Huawei has a stockpile of about 10 million Kirin 9000 chips that will support shipments for about half a year, one telecom expert said, as the "deadline" for production of the Kirin 9000 is drawing near after the US government moved to block shipments of semiconductors to Huawei Technologies from global chipmakers.
(September 6, Global Times)
Peter Richardson's key takeaways:
- This provides for a limited run of Mate 40s, most of which will be sold in China given no GMS. And the 10m unit number assumes Huawei has all the other parts it needs to produce the Mate 40 – no small task in itself.
- There is a glimmer of hope – that suppliers can obtain licenses to continue selling merchant components to Huawei, but this is unlikely to include TSMC.