In 2022, China has become a key consumer and industrial electronics supplier for Russia, so the state of its electronics industry is also important for Russia.
There have been no official statements from US presidential administration officials yet, but information about the new restrictions, citing sources, has already been published by Bloomberg, Reuters, the Wall Street Journal and the Financial Times. There is no doubt that the Chinese IT sector will face new problems, the question is in the details.
Huawei will have the hardest time as it is likely that Intel, AMD, Qualcomm and a number of other US tech companies will have their temporary licenses to supply their products to the Chinese IT giant revoked.
If these restrictions are not temporary, they could be a severe blow to Huawei’s business.
Most of Huawei’s servers and laptops are now made using Intel and AMD processors, and if US companies stop selling them, it will spell disaster for this division of Huawei. It is impossible to replace the two largest processor manufacturers in the short to medium term.
Huawei laptops are well known to Russian consumers. In recent years, Huawei has increased its share of the Russian market in this segment.
The situation with the revocation of licenses from Qualcomm, the largest developer of processors for smartphones and tablets, is less tragic. Firstly, there is Taiwanese MediaTek, which in theory can replace Qualcomm, and secondly, Huawei has a subsidiary HiSilicon Technologies, which develops its own processors on the ARM architecture.
