Xiaomi stand on the Mobile World Congress 2025 in Barcelona, Spain.
ARJUN KHARPAL CNBC
Barcelona – the constant clashes between US President Donald Trump and China, for technology and trade, come to Chinese smartphone suppliers who have developed all over the world over the past few years, causing uncertainty as to whether some of these companies may be Washington's goal, just like Huawei.
On Mobile World Congress (MWC) in Barcelona, Chinese electronic players from Xiaomi To honor, and Oppo was in force, showing their latest devices. Xiaomi even had its latest electric vehicle – Su7 Ultra – showing how it looked like this.
Xiaomi also introduced a high -class smartphone one sec Honor has announced an investment of $ 10 billion in artificial intelligence. Oppo advertised its privacy functions of AI and other less known players, such as Tecno, belonging to Transsion, presented products such as AI glasses.
Huawei was also present and showed Mate XT, Trifold smartphone which he introduced to the international market Sets out a very cautious return to the global sphere.
To some extent, Huawei serves as caution for other Chinese players. The company with Headure Shedura Shenzhen was once the largest smartphone seller in the world as long as the USA he crushed his business telephones.
Like Huawei, he wants to immerse his finger again in the international sales of smartphones, and other Chinese players are growing rapidly, Trump returned to the White House, which probably overshadowed the presence of these companies in MWC, according to Ben Wood, the main CCS Insight analyst.
“I think that, unfortunately, for Huawei, just like they begin to go back to their feet, repeat Trump and his general strategy in relation to” First America “and exerting pressure on the Chinese, not only affects Huawei, but affects all Chinese producers who will be in MWC,” said Wood CNBC.
“I think it will be an elephant in a room in MWC in relation to a huge investment and lavish expenses of Chinese producers, with a shadow of what will happen in the coming months.”
Xiaomi, Oppo and Honor were not immediately available to comment when he contacted CNBC.
Chinese players have been a feature of MWC for several years because they have expanded their trail around the world. According to Canalys data, eight of the 10 best players for smartphones are based in China. For example, Xiaomi is the third largest in the world.
Xiaomi showed the new SU7 Ultra Electric car at Mobile World Congress in Barcelona, Spain.
ARJUN KHARPAL CNBC
Xiaomi has increased its presence in Europe, while others, such as Transso, focused on emerging markets. In Wood, he also said the potential for further control.
“The danger for these producers is that if they put their heads too far over the window sill, they will control the US administration,” said Wood.
“So I think that they have to follow a thin line in Barcelona and make sure that they do not do much noise, because the last thing they want is to be a child of a poster for Chinese technology and become the latest focal point for Trump and his advisers.”
Until now, Trump has focused on lifting tariffs on Chinese imports. But there were no actions on the front of technological restrictions. According to the previous president, Joe Biden Washington introduced several rounds of restrictions that wanted to limit China's access to advanced technologies in areas such as semiconductors.
Focus Europe
Other analysts agree that there is a risk of increased control, but indicate several key reasons why other Chinese manufacturers may not be limited like Huawei.
Francisco Jeronimo, vice president of data and analysis at the International Data Corporation (IDC), said that Chinese brands concentrate their efforts in Europe, not in the USA, which can help reject Washington's control.
“They (Chinese players) definitely have no chance of selling in the US, but if they are still focused on Europe, I don't think this is a risk and I don't think there has been a point where the US administration will say any countries in Europe to stop selling Xiaomi, honor or any other brand,” said Jeronimo CNBC.
“I don't think there is a huge risk because they are not addressed to American consumers at the end of the day.”
Honor announced for $ 10 billion in the artificial intelligence investment called Honor Alpha Plan on Mobile World Congress 2025 in Barcelona.
ARJUN KHARPAL CNBC
According to Neil Shah, a partner, partner in Contrivipoint Research, another reason why the US cannot be as strongly attacking Chinese companies as Huawei.
“It is difficult to say how much Trump will tighten the screws with Chinese players because they depend on Google, Microsoft and Qualcomm,” said Shah Cnbc.
Chinese players selling Google Android operating system on smartphones. Meanwhile, many of them involve systems from an American company Qualcomm. Many Chinese smartphone manufacturers also sell laptops and tablets that can work Microsoft Windows operating system.
Shah claims that limiting the access of Chinese companies to this technology can harm American companies.
“Qualcomm will lose, Microsoft will lose and eventually Google will also lose,” said Shah.