Tag Archives: Oppo

September 21, 2019 · 11:50

The first changes

We have arrived at the point of the first changes; the next 12 months will give a much larger view of the consumers and the changes that they are willing to accept. The Huawei P30 Pro is the beginning of this; at $1249 this choice is a lot cheaper than its competitor Samsung $1849 (a difference of 32.5%, whilst the Apple at $1999 will set you back an additional 37.5%, this adds up to a lot! Yet the price is not the issue, the fact that the Huawei now comes without YouTube, Google Maps and Gmail among other software, it also does not feature Google’s Play Store. It is an Android game changer; Huawei has pre-loaded new alternative apps of its own. It was the step we expected, the trade wars with China and the persecution of Huawei and the discrimination against Huawei was actually THAT stupid. Now that we are confronted with the changes we will see a new optional change. When an equal mobile is well over $500 cheaper we see the changes that matter. As the people get accustomed to other apps, apps that replace social media solutions we see a shift of consumers, I personally believe it will be a lager change. I do recommend that there will be an upgraded LinkedIn and a new Facebook available, yet there is a situation where the Asian population in Australia will embrace the Chinese solutions, there is in addition a larger need for affordable phones, so there will be a larger shift. Yes, most will hate being without Facebook, yet the credibility Facebook has lost in the past, the people might just keep these solutions on their laptop/Desktop. Yet there is already word that Facebook, Instagram and WhatsApp would all be available via Huawei’s own store, called the Huawei App Gallery, so all is not lost, but the fact that Google will lose millions of people who will now go via the Huawei App Gallery is almost a given. The BBC (at https://www.bbc.com/news/technology-49754376) also gave us: “He added that the firm had set aside $1bn (£801m) to encourage developers to make their apps compatible, and said more than 45,000 apps had already integrated the firm’s technology. But he did not name any of them“, so $1,000,000,000 to corner a market and get a handle into the Chinese app user market. It will be found and it will create momentum. I changed my mobile less than a year ago, so I have no need to change for now, yet there is every indication that the upgrade to a new Android version will see me change as well and why would I not do that? Perhaps I am part of the population that thinks “Maybe they’re just trying to ride it out in the hope that they eventually get access to those Google services later“, I am most likely on that fence, however when I check the amount of options that I desperately want on my Mobile, I am limited to WordPress and LinkedIn, and they are not essential, merely a nice to have on my mobile. I can do either on a desktop. I am not alone, as thousands will shift from one side to the other month by month, Google will feel the pinch. Consider that there will be a close to immediate shift on YouTube metrics, implying that the Google Ads department will start requiring new metrics to keep their push going, we see a larger impact on Google, it will not be immediate, but it will be there and growing from the beginning, even as Google and the US will debate on how wrong the metrics are, they too realise that the American corporations will see the impact on their business, it will be visible and direct, merely because a war on greed by flaccid politicians and surpassed technologists was stated to be in denial.

The US did not to its homework, it neglected the choirs they have and are now pushing their losses on other markets. Even as we contemplate what the impact of “side-loading” Google’s apps onto the handsets and that phone store staff would advise customers how to do that. They are wondering how it would limit its impact as long as the usage impact remains close to 100%, when that falters a few times the consumers will be offered alternatives that are 100% and that is where we see the shift towards Chinese commerce.

Now that Huawei has been informed on my 5 parts of IP (hopefully bringing me decent funds too), there might be a larger shift as the issues in 5G cybersecurity and propagating 5G commerce is still lacking at least 3 elements, I feel that I will win in the long run. All the players that are behind ‘T-Mobile gets closer to launching nationwide 5G on low-band spectrum‘, I have seen that Sprint, T-Mobile, Vodafone, Telstra, as well as BT have not implemented certain parts and even what they designed lacks certain small business needs, as such I feel a lot more confident on my IP. They had 3 years to look at it and they have the same short minded and shallow approach to business ignoring the Small businesses (a little over 400 million of them) to the larger degree. All elements that were clearly visible moved from the 4G premise of ‘Wherever I am‘, to 5G ‘Whenever I want it‘, that failure alone gives Huawei an additional push. As the numbers rack up towards Huawei and Chinese innovation, we will see a larger change towards the business needs and so far none of the non-Chinese solutions have addressed these changes.

