Several phone brands rumored to be planning a major shift away from Android

Image credit — AI generated
This, plus the renewed trade friction between the U.S. and China, appears to be motivating these other manufacturers to prepare contingency plans.

Oppo and Vivo shops in a Chinese mall. | Image credit — tuchong.com
According to the rumors, these brands might collaborate on this initiative, potentially involving Huawei itself in some capacity. While the specifics of any collaboration remain unclear, Xiaomi's upcoming HyperOS 3 is mentioned as possibly laying the groundwork for such a Google-independent system.
It is currently unknown whether these companies would aim for compatibility with existing Android apps or follow the path of Huawei's latest HarmonyOS NEXT, which removes Android app support entirely. The potential adoption of Huawei tech such as the Ark Compiler or Petal Maps is also uncertain.
Global implications and challenges
The implications of such a shift would be substantial, given the market positions of the involved companies. Xiaomi, Vivo, and Oppo are consistently ranked among the top five smartphone vendors globally, and a move away from GMS on devices sold internationally would represent a significant disruption to the established Android ecosystem.This couldn't come at the worst time for Google with the company currently facing antitrust and monopolistic challenges with the DOJ, with a real possibility of having to break off part of its business. Things look to be heating up in the smartphone arena and, as usual, it is ultimately the consumers that stand to either lose or benefit.
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