INSIGHTS: Supply chain body blow: Huawei’s reliance on US tech, charted
The US government has given Huawei a 90-day grace period. While the reprieve provides a bit of breathing room for Huawei, as we’ve pointed out a few times last week: This doesn’t change the fact that Huawei still relies heavily on US-sourced technology.
Every year, Huawei releases a list of “core suppliers.” Of the thousands of suppliers used by the company last year, 92 were classified as core.
In other words, more than one-third of Huawei’s core suppliers were from the US last year. Moreover, Huawei is sourcing are high-tech components such as microprocessors and communication modules from them that go into nearly all of their products, from smartphones to telecommunications equipment.
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