Analysts: Apple could gain smartphone market share thanks to Trump administration’s Huawei ban

Daniel Howley for Yahoo Finance:

While the Trump administration’s ban on Huawei is causing trouble for the smartphone maker and the U.S. companies it does business with, Apple might be able to steal a win from the move. According to UBS analysts Timothy Arcuri and Munjal Shah, Apple has a chance to gain smartphone market share at Huawei’s expense.

That would be a big benefit to Apple, which, according to data from FactSet, is expecting a steep drop in revenue as a result of the ongoing trade war between the U.S. and China.

Without the support of U.S. tech expertise including chips and Google’s Android operating system, Huawei may not be able to meet user demand for smartphones in regions including Europe where the company is popular with consumers. What’s more, the U.S. government’s insistence that Huawei is a security threat could make customers less willing to pay up for the company’s devices.

And that could mean more people buying Apple’s products.

MacDailyNews Take: In a just world, which this is clearly not, all Android-based iPhone knockoffs would be banned from sale for blatantly infringing on Apple iPhone’s intellectual property and trade dress.

Here’s what Google’s Android looked like before and after Apple’s iPhone:

Google Android before and after Apple iPhone

Apple’s products came first, then Samsung’s:

Samsung Galaxy and Galaxy Tab Trade Dress Infringement

And, here’s what cellphones looked like before and after Apple’s iPhone:

cellphones before and after Apple iPhone

People who buy Android phones and tablets reward thieves.


  1. In order for Apple to ‘steal’ a win from a lack of Huawei Android smartphones, it would mean that the consumers that had opted for Huawei did it because they didn’t want any other Android device. Likely a very small group amounting to a rounding error.

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