In response to rumors of stopping supplying OLED displays to Huawei, BOE noted in the minutes of its earnings conference that "We are cooperating smoothly with Huawei and have not heard anything about disruptions in supply. We will provide services accordingly according to Huawei's policy and strategy."
Regarding Huawei's inability to continue to obtain chip supplies after September 14, BOE said that its cooperation with Huawei is proceeding as planned, whether for mass delivery or new product development.
Richard Yu, CEO of Huawei's consumer business, said on August 29 that Huawei would not release a phone with HarmonyOS this year and that it is possible next year. He also said that Huawei is currently trying to find ways to deal with US sanctions.
On August 7, Yu said that Huawei's Kirin high-end chips could not be manufactured after September 15 due to US sanctions.
Yu said: "Due to the second round of sanctions, the production of the chips will be cut-off after September 15, this may be the last generation of Kirin high-end chip."
Yu predicted that Huawei's full-year shipments of mobile phones could be less than the 240 million units it shipped in 2019. He said Huawei's mobile phone business is struggling right now with a difficult supply of chips.
Huawei will launch the Mate 40 this fall with the Kirin 9000 chip, which may be the last generation of Kirin chips designed by Huawei.
For Huawei's current situation, Tianfeng International analyst Ming-Chi Kuo said, regardless of whether Huawei can obtain mobile phone parts after September 15, Huawei's competitiveness in the mobile phone market and market share will be adversely affected.
Kuo believes that the best case scenario for Huawei is to see its market share decrease, and the worst case scenario is to exit the mobile phone market.
Ming-Chi Kuo: Huawei could exit mobile phone market in worst-case scenario
