According to Bloomberg News, the US Department of Commerce of the Trump administration listed Huawei on the “list of entities” for trade control on May 15th, cutting off the software and hardware supply from US companies needed to produce products. Since then, the top US technology companies, from chip manufacturers to Google and other companies have suspended the supply of critical software and components to Huawei.

Intel Corporation

According to Reuters, Google has suspended its business with Huawei. In the future, Huawei will only be able to use the open source public version of Google’s Android mobile operating system.  The person who asked not to be named said that Google will not be able to provide Google’s patented applications and services from maps and searches to Gmail. This will hinder the sales of Huawei smartphones overseas. Huawei is the world’s largest smartphone brand after Samsung Electronics Co., and was one of the few global hardware partners to get Google’s latest Android software and features. However, Reuters said that a Google spokesperson said that Huawei can still use Android open source version of the application and security updates, Huawei phones that have already been sold can continue to get Google software upgrade service.

Qualcomm

According to Bloomberg, according to people familiar with the matter, in addition to Google, chip makers including Intel, Qualcomm, Xilinx and Broadcom have also told employees that they will not supply to Huawei until further notice. Bloomberg said that this may affect Huawei’s operation as the world’s largest network equipment supplier and the second largest smartphone supplier. Preventing the supply of key components to Huawei may also disrupt US chip giants such as Micron Technology Inc. The business and hinder the deployment of key 5G mobile networks around the world, including China.

Xilinx

Bloomberg said that if the Trump administration’s orders are fully implemented, it could have a ripple effect on the global semiconductor industry. Intel is the main supplier of Huawei’s server chips. Qualcomm provides processors for Huawei’s various smartphones and provides network modems. Xilinx sells programmable chips for the network. Broadcom is a supplier of switch chips, and switch chips are some another key component of a network device. Representatives of major chip manufacturers refused to answer questions from reporters. Ryan Koontz, an analyst at Rosenblatt Securities, said that Huawei “is heavily dependent on US semiconductor products. If there is no supply of key US parts, Huawei will be seriously paralyzed. “The US ban” may cause China to postpone its 5G network. Deployment until the ban is lifted will have an impact on many global component suppliers.”

Huawei claims that it has enough chips and other key components to keep its business running for at least three months. People familiar with the matter said that the company began preparing for this possibility at least in mid-2018 and hoarding parts when designing its own chips. Analyst Ryan Koontz said, “In the most extreme case, the failure of Huawei’s communications network sector will make China (in this field) regress for many years, and may even be regarded as a war act by China, and such failure will result in huge impact to the global telecommunications market.