In what might be the most irrelevant comment ever made here on AI, I want to point out that Huawei is a title sponsor of the very popular Hockey Night in Canada on CBC. Given that most of the NHL is based in the US, I rather wonder if this will create yet another rift between US and Canada.
What rift? Trudeau and his ilk are like mild sheep.
It suggests that Apple and Cisco stand to benefit from the current situation as a result of the government thwarting Huawei's entry into the US market.
It draws parallels with the presence of Huawei in Chile where its marketshare went from 3% to 15% in two years.
That's a laughable title and premise. Cheap knockoff brands like Huawei are not a threat to Apple's business at the high-end in the US. Maybe to Samsung and the other knockoffs, but not to the name brand original. Huawei's brand just isn't strong enough. We don't even know how to pronounce it, let only covet it. A KFC phone isn't going to cut it here:
Huawei is the only current handset maker capable of overtaking Apple. As noted earlier n this thread, for two (almost three) quarters of last year, they actually did just that.
Think about that for a moment. They overtook Apple without having true access to one of the biggest handset markets in the world.
Wishful thinking? No. Huawei is a MAJOR threat even without access on equal terms to the US market.
If you somehow think Apple would escape unscathed from competition from Huawei on US soil, I suggest you read up on what has happened in other parts of the world. The much touted (at least here) iOS/ecosystem advantage didn't help Apple stop Huawei.
Walk past any shop front for Orange or Vodafone in Spain and your chances of seeing an iPhone are very slim. You are more than likely to see just two phones. On the right, a Note 8 or S8 and on the left, a Mate 10. And they aren't there for decoration. Employees are pushing them.
The Mate 10 Pro is a direct competitor to the iPhone X without even including the next P series flagship (due for next month or March). And without including any Honor Phones, which will have two flagships this year. So while Apple will have three phones to shore up its defences for a whole year (plus perhaps a new SE), Huawei will have a scaled rollout of four new flagships flanked by a fleet of phones to cover your every need at every price point.
You don't think that could work when it has already worked in other geographical areas where Apple was once dominant?
The name? The same 'problem' in every market but the reality is that it just wasn't a problem. Perhaps the only place in the developed world where The Huawei name is almost unheard of is the US. You don't think that a 100mill dollar branding campaign could change that when it's already worked elsewhere for far less?
The example mentioned in a previous post was Chile. 3% to 15% marketshare in two years - and without a huge marketing campaign.
The KFC phone was a sellout and is now a collector's item.
Wishful thinking! I really don't think so.
And allow me to sign off with this observation:
"This paper argues that U.S. and Chinese cybersecurity policies fail to achieve that balance because their real objectives are economic protectionism."
Whatever happens with Huawei, you really need to stop conflating handsets and telecom systems in your argument as it pertains to the U.S. These are two completely different issues, and the telecom side, as you agree, has nothing to to with Apple. Myself, I don't see that Huawei handsets would have any impact on iPhone sales, and the Mate 10 Pro is not a direct competitor for the simple reason that it isn't within the iPhone ecosystem.
For that, I think that you have a fundamental misunderstanding of handset sales in the U.S.
Apple's iPhone has, according to the data that I have seen, somewhere in the neighborhood of 43% user share in the U.S. The market that Huawei is entering, is the Android OS Market, which is 57%, and dominated by Samsung. There's very little leakage of users from one to the other ecosystem, and if anything, it seems to favor Apple.
The reality of Huawei entering the U.S. market with a Carrier adoption, like AT&T, is that there would be a pricing war between Huawei and Samsung, plus the others, who would not willingly give up their dominance. Apple would see plenty of poorly implemented ad campaigns against the iPhone, but otherwise, not see any other impact in sales.
You should also be advised that a recent survey showed that 78% of teens want an iPhone as their next smartphone. That's going to be a very difficult marketing effort to turn that around, and it has certainly been tried and tried again.
As for the telecom issue, one individual pushing this is Wyoming Senator Liz Cheney, daughter of former Vice President Dick Cheney. Be advised that Wyoming is the smallest state by population, and is known to be very conservative, so Liz is certainly playing to both her constituents, and the larger National Security issue of Huawei equipment in U.S. telecom systems. I'll let the Chinese government and the WTO figure out the telecom side.
There are multiple scenarios in play.
I have never considered the communication backbone scenario for 2018. Only the carrier option (Huawei phones sold through a carrier, in this case AT&T).
Huawei would have more impact on Samsung in such a scenario because of the Android to Android factor but, as I mentioned earlier, Apple would not emerge unscathed from Huawei's presence. This is based on recent history (also mentioned above) where in fact Apple has already felt the impact in every market where both companies compete on equal terms. Even in Apple's traditionally strong markets Huawei has gained a foothold.
Huawei has decided to follow through with its branding campaign in the US but market realities mean not having carrier distribution is a serious blow.
Being able walk into a store, pick up the phone and try it out is something most people prefer to do. The current situation will see less people getting that opportunity and the support services typically offered by carriers.
