At an event held earlier in Shenzhen, China, Arm revealed that after clearing its product list, it has confirmed that it will continue to provide Huawei's HiSilicon Semiconductor with architecture technology after V8. This means that Huawei will not be affected by the Sino-US trade competition in the future and will continue to obtain new versions of Arm technology licenses to create new processor products.
There was previously widespread speculation that, because many of Arm's processor designs and technology applications originate in the United States, the US government's designation of Huawei as a technology export restriction could impact Huawei's future inability to obtain new processor design and technology licenses from Arm. Arm's response at the time was to conservatively state that it would comply with the US government's directive to suspend licensing to Huawei.
However, in an earlier statement, Arm said that after cleaning up its product list, it clarified that its V8 architecture design, or the V9 design architecture that is expected to be launched later, are all based on technology built by a British team. Therefore, they will not be affected by the US government ban and can still provide authorization to Huawei, allowing HiSilicon Semiconductor to still use Arm's licensed design to build processor products.
Before this, Huawei had already stated that it had obtained permanent licenses from Arm for its existing architecture designs. This time, Arm further stated that its architecture designs are not affected by the US government ban, which means that Huawei's processor products will still be able to obtain Arm's latest technical support in the future.
On the other hand, Qualcomm CEO Steve MollenkopfIn an earlier interview, and revealed that they are currently seeking feasible ways to resume selling processor products to Huawei and hope to maintain long-term cooperation with Huawei. However, Steve Mollenkopf did not disclose the details of the processor products that are expected to be resumed for sale to Huawei.
Qualcomm's processor sales to Huawei in the past were mostly based on mid-range design specifications. Huawei's high-end flagship phones still use HiSilicon Semiconductor for manufacturing. Qualcomm's desire to continue collaborating with Huawei stems not only from Huawei's considerable global smartphone shipments but also from its desire to strengthen its partnership within China.
After all, for Qualcomm, in addition to continuing to cooperate with mobile phone manufacturers in China, it also hopes to explore more profit opportunities in China, which is about to become the world's largest 5G network development market.
