban on China sharing semiconductors unilaterally issued by the US government in October last year. Scope of Technical Comprehensive Restraining Order.

In October last year, the United States announced comprehensive restrictions on the sale of semiconductor technology to China, aiming to weaken China’s access to all key technologies it needs, from supercomputing to guided weapons.

According to the ban, U.S. companies will not be allowed to supply advanced computing chips, chip manufacturing equipment and other products to China unless they obtain special permission. Special permit applications will be particularly stringent, but most permit applications will be rejected.

U.S. companies have been lobbying the Department of Commerce and Congress before. Now that the globalization of the semiconductor industry chain has become a fact, if the United States comprehensively tightens technology-related exports to China, it will give the United States The damage caused by the technology industry is even greater. To say "kill eight hundred enemies and injure one thousand" is a euphemism.

In the past few years, despite the ever-expanding "Entity List" and the frequently revised "Export Control Regulations", there are still "special Export license" gap.

Judging from the current situation, the United States' further tightening of restrictions on Huawei, which has already been subject to severe blockades, may only further narrow the "door" for these special export licenses. Or even the beginning of a complete shutdown.

The above is the detailed content of Is the 4G chip also inaccurate? The United States may impose comprehensive export restrictions on Huawei. For more information, please follow other related articles on the PHP Chinese website!