It's curious you mention teens. If Apple hadn't changed its strategy I could see many of the 78% not getting an iPhone in spite of wanting one. I'm sure that more of them will actually get one now that Apple's price spread is wider even if it means it is last year's phone or older. A good move by Apple and clearly for a reason. We can speculate on that.
When people suggest this years models are already tailing off in sales, I wonder how many take into account this new reality and that they could still be moving plenty of phones that aren't 2017 models.
Running with teen example again, people generally want what they know. According to many channels in the US, Huawei is virtually an unknown. The branding campaign is there to change that angle.
The P Series is the 'design' phone for the fashion conscious and we are weeks away from a new release. Rumours point to a bezeless, tri-camera setup. I have no idea about pricing but I'd imagine it will be a fair way off iPhone X price tag.
This begs the question of how much importance full screen phones have in the purchasing decision.
It's not a problem for me at all or my wife. We changed the iPhone 6 battery so postponed a new iPhone purchase for this past Christmas but I wonder if teens and hipsters are influenced by bezeless marketing or if it simply doesn't matter. If bezels (or lack of them) are important, Apple only has one (expensive) card to play until the end of the year. Huawei is not facing that issue. We will see (are already seeing in fact) bezeless phones at many price points. Dual front facing cameras and possibly triple rear cameras across the Honor and Huawei ranges
If the AT&T deal had gone through it would have been harder for Apple even if it were even harder for Samsung.
Depending on the scenarios you want to pick up on there are lots of theories. I've pointed to some of them already but they are all mostly politically intertwined and I prefer to not open that melon too much as people go overboard.
For me, US citizens are losing out but at least they still have the option to seek out a Microsoft store, Best Buy or whatever, see what is on offer other than Samsung and Apple.
There was also the possibility of Huawei applying its crediting system to AT&T which would have spelt major trouble for both Apple and Samsung. That was not feasible through the US it was, through AT&T in Mexico. I wonder if the lobbying and proposed bills will affect AT&T's business with Huawei outside the US.
You have convinced me, yet again, that you do not understand the U.S. market for iPhone and Android OS devices, yet you seem intent on not wanting to understand. I can tell you that Huawei brings nothing new to the U.S. Market, no matter the level of advertising.
It suggests that Apple and Cisco stand to benefit from the current situation as a result of the government thwarting Huawei's entry into the US market.
It draws parallels with the presence of Huawei in Chile where its marketshare went from 3% to 15% in two years.
That's a laughable title and premise. Cheap knockoff brands like Huawei are not a threat to Apple's business at the high-end in the US. Maybe to Samsung and the other knockoffs, but not to the name brand original. Huawei's brand just isn't strong enough. We don't even know how to pronounce it, let only covet it. A KFC phone isn't going to cut it here:
Huawei is the only current handset maker capable of overtaking Apple. As noted earlier n this thread, for two (almost three) quarters of last year, they actually did just that.
Think about that for a moment. They overtook Apple without having true access to one of the biggest handset markets in the world.
Wishful thinking? No. Huawei is a MAJOR threat even without access on equal terms to the US market.
If you somehow think Apple would escape unscathed from competition from Huawei on US soil, I suggest you read up on what has happened in other parts of the world. The much touted (at least here) iOS/ecosystem advantage didn't help Apple stop Huawei.
Walk past any shop front for Orange or Vodafone in Spain and your chances of seeing an iPhone are very slim. You are more than likely to see just two phones. On the right, a Note 8 or S8 and on the left, a Mate 10. And they aren't there for decoration. Employees are pushing them.
The Mate 10 Pro is a direct competitor to the iPhone X without even including the next P series flagship (due for next month or March). And without including any Honor Phones, which will have two flagships this year. So while Apple will have three phones to shore up its defences for a whole year (plus perhaps a new SE), Huawei will have a scaled rollout of four new flagships flanked by a fleet of phones to cover your every need at every price point.
You don't think that could work when it has already worked in other geographical areas where Apple was once dominant?
The name? The same 'problem' in every market but the reality is that it just wasn't a problem. Perhaps the only place in the developed world where The Huawei name is almost unheard of is the US. You don't think that a 100mill dollar branding campaign could change that when it's already worked elsewhere for far less?
The example mentioned in a previous post was Chile. 3% to 15% marketshare in two years - and without a huge marketing campaign.
The KFC phone was a sellout and is now a collector's item.
Wishful thinking! I really don't think so.
And allow me to sign off with this observation:
"This paper argues that U.S. and Chinese cybersecurity policies fail to achieve that balance because their real objectives are economic protectionism."
Whatever happens with Huawei, you really need to stop conflating handsets and telecom systems in your argument as it pertains to the U.S. These are two completely different issues, and the telecom side, as you agree, has nothing to to with Apple. Myself, I don't see that Huawei handsets would have any impact on iPhone sales, and the Mate 10 Pro is not a direct competitor for the simple reason that it isn't within the iPhone ecosystem.
For that, I think that you have a fundamental misunderstanding of handset sales in the U.S.
