New turning point in the affair between HUAWEI and the USA after the latter has blocked all types of concessions for months to American companies in supplying or selling their components or even their services to the Chinese company. A ban that weighed heavily on HUAWEI s especially on the mobile division that had to roll up its sleeves, as they say, and started creating its own operating system, its own services for developers, its own store for applications and all that. it concerns precisely the world of smartphones at the service level.

The problem, however, also concerned the impossibility of receiving fundamental components from American companies for making smartphones: we are talking about semiconductors but also about displays. Now, a few days later, from the news of the first authorization by the USA against Samsung Display, which was able to restart supplying HAUWEI with its panels, here comes a new good news concerning semiconductors.

HUAWEI: green light from the USA. Will it be the right time?

According to the words of the Financial Times, the major semiconductor companies which supplied their own HUAWEI, would have been given the green light by the US Department of Commerce to be able to sell and therefore concretely ” refresh ” HUAWEI without any more limitations or blocks. In this case, the US would have already allowed Samsung to produce and sell panels for smartphone screens to the Chinese company. The same fate would also be happening to Sony and OmniVision for the supply of photographic sensors. And not just because other semiconductor and memory companies would also be licensed to market their products to HUAWEI.

There would be only one condition to the permit: the components cannot be used by HUAWEI for the production of network equipment 5G such as classic modems. The only condition for the green light would be this from the US government. A choice that will therefore weigh on the business division of HUAWEI, essentially the one that is making products for the new 5G network. That very division would bother the US a lot but it is clear that in this case not giving American companies the opportunity to sell their products to HUAWEI was creating economic problems for the companies themselves and for the US economy.

Hence the lightening of the conditions that make the game of HUAWEI, part consumer , definitely easier and above all profitable since they can get back into the game with smartphones. We know, according to anonymous sources, that it was precisely on semiconductors that the Chinese company seemed to have implementation problems with the Kirin 9000 that could have been made with stocks only until March 2021. Now this problem will no longer exist and HUAWEI will be able to go back to working with TSMC , to name one, in the realization of the main components of their smartphones. And Google? In this case the question seems to be decidedly more complicated even if this opening could also be the antithesis of Google’s return to HUAWEI smartphones. Who knows, never say never.