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China takes up 60 percent of Huawei's shipments, according to Counterpoint Research, and this large chunk of Huawei's business should be unaffected by the ban. Google doesn't do much business in China, so the lack of Google's ecosystem is a reality in China no matter what. Many of the top-tier US apps don't have much of a foothold in China either, thanks to a market preference for homegrown apps and stringent government-spying requirements for user data that keep out many US companies.
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Team Counterpoint
Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customized work on the above topics is provided for high precision projects.
