Boo-berries in China: Deregulates Power prices to cause inflation in Fab Industries via competitive bidding. Competition inflation results in increased cash flow supporting State debt control.
This means that as costs increase across all businesses and sectors, then cost of IC and fab will increase including finished end user devices of all types and costs in all sectors.
Price disparity globally will shrink.
This is China mashing Boo-berries into whine.
This will benefit all ODMs competing with PRC fabs including State brands like Huawei and ZTE, and also so-called non-State brands like Motorola/Lenovo.
This appears to be tailwind for ODMs competing with PRC brands.
And for fabless IC firms attempting to access markets via non-PRC firms as SEQUANS does with Gemalto.
The Chinese tiger called inflation has been unleashed.
Or is it the Kraken?
FYI
FWIW
Give'm h3ll Mr. President.
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REFERENCE
reuters.com
JULY 18, 2018 China to open power trading to hydro, nuclear power generators: NDRC BEIJING (Reuters) - China will open an electricity trading market for hydropower and nuclear power generators, and accelerate the process for coal-fired power plants to join the market, the country’s state planner said in a statement on Wednesday. The National Development and Reform Commission (NDRC) also urged local authorities and grid companies to remove barriers on cross-regional power trading and encouraged all types of power generators that can meet energy consumption and emission standards, including captive power plants at industrial plants, to participate in the trading market. China also plans to remove power consumption and generation restrictions for coal, steel, non-ferrous and construction materials companies from this year, allowing them to fully trade in the power market... High value industries such as high-tech, internet and big data companies will also be encouraged to join the power market without voltage and usage restrictions, the statement said.
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