If we say that TSMC's abandonment is the root cause of huawei's large market share in China. Then Google's cancellation of GMS support for Huawei is the culprit of Huawei's collapse in overseas markets. According to Counterpoint Research, Huawei shipped 40.4 million mobile phones to Europe in 2019, and by 2020, when it lost GMS, there were only 22.9 million left. It is not an exaggeration to say that it is a waist cut. If it is not that the domestic market does not rely on GMS, then Google's behavior of directly removing the shelves without greeting can almost kill Huawei.
Hongmeng is different from Qilin
Fortunately, before Google started, Huawei had sensed that something was wrong. As far as Huawei's development speed is concerned, sooner or later he will enter the field of vision of some people, and Ren Zhengfei must of course always be vigilant. Therefore, we can see that Huawei is not panicked at all, but has launched Hongmeng OS in the same way. This is also one of the significant differences between Hongmeng and Kirin, although Huawei can develop a 5nm Kirin chip, but the production can not be completed independently, so it can only be used as a spare tire. Unlike Hongmeng, Huawei itself is a good player at playing software, and all he needs to solve is ecological problems.
In 2012, Huawei began planning its own operating system. At that time, experts did not know what Ren Zhengfei wanted to do and achieve what goals. Ren Zhengfei said such a sentence: "Solve the problem of grain shortages." In 2018, Hongmeng tried a small knife and began to replace the underlying architecture of Android. Although people with hearts can see Huawei's actions, they are still not sure what card Huawei is holding in his hand. Until Google started, we didn't know that "what Huawei experts prepared for Ren Zhengfei was a king fried." Hongmeng is not only a mobile phone operating system, but also a network of all things.
The Internet of Everything guarantees the vitality of Hongmeng
This is what Google did not expect, in his original idea, as long as the Kirin chip is firmly stuck, Huawei will not have many new mobile phones to release. Naturally, Hongmeng will not be able to break through the life and death line of 300 million installed capacity. Who would have thought of that? On the one hand, Huawei stocked a large number of Kirin chips, and on the other hand, it allowed Hongmeng to catch the express train of the 1+8+N strategy. Without enough mobile phones, Hongmeng can also connect TVs, speakers, car machines, tablets, and even smart home products such as soybean milk machines, air conditioners, and refrigerators that Huawei does not do and are made by other manufacturers.
With the user ecosystem, it is also necessary to establish a software ecology. On the one hand, Huawei has contributed money and actively recruited APP developers to register Hongmeng; on the other hand, Huawei has laid hands on Google. Mainly two tricks, the first trick is to enter the GMS mobile phone through AppGallery (Huawei App Mall), so that users can experience the happiness of "more software", which is the most accurate means of publicity. The second trick is to launch a Choice SDK that can help Google developers and "one-click adaptation" of Hongmeng OS, which is equivalent to Google helping Huawei cultivate talents.
Huawei began to fight back
Huawei's public data shows that as of October 2021, the number of devices equipped with Hongmeng's operating system has reached 220 million, and at this rate, it will exceed the 300 million mark, just around the corner. And the growth potential of Hongmeng will become larger and larger with the popularity of smart homes. So, the time to strike back came. In mid-to-late March, when Some Hongmeng users tried to install Google GMS for their mobile phones, they popped up a prompt that "Hongmeng system does not support Google Service Framework". The subject is the Hongmeng system, who does not support whom, I believe everyone can see clearly.
Google has finally let go of arrogance
Does this have to be done? Huawei's move has made Google have to face up to this "almost gone" opponent. Even in the email to the APP developer, Hongmeng was specifically mentioned. Google warned that if the app submitted by the developer contains the SDK of Huawei HMS, the software will be removed from the Google App Store within 120 days. The reason is that as long as the SDK of Huawei HMS is included, then overseas Android users can bypass the Google App Store to download software. That is, completely blocked, we said earlier "first move". But at this time, Hongmeng, can Google still stop it? (Yao)
Huawei began to fight back, Hongmeng no longer supports the installation of GMS, Google is "anxious"
No one is allowed to help Hongmeng! Google warned, Huawei: You found out too late