A number of analysts have claimed the company is sitting on a 12-month stockpile, enough time—perhaps—to rework its supply chain and product designs. Millions of Huawei users planning to upgrade to the Mate 40—the next flagship, due this fall, are in for a surprising delay. Nikkei’s sources within Huawei’s supply chain claim “Huawei has delayed its mass-production schedule for the Mate series,” and while this might only be for 1-2 months, Huawei needs to resolve its supply chain issues in order to move forward as planned. Despite losing smartphone sales overseas, Huawei had hoped to hold onto its leading role in 5G network equipment. As such, this latest U.S. action is the first that seems to have threatened the very core of these Huawei activities.

Source: Forbes June 21, 2020 19:30 UTC