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Politics : Formerly About Apple, Inc. Unmoderated
AAPL 318.31-0.3%Jan 24 4:00 PM EST

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To: J.F. Sebastian who wrote (9965)12/10/2019 11:36:34 AM
From: Doren  Read Replies (1) of 10141
 
You have to look at it from their point of view:

1) They've taken over assembly and parts of chip manufacturing - these though are not the high profit areas

2) They are near parity in AI and will probably surpass us

3) The gravy and power is in the OS and to some extent high end chips which they can outsource, they're now concentrating like Apple on chip design. Phones don't really need the most high end chips anymore.

And they are at least at parity on 5G. They'd love to take 50% of the market from Qualcomm.

4) they don't want secure operating systems, they have 1.4 customers who won't be able to choose.

They'll have at least 2 or 3 billion more living in dictatorships who would also like to monitor their citizens with AI and through an OS backdoor.

-----

Its not that they will build an OS that anyone in the west wants... but they don't have to. They have at least half the world as nearly guaranteed customers once they have a decent OS with a decent front end. They don't even have to have a great front end... last time I looked at bidu.com's interface sucked.

They were headed that way anyway, trump just accelerated it. What do they have to lose? Huawei is already crippled as much as it can be. It can only get better if it has its own android.
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