Chinese Economics Thread

sunnymaxi

Colonel
Registered Member
Can someone fill me in on what happened to the Dutch? Why are their exports declining when rest of EU’s grows by over 10 percent? Are they run by incompetent morons or something?
China imported a lot Lithography machines in 2024-25 hence record growth for Dutch but from this year onward China will not buy machines in bulk as they already have enough stockpile. and result is in front of you.

France has record growth. thanks to Airbus and aerospace components.
 

tamsen_ikard

Captain
Registered Member

China's higher end phone market seeing huge growth this year for Apple and Huawei. Everyone else flat or hurting.
I dont think its prudent to make assertions such as Apple is rising in China just based on 1 year.

We have seen it before where whether people buy a certain iphone model depends heavily on cyclical preference. People ignore some years and then pile on in one year.

If iphone is selling well this year, it will surely sell bad next year, and then people will again say apple is finished in china.

Xiaomi sold really well last year and huawei did not, this could change 1 year from now and xiaomi might sell well again.
 

tphuang

General
Staff member
Super Moderator
VIP Professional
Registered Member
I dont think its prudent to make assertions such as Apple is rising in China just based on 1 year.

We have seen it before where whether people buy a certain iphone model depends heavily on cyclical preference. People ignore some years and then pile on in one year.

If iphone is selling well this year, it will surely sell bad next year, and then people will again say apple is finished in china.

Xiaomi sold really well last year and huawei did not, this could change 1 year from now and xiaomi might sell well again.
well, the rationale is that high memory prices add COGS which makes it harder to sell cheaper phones
 
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