Chinese tech companies spooked about becoming 'next ZTE'

[j20blackdragon]

Once again, the Google Play Store is already banned in China.

Google also derives little value from Android phones in China, despite representing 86% of smartphones shipped there last year, according to researcher Canalys. Google’s services have been banned in the country since the search giant exited China over concerns of censorship in 2010; phone makers there run apps made by Chinese tech companies Baidu Inc. and Tencent Holdings Ltd.
https://www.wsj.com/articles/googles-android-expansion-mired-in-u-s-china-trade-war-1524398404

I have another idea. During a trade war, China should just pirate all relevant apps and republish them in Chinese third-party app stores.

The Mobile Economy Has A $17.5B Leak: App Piracy

Feb 2, 2018

Not all pirates say "arrghh" and wear eye patches. Some are smart, sophisticated, and technologically advanced. So smart, in fact, that they've siphoned off $17.5 billion in revenue from legitimate mobile publishers over the last five years, says Tapcore.

Some apps have lost as much as $76 million.

Subway Surfers, a popular game, may have lost even more: $91 million.

Essentially, pirates steal a mobile game or app, insert ads from an ad network account that pays them -- not the original owners -- publish the app to a third-party app store, and sit back to enjoy their stolen treasure.

"Piracy refers to the illegal modification and/or distribution of an app by someone other than its official owner," says Remco Smit, SVP of business development for Tapcore. "Pirates [remove] attribution, advertising, and tracking functionalities ... then republish the apps on one of the many alternative app stores around the world with their own monetization solutions included."

While most people get apps from official sources such as Google Play or the App Store, there are hundreds of third-party app stores around the planet, especially in China, where Google Play cannot operate. As a result, Android, in particular, has many third-party app stores.

Tapcore estimates that together, they have revenue approaching Google Play's, and will hit $36 billion in 2021. That seems like an underestimate: China alone accounted for close to $35 billion last year.

App downloads from these third-party stores totaled about 70 billion in 2017, and of those 15-20%, or as many as 14 billion app installs, were pirated.

That's a lot of ad revenue for pirates, potentially. And, in the case of freemium apps that monetize through the sale of virtual goods, that's a lot of revenue that can be diverted.

https://www.forbes.com/sites/johnko...n-the-last-5-years-says-tapcore/#6dbe1ab87413

 

[8888888888888]

The only good thing about this trade war is that it will force Chinese companies to buy Chinese instead of USA chips and hardware.

 

[qwerrty]

My friend, rare earths are not that rare at all. It is just that no body can compete with Chinese prices. You will find that at a slightly higher price, American, Canadian and Australian mines will open and begin production. Japan recently found a big rare earth discovery on its coast. Also, technology has also been evolving to use and substitute the more rare of the rare earths.

chinese chip industry probably evolved multiple generations ahead by the time they get green light to dig those rare earths. you know, you forgot them tree hugger people in the west. they've already torpedoed many large scale projects that harmful to environment and rare earth mining is among the worst of the worst. good luck.. taken a few grams of samples from site and published articles that you've found new source is one thing, digging 'em in large volume like china is another. so, be good boy and stop pushing em too much

 

[S10]

In the short term, this will effectively cripple ZTE's operations. It can possibly shut the entire company down. In the long term, it would accelerate China's home grown semiconductor and software development. A few years down the road, American companies such as Apple, Microsoft, Cisco, IBM, Intel and Alphabet may face increasingly stringent measures to push them out of the market in retaliation.

It all depends on how far US wants to push the trade war.

 

[艹艹艹]

LOL... You can imagine if China banned iphone and revoke licensed of foxconn right to manufacture iphone due to national security. What can happended to apple stock? Can apple shift their manufacturing supplier out of China in a day or a week or even a months time? NO

Apple stock will be worthless overnight if China take this step since apple has no product to sell. US will be hurt more. US will not dare to take further action becos this is the step China can take to deal Apple giant a blow. If Apple collapsed, it will be disaster for US economy.

no

 

[Zhukov]

So in a nutshell USA have banned its own industry to EXPORT stuff to Chinese Market which is currently the only competitor to USA economically in this world.
Potentially capping the only thing stopping Chinese industry to gain independence, that is LEVERAGE of Competitive Advantage.
Who are these people making such decisions? And who sane Americans are supporting these idiocies?
Good for East Asian Tech Giants though toward more self reliance, Make more bans and feed your Euro-colonies with this BS.

 

[somsak]

My friend, you totally misjudge my competence.

