Other major chipmakers, such as Intel, TSMC and MediaTek, are also likely to stop shipping to Huawei after September 15, 2020.
The world's third-largest memory manufacturer, Micron Technology, (MU:NASDAQ) has said that the company will not be able to ship to Huawei after September 15 because of US restrictions.
Chiming Guo (郭明錤), a well-known electronics industry analyst, said that regardless of whether Huawei can obtain mobile phone parts after September 15, Huawei's competitiveness and market share in the mobile phone market will be negatively affected. The best scenario is that Huawei's market share declines, and the worst is that Huawei exits the mobile phone market.
On the other hand, Huawei's suppliers, including Micron and MediaTek (835970:TW) will be negatively influenced.
Approximately 10% of Micron's revenue comes from Huawei, which means that Micron will lose about USD 2 billion of operating income after stopping working with Huawei.