Bryan Ma

Those retailers and consumers, their confidence is shaken. Now there's second guessing, there are question marks around Huawei, is( a US export ban) going to become Google Maps again ? the damage to Huawei, the scar, is still there.

Assuming that Google Maps is not really Google Maps and gets the license to sell to Huawei, that's a huge sigh of relief for Huawei.

Consumers obviously don't want to buy a phone that doesn't give them the service they want, and retailers don't want to take on a bunch of inventory that can't sell.

At the very least, we know the Google apps won't be available, an... by Bryan Ma

At the very least, we know the Google apps won't be available, and that could be crippling.

The direct impact would be in the United States, if push comes to shove, 25 % on a $ 1,000 phone is not a joking matter, regardless if Apple absorbs some of that or if it's largely passed onto the consumer.

The large growth rates that we saw in years past are definitely much different now, in theory it could slip below zero this year, but either way, it's relatively flat.

There's that buzz going around Huawei in China right now and it's being increasingly associated with better product quality, it's quite dramatic how successful they've been.