As the Chinese app user market explodes in activities between now and December 2020 we will see a larger shift. With Huawei market share at 19% and Oppo at 9.5%, we see a larger growth towards 5G, as Apple is now declining to 37%, we see that Apple in 5G will lose close to 15% all these parts matter, because it does more than increase the market share for Huawei, it actually gives China a larger option to grow in a few directions that it had no real option to grow in previously, the anti-Huawei steps were THAT stupid and now we start seeing the impact. The only way to stop this is for American brands to start offering their phones at the same price as Huawei is. And that is how we see it, Google took that step and offered the Pixel 3XL at a mere 16% extra and that might be a reason to switch to Google, but in the end the others are now pushing themselves out of the race quicker and quicker.

There is a larger need to consider, as the US is getting its thanksgiving and as we are all facing Christmas (and the Dutch will get Saint Nicholas as well) the consumers will have a limited option, yet an essential need to tickle themselves, when you consider that place, would you accept the $1249 that gives you what you need, or would you spend 37.5% for what others market you towards your needs? When you realise that the essentials can be done on the smaller budget, in a time when budgets are still tight and the dangers of recession remains, can you really afford to spend those hundreds of dollars more?

The bulk of the people I know cannot afford them, they often will accept a more expensive contract, yet in the stage when 5G is about to come, would you really want to tie yourself down? And when all the small business owners realise that the current stage will hurt their business for 2-3 years, would they really want to take that chance when the commerce slice is the one everyone wants, at that point can they tie themselves down?

The first changes are here, but they also signal larger changes towards a stage where commerce will be the deciding factor and the bulk of them merely looked at their needs to sell, they to a much larger degree forget to consider what their consumers needed in the 5G environment, that failure will rear its ugly head soon enough, as I see it, Huawei is finding themselves ready for that shift. In the end that is the third stage of innovation that lazy Americans ignored, I wonder how much that will cost them this time around. As I personally see it, 400 million small business owners was too large a group to leave in the cauldron of non-decisions, yet that is exactly what they did in Europe and the US.

Forbes

So as Forbes gives us ‘Shock New Google Warning For Anyone Buying Huawei Mate 30‘, we see how the writer Zak Doffman gives us (at https://www.forbes.com/sites/zakdoffman/2019/09/20/shock-new-google-warning-for-anyone-buying-huawei-mate-30) “Despite impressive hardware innovation, the media write-ups went straight to the lack of full-fat Android, the lack of YouTube and Gmail and Google Maps, the lack of the Play Store” which opposes the BBC, who did give clear mention and as implied so did Huawei. So there we are, already we see issues with the media bringers. After that we see the barricade “24-hours post launch, the reality of the Mate 30 is firming up. It seems highly unlikely there is any Google workaround” yet the reality is that these users get a first glimpse that it is possible to be without Google on their mobile, we do not have to get bothered every minute on news we did not need. In addition with a functional browser we still get what we need, we just will not get it via an app (for now), and believe me when the numbers start slashing into the Google needs, they will want a workaround as desperately as possible. The writer even ends with: “And so for any of you enamoured with the Mate 30 hardware who can live without Google for an unknown amount of time, maybe this is a risk worth taking” which is at the heart of the matter, not the heart we choose and not the one Google choice, because when the numbers start proving that there is real life after google, those numbers will give growth to an exponential growth of people accepting Chinese apps and accepting non-Google solutions. I feel certain that it will happen, merely because the browser is still going to be there and it will show that there is a larger need in people, even if it is to show that the want to prove that dependency on Facebook and Google is a solution, even if it is a mere point of ego, they want to prove that they are not the slave of their mobile. That alone will be a driving factor as well.