Apple's iPhone has, according to the data that I have seen, somewhere in the neighborhood of 43% user share in the U.S. The market that Huawei is entering, is the Android OS Market, which is 57%, and dominated by Samsung. There's very little leakage of users from one to the other ecosystem, and if anything, it seems to favor Apple.
The reality of Huawei entering the U.S. market with a Carrier adoption, like AT&T, is that there would be a pricing war between Huawei and Samsung, plus the others, who would not willingly give up their dominance. Apple would see plenty of poorly implemented ad campaigns against the iPhone, but otherwise, not see any other impact in sales.
You should also be advised that a recent survey showed that 78% of teens want an iPhone as their next smartphone. That's going to be a very difficult marketing effort to turn that around, and it has certainly been tried and tried again.
As for the telecom issue, one individual pushing this is Wyoming Senator Liz Cheney, daughter of former Vice President Dick Cheney. Be advised that Wyoming is the smallest state by population, and is known to be very conservative, so Liz is certainly playing to both her constituents, and the larger National Security issue of Huawei equipment in U.S. telecom systems. I'll let the Chinese government and the WTO figure out the telecom side.
There are multiple scenarios in play.
I have never considered the communication backbone scenario for 2018. Only the carrier option (Huawei phones sold through a carrier, in this case AT&T).
Huawei would have more impact on Samsung in such a scenario because of the Android to Android factor but, as I mentioned earlier, Apple would not emerge unscathed from Huawei's presence. This is based on recent history (also mentioned above) where in fact Apple has already felt the impact in every market where both companies compete on equal terms. Even in Apple's traditionally strong markets Huawei has gained a foothold.
Huawei has decided to follow through with its branding campaign in the US but market realities mean not having carrier distribution is a serious blow.
Being able walk into a store, pick up the phone and try it out is something most people prefer to do. The current situation will see less people getting that opportunity and the support services typically offered by carriers.
It's curious you mention teens. If Apple hadn't changed its strategy I could see many of the 78% not getting an iPhone in spite of wanting one. I'm sure that more of them will actually get one now that Apple's price spread is wider even if it means it is last year's phone or older. A good move by Apple and clearly for a reason. We can speculate on that.
When people suggest this years models are already tailing off in sales, I wonder how many take into account this new reality and that they could still be moving plenty of phones that aren't 2017 models.
Running with teen example again, people generally want what they know. According to many channels in the US, Huawei is virtually an unknown. The branding campaign is there to change that angle.
The P Series is the 'design' phone for the fashion conscious and we are weeks away from a new release. Rumours point to a bezeless, tri-camera setup. I have no idea about pricing but I'd imagine it will be a fair way off iPhone X price tag.
This begs the question of how much importance full screen phones have in the purchasing decision.
It's not a problem for me at all or my wife. We changed the iPhone 6 battery so postponed a new iPhone purchase for this past Christmas but I wonder if teens and hipsters are influenced by bezeless marketing or if it simply doesn't matter. If bezels (or lack of them) are important, Apple only has one (expensive) card to play until the end of the year. Huawei is not facing that issue. We will see (are already seeing in fact) bezeless phones at many price points. Dual front facing cameras and possibly triple rear cameras across the Honor and Huawei ranges
If the AT&T deal had gone through it would have been harder for Apple even if it were even harder for Samsung.
Depending on the scenarios you want to pick up on there are lots of theories. I've pointed to some of them already but they are all mostly politically intertwined and I prefer to not open that melon too much as people go overboard.
For me, US citizens are losing out but at least they still have the option to seek out a Microsoft store, Best Buy or whatever, see what is on offer other than Samsung and Apple.
There was also the possibility of Huawei applying its crediting system to AT&T which would have spelt major trouble for both Apple and Samsung. That was not feasible through the US it was, through AT&T in Mexico. I wonder if the lobbying and proposed bills will affect AT&T's business with Huawei outside the US.
You have convinced me, yet again, that you do not understand the U.S. market for iPhone and Android OS devices, yet you seem intent on not wanting to understand. I can tell you that Huawei brings nothing new to the U.S. Market, no matter the level of advertising.
There are no end of similarities between the US market and all other non-Chinese markets where Huawei operates save for one important difference. In all of those markets, Huawei has gained a foothold and in many of them it is running Apple to the wire.
Enlighten me on what you feel the differences are because from what I can gather from users, is that a higher proportion of them purchase via carriers in the US and there seems to be less real competition among carriers.
One is a question of habit, the other is a question of government. Neither have anything to do with the handset maker.
It suggests that Apple and Cisco stand to benefit from the current situation as a result of the government thwarting Huawei's entry into the US market.
It draws parallels with the presence of Huawei in Chile where its marketshare went from 3% to 15% in two years.
That's a laughable title and premise. Cheap knockoff brands like Huawei are not a threat to Apple's business at the high-end in the US. Maybe to Samsung and the other knockoffs, but not to the name brand original. Huawei's brand just isn't strong enough. We don't even know how to pronounce it, let only covet it. A KFC phone isn't going to cut it here:
Huawei is the only current handset maker capable of overtaking Apple. As noted earlier n this thread, for two (almost three) quarters of last year, they actually did just that.
