Intel and AMD will supply Huawei primarily with laptop processors

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Intel and AMD will supply Huawei primarily with laptop processors

Not so long ago, representatives of both Intel and AMD confirmed the existence of a license that allows supplying components for the needs of Huawei even under the conditions of American sanctions. Few of the market participants so far could boast of this, so interest in the specifics of the relationship between Huawei and these processor manufacturers has grown significantly. It turns out it’s all about laptops.

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hygon

Huawei Technologies has recently been offering notebooks of its own design but has already managed to achieve some success in this field. According to DigiTimes, citing Taiwanese manufacturers of substrates for semiconductor components, the resumption of shipments from Intel and AMD will affect mainly the central processing units for laptops, and not components for telecommunications equipment. Although Intel has the appropriate solutions and even expects to occupy 40% of the market for components for base stations by 2022. But since Intel and AMD want to supply processors for computers, the fact of obtaining licenses to supply products for Huawei is no longer surprising. In the direction of laptops, the American authorities do not see a threat in the activities of the Chinese giant.

On the other hand, Huawei’s laptop business is not well developed to support the company amid the sanctions restrictions, and this factor was probably also taken into account by American regulators when considering applications from Intel and AMD. For both companies, Huawei is not a large customer in the laptop segment, so it cannot be argued that the opportunities opened up for them in the light of obtaining a license will significantly increase revenue. AMD is more interested in supplying Huawei with server processors, but this is an area where US export controls are likely to be stronger. The company has already had to curtail its activities to release clones of its first-generation EPYC processors for the Chinese market.

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