Is Huawei's Android loss a Samsung or Apple gain?

Is Huawei's Android loss a Samsung or Apple gain?
The damage is already done, and P30 Pro orders are being sent back to the stores, but President Trump's executive order against dealing with foreign tech "adversaries" is a zero-sum game, i.e., it may be bad for some but good for others.

The biggest losers are, needless to say, Huawei and Honor phone owners, current and prospective, as well as Google, whose reputation as an honest referee of the Android ecosystem may never recover, forcing half of the world to look for alternatives. That's not to mention all the money lost in royalties and licensing fees that the world's second largest phone maker was paying Google.

On the other hand, DJ Koh might be spinning the plates over at Samsung headquarters, given that its biggest Android adversary was essentially removed from the market with an executive order from the advocates of small government and laissez-faire private business in the White House. The other Chinese brands may also be sighing with relief that the executive order is not directly pointed against them all... for now.

All in all, until the trade war goes on, and Huawei's issues with Android licensing is resolved, there is now about 20% market share to be split among the vultures from the carcass, as you can see from Statista's chart below.


That's no small change, given that Samsung has 23% global market share, and Apple has 12%. Apple, however, may have its own troubles if China decides to retaliate for Huawei. After all, that's where iPhones are assembled, and if the government decides to slap tariffs on iPhone parts and/or ban on iOS devices for "security" reasons, Apple's most important market will be gone in a jiffy, too. This is why we wanted to ask you who do you think will benefit the most from the White Houses ban on business dealings with Huawei by American companies.

Who do you think will benefit the most from Huawei's Android license revocation?

The other Chinese phone makers
24.24%
Samsung, LG and other Android makers outside China
65.09%
Apple
10.67%


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30 Comments

1. Donbenie

Posts: 258; Member since: Aug 04, 2013

Wish the Chinese ban IPhones and everything Apple.. Tit for Tat,Scorch Earth Technique..

2. TechNeck

Posts: 647; Member since: Aug 29, 2014

China is bound to retaliate so I'd expect something like that. This government and its fear mongering is taking things too far.

27. jacky899

Posts: 427; Member since: May 16, 2017

There's a good chance China will retailiate by banning Apple sales and halt all manufacturing of Apple products. It would take many years for Apple to find a manufacturing facility with the same capability, experience, and capacity to produce the same quality and quantity of Apple products. China currently only gets $5 to $8 per Iphone made despite the phony trade deficit propaganda that considers the full cost of the Iphone that Trump has been using to deceive the US public. https://www.zdnet.com/article/heres-how-much-the-iphone-7-costs-to-make/ Also 1/3 of the world's Apple users are in China. Apple profited from China thus far more than all the Chinese phone manufacturers combined. It is pretty much a one way money flow from China to the US through Apple instead of how US propaganda portrays China being enriched by Apple. That money if it was kept within China could have created hundreds of thousands of high quality jobs instead of the Foxconn suicide camp that makes all other sweatshops look like heaven However, Apple has nothing to do with Huawei's misfortune and it would really suck to see another casualty because of Trump. https://qz.com/687017/its-official-china-is-the-largest-iphone-market-in-the-world/ https://www.scmp.com/tech/enterprises/article/2131811/apples-china-sales-grow-second-straight-quarter-strong-iphone

4. sgodsell

Posts: 7028; Member since: Mar 16, 2013

The Chinese themselves have already decided that themselves. You easily see this with the steep decline in iPhone sales for the last few quarters, and that is with Apple dropping the price of their latest iPhones, the Chinese are still not purchasing the iPhones like they use to. That and the fact that many Chinese smartphone these days give you a better bang for the Chinese buck. It just makes sense that Apple is going to continue to show declines, period. Even look at India as well. Apple now makes and sells iPhone 6S's over in that country now. Yet Apple sell the iPhone 6S for around $380 USD. Yet next to no one is buying them. Apple and their brand name means jack. Plus no one is stuck using iMessage, or any other iOS apps or Apple services. That is the main reason why Apple is going to continue to decline over in the countries with the largest populations in the world.

17. iloveapps

Posts: 715; Member since: Mar 21, 2019

Nice copy paste. Meanwhile Samsung market share in china is OTHERS.

20. TheOracle1

Posts: 2151; Member since: May 04, 2015

Samsung will definitely benefit the most as they're a good alternative for those who want to continue using android. Overall everyone will benefit and if Asus can leverage on the potential success of the awesome Zenfone 6 then they'll be in a great position. A killer Taiwanese phone at killer Chinese prices.

30. GalaxyLeads_iCrapFollows

Posts: 216; Member since: Nov 29, 2017

Taiwanese are also chinese in disguise. Do not support Asus. Let them go the way of the HTC. If you want the best tech, best quality, and best value in the world, buy Samsung. The Galaxy S10 series, which is the undisputed champ in the cell phone world can be had for $600 or under with promotions. No other companies can even come close

26. jacky899

Posts: 427; Member since: May 16, 2017

Iphone sales have dropped worldwide not just in China. Iphone haven't had any worthwhile updates in the last year and a half. If they did, they would sell alot more. The Iphone X was the top selling Iphone ever in China because of the major face lift. Also keep in mind, the trade war has threw China's economy in a recession so how do you expect Chinese consumers to keep buying the world's most expensive phone at the same rate as the Iphone X.

6. IT-Engineer

Posts: 526; Member since: Feb 26, 2015

Yup i sure do hope so, because 35% of apple's revenue is from the Chinese market. The United States of Terrorists should know better.

11. User123456789

Posts: 668; Member since: Feb 22, 2019

Great, so Foxconn will lose the main client. No Apple stuff to make, they lose money, people get fired.

