Thursday, January 07, 2021

Huawei's Harmony OS

Huawei announced that its Harmony OS is going to be available for other Smartphone vendors to use.

Provided Harmony does not have a rich ecosystem of applications as Android does and only the Chinese government mandates the adoption of Harmony OS (officially or through pressure), it would seem to me that there would be little interest for the other Chinese smartphone vendors to adopt Harmony and lose the competitive edge that a U.S-sanctions-weakened Huawei represents.

There's also the possibility that a Bien administration would relax the sanctions.

My bet would be that unless we have an external force at play, Huawei might exit the Smartphone market before the end of 2022...