Wednesday, May 29, 2019

In what way did Google Surpass Amazon ? Google vs Amazon 2019


Amazon Echo vs Google Home 


Periodically, new categories of devices appear on the market. Some of them become incredibly popular. An example of such devices is smartphones. Others are less interesting to a wider audience. However, sometimes it takes more than one year before new devices get distributed. And over time, the leaders of the new market segment are determined. Recently announced the next version of the mobile OS developed by her, Android P, Google managed to outperform Amazon in what Amazon was leading from the very beginning.

 Google vs Amazon 2018
Google Home



Deliveries of Google Home and Mini have surpassed deliveries of Amazon Echo

 Google vs Amazon


Amazon offered the first Amazon Echo back in 2015. As the first product of the new category, Echo had the largest market share of devices already in use and continued to lead the sales quarterly. So it was before the first quarter of this year. Smart speakers are the most dynamically developing category of technological products that combine a column and virtual personal assistant software. Over the three-month period, from January to March 2018, according to Canalys, 9 million devices of this category were delivered to the world market. Growth in comparison with the corresponding indicator of the past year amounted to an impressive 210%. But Google managed to outperform Amazon in terms of supply in this market segment, as reported in a note by Alan Friedman (Alan Friedman), a published resourcephonearena.com.


During the first quarter of this year, 3.2 million Google Home and Google Home Mini were delivered to the world market. And this outperforms Amazon's intelligent Echo column volume of 2.5 million devices. It should be further stressed that Google for the first time managed to outperform Amazon in terms of delivering smart columns throughout the quarter.

 Google vs Amazon 2019
Google Home Mini


Growth of supplies of Google Home and Mini - 483%


Even more impressive is the increase in the supply of smart columns Google, accounting for 483%. For comparison: a similar indicator of Amazon - 8%. During the period under review, 4.1 million smart speakers were delivered to the United States. In China, 1.8 million digital devices of this product category were delivered.

Why Apple HomePod is not among the most popular smart speakers?

Amazon Echo
Amazon Echo 2018



The third supplier of smart speakers was the Chinese vendor Alibaba with a score of 1.1 million devices. Apple also offers consumers its smart speakers - HomePod. And the indicators of its supply are not reflected in the number of leaders, but entered the category "Others". Other vendors, in addition to the four leading suppliers of smart speakers, were delivered in aggregate 1.56 million devices. However, Apple began offering its smart column only on February 9, 2018. Thus, its product was introduced on the market only during two incomplete months during the first quarter of this year.





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Wednesday, May 22, 2019

Huawei Ban 2019 and Global Impact on GSMA Business

As you may have read in the news, an executive order has been issued in the US, prohibiting US companies from buying foreign-made telecommunications equipment deemed a national security risk. The Executive Order did not name China or Chinese companies specifically. However, separately, and soon after the order was signed, the US Department of Commerce’s Bureau of Industry and Security (BIS) added Huawei and many other affiliates to its “Entity List”, meaning that any US company, person or government agency is prohibited from exporting, re-exporting or transferring hardware, software and technology of US origin to Huawei without a license from BIS. As a consequence, American companies such as Google has carried out restrictions on Huawei to comply with the order.

Huawei 5g Ban



It is hard to predict the global impact of the latest developments in the US.However one thing is obvious that huawei 5G rollout will have a major blow after this recent development and also for those operators who are aggressively following up with huawei for 5G technology deployment.  The GSMA is currently working with relevant stakeholders in Washington to review the ramifications of the US government actions, and trying to identify ways to minimize the impact on mobile operators. Based on their understanding of the current situation, although similar to the restrictions in last year’s ZTE Denial Order, it does not prohibit, for example, the receipt of network hardware or software from Huawei or the receipt of parts and components to repair Huawei-origin equipment already owned by the operator. It also does not necessarily prevent Huawei from using its existing stockpile of equipment that was lawfully obtained prior to the Entity List Designation. As per Google statements, it is likely that end users of existing Huawei devices will continue to benefit from access to Google services (including Google Play and the security protections from Google Play Protect).

We don’t currently know the full impact of this for mobile operators across the glob. However entire telecom industry is monitoring the situation and seeking further clarification from vendors on potential implications on operations.Organizations are also requesting information both from Huawei and Google in terms of what this potentially could mean for customers with Huawei mobiles. As always, their priority is to continue to deliver the best products and services to their customers. 

We Digital Technology Review are seeking to be as transparent as possible with viewers who contact us with questions, but right now we have limited information to offer as we await clarifications. It is too early to provide firm details on how this will impact telcos at this point, and we will provide further updates as soon as we can.

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