Chinese Economics Thread

[broadsword]

China's stock market started to recover.

https://twitter.com/i/web/status/1760912145221644743

Don't fret if China's stock market corrects next month. It will be a good time to bottom fish.

 

[tphuang]

from mwc 2024, both Honor and Xiaomi are moving into high end market. Taking on Samsung and Apple worldwide in that segment

How will they do?

https://twitter.com/i/web/status/1761903017131970995

 

[siegecrossbow]

from mwc 2024, both Honor and Xiaomi are moving into high end market. Taking on Samsung and Apple worldwide in that segment

How will they do?

https://twitter.com/i/web/status/1761903017131970995

Is Xiaomi using more domestic components? They got out on the blacklist briefly before Lei Jun sorted it out so I hope they’ve learned their lesson.

 

[tphuang]

Is Xiaomi using more domestic components? They got out on the blacklist briefly before Lei Jun sorted it out so I hope they’ve learned their lesson.

well, they claim to be using more domestic components, but they are still using Sony CMOS and Qualcomm SoC. Not much you can do there.

 

[coolgod]

well, they claim to be using more domestic components, but they are still using Sony CMOS and Qualcomm SoC. Not much you can do there.

Is there really no good domestic replacement for Sony CMOS (image sensor) ?

 

[sunnymaxi]

Is there really no good domestic replacement for Sony CMOS (image sensor) ?

Omnivision .. Huawei is all set to use in Mate70 as per the news..

 

[gelgoog]

Xiaomi and Oppo are really pathetic. They are just passively waiting until the US also cuts their access to chips like lambs to the slaughter.
They should at least be funding the Chinese semi industry so they have actual alternatives.

 

[siegecrossbow]

Xiaomi and Oppo are really pathetic. They are just passively waiting until the US also cuts their access to chips like lambs to the slaughter.
They should at least be funding the Chinese semi industry so they have actual alternatives.

Oppo is funded primarily through US capital. They tried to start their own chip business but that fizzled out as soon as US government started ramping up pressure. Luckily Hisilicon managed to poach many of their talents after they got laid off.

 

[Franklin]

For the US, decoupling from China is easier said than done. For example, the cfr article above mentioned that Mexico exported a lot more auto parts to the US in 2023. However, a lot of these actually came from China.

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Some Chinese e-commerce outlets are doing well selling to the US.

https://twitter.com/i/web/status/1760288531228799485

For the US, decoupling from China is easier said than done. For example, the cfr article above mentioned that Mexico exported a lot more auto parts to the US in 2023. However, a lot of these actually came from China.

Please, Log in or Register to view URLs content!

Some Chinese e-commerce outlets are doing well selling to the US.

https://twitter.com/i/web/status/1760288531228799485

Does China count these cross border e commerce sales in its overall export numbers.

 

[ren0312]

If the Chinese have to manufacture cars in Europe, what will the prices be like, given that they have to employ European workers and European wages and follow European work rules, also the EU will likely require than something like 80 percent of the parts have to be sourced from the EU, so they will have to depend on the European supply chain, and not just import CKD and assemble them there.