Samsung is the biggest beneficiary of Huawei loss
Huawei's ambitions to remove Samsung from the forefront and win the world's largest phone brand by 2020 have collapsed following reports that Google has withdrawn Huawei's Android license. Samsung's most enthusiastic rival may be an unexpected surprise for South Korea - Assuming that the presence of Huawei in the blacklist continues.
In response to an executive order signed by President Donald Trump last week, Google stopped its long-term business relationship with Huawei, which allowed the Chinese brand to access Android system updates. This restriction could lead to a decline in demand for the company's overseas equipment, The market has the added ability to enhance its leadership in the field of Android devices.
Huawei's loss could be a win for Samsung if Android users abandon Huawei's future phones because of the lack of tools and applications people rely on every day. Samsung will benefit from the expected decline in external demand on Huawei phones, especially in Europe. Percent of the market, according to data for the last quarter of 2018.
Samsung has a wide range of products - from low-cost devices to leading devices - similar to the current Huawei Group, and the South Korean company will probably be the biggest beneficiary if users search for an alternative phone running Android.
Huawei can continue to use the open source version of Android called AOSP, but this will delay Huawei several months from competitors, as Google partners get early access to the Android versions so that they can make the operating system as smooth as possible to buyers, Samsung still has such an early access As a partner for Google.
The move to ban Huawei's access to Android is seen as a bargaining chip in the tense trade relationship between the United States and China. Last year Donald Trump used a similar tactic against China's giant ZTE, which halted its work and Trump lifted the ban Imposed in August.
Huawei's move away from Huawei will hinder the deployment of fifth-generation networks in the United States. Huawei is the world's largest telecoms manufacturer and the world's second-largest maker of mobile phones. Samsung also sells screens and chips along with mobile devices, But it is not a player in network equipment.
Huawei's political problems and its out-of-the-box smartphones are hampering the brand's ability to sell phones outside China, giving Samsung a favorable opportunity to support its position in Europe and the rest of the world, and can take advantage of Huawei's plan to delay its folding phone, Mate X.
If Huawei stops offering the phone, which is supposed to arrive during the summer, while solving the problems of Android, Samsung's chance to lead the folding phone market may increase.
But Samsung's gains could be short-lived if the ban on Huawei is temporary. Previous experiences by President Trump have shown that he is willing to change his position on Chinese companies if certain conditions are met, and the US government may retreat from Huawei's blacklist based on responses The deeds of China's leaders.
If the trade negotiations continue to decline, Samsung has a great chance to move forward in 2019 while weakening its more aggressive rival in Android phones. But if Huawei returns to its smartphone business with support from the US government, Samsung's main competitor will continue to challenge South Korean giant to dominate the mobile device market.
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