Category: China
Posted Date:
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The China Branded OEMs
I spent a lot of time talking to the China handset OEMs once known as the Shanzhai. As I said in my last note, this remains…
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A very micro economic view of China
In past notes, I have mentioned that almost every conversation I have in China eventually turns to the subject of real estate. In my last visit, I compared it to California in…
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Amusing China Incident #34789
I have been traveling to China for years. And for the past decade every trip included a stop in Shenzhen, and every trip to Shenzhen has involved a visit to a networking…
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China OEM follow-up
I’ve had some interesting follow-ups from my post yesterday on China’s smartphone OEMs. A couple people e-mailed to confirm that there really are thousands of these companies competing. Also, my estimate on…
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A Very Big Market – China’s Handset OEMs
In the 1980’s we saw the emergence of the PC production complex around Taiwan. This decade we are going to see a smart-device complex emerge around Shenzhen and South China. In this…
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Apple’s Apology in China, and why it matters to Android
Apple’s presence in China has been in the news a lot recently. After a week of seemingly orchestrated public criticism, their CEO Tim Cook took the ‘unprecedented’ step of publicly apologizing to…
