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.
RISC-V was long considered a “hobbyist architecture.” Now, China’s semiconductor industry is taking it seriously.
Chinese tech giants typically focus on the consumer market. But their appetite for early stage investments in semiconductors is growing.
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.
Huawei is losing its status as a smartphone powerhouse in 2021, with a smartphone shipment forecast putting it in seventh place among global vendors.
Will Chinese companies be able to license Arm’s new v9 architecture for CPUs—and can they stay competitive without it?
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]
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]
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]
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]