Challenges Ahead for Huawei’s PC Strategy
Huawei’s relationship with the United States has taken yet another hit, as the expiration of Microsoft’s supply license looms this month. This development places Huawei’s Windows-based PCs in a precarious position, leaving the company facing a critical decision regarding its operating system.
Without an extension from Microsoft, Huawei may be compelled to abandon Windows altogether, pivoting instead towards Linux or its proprietary HarmonyOS. This shift could significantly impact the appeal of Huawei’s PCs in markets beyond China, particularly given the stronghold that Windows maintains in enterprise and gaming sectors, along with the dominance of Apple in the premium consumer laptop arena.
In a proactive response to these challenges, Huawei has already announced plans to move away from Windows for its future models. The company is gearing up for the April launch of an innovative “AI PC,” which will be powered by Huawei’s Kunpeng CPU and feature HarmonyOS. This new system aims to integrate DeepSeek LLM-based AI applications, positioning itself as a forward-thinking solution, albeit one that may primarily resonate within the Chinese market, where local alternatives to US technology enjoy greater governmental support.
However, Huawei is not solely relying on its proprietary operating systems. The company is also preparing to introduce the MateBook D16 Linux Edition, a variant of its existing D16 laptop that will operate without Windows. Despite this diversification, the Linux operating system remains a niche player in the consumer market, capturing a modest 3.8 percent share. In contrast, Windows commands a substantial 70.65 percent of the desktop and laptop operating system market, with Apple’s macOS trailing at 16 percent, while Linux and ChromeOS struggle to gain significant traction.
As Huawei navigates these turbulent waters, the success of its laptops outside of China may hinge on the effectiveness of HarmonyOS and the broader acceptance of alternative operating systems amidst ongoing US sanctions and software restrictions. The path forward remains fraught with uncertainty, but Huawei’s strategic moves will undoubtedly be closely watched by industry observers and competitors alike.