Think about that for a moment. They overtook Apple without having true access to one of the biggest handset markets in the world.
Wishful thinking? No. Huawei is a MAJOR threat even without access on equal terms to the US market.
If you somehow think Apple would escape unscathed from competition from Huawei on US soil, I suggest you read up on what has happened in other parts of the world. The much touted (at least here) iOS/ecosystem advantage didn't help Apple stop Huawei.
Walk past any shop front for Orange or Vodafone in Spain and your chances of seeing an iPhone are very slim. You are more than likely to see just two phones. On the right, a Note 8 or S8 and on the left, a Mate 10. And they aren't there for decoration. Employees are pushing them.
The Mate 10 Pro is a direct competitor to the iPhone X without even including the next P series flagship (due for next month or March). And without including any Honor Phones, which will have two flagships this year. So while Apple will have three phones to shore up its defences for a whole year (plus perhaps a new SE), Huawei will have a scaled rollout of four new flagships flanked by a fleet of phones to cover your every need at every price point.
You don't think that could work when it has already worked in other geographical areas where Apple was once dominant?
The name? The same 'problem' in every market but the reality is that it just wasn't a problem. Perhaps the only place in the developed world where The Huawei name is almost unheard of is the US. You don't think that a 100mill dollar branding campaign could change that when it's already worked elsewhere for far less?
The example mentioned in a previous post was Chile. 3% to 15% marketshare in two years - and without a huge marketing campaign.
The KFC phone was a sellout and is now a collector's item.
Wishful thinking! I really don't think so.
And allow me to sign off with this observation:
"This paper argues that U.S. and Chinese cybersecurity policies fail to achieve that balance because their real objectives are economic protectionism."
Whatever happens with Huawei, you really need to stop conflating handsets and telecom systems in your argument as it pertains to the U.S. These are two completely different issues, and the telecom side, as you agree, has nothing to to with Apple. Myself, I don't see that Huawei handsets would have any impact on iPhone sales, and the Mate 10 Pro is not a direct competitor for the simple reason that it isn't within the iPhone ecosystem.
For that, I think that you have a fundamental misunderstanding of handset sales in the U.S.
Apple's iPhone has, according to the data that I have seen, somewhere in the neighborhood of 43% user share in the U.S. The market that Huawei is entering, is the Android OS Market, which is 57%, and dominated by Samsung. There's very little leakage of users from one to the other ecosystem, and if anything, it seems to favor Apple.
The reality of Huawei entering the U.S. market with a Carrier adoption, like AT&T, is that there would be a pricing war between Huawei and Samsung, plus the others, who would not willingly give up their dominance. Apple would see plenty of poorly implemented ad campaigns against the iPhone, but otherwise, not see any other impact in sales.
You should also be advised that a recent survey showed that 78% of teens want an iPhone as their next smartphone. That's going to be a very difficult marketing effort to turn that around, and it has certainly been tried and tried again.
As for the telecom issue, one individual pushing this is Wyoming Senator Liz Cheney, daughter of former Vice President Dick Cheney. Be advised that Wyoming is the smallest state by population, and is known to be very conservative, so Liz is certainly playing to both her constituents, and the larger National Security issue of Huawei equipment in U.S. telecom systems. I'll let the Chinese government and the WTO figure out the telecom side.
There are multiple scenarios in play.
I have never considered the communication backbone scenario for 2018. Only the carrier option (Huawei phones sold through a carrier, in this case AT&T).
Huawei would have more impact on Samsung in such a scenario because of the Android to Android factor but, as I mentioned earlier, Apple would not emerge unscathed from Huawei's presence. This is based on recent history (also mentioned above) where in fact Apple has already felt the impact in every market where both companies compete on equal terms. Even in Apple's traditionally strong markets Huawei has gained a foothold.
Huawei has decided to follow through with its branding campaign in the US but market realities mean not having carrier distribution is a serious blow.
Being able walk into a store, pick up the phone and try it out is something most people prefer to do. The current situation will see less people getting that opportunity and the support services typically offered by carriers.
It's curious you mention teens. If Apple hadn't changed its strategy I could see many of the 78% not getting an iPhone in spite of wanting one. I'm sure that more of them will actually get one now that Apple's price spread is wider even if it means it is last year's phone or older. A good move by Apple and clearly for a reason. We can speculate on that.
When people suggest this years models are already tailing off in sales, I wonder how many take into account this new reality and that they could still be moving plenty of phones that aren't 2017 models.
Running with teen example again, people generally want what they know. According to many channels in the US, Huawei is virtually an unknown. The branding campaign is there to change that angle.
The P Series is the 'design' phone for the fashion conscious and we are weeks away from a new release. Rumours point to a bezeless, tri-camera setup. I have no idea about pricing but I'd imagine it will be a fair way off iPhone X price tag.
This begs the question of how much importance full screen phones have in the purchasing decision.
