Ross Tempers Prospect of Trade Deal at Trump-Xi Meeting

The transcript discusses the impact of Ross's statements on expectations, Trump's strategic actions to resume trade talks with China, and the significant effects of Trump's blacklist on Huawei's business, particularly in terms of smartphone shipments and software access.

What was the purpose of delaying Pence's speech on June 4th?

• To avoid upsetting Beijing and jeopardizing a meeting with Xi

• To focus on domestic issues first

• To give more time for speech preparation

• To align with a national holiday

What is the estimated drop in Huawei's international smartphone shipments?

• 40 to 60%

• 30 to 50%

• 70 to 80%

• 10 to 20%

Which component is causing significant issues for Huawei's new phones?

• Camera quality

• Battery life

• Hardware design

• Software updates

What popular apps are affected by the lack of Android updates for Huawei?

• Google Play and Google Search

• Facebook and Twitter

• Instagram and Snapchat

• WhatsApp and Telegram

What might Huawei do if the Honor 20 phone sales do not perform well?

• Increase marketing efforts

• Pull shipments of the phone

• Launch a new model

• Lower the price