News on China's scientific and technological development.

Eventine

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So recently, I saw the news that openHarmony has reached its 3rd anniversary.
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Despite many bumps along the way, I think it's fair to say that this is a successful OS so far. The key decision that Huawei made is to allow openHarmony be an OS that supports wide variety to devices, including all the industrial tools. As such, it reached market penetration of 470 million units by August of this year.
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With the possible threat that America may ban certain Chinese messaging apps from iPhone and Android stores at some point. It's more imperative than ever for Chinese phone makers and even large soft tech players like Tencent and Alibaba to start producing phones with openHarmony. Can you imagine the disaster if WeChat is banned from android App Store? As far as I can tell, Harmony 3.0 will support Android 12.
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As we know, Chinese smart phone companies do have the largest combined market share of any country. I believe it has the largest market share of desktops also. While it maybe too much to get other countries to use KylinOS, it shouldn't be too much for Chinese smart phone/tablet/laptop makers to slowly roll out more and more devices with Harmony OS. Of course, initially just for China and Asian markets. The compatibility with Android apps will be a good selling point. Eventually, smart phone producers like Xiaomi and Oppo can advertise more phone models with Harmony OS.

As I discussed in BRI/Global south thread, China is looking to win the next revolution of industrial 4.0 among others. Taking over the digital infrastructure that people from other countries (especially global south countries) use is the way you win.

Huawei open sourcing Harmony OS was a great move. What's needed now is more coordination within the Chinese software industry to adopt and contribute to it. The key to defeating US domination of software platforms is to embrace open source, transparency, and international collaboration at a genuine scale. Not to copy Google, but to out do Google, in making it accessible to *everyone* and the ecosystem associated with it, as well.

Basically, to beat first mover's advantage, you need to be more accessible and cheaper, and you need to sacrifice profits for the long-term benefits of getting people off of the US platform ecosystem.

For instance - Google Store, like Apple Store, charges a huge fee for application developers to do transactions through them. China can beat that by lowering or even eliminating that fee. Google and Apple hold monopolistic controls over much of their platform, despite the core platform being "open source" - this is, in fact, why they're able to ban Chinese applications on them in the first place. To beat that, you need to go full open source and prove to international partners that China will never be able to block access the way the US does.

There are going to costs. You could argue - "why would we even bother to make a separate platform if we can't make a profit like Google and Apple does?" But the value has become obvious, post-US sanctions. Getting people off of monopolistic Western platforms is the value, in and of itself.

Being willing to sacrifice for that goal is critical to winning the platform war.
 

tphuang

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This is from someone I follow on weibo
关于京东方,大家可以比较一下2022年12月和2018年12月,京东方K线组合和面板周期拐点基本面,京东方要么岁末12月启动,要么2023年春节前后启动,京东方已经V型爆发风口前夕:
1、看一下最新的京东方投资者交流活动公告,国内面板厂4季度稼动率仍然维持低位,再看一下2017年之前还是全球LCD产能老大的LGD12月12日公告,LGD将在12月末关闭坡P7,2023年开始仅剩下P8和广州两条线数百万片产能,2023年LGE将向京东方、惠科、华星、夏普采购LCD面板。
现在只要需求端复苏,2023年开始面板牛市新周期就会意外来临,就像2020年一样。
2、京东方较华星,优势在于OLED,已经有了3条6代线,确定新建一条6代线,2023年要决策建全球第二条IT8.6代线,现在全球唯一一条IT8.6代线是三星。
华星仅一条6代T4,且稼动率很低,虽然京东方6代OLED线仍然是亏损大户,但今年苹果订单再度翻倍,OLED整体出片量将从2021年5600万片地增至8000万片,所以未来3年,京东方业绩弹性实际看OLED大幅度扭亏为盈,京东方OLED亏损峰值要达到年亏损额近100亿(折旧是重要原因)。
3、2019年2月京东方单月V型涨幅催化剂是1498亿投资建设3条OLED线,华为订单需求托底。
我们可以看到群创最新准备转移产能去美国,这实际进一步强化了京东方若上马IT8.6代必须有苹果订单托底,否则连上游日韩8.6代蒸镀机设备都采购不到,记住8.6代OLED线投资不仅是钱的问题,更关键是下游订单。
So she thinks that BOE is ready for a major explosion in revenue.

