Huawei Says Software Updates Still Inbound Says Troubled Company…. While New Bans Hit The Company

Late last night I reported that Hwawei was cut off by Google because of the executive order signed by US President Donald Trump last week. Now Huawei has come out with a statement saying that security updates for their Android phones are still coming:

Huawei said on Monday it would support its smartphones and tablets by providing security updates and services, after the ban by Google, owned by Alphabet Inc.

But the firm did not say what would happen with phones it sells in the future, which are unlikely to have access to Google’s popular services, including Gmail, YouTube and maps unless a special licence is obtained.

So that’s great for everyone who just bought a P30 Pro. But it doesn’t give one much of an incentive to buy anything from the company in the future. Assuming that they can sell anything in the future because it now seems that other companies are cutting Huawei off:

Apple Face ID parts supplier Lumentum Holdings Inc followed Google on Monday in clamping down on the business it does with Huawei Technologies , after U.S. President Donald Trump imposed a ban on the Chinese firm on national security grounds.

And:

While most U.S. suppliers have yet to issue statements on their position on the Huawei ban, Bloomberg reported that Intel Corp, Qualcomm Inc, Xilinx Inc and Broadcom Inc have all now told their employees they will not supply Huawei until further notice.

Xilinx said the company was aware of the Denial Order issued by the U.S. Department of Commerce and is cooperating. Other companies did not immediately respond to Reuters’ requests for comment.

That’s a major part of Huawei’s supply chain right there. Without those parts, you have to wonder how long the company can survive. Though they say that they have a backup plan:

Founder and chief executive Ren Zhengfei said on Saturday that Huawei’s growth “may slow, but only slightly” due to the U.S. restrictions and that it would be “fine” even if Qualcomm and other American suppliers would not sell it chips.

Huawei’s chip arm HiSilicon had been secretly developing back-up products for years in anticipation of the unlikely scenario that Huawei may one day be unable to obtain advanced chips and technology from the United States, President He Tingbo said in a letter to staff dated May 17.

All I have to say is good luck with that as I really can’t see how their in house gear will make up for the fact that the stuff that every wants to see in a modern smartphone is stuff that Huawei can’t get. But I suppose anything is possible. We’ll just have to watch and see what happens next.

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