The temporary license has expired. What should Huawei do if Android is out of service

On August 13, the U.S. temporary general license for Huawei expired nearly a week. In the past two years, the United States has carried out six consecutive extensions, but this time no information has been received. The United States said in May that this was the last extension of the temporary general license for Huawei. After expiration, the United States may amend the temporary license or cancel the license directly. < p > < p > since May 2019, Huawei has been listed in the entity list by the U.S. Department of Commerce as a “national security threat”, which has seriously affected the semiconductor and mobile phone business. < p > < p > Huawei’s mobile phone business is facing the same risks. After Huawei was included in the list of us entities, Google said it would comply with the ban and review its impact. At present, Huawei’s new machines cannot have Google’s applications and services. At the same time, it also faces the crisis of Android power supply interruption. < / P > < p > for the news of temporary license extension, the outside world has been waiting for nearly a week. Rumors such as “Android system on Huawei’s mobile phone will stop service” and “unable to update the system and upgrade security patches” are rampant. < / P > < p > all Huawei mobile phones with pre installed Google play can still download and update applications using the play store. Huawei phones without pre installed Google play can get application and security updates through appgallery. In June 2020, Huawei released P40 series and replaced GMS with HMS. Outside speculation, Huawei has not been recognized by Google mobile device manufacturers authorized, as well as GMS certification. < / P > < p > if the conjecture turns out to be true, Google may also cut off the supply of Android to Huawei in the future. At present, Huawei’s released mobile phones can obtain Android 10 version and be updated. However, Huawei may not be able to obtain certification for Android 11, which will be officially launched soon. < p > < p > Yu Chengdong, CEO of Huawei’s consumer business, once said that Hongmeng OS can be applied to mobile terminals at any time. But in the mobile phone market monopolized by Android and IOS, it is not a simple thing for Hongmeng OS to break through. < / P > < p > the mobile phone business is Huawei’s pillar. Whether Hongmeng’s OS is in danger or HMS’s territory is expanding urgently, it is trying to find a way for Huawei’s future. < / P > < p > this is because the general license to maintain the cooperation between the two expired on August 13. After that, the foreign media 9to5 Google confirmed the news to Google. However, Huawei said that the Android system of Huawei mobile phone still keeps updating and application services. < p > < p > at that time, according to Reuters, Google’s parent company alphabet, in accordance with the requirements of the US Department of Commerce, stopped business and services related to Huawei, involving hardware, software and technical services, including its mobile operating system Android. Google has stopped the application and technical support of Huawei’s Android system. A few months after the ban came into effect, the U.S. Department of Commerce issued temporary licenses to a large number of U.S. companies to continue their business with Huawei. U.S. Commerce Secretary Ross has mentioned that this is to enable users in some of the most remote areas of the United States to continue to enjoy the service. < / P > < p > affected by this, Google’s applications and services can be retained on Huawei mobile phones, and Google is allowed to provide software updates and security patches to Huawei devices, but this is limited to a small number of models. On May 15, 2020, the U.S. Department of Commerce announced that it would extend the temporary general license for Huawei for the last time, and reminded the U.S. companies and personnel who rely on the temporary general license to start to make preparations to eliminate the specific and quantifiable impact. < p > < p > in fact, less than three days after the ban expired, new news was disclosed to the US government. On August 16, defense news reported that it had obtained a memorandum indicating that the trump administration was approving the Pentagon’s temporary exemption from the government’s ban on contractors using Huawei and other Chinese made telecommunications equipment until September 30. < / P > < p > the temporary exemption was set out in a memorandum to Ellen Lord, deputy secretary of defense for procurement and maintenance matters. This is to allow the DOD to continue its procurement operations to equip and replenish troops to a certain extent. < / P > < p > the mobile operating system is now in the hands of Google and apple, divided into two camps of Android and IOS, which dominate the global mobile phone market. < / P > < p > compared with the closed IOS, Google’s Android system is open-source. Since Android 4.0, more developers can use Android source code to participate in the development through the AOSP program, and products using Android system can get system upgrade at the first time. < / P > < p > in fact, although the Android system is open-source, the application services such as email and map provided by Google are charged, and mobile phone manufacturers also need to be authorized. < / P > < p > here, one is the authorization of mobile device manufacturers recognized by Google, namely, the Mada protocol, and the other is the mandatory software certification requirements of Google for products using Android operating system, namely GMS certification. < / P > < p > in foreign markets, Huawei must have the above two kinds of authorization if it wants to use Android system. At present, both Google and Huawei have not disclosed whether Huawei has been authorized, but it can be inferred from the clues that it is not the most critical moment. < p > < p > from Android 4.0 to Android 11.0, the open source method of Google is to release the source code regularly, and the interval between the two versions is as long as about a year. < p > < p > in early August 2020, Google released Android 11 beta 3, which is the last beta version. It is speculated that the official version will appear in early September. Whether Huawei can obtain Android 11 certification is still unknown. < p > < p > in June 2020, P40 series was listed