Chinese Economics Thread


Tam

Colonel
Registered Member
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Good, Chinese must learn to slowly move away from apple as the threat of app bans loom
Got another article as Samsung regains the smartphone crown from Huawei, Xiaomi moves into third overtaking Apple.

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This chart tells a bigger story. Samsung took a bigger jump than Apple with a recovery of 47% over Apple's 11%. But Samsung's 47% is dwarfed by Xiaomi's 75% boom. The biggest gainer is Realme with an astounding 132% growth. Other than Huawei, all the Chinese brands including Lenovo has grown, with Lenovo at 37%. I find this interesting that Apple has in fact the lowest growth of all the top 10 manufacturers. My theory is that the growth isn't in the flagship but in the low and midend. I posted before that Samsung has gone back to a Chinese ODM to manufacture its low and midend. This also bodes well as Android as a platform.

I find it funny here that fifth, sixth, and seventh spots --- Oppo, Vivo, and Realme --- are but three brands of the same company, BBK Electronics. Combined, they make up 76.8 million phones, which makes BBK in reality, the second biggest smartphone company. Tecno is a brand that started in Shenzhen and is making inroads among countries like India and Pakistan. Overall six of the top 10 brands are Chinese, and likely a major, if not majority portion of the 'Other' category, which can include other Chinese brands like ZTE Nubia, OnePlus, TCL, and Meizu. Some others of the 'Other' category can include Sony, Asus, HTC and Nokia.

global-smartphone-market-share-q3-2020-counterpoint-1200x600.jpg
 

localizer

Major
Registered Member
Got another article as Samsung regains the smartphone crown from Huawei, Xiaomi moves into third overtaking Apple.

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This chart tells a bigger story. Samsung took a bigger jump than Apple with a recovery of 47% over Apple's 11%. But Samsung's 47% is dwarfed by Xiaomi's 75% boom. The biggest gainer is Realme with an astounding 132% growth. Other than Huawei, all the Chinese brands including Lenovo has grown, with Lenovo at 37%. I find this interesting that Apple has in fact the lowest growth of all the top 10 manufacturers. My theory is that the growth isn't in the flagship but in the low and midend. I posted before that Samsung has gone back to a Chinese ODM to manufacture its low and midend. This also bodes well as Android as a platform.

I find it funny here that fifth, sixth, and seventh spots --- Oppo, Vivo, and Realme --- are but three brands of the same company, BBK Electronics. Combined, they make up 76.8 million phones, which makes BBK in reality, the second biggest smartphone company. Tecno is a brand that started in Shenzhen and is making inroads among countries like India and Pakistan. Overall six of the top 10 brands are Chinese, and likely a major, if not majority portion of the 'Other' category, which can include other Chinese brands like ZTE Nubia, OnePlus, TCL, and Meizu. Some others of the 'Other' category can include Sony, Asus, HTC and Nokia.

View attachment 65074
Huawei is looking pretty dire though at -24% YoY


We shall see what happens, seems like they gonna grant non-5g business licenses to Huawei again?
 

weig2000

Junior Member
way
Got another article as Samsung regains the smartphone crown from Huawei, Xiaomi moves into third overtaking Apple.

Please, Log in or Register to view URLs content!


This chart tells a bigger story. Samsung took a bigger jump than Apple with a recovery of 47% over Apple's 11%. But Samsung's 47% is dwarfed by Xiaomi's 75% boom. The biggest gainer is Realme with an astounding 132% growth. Other than Huawei, all the Chinese brands including Lenovo has grown, with Lenovo at 37%. I find this interesting that Apple has in fact the lowest growth of all the top 10 manufacturers. My theory is that the growth isn't in the flagship but in the low and midend. I posted before that Samsung has gone back to a Chinese ODM to manufacture its low and midend. This also bodes well as Android as a platform.

I find it funny here that fifth, sixth, and seventh spots --- Oppo, Vivo, and Realme --- are but three brands of the same company, BBK Electronics. Combined, they make up 76.8 million phones, which makes BBK in reality, the second biggest smartphone company. Tecno is a brand that started in Shenzhen and is making inroads among countries like India and Pakistan. Overall six of the top 10 brands are Chinese, and likely a major, if not majority portion of the 'Other' category, which can include other Chinese brands like ZTE Nubia, OnePlus, TCL, and Meizu. Some others of the 'Other' category can include Sony, Asus, HTC and Nokia.

View attachment 65074
Comments:

Xiaomi effectively took market share away from Huawei: Huawei + Xiaomi Q3 2020 at 97.1 million vs Q3 2019 at 98.5 milliom. Samsung, Oppo, Vivo largely remain the same.

Brands notwithstanding, China dominates the world's mobile phone supply chain.
 

Peter2018

Junior Member
Registered Member
way


Comments:

Xiaomi effectively took market share away from Huawei: Huawei + Xiaomi Q3 2020 at 97.1 million vs Q3 2019 at 98.5 milliom. Samsung, Oppo, Vivo largely remain the same.

Brands notwithstanding, China dominates the world's mobile phone supply chain.
oppo and vivo should just combine and surge ahead of Apple.
 

AssassinsMace

Brigadier
So much for decoupling instead American dependency on Chinese import grew larger and larger
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At the same time, China’s
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facilitated a sharper industrial supply response. Its
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is now back to full capacity, while industrial output in the United States and Europe is still significantly below end-2019 levels as firms grapple with ongoing disease outbreaks. China also benefited, at least initially, from
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in the United States and Europe for COVID-19 related products such as surgical masks and ventilators.

Over the summer, that demand shifted to electronics and communication equipment for households operating under lockdowns. Finally, in recent months, demand has risen for a broader range of industrial products that other countries have been unable to fulfill because of pandemic related disruptions. According to Chinese government statistics, since late spring, monthly export growth rates have ranged from 15 to 40 percent for medical supplies, electronics, and home furnishings. That boom in exports helped drive industrial value-added growth to nearly 7 percent in September.

At the same time, Chinese demand for imports has been tepid, thanks to depressed household consumption. That means China’s current account surplus (the inverse of other countries’ trade deficits with China) will likely be more than double last year. This is mirrored in the sharp appreciation of the renminbi to the U.S. dollar by 7 percent since May.

At the same time, the pandemic has made a trade war and the
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away from China more difficult. The pandemic was initially seen as yet another reason to reduce dependency on China—in this case for essential medical supplies on top of the goods that were the target of the tariffs levied by the White House last year. But China’s export surge has now extended well beyond pandemic-related items to a much broader range of products. Any
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out of China will now by necessity be more gradual than previous plans. As analyzed by the consulting firm, Gavekal: “China has a wide and deep pool of labor, excellent infrastructure, dense networks of suppliers, and an effective government that coordinates well with business,” making it very difficult to relocate production elsewhere. Possible alternatives like Vietnam or India, either lack the size or ecosystem to duplicate China’s capacity to assemble and ship rapidly manufactures to global markets.
So that's how they're concluding China's consumers aren't spending hence why the naysayers spin China hasn't truly made a full recovery. They're going by how foreign imports have gone down so that must mean Chinese consumers are not buying. How about all the reports Trump's trade war against China has spurred patriotism among Chinese consumers hence why imports have shrunk? They want to be in denial. Let's ignore record car sales in China. Car sales means there's extra money to buy cars. How about when they use to say China didn't buy their products at all to perpetuate the lie of the trade imbalance? They said China lacked a service economy which is mostly manufacturing based unlike theirs. And now the lack of manufacturing is said to be the reason the US can't decouple from China as easily and why China's economy is growing today while everyone else is not.
 

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