Ban on Huawei is also hurting U.S. tech firms; Qualcomm is one example

While there is no question that Huawei's placement on the U.S. Commerce Department's Entity List has hurt the manufacturer the most, something pretty big is being overlooked. The firm's U.S. suppliers are losing out on business that brought in $11 billion last year. That is the amount of money that Huawei paid U.S. suppliers in 2018, and it won't be replaced by doing business with another company. Chip designer Qualcomm is a good example of how the Huawei ban is actually hurting American firms.
Huawei and Qualcomm are in a dispute over royalties
"As a result of the export ban, Huawei shifted their emphasis to building market share in the domestic China market where we do not see the corresponding benefit in product or licensing revenue. In addition, our customers in the China market are working through their existing 4G inventory and de-emphasizing their second-half 2019 4G launches as they shift their priority to their 5G launches in early 2020. As a result, we do not expect the typical seasonal benefits given this unique market dynamics."-Steve Mollenkopf-CEO, Qualcomm
Qualcomm and Huawei are currently in a dispute over royalties and in January the Chinese manufacturer paid Qualcomm some of what it owes. Qualcomm's business practices could be forced to change thanks to a decision made by Judge Lucy Koh in the FTC v. Qualcomm non-jury trial. The decision branded Qualcomm's chip-selling policies anti-competitive. Some of these policies include it's infamous "no license-no chips" requirement, charging royalties based on the retail price of a handset instead of the cost of the component, and not licensing its standard-essential patents to rivals. The latter are patents that manufacturers must license in order to make sure that their products meet technical standards. These patents are licensed using fair, reasonable and non-discriminatory (FRAND) pricing.
Qualcomm has been trying to get the judge's decision stayed until it goes through the appeals process. This way it won't have to renegotiate all of its current contracts with phone manufacturers, and if it wins on appeal, reverse the contracts again to their current status. Judge Koh turned down Qualcomm's request and the chipmaker has requested a stay from the U.S. Court of Appeals for the Ninth Circuit.
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