overseas, replacing Google GMS with its own HMS service. Huawei’s application market app Gallery, Huawei wallet, Huawei intelligent voice assistant, Huawei music, Huawei cloud space, as well as account, payment, push, map and other basic services are used to replace the application market, wallet, voice assistant, youtube, Google map and other services in Google GMS. < / P > < p > in overseas markets, Huawei replaced GMS with HMS, but failed to replace its position in the hearts of consumers. This has greatly affected Huawei’s overseas sales of mobile phones. According to canalys statistics, in the second quarter of this year, Huawei’s overseas market shipment decreased by 27% year-on-year, from 21.4 million units in the second quarter of last year to 15.6 million units. However, GMS cannot be used in the domestic market. Huawei, Xiaomi and other manufacturers optimize the Android open source version, so Huawei’s domestic sales have not been affected. Hongmeng OS is Huawei’s plan B. In an interview, Yu Chengdong mentioned that when one day we can no longer use the two major systems in the United States, Huawei will replace it with a domestic operating system that has already been prepared. < p > < p > Huawei has been planning its own operating system since 2012, and once set up a Huawei mobile terminal operating system development department in Euler Laboratory of Huawei central software institute. But Hongmeng system was originally designed to solve the problem of Internet of things. < p > < p > under the US ban, Hongmeng OS had to be put on the shelves. In August 2019, Huawei officially launched Hongmeng OS to replace Google Android and Microsoft Windows operating systems. The name of the operating system is Hongmeng, which means “creating the world”. < / P > < p > at present, Hongmeng OS is only used in smart screen, which is the first time it has been put into application. However, Huawei has repeatedly stressed that Hongmeng OS can be applied to mobile phone terminals at any time. < / P > < p > whether a mobile phone operating system can successfully capture the market is not only related to technical issues, but also to how to break through the barriers established by Android and IOS. < p > < p > Hongmeng OS is not the first mobile operating system launched in China. Alibaba launched Alibaba cloud OS based on Linux in 2011, while Baidu and Xiaomi successively launched Baidu cloud OS and MIUI. However, the latter two belong to the re transformation of Android, and only Alibaba cloud OS is an independent system. < p > < p > at that time, the domestic mobile phone market was dominated by Samsung, apple and other players. Ali did not have its own terminal. Although it was brought into the Meizu camp, the market volume could not be compared with that of Google and apple. < / P > < p > at the same time, Alibaba cloud’s independent system failed to break through the rule of Android ecology. In 2016, Alibaba cloud OS transformed into the IOT field, adopting the same Lunix kernel as Android and choosing to be compatible with Android. According to Yu Chengdong’s introduction of Hongmeng OS, Hongmeng OS is more likely to be born for the next generation of operating system. He mentioned that Hongmeng OS is a distributed operating system for all scenarios based on microkernel, which can simultaneously meet the requirements of smooth experience in the whole scene, architecture level trusted security, seamless cross terminal collaboration and one-time development of multi terminal deployment. < p > < p > the benchmark of Hongmeng OS is Google fuchsia. Yu Chengdong mentioned that fuchsia is a micro kernel and can adapt to a variety of hardware terminals, but Fuchsia is not a distributed design and its performance is not good enough. < p > < p > although Huawei is full of confidence in Hongmeng OS, there are also a lot of pessimistic remarks in the industry. Luo Zhongsheng, a senior expert in the mobile phone industry, once mentioned in an interview with AI financial news agency that it is technically difficult to upgrade all Huawei’s Android phones to Hongmeng. The application of operating system is a very complex process. In addition to the app application developed at the upper level, it also needs a lot of adaptation of the underlying chip, scene test and so on. The author Wu Jun also pointed out that Hongmeng and fuchsia are immature. In a paid question and answer in 2019, he said that the relationship between processor and operating system is the relationship between hardware and software, so the most difficult problem is adaptability: “arm processor and Android are synchronized and coordinated in design, so the coupling is very high. Other operating systems running on ARM processor can not achieve the efficiency of Android.” < / P > < p > however, in Huawei’s previously announced history of Hongmeng OS, there are no mobile phone products in the 2020-2022 plan. Instead, PC, watch bracelet, headset and other products have been announced and will be launched one after another. For Huawei mobile phones, another key issue is ecology. Ren Zhengfei, the leader of Huawei, once mentioned that it is not very difficult to build an operating system. What is more difficult is ecology. “How to build an ecology? It’s a big thing. Take your time. ” < p > < p > HMS is in the trouble of ecological expansion. The establishment of HMS ecology relies more on application services. In foreign markets, HMS ecology lacks Google maps, youtube, Facebook, twitter and other applications with large installed capacity. < p > < p > Huawei is also accelerating the construction of an ecosystem. Yu Chengdong once told the media that when promoting Hongmeng system, Huawei will reduce the percentage of operating system manufacturers’ Commission and provide financial support to developers, so as to attract developers to develop application apps for them. < p > < p > in January 2020, Huawei announced that there were more than 1.3 million registered developers in the world, and more than 55000 HMS core applications were accessed in the world. Six months later, the number of registered developers in the world has increased to 1.6 million, while the number of applications integrating HMS core is 81000. < / P > < p > this is a big gap with Android. According to the data released by iResearch, the number of Android developers worldwide has reached 1.001 million in 2011. There are no latest statistics, but the market rumors of Android