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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Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.
