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Chronicles

The story behind the story

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Source: Best Buy has ceased ordering new smartphones from Huawei and will stop selling Huawei products once existing inventory runs out over the next few weeks

It's going to get harder for Chinese telecommunications giant Huawei to sell its smartphones in the US.

CNET Roger Cheng

Context & Ripple Effects

Best Buy's exit is the second retail blow Huawei has absorbed in under two months: sources reported in January that Verizon dropped all plans to sell Huawei phones, including the Mate 10 Pro, after pressure from the US government. With the largest US electronics retailer now letting inventory run out, Huawei is left with essentially no major carrier or big-box channel for smartphones in the American market.

The move matters because distribution was Huawei's last remaining foothold — the later arc of coverage shows what followed: a 2020 US ban on semiconductors made abroad with US technology that forced Huawei's own Kirin chip production to halt, Samsung and SK Hynix cutting off components, and an FCC plan to ban all new Huawei and ZTE device sales outright.

First-order effects

  • Huawei loses its last major US retail channel within weeks as existing stock sells through, leaving carrier partnerships and smaller outlets as its only routes to American buyers.
  • US consumers who wanted Huawei hardware — notably the Mate 10 Pro, which Verizon had already declined to carry — lose mainstream access to the brand.

Second-order effects

  • Other US retailers and carriers face the same government-pressure calculus, making any new Huawei distribution deal politically costly and pushing rivals like Samsung and Apple into a less-contested US premium market.
  • With US sales choked off, Huawei's volume economics shift toward China and open markets, raising the stakes for the component orders and supplier relationships that later coverage shows contracting sharply.

Third-order effects

  • The pattern points to a full structural decoupling of Huawei from the US consumer market — from informal retail withdrawals to formal regulatory bans — rather than a one-off commercial decision.
  • If government pressure keeps substituting for market competition, Chinese handset makers' US strategy collapses into a supply-chain and home-market consolidation play, as Huawei's later supplier cutbacks and chip constraints illustrate.

The trend: US government pressure is progressively closing the American smartphone market to Huawei, moving from carrier and retailer withdrawals toward formal regulatory exclusion.