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Musing on Huawei
New Trade Agreement Brings No Relief for Huawei
January 20, 2020
It doesn't look like Huawei will benefit from the US and China's newly announced trade agreement. The Trump administration said a second deal - reportedly covering cybersecurity and possibly Huawei - is still to come. Treasury Secretary Steven Mnuchin said that we can expect more tariff rollbacks, and it doesn't sound like Huawei will be in the clear. If Huawei was hoping for a reprieve in time for the busy phone launch season that's about to kick off with the Samsung Galaxy S20 and mobile phone trade show MWC, it's time to come up with a new game plan.
Many within Huawei were expecting that once Phase 1 of the US-China trade deal was done, Huawei would come off the so-called "entity" list and everything would go back normal. That's not the case though, administration moving Huawei out of the Phase 1 trade negotiations and into separate security negotiations instead.
Huawei traditionally launches its flagship model in March, but if Huawei can't launch with Google support you have to question whether that means the company will cancel a Western launch altogether or whether it will delay until it can.
Its winter launch for the Mate 30 - which didn't have Google support - came and went without much notice, and I'm sure the company will be keen to avoid the same fate for the P40. The question is though, that if they do manage to get off the "entity" list, will consumers come flooding back, or be content with the new devices they've found in the meantime?
Earlier this year, Samsung revealed that it had shipped 6.7 million 5G phones in 2019, accounting for a total of 53.9% of global 5G phone shipments. The company offered a total of five 5G phones last year, including the Galaxy S10 5G, Galaxy Note 10 5G, Galaxy Note 10+ 5G, Galaxy Fold 5G, and the Galaxy A90 5G. This made Samsung the largest supplier of 5G smartphones in the world. Huawei despite facing trouble in the US, claims to have shipped 6.9 million 5G smartphones as of December 2019. The company offered a total of eight 5G smartphones last year, including the Huawei Mate 30 Pro 5G, Mate 30 5G, Porsche Design Mate 30 RS, Mate 20 X (5G), Nova 6 5G, Mate X, Honor V30 Pro, and the Honor V30. Even though the company offered more 5G smartphones than Samsung, managing to outsell the Korean giant is no small feat for Huawei especially when it struggled to launch new phone models with GMS. However, Huawei hasn’t disclosed a breakdown of which markets it sold the most 5G smartphones in, which leads us to believe that a majority of its sales come from China. Huawei also offered the full spectrum of 5G technologies, including 5G infrastructure technology, 5G network equipment, 5G chipsets, and 5G end-user devices.
New Trade Agreement Brings No Relief for Huawei
January 20, 2020
It doesn't look like Huawei will benefit from the US and China's newly announced trade agreement. The Trump administration said a second deal - reportedly covering cybersecurity and possibly Huawei - is still to come. Treasury Secretary Steven Mnuchin said that we can expect more tariff rollbacks, and it doesn't sound like Huawei will be in the clear. If Huawei was hoping for a reprieve in time for the busy phone launch season that's about to kick off with the Samsung Galaxy S20 and mobile phone trade show MWC, it's time to come up with a new game plan.
Many within Huawei were expecting that once Phase 1 of the US-China trade deal was done, Huawei would come off the so-called "entity" list and everything would go back normal. That's not the case though, administration moving Huawei out of the Phase 1 trade negotiations and into separate security negotiations instead.
Huawei traditionally launches its flagship model in March, but if Huawei can't launch with Google support you have to question whether that means the company will cancel a Western launch altogether or whether it will delay until it can.
Its winter launch for the Mate 30 - which didn't have Google support - came and went without much notice, and I'm sure the company will be keen to avoid the same fate for the P40. The question is though, that if they do manage to get off the "entity" list, will consumers come flooding back, or be content with the new devices they've found in the meantime?
Earlier this year, Samsung revealed that it had shipped 6.7 million 5G phones in 2019, accounting for a total of 53.9% of global 5G phone shipments. The company offered a total of five 5G phones last year, including the Galaxy S10 5G, Galaxy Note 10 5G, Galaxy Note 10+ 5G, Galaxy Fold 5G, and the Galaxy A90 5G. This made Samsung the largest supplier of 5G smartphones in the world. Huawei despite facing trouble in the US, claims to have shipped 6.9 million 5G smartphones as of December 2019. The company offered a total of eight 5G smartphones last year, including the Huawei Mate 30 Pro 5G, Mate 30 5G, Porsche Design Mate 30 RS, Mate 20 X (5G), Nova 6 5G, Mate X, Honor V30 Pro, and the Honor V30. Even though the company offered more 5G smartphones than Samsung, managing to outsell the Korean giant is no small feat for Huawei especially when it struggled to launch new phone models with GMS. However, Huawei hasn’t disclosed a breakdown of which markets it sold the most 5G smartphones in, which leads us to believe that a majority of its sales come from China. Huawei also offered the full spectrum of 5G technologies, including 5G infrastructure technology, 5G network equipment, 5G chipsets, and 5G end-user devices.
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