No matter how we slice it, within the next 12 months we will see an almost polarised population, those who want the best and fastest and those who need some Google solution, both will have their own validity and merits, yet in the end as small business owners see that Huawei 5G solutions can cater to both, they get to win and that is the real victory, soon thereafter the US will change the blacklist, the moment that there is a clear invoice to the losses and Google will hold the US government accountable to these tax deductible losses, at that point will we see a strong push to find some middle ground, the US will have to give is with every additional billion dollar loss and market shift towards China. They basically have no options left, their inability to deal with Iran is one view, their inability to deal with Syria is a second stage of evidence, and within the next 12 months we will get several other pieces of evidence get released to the larger audience. And that is not the end of it, as the cases regarding Pacific Gas and Electric Company, Purdue Pharma, OrbCare, Insys Therapeutics Inc and their bankruptcy issues are rising, they matter to the regard that the US government is seeing the pinch from 3 directions at present, and that is only whilst California is able to keep its head above the waterline. All these impact are also the impact on 5G propagation, installation and implementation. When you doubt that, consider the Government tech source hat gave us “5G won’t roll out to much of Southern California for a few more years, but companies such as Verizon and AT&T are beginning to install the necessary infrastructure, including those small cells pole by pole, across the region” last April, the fires and other calamities only made things harder, so whilst we see the FCC stepping in, we only see more hindrance for these people, not less and that is the impacting issue from Pasadena to Huntington Beach, and that is only the most visible one. The infrastructure is getting a second hit as we are shown that “the Federal Communications Commission is now restricting how much cities can charge the companies to install equipment: $500 for up to five cells, $100 a cell after that and a $270 annual access fee for each cell“, it is a loaded issue no matter how you slice it and whilst they are trying to figure out how to resolve it, the truth of the matter is that Huawei had this issue solved already and that is how California (and other states) end up getting limited 5G for 2-3 years, all whilst the Huawei case is growing more and more outside of the USA. It is a situation where the technology is not up to scrap and the diminished amount of funds available allows for no alternatives either; now add to this the consumers shifting to some degree away from Google who relies on Google Ads more and more and a near perfect storm is created, a storm that slams the US and gives growth upon growth to China and Chinese interests.

As the EU is accepting Huawei and as Huawei is now embracing a shift towards cloud systems, and as it grows the needs, and sets the growing stage towards 21Vianet, we see a much larger shift and in all this, the first changes brought a push in directions we never considered before. It was only a day ago when Microsoft President Brad Smith requested that the United States should end its blacklisting of Chinese giant Huawei Technologies, we might not realise it, yet the changes allowed for Huawei to look into a partnership with 21Vianet, which will directly impede Microsoft Azure business that is not in Chinese hands (outside of China), in this stage 21Vianet will have a direct option to offer services to European players, as it will not be their solution, but a Huawei solutions and the group of small businesses that are in Europe (a nice slice of 400 million companies) they too will select ‘the other’ Chinese solution. All instigated by a Huawei war that was not based on facts or on reality, it was to address the need of greed and now that it bites back, the US will find itself at the dinner table where only humble pie is to be served. When they buckle (and they will) the shift becomes larger and faster, because at that point the consumers will have the additional questions that will be met with denial on every level conceivable.

Huawei would need to do one additional thing to make that wave a lot larger, I wonder if they will do just that before the end of this year.

Challenging fruit

There is an old saying: ‘An Apple a day, keeps the doctor away‘, which could be regarded as correct, or at least as something that is not wrong. These are essentially two statements that depending on your way of life is either more or less correct. Yet, in technology it is a lot less correct, mainly because our health does not have a chance to survive if it comes with the daily cost of $679 a day.

You see, the fruity side of mobile phones is not really an issue when we look at the IOS side of things (aka: the iPhone world), it is quite another when we look at the Android side of things. Even though this was last Wednesday’s news. There have been a few things that required digging and it has been a little bit of a chase. The article was not the first one I saw as I was watching the Google event at 04:00 (as stated in a previous blog). The article ‘Pixel is a direct challenge to Apple – and a referendum on Google‘ (at https://www.theguardian.com/technology/2016/oct/05/google-pixel-phone-market-apple-iphone), was on my mind, but so were a few other items.

The article raises a few issues, some of them are not entirely agreeable from my point of view, so let’s deal with them.

“Some do get monthly security updates, but others get Android version updates sometimes years after Google releases new versions, creating so-called fragmentation that makes it harder to develop apps and services” is the first quote I have an issue with. For this I need to step back to one of my earlier smartphones. The Motorola Razr-V. Now, when I bought it I though it was an amazing phone. I still have it, it still works and it is in a drawer somewhere. When I bought it 4 years ago 1GB was ‘da bomb’. I had 4GB storage, so I was happy as can be. I had one update, which was from Ice Cream Sandwich (4.0) to Jelly Bean (4.1) at some point and still, all was fine, just a little nagging need for RAM. What happened was what always happens, we need more storage and we need more RAM. Yet it was not the only thing that was an issue. You see, this model would not support Kit Kat (4.4) and now we had ourselves a horse race because we saw more and more news regarding security flaws and the essential need to have android as updated as possible. Now we get to the issue with the quote: “sometimes years after Google releases new versions“, which is not that correct. You see, the makers of phones did not consider upgrades to the OS, for the mere reason that they prefer to sell a new phone instead of upgrading your old phone, when the phone is deep within warranty it is one thing, however after that passes, the seller tends to not care and getting the new system vetted and fitted requires resources and a serious amount of them. So Motorola came with a notice that it would not be possible to update this model beyond KitKat. Now, because it was a cheap deal and I had actually not considered that updating the Android OS would be a biggie, I ignored it, and it was just one of those few lessons you tend to learn the hard way the first time around. You see, I am an Android user for a reason. As Apple advocated a device that can do a million things, and it can call people, the Android was the opposite. It was a phone that could do a lot of additional things. With Android the phone remained the centre, not the apps (as I personally saw it). The issue is more than semantics, I felt it was a state of mind, which is why I prefer Android (whilst not hating the iPhone).