3. TadTrickle

Posts: 48; Member since: Apr 08, 2019

Americans will. Chinese are sleaze, everyone saw that silicon valley episode

5. hansip87

Posts: 226; Member since: Nov 10, 2015

The only thing i can think about is the loser in this battle. and that is the consumer outside US! What a dick move by Trump.

7. Bondurant

Posts: 780; Member since: Jun 04, 2014

China will create the next generation Silicon Valley. Asians don't need to migrate to US anymore. Nor allow US companies like Apple to eat alone the 200% profit they make out of phones manufactured in China

8. surethom

Posts: 1634; Member since: Mar 04, 2009

Well since Huawei phones are Android the obvious answer is majority to another Android phone.

9. foreverNOOB

Posts: 149; Member since: Jul 07, 2017

There should be this choice "no one benefit from huawei's lose" also, all other brands will gonna get these ripple impact, one way or another.

10. surethom

Posts: 1634; Member since: Mar 04, 2009

So trump has a problem with Huawei but what about other Chinese phones like OnePlus? I understand banning from infrastructure but why phones?

12. User123456789

Posts: 668; Member since: Feb 22, 2019

Just Huawei and Zte. OnePlus has never been acused of doing anything wrong. Only mistake was for years selling midranges with SD8xx cpu.

15. donzac

Posts: 2; Member since: Apr 14, 2019

Isn't OnePlus under the same obligation to do anything the Chinese Government asks, including spying? I don't think any Chinese company is safe from being banned in the States.

24. mootu

Posts: 1449; Member since: Mar 16, 2017

OnePlus actually has been caught sending user data back to Chinese servers (unlike Huawei) and then there was the incident with peoples credit card details being stolen. Also there was the case of dev software being left on phones released to the public leaving devices wide open to hacking. OnePlus are actually very lax with customers data.

29. jacky899

Posts: 427; Member since: May 16, 2017

But Samsung and LG used to have fake off on their TVs that send live video and sound recording back to their servers in Korea. That doesn't mean they are spying for their government.

13. irwan92

Posts: 41; Member since: Feb 12, 2013

China's retaliation will make Trump cries like a baby . No matter what happens china is always get advantages

14. .KRATOS.

Posts: 441; Member since: Mar 15, 2013

Well all r getting benefits from huawei's ban in some ways

16. salami1980

Posts: 80; Member since: Dec 27, 2016

I think smartphone market need third OS, I wish Huawei come with something cool & creative

18. OwenHarig

Posts: 14; Member since: Oct 05, 2017

In this presidency, Huawei is going to be a Chinese exclusive company and is going to have to fight to get a hold in other markets like India, or even the continent of Africa. If China bans iPhones in its country, Apple is going to have to completely change its business model if it wants to succeed. So basically, Apple is going to lose, and so will Huawei. LG and HTC are dying companies, they will need a miracle to come back. Companies like Oppo, Vivo, and oneplus are going to have to fight for market share out of China. While the companies are fighting among themselves, Samsung will only have to keep doing what it does best - being inventive and creating many types of different smartphones. Samsung will have to continue to do this so that it can fight for market share in India and Africa, but overall, the future looks good for Samsung.

19. stephcarlofc

Posts: 4; Member since: Dec 11, 2018

This is a bunch of BS. This Huawei controversy s*** is ridiculous. The USA spies on it's own citizens using telecommunications data. Don't think that the NSA and CIA is using the four major carriers, (three if the T-Mobile-Sprint merger goes through) to spy on us. Why the f*** would China want spy on Americans? They have they own people to worry about. This all about money. I wouldn't be surprised if Apple, via lobbyists, asked Pres. Trump to issue a executive order to ban Huawei equipment. I have tried a Huawei phone and they are some of the best phones I've ever handled. Apple is scared that if Huawei were allowed to sell phones in the US, they will be a has been company. I like Samsung phones. but if I ever jumped ship, I would use Huawei phones. The Mate P30 series, alongside the Galaxy S10, are IMO so far, the best phones of 2019!!

21. geordie8t1

Posts: 279; Member since: Nov 16, 2015

I can't wait to see what the chinese say about apple on this one, if china decides to ban apple from the country its a $60Billion yearly loss, if the chinese start doing what the US is doing by telling other countries to stop using Huawei, then the apple market could drastically shrink across asia in general, then there is the cost of manufacturing, the iphone XS cost about $330 per unit to build, if that goes back to the US, you can guarantee that the price to build will be double, now an iPhone XS sells for $1000, if built in the US that price will rise to more like $1400, less people will be so happy to shell out that kind of cash for an iphone then, if they were not so darn greedy and restrictive i would not be so happy to watch them get hit with huge tariffs and sales declines

23. Leo_MC

Posts: 6935; Member since: Dec 02, 2011

I believe the real winner is going to be Xiaomi (or "a Xiaomi-like brand").

25. mootu

Posts: 1449; Member since: Mar 16, 2017

Bit of a misleading article. Yes Huawei has 20% of the market but the vast majority of it's sales are inside China which is totaly unaffected by the Google ban as they don't use Google services. So other OEM's may be fighting over about 4% marketshare and nowhere near 20%.

28. AlienKiss

Posts: 92; Member since: May 21, 2019

Oh boy, here it comes : crazy nationalists and their silly propaganda. I don't know about you guys, but I for one would NEVER use a huawei spying garbage replica, not to mention PAY for one. I will never buy a product that has a communist regime behind it. PS I'm free Europe and I use only Samsung and Sony. iPhone is too restricted and the Pixels don't have the SD card slot. Oh and phunk gsmarena!

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