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.
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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 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 inHeavy Hitters
Huawei’s Harmony OS: a third major mobile operating system?
With Huawei increasingly cut off from the America-driven tech world, it’s betting on the new Harmony OS to build a new mobile ecosystem.
Posted inOn the Cusp
INSIGHTS | The new normal isn’t that normal
Everyone wants to go back to the “China dream” as soon as possible, but the new normal still includes temperature checks.
Posted inHeavy Hitters
VC Roundup | How big China tech uses investments to build empires
Corporate VCs run by tech giants are some of the most active, and important, investors in China. But a rising unicorn needs the right partner to succeed.
Posted inTurf Wars
Chinese tech giants have tens of billions at stake in India
Chinese tech giants have invested in India for years, pumping billions in to the county’s startups. Now, India’s popularity comes with a price tag.
Posted inTurf Wars
Proxy war? Alibaba, Tencent draw lines across Southeast Asian unicorn scene
China’s domestic tech proxy war has spilt over into Southeast Asia and India. Here’s what it looks like.
Posted inWith Chinese Characteristics
China tech stocks bounce back after virus outbreak losses
Tech stocks are down following an epidemic. Luckin Coffee’s stock has suffered the most, as mask manufacturers’ share prices rise.
Posted inViews
SILICON | HiSilicon isn’t after Qualcomm’s handset profits
Don’t believe reports that HiSilicon’s Balong chip offering is a challenge to Qualcomm’s mobile market. Think share bikes and cash registers, not phones.
