Huawei and other mobile “tech giants”: you should (really) break free from Google/Android
Huawei has probably played a questionable game with user data and corporate data. This has led governments to discourage the usage of Huawei devices, which is a fair and understandable attitude.
However, what Huawei really didn’t understand is that their dependency on Google/Android technology and services would put them into this terrible situation. Discussions have moved out beyond regular commercial and trade arguments, and are now clearly out of control.
They should have learned from the past: USA has a significant track record when it comes to embargoes and export restrictions. They don’t even hesitate to force their allies to apply the same restrictions, by threatening them more or less directly, commercially and financially.
For Huawei, what we witness today is the result of 10 years of strategic blindness. They should have realized that when they sell a smartphone, most of the value is in the software, not in the hardware. Therefore, they shouldn’t have become so reliant on Google/Android for the software: this hard dependency is a major risk for any mobile business.
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