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Analysis If the US persists with Huawei's inclusion on its tech export block list, the Chinese firm's storage array production could be hit hard, effectively leaving it scrambling for components after the reprieve ends in August.
US technology supply to Huawei and about 70 of its affiliates is currently being stomped on by American prez Donald Trump, whose administration barred sales of American software and componentry to firms on the so-called Entity list without an export licence, leaving tangled tech supply chain players in the lurch.
Ban - Force - US - Reprieve - August
The ban is slated to come into force - after the US granted a 90-day reprieve - in August. Once Huawei has used up its stocks of CPUs, DRAM, SSDs and disk drives – which will take some time – it will have to stop production or find substitutes.
Just last week, the Chinese firm had to put off the launch of the latest laptop from its Matebook line. Huawei conceded at the time that should the Trump "ban" run for a long time, the new Matebook would never arrive. Channel partners confirmed this to The Reg.
Arrays - OceanStor - Dorado - SPC-1 - Benchmarks
Arrays like the OceanStor Dorado, which have performed spectacularly well in SPC-1 benchmarks, rely on X86 CPUs for their controllers, and are fitted with Micron SSDs and memory, and Western Digital disk drives. Take these away and the arrays are crippled - they'll need new kit to process IO requests for data that must then be stored in a different vendor's device.
According to the IHS Markit OEM Semiconductor Spending & Design Activity Intelligence Service, Huawei bought $1.7bn worth of DRAM and $1.1bn worth of NAND in 2018.
Digital - Micron - Huawei - Channel - Customers
Western Digital and Micron have stopped supplying Huawei already, either directly or through their channel and customers. The suffering won't be Huawei's alone: Micron and WD will also endure pain –...
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