The US campaign against Huawei is heating up: US companies are now banned from supplying it with components, which means both chips to go into its products (network equipment, phones) and software. Hence, Google will no longer supply its layer of applications to load onto Huawei Android smartphones. This doesn't matter inside China, where Android phones (built on the open-source version of Android) come without Google services anyway, but it's a big deal anywhere else: Huawei is probably the largest supplier of smartphones on earth by volume, and not just at the low end. It sold 30% of smartphones in Europe in Q1 2019. Now new Huawei phones can still have Android (since it's open source) but won't come with Google's App Store, Gmail or Google Maps etc. Huawei has a bunch of Plan Bs around its own services and app store, but this will make its phones very hard to sell. It's not clear what Huawei can do next, nor what China will do in response - ban iPhones?
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