Having reportedly been removed from the Android program, Huawei might be forced to roll out its own mobile operating system, which it has been working on for years as a contingency plan for a situation like this. "We have prepared our own operating system to be ready in case we should ever be banned from using these services", Huawei executive Richard Yu said in a recent interview with German newspaper Die Welt
, referring to Google's Android and Microsoft's Windows. However, he added that this would only be plan B and that his company would prefer to continue working with Google and Microsoft.
The following chart illustrates why Huawei would prefer to keep its smartphones within the Android ecosystem. Having started out as a multi-platform market, the smartphone landscape has effectively turned into a duopoly in recent years, after Apple's iOS and Google's Android crowded out any other platform including Microsoft's Windows Phone, BlackBerry OS and Samsung's mobile operating system called Bada. Establishing a new platform this late in the game seems very difficult, if not impossible. To compete with Apple's App Store and Google's Play Store, Huawei would need the support of app developers, who have very little incentive to build apps for a new and unproven platform.