zt New Huawei Google Confirmation: More Bad News For Users

本帖由 99812019-10-21 发布。版面名称:华人论坛

  1. 9981

    9981 Nanoriver ID:40702 VIP

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  2. https://www.forbes.com/sites/zakdof...and-its-more-bad-news-for-users/#5271dcaa1a84

    [​IMG]

    AFP/GETTY IMAGES

    Huawei has confirmed that the U.S. blacklist stripping Google software and services from its devices is hurting—and, worse, there is no solution in sight. The Chinese tech giant has sourced alternative options for almost everything included in its consumer devices. But not Google—that’s the bridge too far. And it gets worse—with various workarounds coming to nothing, and any in-house replacement still years away, Huawei has also confirmed it does not have a solution yet in sight. Bad news for users. And bad news for the company, with the likely toll on international sales.

    Since May, Huawei has been fending off the impact of a U.S. blacklist that restricts access to its U.S. supply chain. The sanctions stop the company using U.S. hardware or software in new devices. And while the tech giant has launched a program to un-Americanize its supply chain, it accepts that it can replace hardware components but not Google’s core Android software. “We can continue to use the Android platform, since it is open-source,” Huawei’s PR chief Joy Tan told the Financial Times, “but we cannot use the services that help apps run on it.”

    In reality Huawei had hoped for some political respite, for President Donald Trump to soften sanctions outside of core areas of critical infrastructure security. But, despite a few false starts, there has been no softening as yet. Huawei has spent months looking for an audience with the U.S. administration—but Tan told the FT that they have yet to secure a meeting, “either within the Trump administration or on Capitol Hill.”

    Today In: Innovation
    All this came to a head with the Huawei Mate 30 launch in September. A device that should have prompted countless tech columns lauding its camera, processor and display innovations, instead it had the company fielding endless questions around Google workarounds to prevent the stunning new flagship falling flat in key markets outside China. Short answer—again, despite a number of false starts, there are no Google workarounds available to the millions of normal would-be buyers.

    “There are so many Android users in Europe and south-east Asia,” Tan admitted, “they’re so used to these Google applications on top of Android phones.” The really bad news for Huawei’s loyal fanbase is that there isn’t a solution likely to appear any time soon. Google, it seems, is Google.

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    Shortly after the blacklist was announced, Huawei’s consumer boss Richard Yu announced an in-house operating system he claimed would replace Android on smart devices, running the same apps, providing a seamless way out. But it was misleading. HarmonyOS has now launched—but it is not suited to smartphones, designed instead for larger, simpler IoT devices like smart TVs. There is also the small matter of an Android development community that would need to expand to cover a new OS.

    All of which was confirmed by Tan. Developing an Android replacement, she accepted, will take years, assuming it’s even possible. “We have to find alternative solutions for that ecosystem,” she said, “but it’s going to take some time to build.” Despite months of speculation to the contrary, it is now evident that the only current option is open-source Android without Google’s services, including the Play Store and its apps.

    Despite the blacklist starting to bite—and it gets worse in November, when current temporary exemptions on certain suppliers ends, Huawei released strong trading results last week. In the first three quarters of this year, the company generated $85 billion in revenues, up 25% year-on-year, signing more than 60 5G contracts with leading global carriers and shipping 185 million smartphones. But almost all of those smartphones either predated the loss of Google or targeted the Chinese market, where Google is not available. The next set of results matters much more.

    Huawei isn’t the only company under the hammer—Google itself is being hit hard by the restrictions. Losing access to Huawei and tens of millions of consumers, increasing its dependence on Samsung, losing revenue streams. “Many of our suppliers are talking with the U.S. government,” Tan told the FT, “including Google, I’m sure.”

    And so Huawei continues to hope Beijing can secure trade talk concessions from the Trump administration before too many consumers shift elsewhere, at which point it will face the time and cost involved in winning them back.
     
  3. 向问天

    向问天 日月神教光明左使 ID:112302 VIP

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    中国电讯巨头华为在周三公布了,该公司受到美国出口管制5个月以来首份季度财报。
    根据华为公司发布的数据显示,今年前三季度,华为实现销售收入6108亿人民币,同比增长24.4%,净利润率为8.7%。

    据财新基于华为之前发布的半年报等数据计算,华为第三季度的销售收入为2095亿元,同比增长26.74%。这一增速虽然不及一季度的39%,但远超过二季度的12.83%。二季度华为及麾下不少子公司受美国政府实体清单限制事件爆发,手机业务遭遇重挫,进入三季度,数据显示该公司正在逐渐走出这一事件带来的阴影。今年上半年,华为手机出货量达到1.18亿台,同比增长24%,而前三季度发货量超过1.85亿台,同比增长26%。值得一提的是,7月30日华为半年报发布时,董事长梁华曾介绍称,手机业务已经恢复到禁令之前80%的水平。目前来看,随着第三季度其手机出货量的出炉,华为在消费者业务方面受到事件的影响正在淡化。
     
  4. Longhair

    Longhair 资深人士 ID:1084

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    一个不上市的中国公司做假报表,想怎么玩怎么玩。
     
    已获得myguinea向问天的支持。
  5. 向问天

    向问天 日月神教光明左使 ID:112302 VIP

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    华为5G攻城略地是真的吧?
     
  6. 9981

    9981 Nanoriver ID:40702 VIP

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    中国人觉得华为牛逼就是因为外销好

    外销不了 内销成绩再好也拉不起民族大旗

    这样吧 让华为销售继续增长 把小米啊Vivo 啊 都打死吧:D
     
  7. 金陵

    金陵 资深人士 ID:152669

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    4G时代,世界上大概百分之六十的市场份额(按照基站数来算的)在中国,估计5G时代也差不多。华为只要在中国市场拿最大份额就可以傲视天下。
     
  8. 向问天

    向问天 日月神教光明左使 ID:112302 VIP

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    既然瑞典排斥华为,中国也应该把爱立信赶出中国。不过分吧?
     
  9. 9981

    9981 Nanoriver ID:40702 VIP

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    他在中国随便怎么折腾 别人家不理他能怎么样
     
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  10. 金陵

    金陵 资深人士 ID:152669

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    华为是嫡长子,其他国家,比如俄罗斯、韩国、阿拉伯国家……都得买账。拿老毛子来说,只能买中国的,难不成买欧盟的?
     
  11. 9981

    9981 Nanoriver ID:40702 VIP

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    华为卖给俄罗斯就觉得自己牛逼了? 改革开放前中国不也卖给俄罗斯东西么。

    中国和俄罗斯走得越近 我越没意见
     
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  12. anti-cnn

    anti-cnn 知名会员 ID:81071

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    对英语用户的确是坏消息。
    对汉语用户不见的是坏消息。
    要是能便宜就是好消息了。
    对大多数在西方的汉语用户,狗狗的apps,只有地图似乎离不开。其它都可以不用。
    华为只要开发一个地图就行了
     
  13. 9981

    9981 Nanoriver ID:40702 VIP

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    他是嫡长子啊, 这是你的个人看法吧

    阿里巴巴, 腾讯放哪里啊
     

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