Scope boundary
Confined
Widened
Directive stays a state-agency OS-procurement rule: only the government-licensing channel is in scope.
Microsoft China revenue and the scope boundary of the state-agency Windows directive
1
2
3
Security apparatus
state-agency compliance
CMIT Win10 Gov Ed
Microsoft + CETC JV
EOL Feb 2027
Uninstall order
state entities
4
Procurement to domestic OS
Kylin . UnionTech UOS
scope boundary
= reach limit
China revenue channels
Gov Windows licensing
to zero
Office commercial
already compressed
Azure global services
growing, out of scope
6
Impact stays small
gov licensing to zero
7
Material risk
consumer, Office, Azure ops
Widening is a hypothetical boundary, not an observed event.