Sounds like LG Display is closing production lines for LCD. So, this should improve BOE utilization and profit.

Says BOE is superior to TCL, especially in OLEG. Already has 3 6th gen line and will build another 1. It was also build the world's second IT8.6 line (first one by Samsung). TCL only has 1 T4 6th gen line. utilization is very low.

Even though BOE's 6th gen OLED is a big loss maker, but Apple order will double this year. OLED production will go from 56 million chips in 2021 to 80 million. In 3 years, BOE's OLED ine will turn from large loss to profit. OLED will peak at 10 billion RMB in loss due to depreciation.

Since Feb 2019, BOE has spent 149.8 billion RMB to build 3 OLED lines, because Huawei order demanded it. Says that they really need the apple order for the new IT8.6 generation line because Innolux is moving production to America. A lot of investment that requires downstream orders to invest in.
 

FairAndUnbiased

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Oppo is putting huge investment of $1.4 billion (around 10 billion RMB) into its onePlus brand over the next 3 years. They are really fighting for the premium market around the world.
I am a loyal onePlus user. My phone is ove 4 years old, and is showing no degradation in performance whatsoever. In comparison I used to foolishly use a Google Pixel for 2 years, and it was just trash at that point. Barely could turn on due to faulty battery. Never making the mistake of buying a regime brand again.
 

tphuang

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Alibaba Cloud (阿里云) is building 3rd data center in Japan with another one in Tokyo.
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This year, they've added 2 datacenter in Saudi, 1 in Frankfurt, 1 in Bangkok, 1 in Tokyo and 1 in Korea. in the past 3 years, their oversea revenue increased 10 folds.

They've also added 6 new service center in Portugal, Mexico, Kuala Lumpur and Dubai. It will invest 7 billion RMB in oversea ecosystem over the next 3 years.
 

tonyget

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https://www.therobotreport.com/wp-content/uploads/2022/12/RobotDensities_WorldRobotics2022_1600_900.jpg
 

SanWenYu

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Last week I posted this news that Chinese researchers have developed technologies to produce hydrogen directly from seawater without desalination.

Now a JV has been created to commercialize the technologies. Dongfang Electric (东方电气) is to invest 30 million yuans for the IPs.

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12月16日,深圳大学/四川大学谢和平院士团队与东方电气股份有限公司、东方电气(福建)创新研究院有限公司签署“海水无淡化原位直接电解制氢原创技术中试和产业化推广应用”的四方合作协议。

“Nature正刊报道的海水无淡化原位直接电解制氢原创技术有望打破现有电解水制氢必须向系统供给纯水的固有思维,可形成‘海上风电再生资源-海水直接电解制氢’一体化工业模式的全链条式零碳氢能发展路径。”谢和平院士的一席话,正式拉开了“海水资源能源化的海洋绿氢”的发展新序幕。

深圳大学/四川大学谢和平院士、深圳大学副校长汪永成、东方电气股份有限公司党组成员、副总经理张彦军、东方电气(福建)创新研究院有限公司院长刘泰生见证四方签署了“海水无淡化原位直接电解制氢技术开发与产业化推广应用”合作协议,东方电气集团专项投入3000万元用于海水无淡化原位直接电解制氢颠覆性技术前期研发经费,获得四方共享Nature报道该成果的原创技术专利及相关资料的知识产权,同时组建四方合作联盟后续攻关该原创技术的中试和示范、迭代升级和推进产业化。

谢和平院士强调:“东方电气是氢能领域的龙头央企,具有超前战略发展布局和很强的实力与地位,我们强强联手,分三步走战略携手共创全球海水制氢新时代!第一步共同推进海上中试示范验证,树立海上可再生能源直接制氢领域标杆;第二步全力攻关第二代海水无淡化原位直接电解制氢核心技术,迭代发展并优化升级核心技术及装备,始终保持海水直接制氢的技术领先优势,引领非纯水电解制氢新模式;第三步与东方电气共同面向全球企业合作共赢推进产业化,引领海上风电等可再生能源与海水直接电解制氢一体化全新工业模式。欢迎更多的国内外企业一起来推动海水直接制氢技术的产业化应用,共迎海水直接电解制氢2.0时代。”
 
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