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Doug Young

Bottom line: Apple will continue discounting its iPhones in China to stop its sinking market share, which could slow but not halt its decline in the face of growing competition from the likes of Huawei.

Following a break of a month, I'm returning to my writer's seat with discussion of the China outlook for tech giant Apple (Nasdaq: AAPL), which has turned to a very un-Apple-like strategy of discounting its products in the world's largest smartphone market. China has been a fickle place for Ap...

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Doug Young

Bottom line: Xiaomi's stock is probably oversold at current levels due to selling at the end of a lockup period, but will remain an underpeformer for at least the next 1-2 years until it can prove its strategy of moving up-market has legs.

It's been a rocky week so far for smartphone wannabe Xiaomi (HKEx: 1810), which is desperately trying to show investors it's more than just a maker of cheap, low-margin products. The company is getting set to unveil a new strategy to show it plans to wean i...

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Doug Young

SMARTPHONES: Huawei Takes New Look at India

Doug Young 12月03日

财新传媒英文部编辑

Bottom line: Huawei's new push into India looks like a smart and well-timed move to take advantage of the country's emerging middle class, and could help it take the global smartphone crown by the end of next year.

As it creeps up on its goal of becoming the world's largest smartphone maker, the controversial Huawei appears to finally be waking up to the potential of the fast-growing India market. That's the key takeaway from some Indian media reports last week, which quoted a company executi...

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Doug Young

SMARTPHONES: Huawei Rolls Past Apple

Doug Young 08月01日

财新传媒英文部编辑

Bottom line: Huawei could challenge Samsung for the global smartphone crown in as little as a year, though a potential Achilles heel could be the "outing" of its surging Honor brand that most may not associate with the Chinese parent.

Smartphone pioneer Apple (Nasdaq: AAPL) has just reported its latest quarterly results, which means that all the data tracking firms can simultaneously release their own industry data showing the latest trends. Those trends show that Apple's sales were basically...

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Doug Young

SMARTPHONES: Xiaomi Takes Big Step Into South Korea

Doug Young 07月18日

财新传媒英文部编辑

Bottom line:  Xiaomi appears to be gaining confidence of investors through moves like its entry into South Korea, but it will take at least another year to prove it really has the savvy to thrive over the longer term.

Newly listed smartphone maker Xiaomi (HKEx: 1810) has kept the world guessing these past two weeks with its on-again-off-again performance both on the Hong Kong stock exchange and now in the real world. The former is a reference to its stock, which did quite poorly in the run-up...

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Doug Young

IPOs: Xiaomi Fizzles in Debut, But What's Next?

Doug Young 07月09日

财新传媒英文部编辑

Bottom line: Xiaomi's stock is likely to be volatile over the next year and could move broadly downward as investors wait to see if the company's comeback has legs and it can move into higher-end products.

Smartphone maker Xiaomi (HKEx: 1810) seems to have become the proverbial lead zepplyn sinking further and further into the mire as it finally made its trading debut in Hong Kong. The company has been dogged by skepticism almost since the get-go of its blockbuster IPO, which ended this morni...

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Doug Young

TELECOMS: What's Next After Resolution of ZTE Case?

Doug Young 06月14日

财新传媒英文部编辑

Bottom line: ZTE will experience fallout from its run-in with Washington through much of next year, and could see an even longer-term hit to its global business as international customers start to look for alternate suppliers.

The saga of embattled smartphone and telecoms equipment maker ZTE (HKEx: 763; Shenzhen: 00006) appears to be nearing an end, as trading resumed in the company's stock following an official settlement with Washington over  illegal sales to Iran. The ending to this story ...

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Doug Young

Bottom line: Xiaomi is likely to quietly settle a copyright infringement lawsuit against it by Coolpad, which is opportunistically looking for some hush money before Xiaomi's IPO and can't afford a long drawn-out court battle.

In a move that smells of desperation, down-and-out smartphone maker Coolpad (HKEx: 2369) has filed a lawsuit against the up-and-coming Xiaomi. Anyone with half a brain will know the timing of this lawsuit looks quite suspicious, since Xiaomi is getting ready to make wha...

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Doug Young

PCs: Lenovo Kicked Out of Hang Seng Index

Doug Young 05月07日

财新传媒英文部编辑

Bottom line: Lenovo's ejection from the Hang Seng Index caps its long fall from grace over the last four years, and leaves the company in an increasingly deep hole that may be hard to emerge from.

Capping its long fall from grace, PC giant Lenovo (HKEx: 992) has been officially booted from the Hang Seng Index, in a move that looks highly symbolic but also has some very real ramifications for this former high-flyer. It's probably too early to relegate Lenovo to the history books, but we can ce...

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Doug Young

IPOs: Xiaomi Growth Charms, Losses Alarm

Doug Young 05月04日

财新传媒英文部编辑

Bottom line: Xiaomi is hoping to attract investors to its IPO through its recent strong revenue growth, but it could still be years before it becomes profitable due to heavy reliance on low-end, low-margin products.

