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July 03, 2019 | Report
Premise: ICT supply prohibitions – e.g. the Entity List restrictions on US component supply to Huawei – are forcing Chinese tech giants to produce alternative operating systems and application platforms to the global majors. Even with inferior capabilities, these technologies could be disruptive.
With its access to Google’s Android now uncertain, Huawei is working to create its own mobile operating system. The company has publicly reported a large scale investment program to do just this – the Hongmeng/ARK OS – although the status of the project is unknown. The point to grasp is that, while Huawei’s alternative OS may be years off from fruition, and may never match Android in capability, this does not mean it won’t be marketable or market changing. China’s ICT giants arguably have the industry heft and customer bases to make indigenous Chinese application platforms dominant in China, if not impactful globally. Tencent, for example, is now the largest gaming platform in the world; and, if it wants to, it has ample leverage to force global vendors and developers to build for an indigenous platform. (Indeed, Tencent announced
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