SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 368.29+0.6%Nov 7 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ggersh who wrote (201301)9/9/2023 8:59:30 PM
From: TobagoJack1 Recommendation

Recommended By
ggersh

   of 217587
 
Re <<China front>>

very interesting, that Apple, already on the back-foot in China

livemint.com
Apple faces stiff competition from Oppo for the top spot in Chinese mobile market
Apple and Oppo were the top smartphone makers in China in Q1 2023, despite the market's continued decline. Oppo had the largest share of shipments, with Apple close behind. None of the top five vendors recorded positive growth, and smartphone production is down 13.8% in China this year.

investing.com
Apple could lose ~20M iPhone shipments in 2024 due to China ban, Huawei competition - analysts
The situation in China has developed as the government ordered officials at central government agencies not to use iPhones and other foreign-branded devices for work or bring them into the office. These instructions were reportedly communicated to staff by their superiors in workplace chat groups or meetings, the WSJ report noted.

... is being given a gentle push and a helpful shove, as the government offices ban (following Team USA playbook) might result in further doubtlessly efficacious enforcement by China Mobile and China Telecom through progressive denial of selected services / functions / geographies (parts of town) to Apple and non-Android-open-source phone users. Should such be so, Google and Apple, Samsung and Microsoft all tee-ed up for enhanced trade war detailing in the counter offensive.

BTW, Huawei satellite communication obviously ONLY works with another satellite-communication enabled phone, and that would be ... well, another Huawei :0) douyin.com

There can be no de-risking. There can only be de-coupling.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News