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No I didn't know. How do they get around Googles licensing?

Some people will manage without Google play, I'm probably one of them. But this is about what decisions the market makes (excluding China) when choosing between product offerings- buy a phone with access to Google services or without. Most rational consumers are going to choose an alternative to...

That's exactly what appears to have happened today. Much fewer customers will buy Huawei phones outside of China now that the scenario I predicted just happened. And how do android phone users download google apps without access to Google play?

Far from it. As I mentioned, the US can ban the Google App store (Google play) and other services on Huawei phones outside of China. This would be a significant move, and replacing the App store along with 2.5 million third party developers (many of whom are signed to exclusive deals with...

No, my specialty is Strategic Business Planning. If you understand what that means, that answers your question. The elasticity in this case isn't even, hence the co-efficient, but the important part is the short term vs long term elasticity. This is due to the lag between the new Tariff rates...

US can't ban android, it's open source. Its the google app store that they can restrict access to. Developing a competing OS would also require a new global App store, so why do both. Its actually going to be more difficult to replace and compete with the app store than the OS because of the...

I know Huawei has been working on an android replacement for many years now, but they are a long way from achieving anything close. Android and IOS are a duopoly with around 99% market share which have destroyed all their rivals-Windows mobile, Blackberry, Nokia.... But there is no point trying...

ZTE should have had a similar spare tire strategy. It's interesting in the sense that it runs contrary to JIT/lean manufacturing principles, but sacrificing holding costs and a bit of component obsolescence as they age is well worth it to maintain manufacturing continuity. But hardware isn't...

It's obvious Huawei will survive this ban on selling their products in the US market, the world is a big place. But there is something more important than the US market for Huawei, which is access to the IP licenses for their chip-sets owned by ARM holdings. From what I am reading, Huawei have...

Isn't there a poster here working for Qualcomm? Regardless, you make a good point, will Qualcomm be one of the casualties of the US-Huawei spat? I think I'll do some reading into their situation.

It's not likely to be interest rates affecting the housing market because inflation will probably creep up a bit with oil prices likely to rise this year. The tariffs themselves may not be a factor in US inflation at all, the US inflation rate actually dropped slightly after the first round of...

US consumers will absorb some of the costs, but this will change over time, its basic economics on a very large scale. But some of the costs are being carried by China based manufacturers who operate on very low margins. When I have time I will do my own research into the US housing...

More or less what I have argued, US consumers will carry some of the cost of the new tariffs in the short term but in the long term substitution/alternative sources for most goods will meet demand at a lower price (but a higher equilibrium than originally). Most mass manufactured goods will...

Cheating for admission can help in the short term I suppose, but cheating at studies doesn't really help in the long term. The whole point of studying is to develop a knowledge base for further professional development. Out in the real world cheaters will usually get exposed.

Why are you getting so personal, sorry I don't interact with rude people. Onto ignore with you. One general point I will emphasize (which the angry person above seems to have overlooked) is that is it almost entirely unclear how China will respond, or how the tariffs will affect them. It would...

It's a bit more complicated than that, but there is a huge movement behind the trade war involving the US military, US industry (especially steel and coal) and manufacturers, Trade Unions, US chamber of commerce, US intelligence agencies, US Treasury, US council of economic advisors and various...

Trump says a lot of things off the cuff that need to be taken with a grain of salt, he's aiming these comments towards the swing voters. Some of the marginal costs of the tariffs will transfer to US businesses and consumers in the short term. However the pattern is playing out with the first...

The US economy is performing very strongly under Trump's administration therefore they have calculated they can take the risk of escalating the trade war. Markets are performing strongly, job growth up, real wages are rising, economic growth is steady. The US economy is in expansion mode, so the...

There seems to be a number of posters here (from one side of the dispute) who can't grasp the reality of what is happening. Pinning this all on one man, dismissing that one man as this or that, 'it's face saving tactics', 'they don't know what to do', filtered interpretations of likely outcomes...

Trump isn't really who is driving this, he's just the person with executive authority to execute the order. Those who are driving the negotiations know how to prompt Trump into action.