The physical inventory incident has spawned Huawei ’s “spare tire plan.”
Among them, the system ecology may be the most critical and critical part of Huawei’s huge spare tire plan-
Hongmeng’s plan is based on ten years, and now for consumer business, the more important part is HMS, which is an alternative to Google services.
A big game of chess
In May last year, Google suspended the provision of GMS (Google Mobile Service) services to Huawei phones under the influence of the “Entity List” incident. Due to this limitation, Huawei mobile phones sold in overseas markets will not be able to use Gmail, YouTube, Google Pay, Maps, Cloud Drive and other services under the original factory settings.
The absence of GMS has a significant impact on overseas markets. The most direct response is the sudden decline in overseas sales. Seeing no hope of recovery, Huawei chose to launch a spare tire plan, which is HMS.
In the past, HMS has conducted several rounds of internal testing. At the press conference in Barcelona on February 24, Huawei officially launched the HUAWEI AppGallery and HMS strategy.
According to Huawei, HMS Core has now iterated to version 4.0. Monthly life has grown to 530 million in June 2019, and the number of registered developers on the platform has reached 910,000 during the same period. Increased to 43,000 , HMS Core has been applied in more than 170 countries around the world.
Huawei even said that through 9 years of operation, the Huawei application market has become one of the top three application markets in the world.
The application market is the entrance to all applications and services and the foundation of the platform. Developers use the underlying capabilities provided by the platform to develop applications, and then put them on the store and download them by consumers. This is a very mature set of processes. Huawei puts itself in the same position as Google and Apple.
HMS targets GMS, which provides developers with low-level capabilities.
HMS includes multiple parts such as applications, services, and development capabilities, while HMS Apps include Huawei Cloud Space, Huawei Smart Assistant, Huawei Application Market, Huawei Wallet, Huawei Skyrim, Huawei Video, Huawei Music, Huawei Reading, Apps like Huawei Themes and Living Services.
HMS Core Kit gives developers access to 24 HMS Core kits, 55 services, and 997 APIs. Including payment, login, games, push, maps, positioning, and more.
In order to promote HMS, Huawei still chooses to “throw money”.
Starting from those countries and regions that are likely to develop their own independent ecology, Yu Chengdong announced the launch of a $ 1 billion “Yaoxing” plan at the press conference, calling on global developers to choose HMS as the underlying development app. This press conference is also A large “investment conference”.
In addition, Huawei has previously invested 10 million US dollars in Russia to attract local developers (Russia has its own search giant yandex), and also reached partial cooperation with Indian software vendors and Turkish operators.
Huawei immediately took over after the launch of Huawei, and released the V30 Pro mobile phone and 9X products for the European market. It has a built-in HMS and AppGallery application store.Glory Overseas’s first built-in HMS service phone.
In the short term, what HMS will save is the actual performance of Huawei’s overseas market. It is imperative to solve some problems caused by the unavailability of some basic GMS capabilities.
In the long run, HMS also carries Huawei ’s ecological dream. Huawei ’s ultimate goal is to achieve the full layout of systems and services like Google ’s AOSP + GMS.
Yu Chengdong stated in his 2020 New Year’s letter: Overseas cloud services are centered on ecology and experience, do not pursue short-term commercial benefits, and gradually restore the total overseas business in a few years , while accelerating Build HMS Core capabilities and lay a solid ecological foundation.
At this point, HMS is placed at a fairly high strategic level.
To develop HMS, Huawei has set up a new secondary department, the Global Ecological Development Department, which belongs to consumer BG. In terms of practical significance and the focus of Huawei’s publicity at the moment, HMS has surpassed Hongmeng and become a top priority for Huawei.
However, GMS is not just as simple as Google ’s own family bucket. Because Android is controlled by Google, although AOSP has provided most of the underlying capabilities, some functions still require GMS support, such as data synchronization (mobile phones Backup, cloud disk, etc.), information push (GMS can provide unified push similar to iOS) and so on, including now that Google will also push some security updates through Google Play.
Without Android ’s control, HMS certainly does n’t have the same huge impact on the Android experience as GMS, which also