A high-tech technical consultant in China has suggested that the Trump administration's Huawei trade ban may harm both Google and Apple.
Much attention to date has been at risk for Apple's business, Goldman Sachs yesterday warned that the worst case for the iPhone manufacturer could be a 29% fall in the company's global profits …
But Business Insider reports that GBA's managing partner Gregor Berkowitz describes the potential risk to Google.
The US government's move to carry the Chinese unit manufacturer from using US technology products and services could encourage it to promote Chinese apps and services outside China, Berkowitz said.
It could give companies like Baidu a leg up over Google and Didi an over Uber in areas of the world where Huawei is strong, he said.
The problem is not in China itself, but in other countries where Huawei smartphones sell well.  "People like Google are starting to lose because Huawei will point to his search
The loss of access to future versions of Android would effectively kill the company's business in the US and other developed markets, but this is not necessarily the case in new markets. There, the ability to buy high-end hardware with the latest technology at an affordable price may be more important than the operating system.
Apple is believed to be the most immediate risk as a high-profile company selling expensive hardware in China. An easy way for China to hit back in the US would be to ban iPhone sales within the country, something that would hit Apple extremely hard. But Berkowitz said we should also consider the long-term consequences of the Huawei trade ban on other US companies.
"There are many secondary effects" of the attack on Huawei "that may be more significant than the primary effect," Berkowitz said.
Yesterday, Google removed Huawei Mate X and P30 Pro from Android.com.
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