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Introduction

The US government has heavily restricted the ability of US firms, including Google, to do business with Huawei, essentially blocking Huawei from selling Android handsets outside of China.

Highlights

  • As the trade dispute focuses on network equipment, operators should feel safe partnering with other Chinese brands instead of Huawei.
  • Huawei sold 100 million smartphones outside of China in 2018, and Ovum expects this market share to be mostly taken by other Chinese brands like Xiaomi, OnePlus, and OPPO.

Features and Benefits

  • Assesses the viability of some ways that Huawei could try to circumvent the US sanctions.
  • Identifies the brands in the best position to immediately step in and replace Huawei in operators' 5G launch plans.

Key questions answered

  • Why will other Chinese handset brands not be affected by the current trade conflict between the US and China?
  • Is it possible for Huawei to build a non-Google version of Android, or an operating system that is entirely its own?

Table of contents

Ovum view

  • Summary
  • Huawei's handsets are collateral damage in a wider dispute
  • Huawei has alternatives, but none are appealing
  • Operators should not be afraid to replace Huawei with other Chinese brands.

Appendix

  • Further reading
  • Author