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Huawei, which recently became the world's No. 1 smartphone maker, on Thursday unveiled its Mate 40<\/a> line of premium phones, a product release that comes at a crucial moment for the company as it runs out of room to maneuver around U.S. sanctions squeezing its ability to source components and software.
The Mate 40<\/a> could be the last one powered by the company's homegrown Kirin<\/a> chipsets because of U.S. restrictions in May barring non-American companies from using U.S. technology in manufacturing without a license.
Analysts say the company had been stockpiling chips before the ban but its supply won't last forever.
\"This is a major challenge to Huawei and it's really losing its market outside of China,\" said Mo Jia, an analyst at independent research firm Canalys<\/a>. The latest U.S. restrictions mean it \"100% has closed doors for Huawei to secure its future components.\"
Executives said this summer that production of Kirin<\/a> chips would end in mid-September because they're made by contractors that need U.S. manufacturing technology. In a press preview this week ahead of the Mate 40's launch, staff declined to answer questions on Huawei's ability to source chips. The head of Huawei's consumer business, Richard Yu, referred only briefly to the issue at the end of a virtual launch event Thursday.
\"For Huawei, nowadays we are in a very difficult time. We are suffering from the U.S. government's third round ban. It's an unfair ban. It makes (the situation) extremely difficult,\" Yu said.
Huawei, which is also a major supplier of wireless network gear, is facing pressure in a wider global battle waged between the U.S. and China over trade and technological supremacy. The U.S. government's efforts to lobby allies in Europe to not give it a role in new high-speed 5G wireless networks over cybersecurity concerns has been paying off, with countries including Sweden and Britain blocking its gear.
Huawei phones are not widely available in the U.S., but they're sold in Europe, the Middle East and Asia. The company climbed to the top of the global smartphone rankings this summer, knocking Samsung off top spot by shipping 55.8 million devices<\/a> in the second quarter to gain a 20% share of the market, according to research firms Canalys<\/a> and International<\/a> Data Corp. But the performance was driven by strong growth in China while smartphone sales in the rest of the world tumbled due to the coronavirus pandemic.
Analysts say it will be hard for Huawei to remain No. 1.
\"Huawei's in a tight spot,\" said Ben Wood, chief of research at CCS Insight. Along with the U.S. sanctions, it's also hurt by slumping confidence in the brand that makes retailers less keen to stock its phones. \"And sadly, I don't think you're going to see the Mate 40 performing particularly well outside of China.\"
Huawei has a small but enthusiastic fan base in Europe, its biggest market outside China. But some users are turned off by the idea of sticking with the brand because of a related problem: recent models like the Mate 40, priced at 899 euros ($1,070) and up, can't run Google<\/a>'s full Android operating system because of an earlier round of U.S. sanctions.
Instead, they come with a stripped down open source version of Android, which doesn't have Google<\/a>'s Play Store and can't run popular apps like Chrome, YouTube and Search.
To make up for losing Google services, Huawei has built its own app store and has been paying developers to create apps for it. Users can request apps that aren't yet available, but it's not something that appeals to Chloe Hetelle, a 35-year-old events organizer in Toulouse, France, who bought a Huawei P20 model two years ago after switching from an iPhone<\/a>.
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华为最近成为全球第一大智能手机制造商周四公布了交配40线的高端手机,产品发布,在关键时刻为公司因为它耗尽了回旋余地在美国的制裁挤压其源码组件和软件的能力。
的交配40可能是最后一个由公司的本土吗麒麟芯片组,因为美国5月限制禁止非美国公司使用美国技术制造许可证。
分析人士说,该公司一直储存芯片禁令之前,但其供应不会永远持续下去。
“这是一个重大的挑战,华为和真的失去中国市场以外,”贾莫说,独立研究公司的分析师Canalys。最新的美国限制意味着它“100%为华为确保其未来的组件已经关闭的门。”
高管表示,今年夏天的生产麒麟芯片将在9月中旬结束,因为它们是由承包商需要美国制造业的技术。在本周的一次新闻预览交配40的发射,在华为工作人员拒绝回答问题源芯片的能力。华为消费者业务的负责人Richard Yu称只是短暂的问题在一个虚拟的周四发布活动。
“华为,现在我们处于一个非常困难的时期。我们正在遭受美国政府的第三轮禁令。这是一个不公平的禁令。它使(情况)非常困难,”Yu说。
华为也是一个无线网络设备的主要供应商,在更广泛的全球战争正面临压力发动了美国与中国之间的贸易和技术霸权。美国政府游说欧洲盟友的努力不给它一个角色在新高速5 g无线网络对网络安全的担忧已经偿还,与国家包括瑞典和英国阻止其齿轮。
华为手机不是在美国广泛使用,但他们在欧洲销售,中东和亚洲。公司爬到顶部的全球智能手机排名今年夏天,淘汰三星5580万年航运榜首设备在第二季度获得的市场份额为20%,据研究公司Canalys和国际数据公司但性能是由在中国的强劲增长在世界其他地区的智能手机销量暴跌由于冠状病毒大流行。
分析人士说,这将是华为很难保持第一。
说:“华为的处境险恶Ben Wood, CCS Insight研究部主任。随着美国的制裁,这也是受低迷对品牌的信心,使零售商不热衷于股票其电话。”,遗憾的是,我不认为你会看到交配40中国以外的表现特别好。”
华为在欧洲有一个小但热情的粉丝,中国以外最大的市场。但一些用户关闭的想法坚持的品牌因为一个相关的问题:最近模型像交配40,售价899欧元(1070美元),不能运行谷歌的完整的Android操作系统,因为早前一轮美国的制裁。
相反,他们有一个精简的开源版本的Android,哪些没有谷歌的播放存储和不能运行Chrome流行的应用,YouTube和搜索。
以弥补失去谷歌服务,华为建立了自己的应用商店,已经支付开发者创建应用程序。用户可以请求应用程序尚未出炉,但它不是克洛伊Hetelle上诉,一个35岁的活动组织者在图卢兹,法国,后两年前买了一个华为P20模型切换从一个iPhone。
