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.
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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 inTurf Wars
Huawei to fall to seventh place in 2021 global handset rankings: report
Huawei is losing its status as a smartphone powerhouse in 2021, with a smartphone shipment forecast putting it in seventh place among global vendors.
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 inThe Numbers
China made 6% of chips it used in 2020: report
China, the world’s largest semiconductor market, is highly reliant on foreign technology and aims to make 70% of the chips it uses by 2025.
Posted inViews
SILICON | What the new Arm v9 architecture means for China
Will Chinese companies be able to license Arm’s new v9 architecture for CPUs—and can they stay competitive without it?
Posted inNews Feed
Chinese tech majors donate more than RMB 300 million to flood-hit Shanxi
Chinese tech companies, including Alibaba Group, Tencent, Baidu, ByteDance, Pinduoduo, Didi, NetEase, Vipshop, Xiaomi, and Oppo, have collectively donated more than RMB 300 million (around $46.6 million) to the Shanxi province as of Oct. 10, Chinese media The Paper reported. The northern Chinese province has been hit by severe floods and torrential rain since early this month, affecting more than 1.76 million people. [The Paper, in Chinese]
Posted inNews Feed
Regulator tells internet giants to stop blocking each others’ links
An internet regulator has ordered at least nine Chinese tech giants to stop link blocking, the practice of barring users from clicking into rivals’ sites. The Ministry of Industry and Information Technology talked to Tencent, Alibaba, ByteDance, Baidu, Huawei, Xiaomi, and others in a Sept. 9 meeting. The regulator asked all participating platforms to end the practice by an undisclosed deadline. [21st Century Business Herald, in Chinese]
Posted inNews Feed
China’s smartphone market shrank 10% in Q2
Smartphone shipments in the Chinese market were 79 million units in the second quarter, down 10% from the same period last year, according to market research firm IDC. Chinese smartphone maker Vivo sold the most, 18.6 million units. Vivo was followed by Oppo, Xiaomi, Apple, and Honor in IDC’s sales rankings. [IDC]
Posted inNews Feed
Renren Video removes most of overseas content
Renren Video, a Chinese video content platform facing recurring piracy complaints, removed most of its overseas content, users reported. In February, Shanghai police arrested 14 employees after identifying more than 20,000 pirated videos on the platform. The app started in 2003 as a subtitle website, and received investment from tech giants Baidu and Xiaomi in 2017. [Securities Times, in Chinese]
