LONDON – Europe is one of Huawei's greatest success stories. Now it is the front line of trade and technology war between China and the United States.
The move by Google this week to cut Android support for phones made by Huawei, the Chinese telecommunications giant, will inspire their European users and will place such a deep emphasis on the continent's reliance on companies. American and Chinese for gadgets, apps and internet services.
From the first day of wireless equipment sales, Huawei has expanded an unusual rate in Europe, taking over a quarter of the smartphone market. Google's activity is “potentially disastrous” for Huawei's eye in Europe, said Ben Stanton, senior analyst at Canalys, a research company.
The Trump's administrative order this month prevents American telecommunications firms from using foreign equipment which could pose a threat to national security – the Washington experience is likely to have a knock-on effect on Huawei – the experience of smart users. Google Maps and other apps will not be supported, for example.
European customers will be more difficult than the customers in the US or China. Huawei phones are not predominantly available in the US, and the Government has long stalled Google's services in China.
But they are best sellers in countries such as Greece, Portugal and Spain. As a result of these phones, as well as strong sales of telecommunication equipment, the market is covering Europe, Middle East and Africa in Huawei second after China. It is 28 percent of it Huawei income in 2018, compared to 7 percent from America.
The pressure is located. From the administration of the administration, one successive company has moved to suspend business with the company, which is the second largest smart phone manufacturer in the world, after Samsung.
Google announced its withdrawal Monday. The Department of Commerce said it would give companies a 90-day extension to work out how to support existing networks and handsets, but Google said it intended to follow the control. when the time has elapsed.
Huawei will not be able to come back quickly, analysts said.
“They are unlikely to use their own operating system in the short term,” said Dario Talmesio, a telecommunications analyst at Ovum, a London research and consultancy company. “This means that people who already have Huawei devices will see devices that rely on Android gradually because they can't make certain upgrades.”
Customers shopping for a manual device are unlikely to buy one that does not match Google's latest version of Android, apps like Gmail or Play app store. The fall in demand for Huawei phones could hurt European carriers who are "highly dependent on quality, with relatively low cost, Chinese devices" to put customers on the new networks that are too difficult on the sky, Mr said. Talmesio.
Huawei's baseline from sales of his more expensive phone, his high profit margins, could be lost, said Steve Tsang, director of the Chinese Institute in the School of Oriental and African Studies in London. And the reduced expectations in Europe could hinder Huawei's expansion elsewhere.
“Being able to do it in Europe means that it is much easier for Huawei to do it in the rest of the world,” Mr Tsang said. “Success in Europe is significant for Huawei, both in terms of revenue and future growth.”
To be successful in Europe, Huawei has consistently tried for nearly two decades to work with network operators and allow governments to test their equipment for security defects. Huawei made initial progress through the provision of free appliances to build telephone networks in countries including Britain, Germany, France and Poland. The company was the world's largest seller of telecommunication equipment, and Nokia and Ericsson prefer it.
Huawei deepened his arrival when he started selling mobile devices, such as low-cost alternatives to Samsung Galaxy or Apple iPhone and then with more urgent models of their technology. Huawei provides better financial terms to both carriers and retailers than to competitors by allowing them to make money out of every sale. Industry analysts said that Huawei phone retailers had an incentive to show and promote.
The strategy helped Huawei sell over 42 million smartphones in Europe last year, according to Canalys. “Huawei has been fortunate in the European smart phone industry for the last three or four years,” said Mr Stanton from Canalys.
Huawei's growth underlines how Europe's impact on technology has deteriorated.
European policy makers are trying to foster the region's technology sector, which played an important role in the growth of the global technology industry. Nokia Finland was the world's largest mobile phone seller, and Skype, who founded Vikings, it helped pioneer make the ability now common to make calls on the internet. But Europe could not keep up with Silicon Valley or Shenzhen, where Huawei has its headquarters.
For months, Washington has been warning allies the security risks associated with Huawei, but some made the assessment. The Trump administration has threatened its information-sharing relationship with Germany, Britain and other allies as Huawei tried to build its fifth generation networks, or 5G. The networks not only promise a faster cellular service but also better wireless connections for “internet stuff” devices such as autonomous cars, security cameras and industrial equipment.
The Trump's administrative order moved the debate about Huawei over the more vague equipment needed to make wireless networks that consumers' handsets can purchase and their apps they can use.
“He's not in charge of us,” said Mr Talmesio at Ovum. “We are hidden in the middle of this commercial war, and we are becoming very similar to the proxy of proxy.”
Potential phone buyers in Europe were surprised by Google's decision, and many people were in decline. The security risks were not a concern. They wanted to know that their phones would work anywhere.
“Such applications as YouTube and Google Maps are vital,” said George Kirmizidis, a civil servant browsing at the BASE mobile phone shop in Brussels. “If I can't access those through my smart phone, what is the point of buying a mobile phone altogether?”
“As a customer, of course I would like to choose between different products, and now Huawei is out of the market for me,” said Mr Kirmizidis, 44. “I have a limited choice of products, which is not fair if we support capitalism. ”
Solongo Unurbat was a Huawei phone exam at a price of more than $ 1,000 in the Mall in Berlin, and did not worry the 34 year old person about losing Google functionality.
“For me, it's all about the camera,” she said.
Keerthana Annamaneni reported from Brussels, and Christopher F. Schuetze from Berlin.