Has Google Dropped the Pixel Fold?
DSCC has confirmed with its supply chain sources that Google has decided not to bring the Pixel Fold to market. Not in 2021 and reportedly not in the first half of 2022. Our sources indicated that Google believed the product wouldn’t be as competitive as it needed to be. They likely figured that competing against Samsung in the US and Europe in a small niche market facing higher costs than their primary competitor, would stack the odds against this project. I point out regional differences as in China, where Samsung is not as strong, we do expect to see many competing products with similar form factors from Oppo, Vivo, Xiaomi, Huawei and Honor.