Huawei Is Losing Its War Against Google: So Why?

As you know, the USA has been using Huawei, a Chinese consumer electronics and telecommunications company, on behalf of the Chinese government for the last few years. accused him of espionage. Last May, the USA made its first major move in this regard and banned Huawei. commercial blacklisted It prevented US companies from doing business with Chinese companies.

Although this move by the USA prevented Huawei from using Google-supported Android versions and Google Mobile Services on its smartphones, the Chinese company Huawei Mobile Servicesand its own operating system Harmony OSBy introducing , he showed that he would not bow to the USA.

Huawei has indeed managed to consolidate its place in the smartphone industry despite the US embargo since then. The company even surpassed Samsung in the second quarter of 2020. best selling smartphone brand He even managed to become one. However, all of this is due to the temporary license offered by the USA for Huawei. Ending on September 15 is left behind.

Although Huawei has proven that it can continue its rise in the smartphone industry with Harmony OS and HMS without Android and GMS, as of September 15, the company has started to be unable to supply products from technology giants such as Samsung, SK Electronics and TSMC. This means that Huawei is in the smartphone industry It depends on the capabilities of Chinese suppliers.

According to analysis companies that follow the industry closely, Huawei's annual sales in the smartphone industry 200 million units around. However, the fact that Huawei cannot supply new processors, screens, memories or modems for smartphones means that the company will only be able to supply new processors in 2021. 50 million smartphones may result in selling.

Huawei does not see Harmony OS or HMS as just software used on Huawei smartphones. The company also supports other smartphone manufacturers. Harmony OS ecosystem He wants her to be involved. However, in any case, it will take time for Huawei to popularize Harmony OS and turn it into a rival ecosystem to Android and iOS.

To summarize, although Huawei is trying to survive in the smartphone industry despite the US embargo with Harmony OS and HMS, its inability to supply new hardware is a result of the company's actions against Google. causes it to lose the sectoral war. The fact that Huawei has released only 50 million of the 200 million smartphones it has the potential to sell means that the remaining 150 million difference will shift to the iOS or Android ecosystem. This means that Huawei will lose an extremely large share to its competitors even while trying to popularize Harmony OS.