The U.S. Department of Commerce confirmed the rumors on May 7 that the United States revoked Intel and Qualcomm's license to sell chips to Huawei.
This decision by the United States is not surprising, because after the release of the MateBook X Pro at Huawei's product communication conference on April 11, Republican lawmakers in the United States have expressed shock and anger and demanded that the US government immediately ban the export of any chips to China.
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The United States is now banning Intel and Qualcomm from selling chips to Huawei, which is just another boot on the ground.
Of course, this news will deal a serious blow to Huawei's recovering PC business, and shipments may go to Others again.
After Intel obtained a license to export chips to Huawei in 2020, Huawei's PC business has recovered, and its market share has leapfrogged from Others, and by the end of 2023, Huawei has shipped 3.99 million PCs, accounting for nearly 10% of the share, ranking third in the domestic market, second only to Lenovo and HP.
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It is conceivable that Huawei's PC business will be silent for a while, but to say that the ban on the sale of PC chips to Huawei can cause a serious blow to the entire Huawei, it can only be said that it is too much to think about.
Huawei's PC business revenue in 2023 will be about 30 billion yuan, and the revenue of the entire Huawei in 2023 will exceed 700 billion yuan, accounting for a small proportion.
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What's more, Huawei has other brands to come out, and computers with Huawei Kirin chips have long been on sale, such as Huawei Qingyun series equipped with Kirin 9006C chips, UnionTech OS, and desktop commercial machines have also entered government agencies on a large scale.
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According to other news, Huawei's Hongmeng PC will also be launched, and Huawei's PC business will be completely freed from the shackles and will soar.
Therefore, the shutdown of PC chips in the United States will not have much impact on Huawei, but will only slightly restrain Huawei's development.
This irrationality of the United States is also hurting its own enterprises, like a set of broken seven wounds.
Intel said on 5.8 that "the company's actual revenue for the second quarter of 2024 will be lower than the median of the previous estimate." ”
There is no Huawei among Qualcomm's top 10 users, but despite this, Qualcomm's stock fell on the same day.
The normal update of Huawei phones and PCs reflects the ineffectiveness of US sanctions, their hysteria is a manifestation of incompetent rage, making extreme decisions is more like the United States is sick and suffering from Huawei PTSD.