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Samsung has received a license to supply Huawei with its displays
27.10.2021 [08:13],
Alexey Razin

News agencies reported this morning that Samsung Display has obtained an export license to supply Huawei Technologies with some of its product names. Whether this will save Huawei’s smartphone business is an open question, since most suppliers of other components do not have such a license.

Image Source: Nikkei Asian Review

Effective September 15th, any company that uses American-made technology or equipment in the manufacture of components must have a special license to supply their products to Huawei. It is reliably known that Intel and AMD have already acquired such licenses, but they supply Huawei with components not for the most popular types of products of the Chinese brand, and therefore do not play a significant role.

It is much more interesting that this week, sources reported on obtaining an export license to work with Huawei in relation to Samsung Display. Reuters and Nikkei Asian Review published the relevant information. Thus, Samsung will be able to resume the supply of its panels of a certain range for the needs of Huawei. It is not yet safe to say that the supply of advanced OLED displays that Samsung is supplying itself and Apple with will be resumed. Much will depend on whether Huawei has access to other element base, because without accompanying components, the Samsung panels will simply not be useful to the Chinese company.

The Korean company SK Hynix has confirmed that it has not yet received a license to supply its products for the needs of Huawei Technologies. It is not completely clear what components the parent company Samsung Electronics will be able to supply, because Huawei probably needs the same memory chips. Micron Technology already had an export license, but was forced to reapply with the introduction of the second round of sanctions against Huawei in August. Sony and Kioxia have also filed applications, but Samsung Display remains the only Huawei supplier in Asia to obtain a license following the second round of sanctions in August.

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