Now with my feelings regarding safety and security, I believe that it is very important never to be more than 2 versions old, so as I am on Lollipop, it is essential for me to get a new phone capable of Nougat. Those on Marshmallow should decide for themselves if they want to wait another version before getting a new phone. In light that the average functional phone is over $600, that rule becomes a lot more important, also knowing that you are buying something that will need essential replacement after 2 years makes it even more important to find the right device and especially at the right price. This is why I have been hammering on systems with 64GB storage and at least 2GB RAM (3GB preferred). The fact that the makers are withholding these devices, whilst they are available, angers me. This is because the Telecom companies love a consumer forced to upgrade on an annual basis. What they fail to realise that our budgets are not as wide as their need for coke and hookers (if we believe the NY marketing needs, so the entire greed philosophy falls away. So when I go to the shops now, I expect a Nougat device, or a Marshmallow version at high discount. When a shop offers a Sony with a 2 year old operating system at $900 (Lollipop, aka Android v5), they have obviously lost their minds! Now this is the part that matters in the case of Sony. They call it ‘The pioneering 4K smartphone‘, as well as ‘Sony’s next-generation camera technologies in collaboration with Sony’s Alpha engineers‘ and then they promote it, whilst not updating the phone with an operating system that is less than a year old? And only this month, will they come with a previous version of Android (Marshmallow, aka Android v6). Now, this falls in line with the quote from the Guardian, the issue I have is that if they had their ducks in a row, the phone would have been in the shops with Marshmallow (v6), with the option to update to Nougat (v7).

It is my suspicion that the service oriented devices have not caught onto the need to have a more generic framework oriented approach. I touched on it in my article ‘Chicks for free‘ (at https://lawlordtobe.com/2015/03/31/chicks-for-free/), where I touches on SaaS in March 2015, as well as the advantage Huawei gave to its customers by being competitive in price and hardware. They had cornered a nice chunk of market in just one year. Parts of all this were also discussed in January 2015 (https://lawlordtobe.com/2015/01/15/exploiting-mobile-users/). So the issue has been around long enough for the market to adjust, they just decided not to do that. So for Google to come with the Google Pixel (XL) makes perfect sense. Although, from my point of view, $1400 for a device that might initially not last beyond 2 years is still a hard pill to swallow. Apart from the retired groups who are out of cash and comprehension of the technology, we are now facing a growing group of people where the risk of malware exposure goes up tenfold. So the precedence to slam the mobile market is very appealing.

I do not believe that Google is the bad guy here, I believe that our comprehension of accepted support is changing. Let’s take the new Pixel. For one, the marketing was perfectly done and so far from cheap Telco page to Forbes, they are all wildly enthusiastic. A fair point of view, especially as I (from my needy point of view) found just one flaw. Now, there is a side that is not yet known, however, if Google delivers on the statement ‘Two years of OS upgrade from launch‘ as stated, meaning that your Google Pixel will support the installation of Android v9 (whatever that candy name will be, I vote for ‘Liquorice’), then the Pixel will be a steal at twice the price. Meaning that your $1400 should last you 3-4 years, twice the current expected lifespan, easily making it the only choice as an Android phone.

