I'm unconvinced by your examples, since I have to question Microsoft and Samsung's commitment. Handsets form a large part of Huawei's revenue, and foreign-sold handsets half of that. How willing would Huawei be to give up that revenue? By contrast, search and handsets form an infinitesimal part of Microsoft's revenue - it was never going to do anything more than a halfhearted foray.
Revenue and profits are two things entirely. You might get revenue from the smartphones but your profits are razor thin. Samsung itself has shown a lack of enthusiasm lately with their smartphones because selling displays and memory chips are proving more profitable.
Samsung is definitely more dependent on smartphones, but they aren't under sanctions preventing them from working with Google. How might Tizen have turned out if Samsung needed it to survive? It might still have failed, but they definitely would have put up more of a fight.
Tizen won't survive either and even Tizen was backed by Intel.
If I'm wrong and Google Play can be pre-installed on the new Huawei OS then all this is moot.
I wont call it a new OS, as the AR in ARK sounds like Android Runtime, which Google refers to as ART. ART replaces the Davik virtual machine used in Android before. This means an OS that can run Android apps. You don't need the Android OS per se to run Android apps, since Android apps always runs in some sort of emulation. You can try Blue Stacks on the PC, which lets your run Google Play and Android games on the PC.
I won't call it pre-installed. The new devices cannot be sold with Google apps. It doesn't mean you can
post install these apps into the device like on Amazon Fire Tablets.
With the EU not happy about the Google-Android monopoly, and after having fined Google 5 billion Euros, you might see a potential opportunity in the EU.
Why ban? Just tariff American semiconductors and use that money to fund research.
Throw the baby out with the bathwater strategies don't work. I am pretty sure ARM and Google is pretty unhappy about this, since it cost them plenty of revenue. It is estimated that Huawei phones bring about $400 to $500 million of revenue on the Google Play alone. I myself paid for game microtransactions on my Huawei devices, and Google collects 30% "Google Play tax" from that. For ARM, this might even kill them as Huawei turns out to be their biggest customer using ARM Cortex ---- a market with
only two participants, the other being Mediatek.
There's no prospect of Huawei dying. Even in the worst case scenario, the China market alone will ensure it remains a colossal company. The Great Firewall has ensured that Google will never have the reach in China it has elsewhere.
China telecoms should increase the number of Huawei and ZTE networks at the expense of Ericsson and Nokia but still give the two Nordics some business. Not surprisingly Ericsson and Nokia also buidl some of their gear in China. Cisco should be rooted out from the Chinese networks simply as a security risk, but allowed to stay in China to manufacture their routers.
Going to another topic, I believe the "Unreliable" list are going to be filled with US tech companies including Apple, Google, Amazon, Facebook and so on, companies that collect individual data. This is meant not just as a warning for Chinese inside China but also out of it. But you know, the EU is already heading this path way ahead of China and the EU crusade against US tech companies may do more damage to the US than any Chinese measure.
