The veto of the United States against dozens of Chinese companies, including Huawei, is on its way to serving three years, something that will happen in the middle of next spring. We wonder if in the hypothetical case that this cessation, it will be possible for Huawei to recover the ground lost until now, which has been a lot.
The effects for the Chinese firm of this veto are devastating, basically in the division that has been most affected, which is precisely that of smartphones. With the arrival of Joe Biden in the White House a year ago, many hoped that this would change and be revoked, but nothing could be further from the truth.
A titanic challenge for Huawei
When analyzing whether the Chinese firm will be able to recover the ground lost in these almost three years , it must be done from different perspectives. Since we are talking about the fact that it is not just a problem of access to specific components and software, which could be recovered with the end of the veto, but the most difficult thing, to rebuild a good reputation, and even more difficult, to agree with again among the top choices for the average mobile phone user.
If tomorrow Huawei were to regain access to Google services and apps, as well as to the production of its own processors, it is clear that a change in trend would be noticed in the brand, which would rush to flood the planet with advertising so that everyone knows that it is back, and that its mobiles will be as valid as before, at least from the global perspective of the brand’s business. But that would not really be difficult, but it would be precisely in the intangible where the Chinese brand would have a titanic challenge ahead.
Recover a gap now occupied by others
The problem is not marketing, advertising, investment of billions in research and development to become competitive in the market again, nor will it depend on HarmonyOS, but Huawei’s real problem in making up for lost time would be in all those opponents who have benefited from his downfall over the years.
Brands like Xiaomi, Realme or Oppo now occupy the market in which Huawei was previously specialized, so it would be very difficult for it to recover that gap that other manufacturers have now filled, which it would have to displace. A good example can be found in Nokia , the Finnish brand that returned to the market in 2016, with great expectation. But although it has been able to maintain the type in these years in the market, it has not been able to recover, not even remotely, its volume of business of yesteryear or the privileged position in sales of smartphones worldwide.
In short, the ground lost by Huawei in the mobile telephony segment is going to be very difficult to recover, facing consolidated and aggressive manufacturers such as Xiaomi or Realme, we do not doubt that it will partially recover the lost ground , but it seems quite difficult to recover everything in the medium term.
