Dutch navigation specialist TomTom has been announced as Huawei’s replacement for Google’s mapping expertise, following the firm’s entry on the US Entity List.

While there was no doomsday sirens sounding when the US banned suppliers from working with Huawei, the trickle-down effects are starting to become much more prominent, especially in the consumer business unit which has fuelled so much growth over the last few years.

“We can confirm that developers can now use TomTom Maps APIs, Map content and traffic services via Huawei’s developer portal,” a TomTom spokesperson said.

Details are thin on the ground for the moment, though TomTom has confirmed it has entered into a multi-year agreement to act as the powerhouse behind navigation, mapping and traffic applications which will feature on Huawei devices.

Huawei’s friction with the White House has been well-documented over the last 12-18 months, though the impact seems to be more of a slow-burner than apocalyptic. When similar sanctions were placed on ZTE in 2017, the disruption to the vendors supply chain was almost an extinction level event. Some US politicians might have hoped the same would be the same for Huawei, though the damage is much more nuanced.

Thanks to the ‘Made in China 2025’ and perhaps more foresight from the management team, Huawei has a much more diverse supply chain and less of a reliance on the US than ZTE. When President Trump signed the executive order banning US suppliers from working with Huawei, it was certainly notable, but the impact was muted, evidence by the fact Huawei’s revenues have continued to grow through the period.

But the consumer division, and Huawei’s smartphones in particular present some difficult questions. And almost all of them focus around Google.

No new Huawei devices will feature any of the Google applications. The immediate challenge is replacing the operating software, Android, but this is only the tip of the iceberg. For Huawei’s OS to be competitive, it needs to have a developer ecosystem, and for many of the applications to work properly, mapping data needs to be plugged into the applications.

While it might not have the reputation of Google, TomTom is certainly no stranger to the mapping and navigation game. Those who are a bit longer in the tooth might remember TomTom being a mapping innovator in the noughties, though it seemingly lost the battle for supremacy with Google. Few get the better of the Googlers, so there is little shame, though this could act as a spring board into a brighter future for TomTom.

TomTom claims to travel more than three million kilometres a year to collect mapping data, as well as augmenting this information with satellite imagery, as well as drawing from data from government and private sources, aerial imagery, and field analysts. The business already has numerous partnerships in place with the likes of Subaru, Alfa Romeo and Stelvio for driving navigation, as well as 5G initiatives with Verizon.

This is a critical step in validating the Huawei OS and developer ecosystem as location-based data is very important nowadays for the performance of many apps and security features. TomTom fills a noticeable hole.

What is worth noting is that while TomTom will offer mapping data to Huawei and the developer community, this is should not be seen as a direct replacement for the Google Maps application. This is a feature which offers basic navigation, which will be simple enough to replicate, though the embedded features will take time. Through Google Maps you can book tables at restaurants, see how busy trains are, access reviews on local business, amongst other benefits. This will take a significant amount of time to replace.