In fact, however, this is not a new agreement for Microsoft. This text expression is completely consistent with the same terms of the service agreement issued by Microsoft on July 1, 2019 and implemented on August 30, 2019. It is also understood that Microsoft has quoted relevant expressions at least in 2016. Moreover, the agreement is not only for Chinese mainland, but also in the 2019 edition of the British version. Some analysts say that this is a common operation for multinational companies to avoid political risks in their actual business. Global Times reporter noted that Microsofts service agreement update contains a total of 14 new contents, most of which involve changes in relevant business line content regulations, and there is no hint that China is not responsible for the interruption of supply.
Recently, the U.S. government has put pressure on China frequently. Many people are worried about the impact on China if the United States really orders to prohibit Microsoft from providing products and services to China? Some analysts say that Microsofts revenue in China is mainly composed of public cloud azure, office and windows products. However, due to the fact that azure has not entered the mainstream in China, the users of windows and office series products will be most affected if Microsoft cuts off supply to China. For enterprise users, the impact is greater. Because of the loss of genuine product support, the use of piracy will face the risk of being sued by Microsoft. There are also views that if Microsoft really cut off supply to China, it will be a major opportunity for domestic software.