“The world has been suffering for a long time,” rotating Huawei chairman Guo Ping told employees during a pep talk this week, referring to the lock Google has on the Android ecosystem.
The focus of Guo’s remarks was Huawei’s answer to the loss of Google from those mobile phones. Its alternative has been in the works since last year—part HarmonyOS operating system that can run across phones and other smart devices, but mostly the HMS replacement for Google Mobile Services, the apps and underlying services that drive the Android ecosystem. Huawei now has 600 million users on its ecosystem. This is a change that impacts all of those who stay with the brand.
“The world is also looking forward to a new open system,” Guo said. “And since Huawei helped Android to succeed, why not make our own system successful?” The devil’s very much in the detail here. HMS may be bigger, brighter and bolder, as Huawei claims, but the timing of its full HarmonyOS deployment on a smartphone remains unclear. Reports that this would happen by the end of this calendar year, perhaps as soon as with the launch of the imminent Mate 40, have been denied.
“Don’t waste an opportunity in a crisis,” Guo Ping said of the latest U.S. attack, telling his audience that Huawei will invest heavily in HiSilicon to overcome the impact of the U.S. ban, albeit that will take time. “HiSilicon will grow stronger in several years," he said, suggesting that the U.S. had created a situation that would ultimately work in Huawei’s favour, as long as everyone seized upon it.
Until now, Huawei execs have been notably diplomatic over the loss of Google and their preference being to restore the relationship between the two organizations. That’s why these comments are so remarkable—it’s a surprisingly hard stance with surprisingly emotive language to take over Google and the competitive landscape that may now emerge.
As hard as replacing Google is—and many analysts suggest it is near impossible, the chipset issue is much worse. But Huawei looks intent on playing a long-game, with the balance sheet to do so. As reported by China’s state-controlled Global Times, Guo “compared cultivating HMS as a protracted war that Huawei is destined to win in the end,” telling his audience (and Google) that “it’s plausible to have two systems in a world. And Huawei will be able to survive and take the lead even in an extremely hostile environment.