It's not a problem for me at all or my wife. We changed the iPhone 6 battery so postponed a new iPhone purchase for this past Christmas but I wonder if teens and hipsters are influenced by bezeless marketing or if it simply doesn't matter. If bezels (or lack of them) are important, Apple only has one (expensive) card to play until the end of the year. Huawei is not facing that issue. We will see (are already seeing in fact) bezeless phones at many price points. Dual front facing cameras and possibly triple rear cameras across the Honor and Huawei ranges
If the AT&T deal had gone through it would have been harder for Apple even if it were even harder for Samsung.
Depending on the scenarios you want to pick up on there are lots of theories. I've pointed to some of them already but they are all mostly politically intertwined and I prefer to not open that melon too much as people go overboard.
For me, US citizens are losing out but at least they still have the option to seek out a Microsoft store, Best Buy or whatever, see what is on offer other than Samsung and Apple.
There was also the possibility of Huawei applying its crediting system to AT&T which would have spelt major trouble for both Apple and Samsung. That was not feasible through the US it was, through AT&T in Mexico. I wonder if the lobbying and proposed bills will affect AT&T's business with Huawei outside the US.
You have convinced me, yet again, that you do not understand the U.S. market for iPhone and Android OS devices, yet you seem intent on not wanting to understand. I can tell you that Huawei brings nothing new to the U.S. Market, no matter the level of advertising.
There are no end of similarities between the US market and all other non-Chinese markets where Huawei operates save for one important difference. In all of those markets, Huawei has gained a foothold and in many of them it is running Apple to the wire.
Enlighten me on what you feel the differences are because from what I can gather from users, is that a higher proportion of them purchase via carriers in the US and there seems to be less real competition among carriers.
One is a question of habit, the other is a question of government. Neither have anything to do with the handset maker.
The question would be first and foremost, what does Huawei bring to the U.S. market?
I'm not seeing anything unique, innovative or even more cost effective than all of the other Android OEM's, and they haven't been able to have any impact on Apple's marketshare since Apple went with the Plus models. Why will this be any different with Huawei, and why do you think that Samsung will not fight tooth and nail to retain its U.S. share?
It suggests that Apple and Cisco stand to benefit from the current situation as a result of the government thwarting Huawei's entry into the US market.
It draws parallels with the presence of Huawei in Chile where its marketshare went from 3% to 15% in two years.
That's a laughable title and premise. Cheap knockoff brands like Huawei are not a threat to Apple's business at the high-end in the US. Maybe to Samsung and the other knockoffs, but not to the name brand original. Huawei's brand just isn't strong enough. We don't even know how to pronounce it, let only covet it. A KFC phone isn't going to cut it here:
Huawei is the only current handset maker capable of overtaking Apple. As noted earlier n this thread, for two (almost three) quarters of last year, they actually did just that.
Think about that for a moment. They overtook Apple without having true access to one of the biggest handset markets in the world.
Wishful thinking? No. Huawei is a MAJOR threat even without access on equal terms to the US market.
If you somehow think Apple would escape unscathed from competition from Huawei on US soil, I suggest you read up on what has happened in other parts of the world. The much touted (at least here) iOS/ecosystem advantage didn't help Apple stop Huawei.
Walk past any shop front for Orange or Vodafone in Spain and your chances of seeing an iPhone are very slim. You are more than likely to see just two phones. On the right, a Note 8 or S8 and on the left, a Mate 10. And they aren't there for decoration. Employees are pushing them.
The Mate 10 Pro is a direct competitor to the iPhone X without even including the next P series flagship (due for next month or March). And without including any Honor Phones, which will have two flagships this year. So while Apple will have three phones to shore up its defences for a whole year (plus perhaps a new SE), Huawei will have a scaled rollout of four new flagships flanked by a fleet of phones to cover your every need at every price point.
You don't think that could work when it has already worked in other geographical areas where Apple was once dominant?
The name? The same 'problem' in every market but the reality is that it just wasn't a problem. Perhaps the only place in the developed world where The Huawei name is almost unheard of is the US. You don't think that a 100mill dollar branding campaign could change that when it's already worked elsewhere for far less?
The example mentioned in a previous post was Chile. 3% to 15% marketshare in two years - and without a huge marketing campaign.
The KFC phone was a sellout and is now a collector's item.
Wishful thinking! I really don't think so.
And allow me to sign off with this observation:
"This paper argues that U.S. and Chinese cybersecurity policies fail to achieve that balance because their real objectives are economic protectionism."
Whatever happens with Huawei, you really need to stop conflating handsets and telecom systems in your argument as it pertains to the U.S. These are two completely different issues, and the telecom side, as you agree, has nothing to to with Apple. Myself, I don't see that Huawei handsets would have any impact on iPhone sales, and the Mate 10 Pro is not a direct competitor for the simple reason that it isn't within the iPhone ecosystem.
For that, I think that you have a fundamental misunderstanding of handset sales in the U.S.
Apple's iPhone has, according to the data that I have seen, somewhere in the neighborhood of 43% user share in the U.S. The market that Huawei is entering, is the Android OS Market, which is 57%, and dominated by Samsung. There's very little leakage of users from one to the other ecosystem, and if anything, it seems to favor Apple.
