Google is restricting Huawei’s access to its Android operating system.
After the Trump administration blacklisted the Chinese tech firm, Google took a huge blow towards Huawei by is restricting its access to its Android operating system and apps.
This means that if Huawei can no longer lean on US suppliers, it could see delays in smartphone shipments while it scrambles to find new supply chain partners, risking its goal to become the top smartphone brand by the end of 2020, and helping the company’s rivals to recapture some market share.
Additionally, President Trump signed an executive order that prohibits telecoms from buying foreign-made equipment that’s deemed a risk to national security, laying the groundwork to effectively stop U.S. telecoms from using Huawei equipment on their networks.
What would a ban mean for the US?
For the millions of users outside of China, being cut off from Google’s apps and services “kills the attractiveness of a Huawei phone,” said IDC analyst Bryan Ma, he added that this action “kills the usability of a Huawei phone outside of China, thus rendering them dead in the water.”
According to Business Insider Intelligence, a ban on Huawei equipment could hurt the U.S. 5G market, since Huawei is considered to be a global leader. By banning Huawei, the U.S. not only loses out on the company’s 5G solutions but also its global experience in launching them.
A ban is unlikely to be in the best interest of either party, but Huawei’s already taken steps to help insulate itself just in case, saying it has spent at least three years working on its own operating system.