Chinese Economics Thread

[RoastGooseHKer]

Android操作系统市场垄断优势：谷歌Android操作系统在全球及中国市场的高份额，可能滥用市场支配地位。

And that hinders Huawei's Harmony (as well as Apple) from consolidating its foothold within the Chinese market. Therefore, Android is engaging in monopolistic practices. I see. Using the American logic of economic warfare to go after the Americans. Soon Apple will be next. Beijing is learning how to fight back.

 

[Michael90]

And that hinders Huawei's Harmony (as well as Apple) from consolidating its foothold within the Chinese market. Therefore, Android is engaging in monopolistic practices. I see. Using the American logic of economic warfare to go after the Americans. Soon Apple will be next. Beijing is learning how to fight back.

Nah....I don't think the CCP will go down that route.
Android(being by far the largest OS in China) will not be targeted in this way..except something major happens.

 

[Jiang ZeminFanboy]

Nah....I don't think the CCP will go down that route.
Android(being by far the largest OS in China) will not be targeted in this way..except something major happens.

I think it will happen if Xiaomi and others like Oppo would get Huawei treatment, then in overseas market without Google they would struggle like Huawei. Then there is no point in allowing android on homemade market anymore.

 

[Michael90]

I think it will happen if Xiaomi and others like Oppo would get Huawei treatment, then in overseas market without Google they would struggle like Huawei. Then there is no point in allowing android on homemade market anymore.

Yeah, I don't think that will happen as these companies don't pose any threat to US technological supremacy unlike Huawei.

 

[lube]

Yeah, I don't think that will happen as these companies don't pose any threat to US technological supremacy unlike Huawei.

Xiaomi will be hit for flying too close to the sun and being a scary automaker.
They'll be comfortable being mediocre and relying on sanctions hitting everyone else until shit hits the fan.

 

[Jiang ZeminFanboy]

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The executive further said that Huawei revenue has reached over $118 billion (860 billion yuan) in 2024. It is an increase of 22% YoY. For reference, the tech giant recorded 704.2 billion yuan in sales revenue in 2023 with the fastest growth.

 

[Serb]

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Huawei announced ¥860B revenue in 2024. To put this in perspective, this compared to peak revenue of ¥891B in 2020 before its "low end" Honor smartphone business was spun off in response to export restrictions.

Since the spinout, Honor itself has expanded beyond "low end" smartphones into other consumer electronics and computing areas. Huawei and Honor today combined account for ~30% of China's smartphone market.

Pro forma combined revenue of Huawei and Honor would likely be north of ¥1.1T which suggests the combined entity is at least ~23% larger than its peak year before the spinout.

Even this likely understates Huawei's outsized impact on China's tech ecosystem, as it is deeply embedded to non-revenue-generating R&D activities e.g. supporting SMIC and the broader upstream SME value chain.

Glenn wrote this, source:

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[Wrought]

It's a new thing every day with these guys. I pity the logistics companies trying to make plans.

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[martinwagner]

And that hinders Huawei's Harmony (as well as Apple) from consolidating its foothold within the Chinese market. Therefore, Android is engaging in monopolistic practices. I see. Using the American logic of economic warfare to go after the Americans. Soon Apple will be next. Beijing is learning how to fight back.

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China’s antitrust watchdog is laying the groundwork for a potential probe into

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’s policies and the fees it charges app developers, part of a broader push by Beijing that risks becoming another flashpoint in the country’s trade war with the US.

The State Administration for Market Regulation is examining Apple’s policies, which include taking a cut of as much as 30% on in-app spending and barring external payment services and stores, people familiar with the matter said. Agency officials have spoken with Apple executives and app developers since last year, said the people, who asked for anonymity to discuss sensitive moves.

You called it, that didn't take long.

 

[Wrought]

Seems the export controls are having an immediate effect. Ideally, I would prefer to see them dropped after other countries start making investments in alternative sources, to drive competitors out of business and maximize their losses.

Tungsten Miner Says Clients in Disbelief as China Chokes Supply​

• Almonty CEO cites market concerns Beijing may lift scrap ban
• North American firm has operations in Portugal and South Korea

The phone has been ringing off the hook for Lewis Black after China imposed export controls on tungsten, a niche metal mined by his firm that’s crucial to weapons manufacturing. The chief executive officer of North America’s

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said his customers are in a “state of disbelief” following Beijing’s move on Tuesday, one of a suite of measures announced as a riposte to tariffs placed on Chinese goods by the Trump administration.

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