The reality of Huawei entering the U.S. market with a Carrier adoption, like AT&T, is that there would be a pricing war between Huawei and Samsung, plus the others, who would not willingly give up their dominance. Apple would see plenty of poorly implemented ad campaigns against the iPhone, but otherwise, not see any other impact in sales.
You should also be advised that a recent survey showed that 78% of teens want an iPhone as their next smartphone. That's going to be a very difficult marketing effort to turn that around, and it has certainly been tried and tried again.
As for the telecom issue, one individual pushing this is Wyoming Senator Liz Cheney, daughter of former Vice President Dick Cheney. Be advised that Wyoming is the smallest state by population, and is known to be very conservative, so Liz is certainly playing to both her constituents, and the larger National Security issue of Huawei equipment in U.S. telecom systems. I'll let the Chinese government and the WTO figure out the telecom side.
There are multiple scenarios in play.
I have never considered the communication backbone scenario for 2018. Only the carrier option (Huawei phones sold through a carrier, in this case AT&T).
Huawei would have more impact on Samsung in such a scenario because of the Android to Android factor but, as I mentioned earlier, Apple would not emerge unscathed from Huawei's presence. This is based on recent history (also mentioned above) where in fact Apple has already felt the impact in every market where both companies compete on equal terms. Even in Apple's traditionally strong markets Huawei has gained a foothold.
Huawei has decided to follow through with its branding campaign in the US but market realities mean not having carrier distribution is a serious blow.
Being able walk into a store, pick up the phone and try it out is something most people prefer to do. The current situation will see less people getting that opportunity and the support services typically offered by carriers.
It's curious you mention teens. If Apple hadn't changed its strategy I could see many of the 78% not getting an iPhone in spite of wanting one. I'm sure that more of them will actually get one now that Apple's price spread is wider even if it means it is last year's phone or older. A good move by Apple and clearly for a reason. We can speculate on that.
When people suggest this years models are already tailing off in sales, I wonder how many take into account this new reality and that they could still be moving plenty of phones that aren't 2017 models.
Running with teen example again, people generally want what they know. According to many channels in the US, Huawei is virtually an unknown. The branding campaign is there to change that angle.
The P Series is the 'design' phone for the fashion conscious and we are weeks away from a new release. Rumours point to a bezeless, tri-camera setup. I have no idea about pricing but I'd imagine it will be a fair way off iPhone X price tag.
This begs the question of how much importance full screen phones have in the purchasing decision.
It's not a problem for me at all or my wife. We changed the iPhone 6 battery so postponed a new iPhone purchase for this past Christmas but I wonder if teens and hipsters are influenced by bezeless marketing or if it simply doesn't matter. If bezels (or lack of them) are important, Apple only has one (expensive) card to play until the end of the year. Huawei is not facing that issue. We will see (are already seeing in fact) bezeless phones at many price points. Dual front facing cameras and possibly triple rear cameras across the Honor and Huawei ranges
If the AT&T deal had gone through it would have been harder for Apple even if it were even harder for Samsung.
Depending on the scenarios you want to pick up on there are lots of theories. I've pointed to some of them already but they are all mostly politically intertwined and I prefer to not open that melon too much as people go overboard.
For me, US citizens are losing out but at least they still have the option to seek out a Microsoft store, Best Buy or whatever, see what is on offer other than Samsung and Apple.
There was also the possibility of Huawei applying its crediting system to AT&T which would have spelt major trouble for both Apple and Samsung. That was not feasible through the US it was, through AT&T in Mexico. I wonder if the lobbying and proposed bills will affect AT&T's business with Huawei outside the US.
You have convinced me, yet again, that you do not understand the U.S. market for iPhone and Android OS devices, yet you seem intent on not wanting to understand. I can tell you that Huawei brings nothing new to the U.S. Market, no matter the level of advertising.
There are no end of similarities between the US market and all other non-Chinese markets where Huawei operates save for one important difference. In all of those markets, Huawei has gained a foothold and in many of them it is running Apple to the wire.
Enlighten me on what you feel the differences are because from what I can gather from users, is that a higher proportion of them purchase via carriers in the US and there seems to be less real competition among carriers.
One is a question of habit, the other is a question of government. Neither have anything to do with the handset maker.
The question would be first and foremost, what does Huawei bring to the U.S. market?
I'm not seeing anything unique, innovative or even more cost effective than all of the other Android OEM's, and they haven't been able to have any impact on Apple's marketshare since Apple went with the Plus models. Why will this be any different with Huawei, and why do you think that Samsung will not fight tooth and nail to retain its U.S. share?
Huawei would bring exactly what it brought to all other markets (with the exception of the Chinese market).
That has been enough. More than enough, but they aren't standing still and that's why they set a goal of being the world's top handset manufacturer, surpassing Apple first and then Samsung later. 2017 saw them reach and pull ahead of Apple for pretty much more than half the year. Whether they reach those goals is another matter but both Apple and Samsung are very much aware of the mobile market and where it is moving and who they are facing.
You only have to look at the trend over the last five years to see that they are moving fast.
