Inside HUAWEI after Trumps BAN – HongMeng OS is coming !

So The hits just keep on coming for Huawei. Not only Google, Intel, Qualcomm, and Broadcom — have cut ties with the Chinese manufacturer following a trade ban but also
ARM is now joining them. The UK based chip vendor has sent out a memo to its staff to suspend “all active contracts, support entitlements, and any pending engagements” with Huawei.

But why ARM – is it an UK based company ? And why does ARM deliver stuff to Huawei, because Huawei makes their own chipsets ?

ARM’s designs form the basis of most mobile device processors worldwide. Also arm says its designs contained “US origin technology becasue they are designed
in Austin, Texas and San Jose, California, which could place it under the US restrictions. ” As a consequence, AMR believes it is affected by the Trump administration’s ban. This will greatly affect Huaweis ability to develop its own chips, many of which are currently built with ARM’s underlying technology, for which huawei pays a licence. Because the new Kirin 980 is based on ARM Cortex-A55 cores which have been launched in 2017.

Without the licenses, Huawei will not be able to continue manufacturing its own processors using ARM designs and its HiSilicon fabless semiconductor company.
So this even moves china into pushing more to grow their own semiconductor industry to be less dependent on the US. But beside arm also panasonic stopped supplying Huawei.
The Osaka-based company does not have a major production site for components in the United States, but it said the ban applies to goods having 25% or more of U.S.-originated
technologies or materials. So trump really started a snowball with his not thought through decision and causes losses for not only Huawei, but also all companies that supply them.
So Huawei now needs to find a way to source them somewhere else outside china or work on another solution.

It’s not only about the Hardware !

The Hardware is Tricky and dangerous but for the software issue, huawei had already a solution, even though its probably not a solutions thats ready yet. Richard Yu Consumer Business CEO of Huawei told the press in a statement today that they have been working on a Huawei OS since 2012 and that it will be available in the fall of this year and at the latest next spring.Now, according to Yu, the new Huawei OS “is open to mobile phones, computers, tablets, TVs, cars and smart wearable devices,” critically the “unified operating system” is also “compatible with all Android applications and all web applications.” Yu also claimed that “if the Android app is recompiled, running performance is improved by more than 60%.

So this could be a real alternative to android and also be a similar competitor to IOS. But whats wrong about using Android Open Source Project. Well Even AOSP could be a problematic solution and I personally think, for Huawei to be completely free, they need to release their own OS. The common understanding is that since AOSP is open source, Huawei cannot be blocked from using it and this will just result in fragmentation with two different versions of Android across Europe and Asia. One with Google’s Android licensing and Play Store and one with alternate branding and a separate app store, much like what happened with Bada/Tizen back in the days.

What is open source ?

To understand that you need to know how open source licenses work. They utilize the design of our copyright framework to give almost everyone the right to make copies of the source code, as long as you follow the terms of the licensing agreement.  If Huawei cannot enter into a contract with Google, then they cannot enter into theicensing agreement with Google, which means that they would not have a license to distribute the AOSP codebase. If they do not have a license to distribute it, then any attempted distribution of that code by Huawei would be a violation of Google’s copyright. So basically they can only maintain using AOSP as long as the U.S. government allows them to. Otherwise the US could punish google for not enforcing their copyright. But that is very unlikely to happen.

But to be completely safe I guess Huawei will come up with the HuaweiOS, but it will be hard. Even Tizen with its Linux Kernel base and more than 14 years of development, struggled on the market. So right now its only running on Samsungs TVs, wearables and older phones. Trump gave Huawei now 90 days grace period and within that time they can still do  business but after that period there has to be a decision. Either go with AOSP as long as it works or switch compeltely to HuaweiOS. The most likely scenario is that Huawei will go without google. We’ve already seen the strength of its engineering with the Watch GT, which uses their own Lite OS rather than Wear OS. It’s quite good, even without third-party apps. Of course, any Huawei phone would need major apps to succeed. Huawei could build an alternative operating system integrated with its own services that doesn’t feel like a cheap imitation.

Why is this such a big deal?

If Huawei were as small as Oppo or even Xiaomi, another Android fork wouldn’t be nearly as big of a deal. As Amazon has demonstrated with the Kindle Fire tablets,
building an Android fork devoid of Google, and even carving out a niche with its own app store, is entirely possible. A similar move by a company as giant as Huawei, however,
could have an impact like a bomb. While that sounds all like the end, things may turn out much better than we think. This trade ban will be absolutely crippling to Huawei and the many companies that rely on them, so there will be substantial pressure to find a solution and lift this ban. More importantly, the United States Department of Commerce understands those effects and is reluctant  to leave trade bans on individual companies in place for extended periods of time, instead working with the companies to try to find a solution. Instead the pressure increases Some carriers were set to include Huawei Mate 20 X 5G, one of the world’s first 5G-capable smartphones, as part of their 5G networks. But now they are “pausing” pre-orders for the device, adding that it was a “temporary measure while uncertainty exists regarding new Huawei 5G devices… So nobody knows exactly whats happening and all we can do is wait and enjoy the bumpy ride.