Earlier today in a press conference after the G20 meeting in Tokyo, President Trump revealed an updated stance on Huawei. While it’s not a lifting of the blanket ban, it will significantly benefit the Chinese manufacturer.
As part of the continuing trade negotiations, the issue of Huawei would be saved until the end of the trade talks, with President Trump saying, We’ll have to save that to the very end, we’ll have to see.”
In other words, the question of lifting the ban on Huawei selling its products, which include smartphones, laptops and communications infrastructure technologies, to the U.S. has not been changed.
The more interesting element was the next comment from the President.
You could almost hear the sighs of relief wafting across the oceans from the “incredible” Silicon Valley. It means that hardware components from companies such as Intel and Micron can know that they can continue to sell to Huawei.
Not to mention the palpable relief from China as Huawei knows its supply of components isn’t about to dry up.
Trump focused on hardware but it also means that Google will be able to continue to supply Huawei with Android. In recent days, Huawei revealed that its latest handsets will be able to access Android Q. This is the next version of operating software, due to be revealed this fall.
But this is a much bigger deal, suggesting that unless things change again – and who knows, right? – then customers of Huawei smartphones can buy with confidence. The compatibility with Android Q may be assured already but to know that subsequent versions with additional features will also work is a definite boost.