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华为

Google suspends Huawei from Android services
华为将推出自主研发手机操作系统

华为欧洲业务副总裁沃特金斯表示,该集团一直在开发自己的操作系统,该系统已在中国一些地方进行试验,“能够迅速启用”。

Huawei is preparing to launch its own mobile phone operating system after Google said it would stop supplying it with its Android software, amid an intensifying US-China trade war that has rocked global markets.

华为(Huawei)正准备推出自己的手机操作系统,此前谷歌(Google)表示,将停止向华为提供Android软件。此事的背景是美中贸易战愈演愈烈,震撼了全球市场。

The Chinese telecoms group was last week placed on a “banned entity” list by the White House, which forbids American companies from supplying it with technology. Google said it was “complying with the order and reviewing the implications”. Huawei, which overtook Apple to become the world’s number-two smartphone maker this year, relies on Google’s Android operating system for its phones and shipped more than 200m last year.

这家中国电信设备制造商上周被白宫列入实体清单,实际上禁止美国企业向其提供技术。谷歌表示“正在遵循相关指令,并评估其影响”。华为今年超越苹果(Apple),成为世界第二大智能手机制造商,其手机采用谷歌的Android操作系统,去年华为的手机出货量超过2亿部。

Peter Garnry, head of equity strategy, at Saxo Bank, said Google’s move was “effectively the starting signal of a technology cold war”, adding: “What we are witnessing is a potential reconfiguration of global trade.”

盛宝银行(Saxo Bank)股票策略主管彼得•加恩瑞(Peter Garnry)表示,谷歌此举“实际上是一场科技冷战的发令枪”,他补充道:“我们正在见证的是全球贸易的潜在重新洗牌。”

Tim Watkins, Huawei vice-president for western Europe, said the group had been “caught in the middle” of the trade war but had been preparing for the worst. It has been working on its own operating system, which “can kick in very quickly”, he added. He noted that the Huawei OS had already been trialled in some parts of China.

华为欧洲业务副总裁蒂姆•沃特金斯(Tim Watkins)表示,该集团在贸易战中“被夹在中间”,但此前一直在准备应对最坏的情况。他补充道,华为一直在开发自己的操作系统,该系统“能够迅速启用”。他指出,华为操作系统已在中国一些地方进行试验。

The Stoxx index tracking Europe’s tech sector, fell more than 3 per cent while the tech-heavy Nasdaq fell more than 1 per cent.

追踪欧洲科技行业的斯托克(Stoxx)指数下跌逾3%,而以科技股为主的纳斯达克(Nasdaq)指数收盘下跌1.46%。

Huawei has become entangled in the US-China trade war with the effective ban coming just days after President Donald Trump raised tariffs on Chinese imports to 25 per cent and Beijing retaliated in kind.

华为被卷入美中贸易战,就在禁令出台的几天前,唐纳德•特朗普(Donald Thump)总统将针对中国输美产品的关税提高至25%,北京方面也采取了相应的报复措施。

Huawei also relies on chips made by US companies including Qualcomm and Intel. Mr Watkins said it had stockpiled five years of spare parts and one year’s worth of components.

华为还依赖高通(Qualcomm)和英特尔(Intel)等美国公司生产的芯片。沃特金斯表示,该公司已储备五年的备件和能用一年的组件。

But Citi analysts said in a research note to clients that the potential software ban “could paralyse Huawei’s smartphone and equipment business”.

但花旗(Citi)分析师在给客户的一份研究简报中表示,潜在的软件禁令“可能会令华为的智能手机及设备业务瘫痪”。

If Google blocks Huawei from Android, which is used on three-quarters of mobile phones and offers 2.5m apps, the Chinese group will still be able to use the basic, open-source version of the software.

如果谷歌禁止华为使用Android系统(该系统被用于四分之三的智能手机,并提供250万款应用软件),这家中国集团仍将能够使用该软件的公开可用版本。

But its future smartphones may lose access to apps including YouTube, Gmail and Maps, and to the Google Play store and to security updates. This is likely to hit their attractiveness outside China, where many Google apps are already banned, analysts said.

但未来华为的智能手机可能无法再访问YouTube、Gmail及谷歌地图(Maps)等应用,以及Google Play应用商店和安全更新。分析师们表示,这可能会影响华为手机在中国境外的吸引力;在中国国内,谷歌的许多应用已经被禁用。

Huawei said last year that its smartphone, tablets and laptops business generated 48 per cent of company revenue. Richard Windsor, an independent analyst, said losing the Google ecosystem “is very likely to cost Huawei all of its smartphone shipments outside China” — which, according to data consultancies including Counterpoint Research, is about half its total.

华为去年表示,其智能手机、平板电脑和笔记本电脑业务为公司产生48%的营收。独立分析师理查德•温莎(Richard Windsor)表示,失去谷歌生态系统“很可能会使华为失去中国境外市场的全部智能手机出货量。”根据Counterpoint Research等数据咨询公司的数据,那相当于华为智能手机产量的一半。

译者/何黎

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