Everyone is fawning over the newly released IPO prospectus from Xiaomi, the smartphone maker that is aiming to make what's likely to be the biggest listing of all time by a company from its class. Most eyes seem to be focused on the company's top line, headlined by revenue that gr...

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Doug Young

TELECOMS: ZTE Slapped with US Sanctions -- Again

Doug Young 04月18日

财新传媒英文部编辑

Bottom line: Washington's new ban on ZTE from buying US-made components is not as political as China is portraying it, and is likely to be resolved within a few weeks after ZTE takes remedial actions related to its violation of an earlier agreement.

An ongoing tiff between Washington and ZTE (HKEx: 763; Shenzhen: 000063) is in the headlines yet again, with word that the US has banned all American companies from selling to the Chinese smartphone and telecoms equipment maker for seven years. Th...

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Doug Young

Bottom line: Foxconn's taking of the smartphone manufacturing crown from Samsung reflects the resurgence of Apple and rises of Huawei and Xiaomi, and could ultimately force other brands to use such third-party producers.

Today we'll take a step back from the usual name-brand smartphone rankings to look at a new report that shows that Taiwan's Foxconn (HKEx: 2038) is emerging as one of those "industry leaders you never heard of", quietly supporting some of the fastest-growing names. That's the...

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Doug Young

Bottom line: Skidding sales in China's oversaturated smartphone market are long overdue, and could claim Gionee as a first major victim by year-end.

The inevitable is finally happening, and China is showing signs of smartphone burnout. The latest government data is showing that first-quarter smartphone sales in China plunged 26 percent, which is one of the largest drops I can ever recall. In this case we can't really blamed the usual seasonal effect, since this is a quarterly number that incl...

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Doug Young

TELECOMS: Huawei Feasts on China Market

Doug Young 04月02日

财新传媒英文部编辑

Bottom line: Huawei's strong revenue and profit growth for 2017 are coming largely on the back of its home China market, which should continue to boost the company as Beijing aggressively pushes upcoming 5G services.

Telecoms giant Huawei is in the headlines as the new week begins, with word that the company has rekindled its profit growth in its latest reporting year. Unlike other companies, Huawei isn't publicly traded and thus isn't required to release any financials, which always means we...

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Doug Young

Bottom line: Xiaomi's taking of the India smartphone crown and attendance at a major trade show next week are aimed at boosting its profile in the run-up to its IPO. 

Hype is building in the run-up to what's likely to be one of the largest high-tech IPOs this year, with word that smartphone maker Xiaomi has snatched the India crown from a fading Samsung (Seoul: 005930) and is also making its first visit to the world's top telecoms trade show next week. Both events are important milestones for...

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Doug Young

TELECOMS: Spurned by US, Huawei Turns to UK

Doug Young 02月07日

财新传媒英文部编辑

Bottom line: Huawei's latest big financial commitment to the UK is mostly for show, but Britain could still emerge as a winner over the longer term if Huawei conducts more R&D work in its British labs.

Huawei gives $4.2 billion gift to UK

After getting the cold shoulder from the US for its smartphones, telecoms superstar Huawei is turning increasingly to Europe, and specifically to Britain, for consolation. That's the key takeaway from the latest reports that say Huawei ...

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Doug Young

Bottom line: Huawei's decision to go ahead with a US market entry for its latest high-end phone, despite collapse of a tie-up with AT&T, is likely to produce very limited results due to lack of a carrier partner.

Huawei goes solo into US

If you can't get a serious business partner, at least get a pretty face. That seems to be the message coming from a frustrated Huawei, which has announced it has signed on "Wonder Woman" star and model Gal Gadot as chief experience offic...

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Doug Young

SMARTPHONES: Xiaomi Eyes IPO, Gets Setback in Europe

Doug Young 12月06日

财新传媒英文部编辑

Bottom line: Xiaomi's growing comeback is giving it confidence to launch an IPO plan, as its loss of a trademark case in Europe highlights renewed obstacles it will face in its global expansion.

Xiaomi eyes Hong Kong IPO

Comeback kid smartphone maker Xiaomi is in a couple of headlines as we reach the middle of the week, including one that highlights its return to growth and another that shows the obstacles it will face as it continues with its global expansion. The first...

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Doug Young

Bottom line: Apple should be able to extend its return to growth in China into at least one more quarter, while Xiaomi should also be able to continue posting strong double-digit growth for the next year.

Apple returns to China growth

Apple (Nasdaq: AAPL) has just released its latest quarterly results that show China is back on a growth track, quieting skeptics who had said its latest iPhone was debuting to mostly snoozes in the world's largest smartphone market. On a br...

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Doug Young

SMARTPHONES: ZTE Sees Double with New Smartphone

Doug Young 10月18日

财新传媒英文部编辑

Bottom line: ZTE's new dual-screen smartphone will turn some heads and raise the company's profile briefly due to the novelty factor, but the effect will quickly fade due to lack of practical uses.

ZTE tries two screens

You can't blame 'em for trying. That's the first thing that came to mind when I saw the announcement and some photos of a new foldable ZTE (HKEx: 763; Shenzhen: 000063) smartphone with  two screens. This clearly looks like the company's attempt to find ne...

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