Re:Shenzhen Issues Plan to Promote Development of HarmonyOS ...
by dangus on Friday April 05, 2024 @05:03PM
(#39947184)
I think the red oceans are just longer term pieces of the puzzle. The blue ocean opportunities were quick wins.
By the way, Chinese companies own multiple Western ICE car manufacturers. Those manufacturers (Volvo, Lotus, Polestar) are transitioning to EVs or only make EVs anyway.
Here’s an example on the software side: what happens if the Chinese smartphone players drop Android? Let’s say Xiaomi and Huawei now only come with a Chinese OS which can run Android apps as a stopgap, replacing Google Play with their own App Store. Those two brands represent 20% of European cell phone marketshare.
Now imagine this Chinese OS gives Samsung a better arrangement than Google. Overnight, Google is basically out of the picture.
That’s right, they only have to convince one phone manufacturer who already depends on a third party company for their OS to switch, and the instant they do so they win over more than half of the European smartphone market.
By the way, Chinese companies own multiple Western ICE car manufacturers. Those manufacturers (Volvo, Lotus, Polestar) are transitioning to EVs or only make EVs anyway.
Here’s an example on the software side: what happens if the Chinese smartphone players drop Android? Let’s say Xiaomi and Huawei now only come with a Chinese OS which can run Android apps as a stopgap, replacing Google Play with their own App Store. Those two brands represent 20% of European cell phone marketshare.
Now imagine this Chinese OS gives Samsung a better arrangement than Google. Overnight, Google is basically out of the picture.
That’s right, they only have to convince one phone manufacturer who already depends on a third party company for their OS to switch, and the instant they do so they win over more than half of the European smartphone market.
https://gs.statcounter.com/vendor-market-share/mobile/europe