The existence of Huawei-owned HiSilicon means it is highly unlikely to have to shut down production — the fate of ZTE for a few tense months — but it would need to look elsewhere to procure key components such as radiofrequency chips, important for high-end 4G products, which Huawei sources mainly from Qorvo and Skyworks. 

 Mark Li, an analyst at Bernstein, said alternative suppliers are limited but would include Murata of Japan. 

Chips supplied by Intel and field-programmable gate arrays — chips that can be configured after the producer supplies them and that are vital for Huawei’s networking equipment products — could also be a bottleneck. Xilinx is Huawei’s main FPGA supplier. 

Analysts said Huawei could also run into problems while continuing to use patents from Universal Display for its organic light-emitting diode displays, as well as mobile patents from Qualcomm and Google patents for the Android operating system in Huawei smartphones.

https://www.ft.com/content/21727292-7796-11e9-bbad-7c18c0ea0201