“I think Huawei is under-communicating the work it will take to make this successful.”Patrick Moorhead, Moor Insights & StrategyWhile smartphones weren’t the primary focus of Huawei’s announcement, they’re clearly top of mind. At a press conference following the event, Yu said that Huawei was “waiting on an update” to see what products it might be able to use Android in, given the slight thawing of geopolitical tensions in recent months. In the event that it’s still blocked, Yu said, Huawei is prepared. “If we cannot use [Android] in the future, we can immediately switch to HarmonyOS,” he said.
As you might have guessed, it’s not quite so simple.While there’s no reason to doubt that Huawei can put HarmonyOS on a smartphone—Chinese media says it’s already in the works—the mere presence of an operating system doesn’t make a device usable, any more than the presence of a big tent guarantees a circus performance. Without apps, HarmonyOS has very little to offer. And despite Huawei announcing a billion-dollar investment in getting developers on board, those apps may be hard to come by. Developers will be able to port Android apps over to HarmonyOS, but that process may not be worth it for many.“I think Huawei is under-communicating the work it will take to make this successful,” says Patrick Moorhead, president of Moor Insights & Strategy, a technology analyst firm. “Most every Android app writes to specific Android APIs, so any code that touches cameras, fingerprint readers, AR cameras, microphones, proximity sensors, and even privacy and security standards must be altered.”That potentially makes HarmonyOS a tough sell, especially given that smartphones aren’t its initial focus. The exception is in Huawei’s home market of China, where the company has enough clout to attract developers. But this is a global company with global ambitions. Internationally, HarmonyOS will face the same problems that felled Windows Phone and Tizen and other aspiring Android and iOS alternatives: Without apps, no one buys the devices. If no one owns the devices, developers don’t bother tailoring apps.
There’s another layer to the question of HarmonyOS’s smartphone viability. While Huawei touts the ability to craft one app that works across multiple form factors, that same versatility can take a toll on quality.“To run everywhere, you can’t take advantage of device-unique things,” says Michael Facemire, principal analyst at Forrester Research. “For instance, when I put an experience on a TV that also needs to work on a phone, I either have to have a massive amount of conditional logic—in essence building two separate user interfaces—or I build to the lowest common denominator, making both experiences look poor.”
Android developers already have to slog through a wide variety of smartphone screen sizes to make their apps look up to snuff. When you add in a universe of devices all with wildly different form factors, that complexity only compounds. What looks good on a smartwatch might not sparkle on a 4K television set.Which is why a better comparison for HarmonyOS than Android is Google’s Fuchsia. Details are limited, but like HarmonyOS, Fuchsia is an open source, microkernel operating system. Like HarmonyOS, it’s designed to work across a broad range of IoT and other connected devices. And like HarmonyOS, it’s not anywhere near ready to go into a smartphone.HarmonyOS absolutely does represent the next frontier in operating systems. It will have its place in everything from industrial systems to smart displays. And given the sustained tensions with the US, Huawei clearly needs to find viable homegrown alternatives to the software and hardware it has sourced from the West for so long. But there’s a reason Yu also stressed that Android remains Huawei’s first choice. Right now, its backup plan for smartphones is hardly a plan at all.
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