1. Yes, it is foxconn that officially employs those people, but around 80% of the iphones built are destined for export, which will no longer be so, if they are moved elsewhere. So, even if another Chinese brand comes in to fill market void, it will at maximum be able to retain only 20% of the production capacity that foxconn has for Apple.
2. Apple, like all other manufacturers sources most of its components not from China.
3. Let me give you a list: The top three components of a smartphone, are all foreign supplied:
   Processors are designed by Apple, and manufactured by TSMC in Taiwan.
   Display is supplied by Samsung and Japan Display from Korea and Japan respectively.
   Memory is again supplied by Samsung, SK Hynix, Toshiba, Micron, all from outside China.
4. These three above are the most expensive ones.
5. Apart from these:
   Image sensors are supplied by Sony, Japan.
   Some leading edge sensors by STMicro, Texas Instruments etc.
   Modems by Qcomm and Intel, fabricated outside China.
6. The only thing that is manufactured within China or supplied by Chinese suppliers are:
   Battery
   Acoustics
   PCBA
   Metal Casings, and materials
   Assembly Services
   Testing

He is not completely wrong. If Chinese suppliers lose access to top end US components, this will give advantage to other suppliers like Samsung, HTC, LG, etc. who would become more attractive in foreign markets. For example, in open market SoC vendors, there is no replacement for Qualcomm in medium and premium end chips. Mediatek is many generations behind Qualcomm in a lot of capabilities. And spreadtrum is even further back. So, for instance, for an Indian today, Xiaomi is a good match because it gives premium good features at reasonable prices. But if Xiaomi is cut off from Qualcomm, than most Indians would prefer giving a 1000 bucks more for a Qualcomm processor phone in HTC or LG rather than give that money for a Mediatek or Spreadtrum chip based phone.

Tsmc is Taiwan company, not US.
This ban is not about China must be independent of foreign chips. This ban is about China must not use US components.

 

[Kai Liu]

These funny indians should think about why the west companies like Apple choose their main manufacture destinations here in China instead of india and other places, here is the reason:
Infrastructures:
Raods, railways, ports, and power supplies, etc:

Among factors such as supply chain, trained workers, and lower labor cost compared to developed countries... etc..

People all think manufacture is easy... Yes, manufacture a few things is easy, but manufacture everything across all spectrum effectively in one country is unprecedented and irreplaceable.

Then,
Can the rest of the world take over China's manufacture including high-tech one?
Developed countries such as USA: no, it takes 200$ a hour as labor cost to fix a car, who is willing to sit in a factory for 3$ a hour or less?
3rd world countries such as india: no way... except cheap labor, no criteria mentioned above are met... You have power outage all the time, chaotic traffic ... illiterate people... etc... With such infrastructure, you can not even manufacture a pair of shoes properly...

But then, how about solving these problems by building infrastructures in those countries??? Well it takes an astronomical number of $$$...(even you have the $, it takes decades... as you can see how long it takes to build a road in countries like india... With so much time, China already become a fully fledged tech giant...)

Since China's indispensable manufacture capability is not built overnight, no one can replace China's manufacture, the difficulty will be no less or even more than China to replace US as the world's leading tech power... Therefore, if US is gonna push too far, we can kick US companies out, such as apple, as well, and fit our own brands in... They will not be able to find place to manufacture their product competitively...and their companies go bankruptcy as well... (in that case, the Japanese and Korean will laugh, but I don't think US will let this happen)

The end of this trade disputes will be a big disappointment to those idiots from india and vn, etc... They will see two billionaires argue over business and then reach a deal, but they are still beggars and nothing has changed for them... Lol....

 

[Beast]

These funny indians should think about why the west companies like Apple choose their main manufacture destinations here in China instead of india and other places, here is the reason:
Infrastructures:
Raods, railways, ports, and power supplies, etc:

Among factors such as supply chain, trained workers, and lower labor cost compared to developed countries... etc..

People all think manufacture is easy... Yes, manufacture a few things is easy, but manufacture everything across all spectrum effectively in one country is unprecedented and irreplaceable.

Then,
Can the rest of the world take over China's manufacture including high-tech one?
Developed countries such as USA: no, it takes 200$ a hour as labor cost to fix a car, who is willing to sit in a factory for 3$ a hour or less?
3rd world countries such as india: no way... except cheap labor, no criteria mentioned above are met... You have power outage all the time, chaotic traffic ... illiterate people... etc... With such infrastructure, you can not even manufacture a pair of shoes properly...

