Consumers wanting to own their own foldable smartphone have a while longer to wait, after AT&T cancelled all pre-orders for the ill-fated Samsung Galaxy Fold, while Huawei has advised it will be holding back the launch of its own flexible screen launch to perform more testing before releasing the Mate X.
The global smartphone market will continue to decline, new forecasts from Canalys suggests, with the actions of the US government in attacking Huawei and the ongoing US-China trade tensions thought to worsen shipment figures across the industry, and spare no manufacturers.
Analyst Ming-Chi Kuo expects both Apple and Samsung to pick up Huawei customers outside China now that the manufacturer is no longer able to use Google's Android operating system without a branch.
China's Ministry of Commerce has floated a retaliation plan intended to punish companies complying with the Trump Administration's Entity List ban on doing business with Huawei. That could have a profound impact on two of the largest software platforms licensed in China: Android and Windows, as well as broadly-licensed silicon intellectual property from ARM and Qualcomm.
Apple maintained clear control of the global wearables market in the March quarter, but saw its share erode in the face of giants from China and Korea.
Apple's iPad regained the pole position in the EMEA (Europe, Middle East, and Africa) market during the March quarter, but people in that region are buying fewer tablets overall, according to new IDC research estimates.
Huawei on Tuesday night petitioned for summary judgment in a lawsuit against the 2019 National Defense Authorization Act, which blocked U.S. government agencies from buying its products.
According to a wide variety of analysts following Apple, the Trump Administration's trade war with China and its Entity Listing of Huawei is maybe somewhat bad for the largest Android producer in China—and perhaps even for Android, given that it has now lost its second largest licensee globally—but it's mostly just bad news for Apple, because both the state and people of China are going to respond by shunning Apple's products. That's wrong, here's why.
Apple will be making cuts to production for its older iPhone models in the third quarter, Rosenblatt Securities predicts, but while the 2019 iPhone manufacturing effort is thought to be on schedule, the analysts don't believe market share will be maintained in China due to the turbulent trade relations with the United States.
Apple saw the iPhone drop to 11.9% of the global smartphone market in the March quarter, even as Chinese rivals like Huawei bucked the industry's overall decline.
While Huawei is going to take a giant hit worldwide from US sanctions, Apple in China will likely see a drop in shipments for 2019, resulting in sales less than half the levels seen at its peak in 2015, says JP Morgan.
Apple could face serious "collateral damage" from the Trump administration's bans against Huawei, even if iPhone shipments seem to be on the rebound in the short term, Cowen analysts said on Tuesday.
Ren Zhengei, Huawei founder and CEO, praises Apple and says he would "the first to protest" if there were any official Chinese trade-war retaliation against Apple.
Compounding Huawei's woes, the Chinese company has been removed not just from the Wi-Fi Alliance, and RAM spec controller JEDEC, but also from the SD Association, preventing it from offering official SD/microSD support in future devices.
This week on the AppleInsider Podcast, Victor is sad to inform you that Instagram leaked your information for months. William points out that at least it wasn't Facebook this time — and Victor looks at him for that just like you're doing now. In better news, Apple has new MacBook Pro models and the much-liked software developer Panic is moving into games hardware, because it can.
A bipartisan group of U.S. senators have proposed a bill that would hand $700 million in grants to rural telecom providers to cover the cost of stripping Huawei and ZTE gear from their networks.
Chip designer ARM is reportedly cutting off business with Huawei, a move that could potentially cripple the Chinese smartphone maker on top of the existing U.S. restrictions.
A Chinese diplomat, normally a vocal backer of government policies, was recently caught using Twitter for iPhone to defend Huawei and attack Apple and U.S. President Donald Trump.
In a bid to ease an expected transition away from Huawei hardware, the U.S. government on Monday loosened buying restrictions imposed on the Chinese telecommunications giant, allowing the purchase of goods needed to maintain existing infrastructure.
During the legal battle between Apple and Qualcomm that threatened to delay 5G-capable iPhones, Huawei mockingly announced to the media that it could supply Apple with its own 5G modems. But now the tables have turned: Qualcomm is established as an iPhone supplier while Huawei has to scramble to deliver devices without leading chips from Qualcomm, Qorvo, Xilinx, Intel, and a variety of other suppliers of U.S. technology.
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Malcolm Owen
William Gallagher
Daniel Eran Dilger
Roger Fingas
Victor Marks
AppleInsider Staff
