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.
Search results
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
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
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
China Tech Investor: The boom and bust of China’s ‘second landlords,’ with Capucine Cogné
China’s “second landlord” platforms have seen a dramatic rise and fall. What led to their fall from grace and who stands to benfit as the industry consolidates?
Posted inHeavy Hitters
China Tech Investor: EV makers got a big charge in 2020, with Tu Le
Electric vehicle stocks have experienced stratospheric growth this year. What will they need to achieve in order to justify their share prices?
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 inHeavy Hitters
China Tech Investor: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris
Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent.
