China Communications Services
An Alternative Ecosystem?
Published November 11, 2019
Published November 11, 2019
KEY TAKEAWAYS
We see opportunities for Huawei to counter the U.S. blacklist stripping Google software and services from the Android operating system for Huawei phones, via a collaboration with super-app developers e.g. Tencent, Meituan Dianping and Bytedance.
Super-app ecosystems provide a reasonable replacement for Google-based Android applications relatively quickly and will also allow super-app developers to expand their reach into new markets (e.g. South-East Asia) by riding on Huawei’s brand popularity.
We see positive implications for Tencent, Meituan Dianping, Bytedance (unlisted) and Huawei (unlisted), while we see negative implications for Google owner Alphabet.
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