Reuters reported on the 17th that ZTE’s mobile devices may no longer be able to use Google’s Android operating system after the United States has banned domestic companies from selling components to ZTE. However, as the Android system itself is an open source system, in fact, the problem is mainly the Android GMS service authorization between ZTE and Alphabet.
ZTE will be affected by some of Google’s Android apps and services. For example, the Play Store is also included because these applications are closed source. If there is no GMS in the overseas market, ZTE will be under tremendous competitive pressure.
ZTE responded yesterday by saying that the company is fully evaluating the possible impact of this incident on the company and actively communicating with and responding to all aspects. According to sources, ZTE and Alphabet, the parent company of Google, discussed the impact of the U.S. government ban all night, but the two companies have not yet made a decision on whether ZTE can use the Android system.
ZTE annually sells about 45 million smartphones worldwide, nearly half of which use Qualcomm chips. In the United States, ZTE is the fourth-largest supplier of smart phones. According to data from the consulting agency Canalys, ZTE’s market share in the United States last year was 11.2%.