Google, Qualcomm and other companies have just been forced to suspend some of their business cooperation with Huawei under a ban, and there is news that the United States is planning to blacklist Haikangwei and Zhejiang Dahua.
Americas extreme pressure stick is waving loudly, but not all technology companies are frightened.
According to media reports, APTOIDE, a third-party Android application supplier in Portugal, came out and said: We are talking about cooperation with Huawei.
APTOIDE has more than 200 million active users worldwide, more than 1 million platform applications and more than 6 billion downloads. The companys founder, Teresendos, believes that Googles suspension of cooperation with Huawei offers an interesting opportunity.
To be sure, APTOIDE will not be the only company that thinks so. The reason is simple: in the mobile service business, almost all the services that Google can provide have the right companies. Since it has vacated its position, other competitors will naturally take over.
In terms of 5G business, maintaining good relations with Huawei also helps to expand business opportunities.
1. Following the trend, American enterprises have trained many competitors for themselves.
It should be acknowledged that American high-tech enterprises still maintain a huge leading edge in science and technology development. But whether it is voluntary or forced to cede cooperation with Huawei, it will attract numerous competitors.
Take Googles mobile business as an example, the most important feature of Android platform is open source. Google gained market advantage by conditional opening of source code.
Unless we really want to be the pawn of extreme pressure and not afraid of sacrifice, it is impossible to switch from open source to closed source of IOS system. Now, in the face of countless market coveters, Google probably can only keep one eye open and one eye closed.
In addition, although the quality of software services developed by American companies is high, there is no shortage of catchers.
Take Google as an example. There are quite a few matching companies in China for the search, email, map, game, translation, video and other services commonly used by ordinary users.
If extended to other regions such as Europe, there will be more competitors. After Google discontinued its services, even if the user experience did not fit in for a while, it could not reach an irreplaceable level. In the long run, the original users of American enterprises will gradually drain away.
Its not just competitors scratching their hands waiting to occupy the blank market. Huawei is now launching Plan A and Plan B at the same time. On the one hand, it talks with other technology companies and third-party application providers such as APTOIDE, on the other hand, it is also developing its own operating system.
It has been disclosed that the primary goal of this system is to be compatible with Android platforms, and in the future it will achieve the unification of mobile phones, computers and automotive operating systems. It will be commercially available as soon as this autumn and next spring at the latest.
It can be said that the current situation is that American companies following Google are training many competitors for themselves.
2. Dont forget the lessons of the past anti-oligarchy alliances
APTOIDE took the initiative to discuss cooperation with Huawei at this time, not only for the sake of new business opportunities, but also for another reason: having old enemies with Google.
In 2014, APTOIDE sued Google to the European Union for unfair competition, arguing that it had applications that shielded competitors. In July that year, the European Union imposed a record 4.34 billion fine on Google.
So some media commented, does APTOIDE mean that the anti-Google alliance is gathering again?
In fact, American giants have many experiences of fighting against each other.
Microsoft has often used bundling sales and other business strategies to exclude competitors, angered Stanfords Silicon Valley enterprises, established the anti-Microsoft alliance.
The reason is that Microsoft will follow the example of any new software coming out of Silicon Valley in the past, and then bundle it with its own Windows system, which will deprive inventors of market.
It is said that the originality of Microsoft Windows came from a meeting in 1980 in which Jobs showed Bill Gates his design.
Microsoft has been selling DOS systems at a low cost for several years until Windows was built. As a result, Jobs lost his chance in the PC market.
When Google was born, it was a member of the anti-Microsoft alliance. When recruiting people, it went to Microsoft to play a high-salary sign and dug up many Microsoft engineers.
When Google became bigger and stronger, it also angered other competitors because of unfair competition, forcing them to unite and form an anti-Google alliance. The European Union, Britain and France have all heavily punished Google for unfair competition.
Last year Facebook broke out a scandal about leaking user data. Up to 50 million to 80 million Facebook userspersonal information was obtained by a mysterious company called Cambridge Analysis, and the results were exposed by the British media.
Deep Throat, a businessman who helped create Cambridge Analytics, revealed that the main objective of Cambridge Analyticsinternal operations was to analyze the political orientation of Facebook users and to publish political advertisements on Facebook platforms to influence the political situation in the United States.
By the way, although Trumps government denies any connection with Cambridge Analysis, Bannon, Trumps former chief strategic adviser, served as a director of Cambridge Analysis.
Facebooks grim face has not been completely alleviated.
3. American technology enterprises should say no to the ban
In fact, American technology companies cannot be unaware of the risks of acting as pawns. After the Huawei Ban issued by the US Department of Commerce, the NASDAQ and Philadelphia Semiconductor Index have fallen sharply.
Facing the loss of commercial interests, American science and technology enterprises have not put forward such relief measures as administrative reconsideration, judicial litigation and so on.
One is that there is no way to confront the executive orders of the Ministry of Commerce, and the other is that the companies concerned feel that they can suppress such a powerful competitor as Huawei.
More curiously, by using this tool, we can get the chips to open up the Chinese market. But either way, American companies are losing business opportunities.
In fact, American technology companies have a lot of experience in litigating with the U.S. government. In 2010, because the U.S. government did not use Googles application services, but used Microsofts solution, Google and Onyx Network sued the U.S. government, and ultimately won.
In 2013, former rival Google and Microsoft joined forces to sue the U.S. Department of Justice for excessive access to user personal information, resulting in damage to the interests of Google and Microsoft overseas markets.
At that time, the Indian government once banned National officials from using U.S. e-mail services, such as Googles Gmail.
In 2016, Microsoft again sued the U.S. Department of Justice for frequent use of search warrants to obtain user data, which violated the U.S. Constitution. The final verdict was that Microsoft did not have to provide the government with user data stored in the United States.
At present, because the Huawei ban has a 90-day buffer period, it does not have much impact on U.S. companies, but in the long run, the negative impact is bound to emerge. In particular, the impact will also affect the 5G market, which is much larger than the mobile phone business.
In the field of 5G, Britain, Germany and other European countries have adopted a more neutral attitude. Like Britain, New Zealand, which is a member of the Five-Eye Alliance, also emphasizes the need for independent decision-making. It is not easy for the United States and other countries to make a new start.
It is often said that Wall Street and Silicon Valley are Americas most determined globalists. Because only when their capital and products are allocated globally can they maintain high growth.
The current situation is that political manipulation has not only put American technology companies in danger of losing their markets, but has also brought about the danger of not being able to employ global talent.
Huaweis new layout and the emergence of APOIDE have shown that it is impossible to wait for competitors to quit. Sooner or later, American companies will realize that the best way to safeguard their own interests is to say no loudly to prohibitions that hinder their image and market share.
Source: New Beijing Daily Responsible Editor: Li Wan_B11284