It’s not easy to tell how far the U.S. administration’s attempt at preventing U.S. companies doing business with Huawei can go, given the symbiotic relationship among them. Given the make-up of Huawei’s new smartphone, the answer is: certainly not as far as the Administration wants to go — at least not yet. But Trump keeps trying. Now he wants to force IC manufacturers who use production equipment produced in America to get U.S. government approval before selling to Chinese customers.
Evidence from a teardown of the latest Huawei P40 phone, published by the Financial Times in London today, shows that Qualcomm, Qorvo and Skyworks are still supplying essential RF components in the new phone, while it seems Micron’s NAND flash memory has been replaced by Samsung’s.