I have an even bigger issue with the quote “Francisco Jeronimo, market research firm IDC’s research director for European mobile devices, says: “Many people care about updates. They recognise that getting the latest update is about getting something better, unless they’ve got an old phone. But it’s about how easy it is to do. Going online and finding an update is something most will not do. If you present it as a notification, as Apple does, then most will jump on board.”“, in this I state that it is my personal believe that Francisco Jeronimo didn’t give the right ambiance to this spin. I have presented evidence that this issue has been known and was visible for the better part of 3 years. Old phone or not, the issue has been limitation of hardware and now that the players realise that the gig is up, they are likely to go into some form of blame mode, whilst their own approach should have changed years ago. The fact that brands like Oppo and Sony are selling what they call state of the art today with a 2 year old OS is just as big a joke, especially if it doesn’t come with the clear notice that an upgrade is available. If I need to give it a name, I would call it the annual update Telco requirement is pushing back and most people are willing to switch providers on a moment’s notice if needed. So Google went Fruity, looked at Apple (it has its own model of OS) and from that point of view, the power of a dedicated mobile became apparent. So now we see that for a mere $150 extra, we get a phone that is not 32GB, but 128GB. So only the dedicated silly would not get that, mainly because logic suggests that Android v8 and Android v9 will all be larger than the previous versions, as could logically be deduced. So not getting storage constraints over the next 3 years makes perfect sense, even if you have a minimal amount of apps. In this case it is not the 10 apps I have now, it is the notion that over the next 3 years I might get another 10-20 apps, as well as a few thousand pictures and knowing that storage will not be an issue, that peace of mind is very important, the moment you get hit by the limitation, it will make sense.

So as Google is challenging that fruity named competitor Apple, it needs to adjust its own model a little bit too. You see, there is a reason why corporate clients still rely on Blackberry. It is the one market Apple has not been able to penetrate, once Android does that, if will be able to shift its interests to another field of data gathering (I mean client instigated data gathering) and data encryption interactions, fields that Apple was not able to surpass Blackberry in, Google has a fair chance at changing that field, with Google now entering layer 1, they have a complete layer coverage allowing to take on the industrial strength enterprise security that Blackberry is famous for, which would give Android the push into the areas where critical security issues are the number one need.

The reality is that this would take at least one additional android upgrade before they enter that field, which have giving Apple the time, but not the engineering skills or the architecture to compete with Blackberry on that level. With this I imply that Apple by keeping to its consumer market views, it ignored a corporate side, or so has create the potential to rule the market, whether it will depends on what they do next, but they have been off to a great start.

The final quote is one that the article has dealt with already “Jeronimo says: “With the Nexus, Google attempted to bring the best device running the latest version of Android, but couldn’t give priority to one of the tier two manufacturers that were interested in making it when you have companies like Samsung and Huawei leading the market. It meant Google struggled to differentiate with its own device when its partners were already making very good devices that were good value.”“, it still requires a little extra and the element that is kept silent is the one I dealt with in ‘The smokescreen of a Smartphone War‘ (at https://lawlordtobe.com/2016/09/30/the-smokescreen-of-a-smartphone-war/), you see, making a version and then making it not an option in Australia reeks. It reeks of Telco managed collaboration, the article stipulates why I feel that way. Now that Google blows storage apart with 128GB for $150 should show those two brands and a few others too, the stupidity of their actions. Huawei had an advantage by offering the 64GB, now that is a no no, it seems that Google can make a massive change, what was once a 0.2% market has the potential to become a 10% market in the next 12 months, which would be a growth that is unheard of. A market Huawei decided not to engage and now Google has voiced it will offer options that I would have considered overkill and not essential. Google seems realise that it does not matter whether the person prefers 64GB or 128GB, by offering them 128GB at a 64GB price is a winner in everyone’s books and it shows the consumer that 32GB might be good for nana and grandpa, the rest should just go big at the additional requested fraction more. In that regard the entire model race with two price additions, one for size of screen and one for size of storage is in my view brilliant (I will give credit that Apple had this approach already).

Which leaves us with the last speculation, no matter how we see 2016, with the changes of 2017 we see that Google is entering a new innovative phase of connectivity. Android devices like Google Home, might seem like a party trick, but the reality of Android devices and the option to connect them is more than a fab, the world presentation blew me away and where it matters, your Pixel could become the hub in all this, music on that little boom box, whilst streaming the pics to your TV. For the mere giggles in me, the device (an entertainment unit), which Microsoft promised the Xbox One to be and not delivered. Google now presents and delivers an actual entertainment system whilst not promising it. It is just too funny for words.

So whatever path you take, whether IOS or Android, just make sure it delivers long term what you need, if you do that, you will remain happy with whatever choice you make and that is what truly matters in my humble opinion.

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The first changes

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