According to the Korea Herald, the new ban imposed by the US government against Huawei will take effect on September 15. Suppliers that use US equipment or software to make chips will not be allowed to sell chips to Huawei without Washington’s approval. In this regard, constant analysis shows that Samsung Electronics will benefit from it in the long run.

Samsung and SK Hynix have confirmed that they have stopped shipping to Huawei. However, the South Korean industry revealed that both companies have applied for ban exemptions from the US Department of Commerce.

But Rhee su-mi, a lawyer at the Arnold & Porter law firm that specializes in national security issues, recently pointed out that even if Samsung applies for a license in the United States, the US government is unlikely to approve the request.

Rhee su-mi said, “The basic principle of the US government is not to issue licenses to Huawei-related chip products. Even if a company applies for a license, it will take a long time, because not only the procedures are complicated, but the various agencies in the United States will also one by one. The application is reviewed. It will take more than a year to get the permit."

KB Securities analyst Kim Dong-won pointed out, “The United States imposes sanctions on Huawei and other Chinese semiconductor companies, and Samsung’s orders may be reduced. But this will also be an opportunity for Samsung to expand market share and win new customers. So in the long run Look, the advantages outweigh the disadvantages."

He also said, "The irony is that the Huawei ban may drive DRAM inventory consumption, as a result, DRAM prices will bottom out early."

Therefore, in the short term, the gap in Huawei’s orders is bound to have a certain negative impact on Samsung, but in the long term, Samsung will benefit from it, especially its mobile business.

Shinhan Financial Investment analyst Park Hyung-wou said that the Huawei ban will make Samsung the biggest beneficiary of China's overseas. Samsung’s smartphone shipments may increase by 31 million units.

Lee Kyu-ha, an analyst at NH Investment Securities, pointed out that "The worst-case scenario is that Huawei may have to give up its mobile business."

For Huawei, if it takes at least a year to apply for a license for shipments, not only smartphones, but 5G business may also face a big blow.