In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi.
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Posted inHeavy Hitters
Drive I/O | Chips, batteries, AV: Xiaomi’s most high-profile auto investments of the year
Xiaomi is pouring billions of RMB into the auto sector and placing some big bets on multiple startups to build a complete auto supply chain.
Posted inHeavy Hitters
China Tech Investor: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021
James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned.
Posted inHeavy Hitters
China Tech Investor: Xiaomi’s resilience, with Bryan Ma
Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show to discuss strong performance from Xiaomi in a tough year.
Posted inThe Numbers
VC Roundup: Chinese tech firms are betting on chips
Chinese tech giants typically focus on the consumer market. But their appetite for early stage investments in semiconductors is growing.
Posted inUp and Comers
China’s chip industry is embracing RISC-V
RISC-V was long considered a “hobbyist architecture.” Now, China’s semiconductor industry is taking it seriously.
Posted inHeavy Hitters
INSIGHTS | Smartphone makers race to 5G amid the post-covid Covid slump
China’s dominant smartphone makers have suffered setbacks from Covid-19 and the US-China trade war. Is 5G the light at the end of the tunnel?
Posted inThe Numbers
OnePlus leads Huawei, Xiaomi in online exposure as ‘global-first’ strategy pays off
OnePlus 7 tends to get more attention on Wikipedia, and higher reviews from tech websites readers, a study s comparing Huawei P30, Xiaomi Mi 9and Oneplus 7 shows.
Posted inHeavy Hitters
China tech investment overseas: past, present, and future
Over the past six months, I’ve been mapping the global footprint of Chinese tech investment. Here’s what I’ve learned.
Posted inViews
INSIGHTS | Smart home firms scramble to lock in users
A potentially closed ‘ecosystem’-type market is still anyone’s game.
