Huawei has been seeking ways to disentangle its supply chains from the US — and creating a commercially viable OS would be a key step:
with extensive Android skinning and customization, users might not consider a new OS as big of a change as they would in other markets.
A homegrown OS could also give Huawei an advantage over its Chinese competitors, if trade restrictions ultimately mandate that other phone makers shift away from Android. But if companies like Oppo, Xiaomi, and Vivo are allowed to keep using Android, that edge would disappear. Debuting HongMeng OS via a mid-tier smartphone is a smart strategic move on Huawei's part, as it allows for a low-risk trial run of the OS before moving to a flagship device. Consumers buying top-end devices like Huawei's P and Mate series are looking for seamless experiences, and they probably wouldn't be happy to see an unfamiliar and potentially buggy first-generation OS on their phones, despite the market's likely openness to OS change.
Huawei will make a splash in the media and tech spaces with the introduction of HongMeng OS, but doing so on a midtier device means the OS's performance — both technical and financial — won't make or break Huawei's wider business. This cautious and measured approach makes HongMeng OS a low-risk play with massive potential upside.
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