1. Indian officials support domestic app alternatives to Google, WhatsApp, and Microsoft. 2. This promotes 'Made in India' products amid escalating US trade tensions.
Increased promotion of local alternatives could erode GOOG's market share in India, mirroring previous instances where government support led to significant competition for foreign tech firms.
The Indian government's promotion of local apps increases competitive pressures on GOOG, which is significant for its future market dynamics in a large population like India.
As domestic app ecosystems develop, sustained government support can lead to a reduction in user reliance on GOOG products over time, akin to how local players have emerged in various markets.