But then, how about solving these problems by building infrastructures in those countries??? Well it takes an astronomical number of $$$...(even you have the $, it takes decades... as you can see how long it takes to build a road in countries like india... With so much time, China already become a fully fledged tech giant...)

Since China's indispensable manufacture capability is not built overnight, no one can replace China's manufacture, the difficulty will be no less or even more than China to replace US as the world's leading tech power... Therefore, if US is gonna push too far, we can kick US companies out, such as apple, as well, and fit our own brands in... They will not be able to find place to manufacture their product competitively...and their companies go bankruptcy as well... (in that case, the Japanese and Korean will laugh, but I don't think US will let this happen)

The end of this trade disputes will be a big disappointment to those idiots from india and vn, etc... They will see two billionaires argue over business and then reach a deal, but they are still beggars and nothing has changed for them... Lol....

Precisely, China held ransom of US big companies and if they push their luck too far. China can make them paid. Both side will suffer. But the effect for US will be far bigger. Can you imagine NASDAQ crashed overnight. Whoever think Apple fold up will not have a ripple effect are just moron
Whoever think China manufacturing hub magic can be replicate in a day, a week or even a month are just self delusion

 

[j20blackdragon]

Meanwhile, the U.S. still controls the most crucial intellectual properties, operating systems and high-end chip components needed to operate smartphones, base stations and networking equipment. For instance, it's impossible to replace core processor chips for data center servers from Intel and radio frequency components from Qorvo and Skyworks, or find quality optical parts from Lumentum elsewhere anytime soon.

Leading Players of Global Radio Frequency Front-end Module Market:

Infineon
Taiyo Yuden
Skyworks Solutions Inc.
NXP
Vanchip (China)
Teradyne(LitePoint)
Qorvo
Murata
TDK
Texas Instruments
RDA
ST
Broadcom Limited

https://healthcaretrends24.com/8858...pe-application-region-and-forecast-2018-2025/

Impossible?

 

[Bussard Ramjet]

Leading Players of Global Radio Frequency Front-end Module Market:

Infineon
Taiyo Yuden
Skyworks Solutions Inc.
NXP
Vanchip (China)
Teradyne(LitePoint)
Qorvo
Murata
TDK
Texas Instruments
RDA
ST
Broadcom Limited

https://healthcaretrends24.com/8858...pe-application-region-and-forecast-2018-2025/

Impossible?

Umm... No. This list is completely and totally incorrect.

 

[j20blackdragon]

Umm... No. This list is completely and totally incorrect.

Yeah, the list is incorrect because Indians say so...

And I'm sure Infineon (German company) is incorrect about their own company...

https://www.infineon.com/dgdl/Infin...N.pdf?fileId=5546d46254e133b401552f350ee3697c

 

[Bussard Ramjet]

Yeah, the list is incorrect because Indians say so...

And I'm sure Infineon (German company) is incorrect about their own company...

https://www.infineon.com/dgdl/Infin...N.pdf?fileId=5546d46254e133b401552f350ee3697c

Yeah, a company praising itself. Have you not heard that before?

Also, I am talking here about cell phone RF front end modules, where the most dominant players- Qorvo, and Skyworks, are both American.

 

[qwerrty]

Yeah, a company praising itself. Have you not heard that before?

Also, I am talking here about cell phone RF front end modules, where the most dominant players- Qorvo, and Skyworks, are both American.

dominant doesn't mean their shit are better. intel has superior chip tech, yet they are nobody in mobile chipset market. the point here is that there are substitutes for RF components and server chips too, not impossible like the article exaggerates

 

[Bussard Ramjet]

dominant doesn't mean their shit are better. intel has superior chip tech, yet they are nobody in mobile chipset market. the point here is that there are substitutes for RF components and server chips too, not impossible like the article exaggerates

Dominant, in a competitive field, usually implies being better in some capability, which usually means technology.

Qorvo and Skyworks are simply better at their tech, or the price/performance than their competitors.

As for Intel, intel's chips are energy hungry, and are performance intensive. You know that that paradigm failed for mobile. It was a different market which Intel treated as if it was normal computing like in PCs.

There are not substitutes of everything. And the substitutes that do exist are inferior, either in raw performance, capability, or price performance ratio.

dominant doesn't mean their shit are better. intel has superior chip tech, yet they are nobody in mobile chipset market. the point here is that there are substitutes for RF components and server chips too, not impossible like the article exaggerates

Also, determined to lead and keep their hold on technologies, foreign companies are in fact increasing their lead over China right now.

http://www.guru3d.com/news-story/sa...-class-16gb-lpddr4x-dram-for-automobiles.html