To answer your question more specifically:
Huawei brings dynamism. We will probably see four flagships roll out this year (not including the Mate 10 or Honor 10 series). It could work out at one flagship per quarter (two from Huawei and two from Honor). That is enough to keep even the most eager marketing department at boiling point. Those four phones will be accompanied by a plethora of lighter offerings, some of which will be testbeds for the flagships down the line.
Let's contrast this with Apple. Exceptionally we got three phones last year and we will have them until September or October this year. That's an eternity in marketing.
Huawei brings design. The adjectives that accompany Huawei phones in reviews are normally of the superlative (and positive) kind. Feel free to dig around the internet for more details but the overwhelming opinion is that the designs are beautiful. Those same adjectives extend to the feel of the phone too. There is also variety in the designs. From colour to finish.
Huawei brings build quality. Premium build quality to premium phones but often premium build quality to far cheaper phones.
Huawei brings technology. Its own or through strategic partnerships. Let's highlight one technology which is on everybody's lips right now: battery technology. Few companies understand batteries as well as Huawei. They have their own Watt Laboratory working on new battery technologies and not long ago made a breakthrough in lithium batteries destined to high temperature environments. In handsets, they have the only TüV Rheinland certified battery on the market (Mate 10 series) capable of lasting more than two days with normal use and integrated Supercharge fast charging. It can even reverse charge other devices. During the CES announcement they included some photos taken on a Mate 10 Pro the previous weekend in Alaska. The person who took them claimed that other phones simply didn't even work at the temperatures (in this case, low) that were registered that day.
Telecommunications. Huawei brings unprecedented knowledge of telecommunications infrastructure to the handset world. Few, if any other companies can rival this knowledge and integration. The CES presentation of the Mate 10 put it up against the iPhone X on download speeds in San Francisco (IIRC) and they were two or three times faster than the X. The modem in the Kirin 970 is no slouch. No other phone has dual simultaneous VoLTE options etc
Pricing. Huawei brings price points to market that virtually everyone can afford. The Honor 7X at 199 dollars, packs in a fair amount of punch. Prices start even lower and go right up to well over the 1,000 dollar point.
Photography. Take a look at the reviews. The AI in motion blur reduction is very impressive. During presentations they compare the Mate 10's motion blur reduction directly with the latest iPhones.
AI. The AI is not only in the back room. It is used for noise cancellation, voice enhancement, voice recognition, extensively throughout the camera, translation and of course for backroom stuff like battery management. This isn't cloud AI, it's on the device and the training the NPU has seems to be ahead of Apple. The Huawei AI platform can take advantage of the Android AI runtimes or Huawei's own AI API which is open to developers.
Huawei also makes laptops. The Mate 10 comes with a desktop mode and you don't need a special dock to make work, just a cable. Embarrassingly, the demo of this failed at CES but there are plenty of other Huawei presentations out there showing it working as expected. By the way, some Huawei laptops ship with a dock for port expandability. A nice touch.
OS. I would have a hard time returning to iOS on a phone. It is just too limiting for me and often gets in my way. You would argue for iOS over Android so it's more a case of preference than anything else.
AR/VR? No Revolution to be had at present in spite of all the claims. Android phones will probably have everything in place by the time it takes a hold (if it ever does).
Volume. Many great premium phones have come and gone but very few handset manufacturers can ship in the volumes of Apple and Samsung. Huawei is up there with both of them and is vertically integrated to a large extent too.
I could go on but in a nutshell, Huawei brings a lot to market.
Is it all perfect? Nope but neither is the iPhone. Will it slow down over time? NO. According to Huawei it will stay as fast as the day you bought it (the AI used heavily to keep the phone tuned to the user). They even have a slogan for it: 'born fast, stays fast'. Will it not receive updates? No. You will get at least two years of updates.
Ok. Closing the circle and pulling some information in from other AI articles, it is clear that Huawei has (or had) the potential to do in the US exactly what it has done in the rest of the world to blazing success. To argue otherwise (taking into account what has happened in every other market) really isn't a good idea.
Apple is going to bring a lot of profit back into the US and leave a few billions with the government as it passes through the door. A very large proportion of that money came off the back of iPhone. Will the next ten years be equally as successful as the previous ten years? Who knows? But having Huawei stomping all over the place and just posing a threat was too much to bear for some parts of government. Some will say a commercial threat, others will say a national security threat, others will say neither of the two and others will say both of them.
Whatever your stance, consumers are losing out as things stand right now as Huawei (for whatever the reasons) will not be allowed to compete on an equal footing as Samsung or Apple.
Comments
Enlighten me on what you feel the differences are because from what I can gather from users, is that a higher proportion of them purchase via carriers in the US and there seems to be less real competition among carriers.
One is a question of habit, the other is a question of government. Neither have anything to do with the handset maker.
