After Huawei announced the open source of the Hongmeng system, the media speculated whether the three mobile phone companies of Xiaomi OV would adopt the Hongmeng system, and there were even rumors from netizens that OPPO and vivo would adopt the Hongmeng system. It will be found that at least at present, it is unlikely that Xiaomi OV will adopt the Hongmeng system.

Huawei’s experience with the launch of the Hongmeng system

Huawei officially released the Hongmeng system on August 9, 2019, and then it was revealed that the Google GMS service could not be installed on the mate30 released on September 19, 2019. Since consumers in overseas markets cannot do without Google GMS service, this has led to Huawei’s mobile phones in the market. Overseas markets suffered major setbacks.

According to data from market research agencies Canalys and IDC, in Q4 2019, Huawei’s mobile phone shipments in overseas markets fell by 25% year-on-year to 22.9 million units; in Q2 2020, before facing difficulties in chip supply in Q3 2020, Huawei’s mobile phone shipments overseas Shipments in the market have shrunk to 15.6 million units.

Baiming Technology speculates that even if there are no well-known reasons, due to the competitive relationship between Huawei’s Hongmeng system and Google’s Android system, Google is likely to take measures against Huawei. After all, the Android system has brought huge returns to Google. In early 2016, Oracle and Google started legal proceedings. At that time, Oracle’s lawyers disclosed data that Google had earned $32 billion from the Android system. Later, the smartphone market further developed and expanded. It is estimated that Google earned more from Android. Of course, Google Huawei Hongmeng will not be allowed to share.

Xiaomi OV can’t withstand Google’s blow

Compared with Huawei, Xiaomi is now more dependent on overseas markets. Overseas shipments account for 70% of Xiaomi’s mobile phones, and OPPO and vivo’s overseas shipments also account for about 50%. For enterprises, the overseas market has become a market that they cannot give up.

Huawei is a huge company, it has many businesses, the mobile phone business accounts for about 50% of its revenue; the mobile phone business accounts for more than 60% of Xiaomi’s revenue, and it is estimated that the mobile phone business accounts for OPPO and vivo. The revenue ratio is higher. It is conceivable that the three mobile phone companies of Xiaomi OV are more difficult to bear the impact of the recession of the mobile phone business.

If Xiaomi OV adopts the Hongmeng system, they are likely to face Google’s restrictions as quickly as Huawei, resulting in a rapid decline in their shipments in overseas markets, or even zero. Services are just needed, and if Chinese mobile phones can’t carry Google’s applications, they will become feature phones.

Google isn’t afraid to lose support from Chinese phone companies

When it comes to the strength of Chinese mobile phone companies, we like to talk about the fact that Chinese mobile phones account for more than 40% of the global mobile phone market and more than 50% of the Android mobile phone market. Therefore, Google cannot do without Chinese mobile phones. However, this may not be the case in reality.

Outside the Chinese market, Samsung has always been the largest mobile phone company, and Samsung is also a die-hard supporter of the Android system. At present, the market occupied by Chinese mobile phone companies is mainly the low-end mobile phone market, which is highly substitutable. The market has suffered, and Samsung is expected to fill the void quickly.

In addition, Xiaomi OV has an advantage in the Indian market. Before Chinese mobile phone companies entered this market, India had local mobile phone brands such as micromax. Due to the inability of Indian mobile phone brands to compete with Chinese mobile phone companies, they shrunk in the feature phone market, but Chinese mobile phone brands are in the Indian market. Shrinking then local Indian brands will soon make a comeback.

To sum up, if Xiaomi OV adopts Huawei’s Hongmeng system, it is likely to face restrictions from Google, resulting in a sharp drop in their shipments in overseas markets; while Google is not afraid of losing the support of Chinese mobile phone companies, Samsung and other non-Chinese mobile phone brands can It will soon fill the vacancy of Chinese mobile phone companies.

China is the world’s largest exporter, and now Chinese mobile phones have finally become a brand made in China going global and have a certain degree of competitiveness, which has improved the reputation of made in China. Xiaomi OV needs to be cautious in whether to support the Hongmeng system.