Android is open source, these vendors are free to fork and do whatever.
The lion's haul for Google is not 'app store sales' in China , it's search.
Android is not about App Store, that's just a marginal thing - it's about owning and controlling search everywhere. It's a means to extend their primary product.
Samsung can make it's own app store tomorrow, but they're not going to get 'Google Search' - which is what people want - so they'll have to do for now.
As far as Huawei ... well, open trade can only be had by like economies. If one economy can externalize pollution, labour costs, healthcare, and the other can't - then there cannot be open trade. Same thing for more contentious issues such as IP theft, foreign ownership rules, capital controls, state control of enterprises.
Huawei is the example, the tip of the spear. It hardly even matters what the degree of materiality is, that said, there should be not question that there's existential risk with Huawei. The CCP can require Huawei to do whatever, at any time, and Huawei will happily comply.
China can't enjoy the advantages of a 'developing economy' while trying to put 1st tier industries form advanced economies out of business, it's not going to sit well.
So we saw the big rise of China, now they're slowing down to 'nice growth' instead of crazy growth, they're grabbing land and industry so the West is wary. Meaning the trade rules will change.
Android is open source, these vendors are free to fork and do whatever.
The lion's haul for Google is not 'app store sales' in China , it's search.
Android is not about App Store, that's just a marginal thing - it's about owning and controlling search everywhere. It's a means to extend their primary product.
Samsung can make it's own app store tomorrow, but they're not going to get 'Google Search' - which is what people want - so they'll have to do for now.
As far as Huawei ... well, open trade can only be had by like economies. If one economy can externalize pollution, labour costs, healthcare, and the other can't - then there cannot be open trade. Same thing for more contentious issues such as IP theft, foreign ownership rules, capital controls, state control of enterprises.
Huawei is the example, the tip of the spear. It hardly even matters what the degree of materiality is, that said, there should be not question that there's existential risk with Huawei. The CCP can require Huawei to do whatever, at any time, and Huawei will happily comply.
China can't enjoy the advantages of a 'developing economy' while trying to put 1st tier industries form advanced economies out of business, it's not going to sit well.
So we saw the big rise of China, now they're slowing down to 'nice growth' instead of crazy growth, they're grabbing land and industry so the West is wary. Meaning the trade rules will change.
This is the new normal.