I'm not seeing anything unique, innovative or even more cost effective than all of the other Android OEM's, and they haven't been able to have any impact on Apple's marketshare since Apple went with the Plus models. Why will this be any different with Huawei, and why do you think that Samsung will not fight tooth and nail to retain its U.S. share?
https://techcrunch.com/2017/10/13/ios-and-samsung-market-share-now-tied-in-the-u-s/
Apple seems to be doing pretty good elsewhere:
That has been enough. More than enough, but they aren't standing still and that's why they set a goal of being the world's top handset manufacturer, surpassing Apple first and then Samsung later. 2017 saw them reach and pull ahead of Apple for pretty much more than half the year. Whether they reach those goals is another matter but both Apple and Samsung are very much aware of the mobile market and where it is moving and who they are facing.
You only have to look at the trend over the last five years to see that they are moving fast.
To answer your question more specifically:
Huawei brings dynamism. We will probably see four flagships roll out this year (not including the Mate 10 or Honor 10 series). It could work out at one flagship per quarter (two from Huawei and two from Honor). That is enough to keep even the most eager marketing department at boiling point. Those four phones will be accompanied by a plethora of lighter offerings, some of which will be testbeds for the flagships down the line.
Let's contrast this with Apple. Exceptionally we got three phones last year and we will have them until September or October this year. That's an eternity in marketing.
Huawei brings design. The adjectives that accompany Huawei phones in reviews are normally of the superlative (and positive) kind. Feel free to dig around the internet for more details but the overwhelming opinion is that the designs are beautiful. Those same adjectives extend to the feel of the phone too. There is also variety in the designs. From colour to finish.
Huawei brings build quality. Premium build quality to premium phones but often premium build quality to far cheaper phones.
Huawei brings technology. Its own or through strategic partnerships. Let's highlight one technology which is on everybody's lips right now: battery technology. Few companies understand batteries as well as Huawei. They have their own Watt Laboratory working on new battery technologies and not long ago made a breakthrough in lithium batteries destined to high temperature environments. In handsets, they have the only TüV Rheinland certified battery on the market (Mate 10 series) capable of lasting more than two days with normal use and integrated Supercharge fast charging. It can even reverse charge other devices. During the CES announcement they included some photos taken on a Mate 10 Pro the previous weekend in Alaska. The person who took them claimed that other phones simply didn't even work at the temperatures (in this case, low) that were registered that day.
Telecommunications. Huawei brings unprecedented knowledge of telecommunications infrastructure to the handset world. Few, if any other companies can rival this knowledge and integration. The CES presentation of the Mate 10 put it up against the iPhone X on download speeds in San Francisco (IIRC) and they were two or three times faster than the X. The modem in the Kirin 970 is no slouch. No other phone has dual simultaneous VoLTE options etc
Pricing. Huawei brings price points to market that virtually everyone can afford. The Honor 7X at 199 dollars, packs in a fair amount of punch. Prices start even lower and go right up to well over the 1,000 dollar point.
Photography. Take a look at the reviews. The AI in motion blur reduction is very impressive. During presentations they compare the Mate 10's motion blur reduction directly with the latest iPhones.
AI. The AI is not only in the back room. It is used for noise cancellation, voice enhancement, voice recognition, extensively throughout the camera, translation and of course for backroom stuff like battery management. This isn't cloud AI, it's on the device and the training the NPU has seems to be ahead of Apple. The Huawei AI platform can take advantage of the Android AI runtimes or Huawei's own AI API which is open to developers.
Huawei also makes laptops. The Mate 10 comes with a desktop mode and you don't need a special dock to make work, just a cable. Embarrassingly, the demo of this failed at CES but there are plenty of other Huawei presentations out there showing it working as expected. By the way, some Huawei laptops ship with a dock for port expandability. A nice touch.
OS. I would have a hard time returning to iOS on a phone. It is just too limiting for me and often gets in my way. You would argue for iOS over Android so it's more a case of preference than anything else.
AR/VR? No Revolution to be had at present in spite of all the claims. Android phones will probably have everything in place by the time it takes a hold (if it ever does).
Volume. Many great premium phones have come and gone but very few handset manufacturers can ship in the volumes of Apple and Samsung. Huawei is up there with both of them and is vertically integrated to a large extent too.
I could go on but in a nutshell, Huawei brings a lot to market.
Is it all perfect? Nope but neither is the iPhone. Will it slow down over time? NO. According to Huawei it will stay as fast as the day you bought it (the AI used heavily to keep the phone tuned to the user). They even have a slogan for it: 'born fast, stays fast'. Will it not receive updates? No. You will get at least two years of updates.
Ok. Closing the circle and pulling some information in from other AI articles, it is clear that Huawei has (or had) the potential to do in the US exactly what it has done in the rest of the world to blazing success. To argue otherwise (taking into account what has happened in every other market) really isn't a good idea.
Apple is going to bring a lot of profit back into the US and leave a few billions with the government as it passes through the door. A very large proportion of that money came off the back of iPhone. Will the next ten years be equally as successful as the previous ten years? Who knows? But having Huawei stomping all over the place and just posing a threat was too much to bear for some parts of government. Some will say a commercial threat, others will say a national security threat, others will say neither of the two and others will say both of them.
Whatever your stance, consumers are losing out as things stand right now as Huawei (for whatever the reasons) will not be allowed to compete on an equal footing as Samsung or Apple.
I wonder why they dusted this oldie off? MWC?