I expect that's the actual reason for the stock drop. I recall reading an article a while back how Apple had trouble competing with Android in China because everybody uses WeChat for everything, and it's basically the main app people care about. Since you do practically everything through WeChat, it doesn't really matter what OS you use. It makes all the Apple apps and integrations irrelevant. People still got iPhones cause they've been a status symbol, but I think now we'll see more people getting Huawei because it feels good that your own country can produce a phone that's as good as what Americans make.