It looks like the iPhone 17's debut in China is going well. Apple's new smartphone lineup became available for preorders on Friday, and analysts and Chinese e-commerce retailer JD.com say it did well compared to last year's model. Preorders for the iPhone 17 surpassed the first-day volume of last year's iPhone 16 series on JD.com, the South China Morning Post reported Saturday.Ming-Chi Kuo, a TF International Securities analyst known for his knowledge of Apple's supply chain, also said in a social media po ...

Core Viewpoint - China has initiated an antitrust investigation against Nvidia, claiming violations related to its acquisition of Mellanox Technologies, which adds pressure on U.S.-China trade negotiations [1][8][9] Group 1: Nvidia's Antitrust Issues - The Chinese antitrust regulator is investigating Nvidia's $7 billion acquisition of Mellanox Technologies, which was approved under conditions that included ensuring chip supply to China [2][8] - Nvidia is facing scrutiny for halting the supply of its advanced chips to China due to U.S. export controls, which contradicts its earlier commitments to provide uninterrupted chip supply to Chinese customers [9][13] Group 2: U.S.-China Trade Relations - The investigation coincided with U.S. Treasury Secretary's announcement of a framework deal on TikTok, indicating ongoing trade negotiations between the two countries [5] - The U.S. government has restricted Nvidia and other American chip vendors from selling high-end AI chips to China since 2022, complicating Nvidia's position in the market [2][12] Group 3: China's Chip Industry Developments - Despite American restrictions, China is making progress in developing its own chips, although it has not yet achieved the capability to produce chips as powerful as Nvidia's [12][15] - Chinese companies like Huawei, Alibaba, and Baidu are increasingly utilizing domestically developed chips in their AI infrastructure, reflecting a push towards self-sufficiency in technology [14][15]

Apple Inc: From Innovation Pioneer to Technological StagnationAmbang5 min read·Just nowJust now--Press enter or click to view image in full sizePhoto by ShekaiApple, the company that once changed the world with the iPhone and iPod, is now facing critical scrutiny. Once known as a technology pioneer, Apple is now accused of losing its spirit of innovation. This criticism has come from various parties, including Meta CEO Mark Zuckerberg, who said Apple lacks innovation and relies solely on its past glory. The ...

Treasury Secretary Scott Bessant and US Trade Representative Jameson Greer met with their Chinese counterparts in their fourth meeting in four months. Megan Cassella joins us right now. She has more on that.Megan, good morning. Becky, good morning. That's right.Officials are right now in their fourth hour of trade talks so far today in Madrid. They kicked off this morning around 9:15 local time. According to a senior US official, principles from the two sides also met for just about 6 hours yesterday and lo ...

Core Insights - Apple's new iPhone Air, launched as its thinnest phone at 5.6 millimeters, is facing challenges in China due to its eSIM-only design, which may not be supported by all local carriers [1] - Following the launch, Apple's website removed the initial release date for the iPhone Air in China, indicating potential delays in availability [2] - Apple lists major Chinese carriers, including China Mobile, China Telecom, and China Unicom, as eSIM supporters, but the timing of support is contingent on regulatory approval [3] Market Context - The iPhone Air is priced at 7,999 yuan (approximately $1,123) in China, amidst increasing competition from local brands like Xiaomi and Huawei, which offer more affordable options [7] - Despite competitive pressures, Apple's revenue in China grew by about 4% year over year last quarter, indicating some resilience in the market [7] - Analysts suggest that resolving the eSIM issue could enhance the iPhone Air's market performance in China, which is a critical region for Apple [8]

Asia Pacific Equity Research 08 September 2025 China Technology What does the indigenous AI supply chain look like? Takeaways from AI supply chain access event We hosted an event on the China indigenous AI supply chain in Shenzhen. Our key takeaways are: (1) AI chip unit demand could grow close to a 40% CAGR by 2027, and local developed chips to gain share; (2) various memory solutions, both hardware and software, to boost system performance; (3) open source-ecosystems, such as pseudo-CUDA platform, to lowe ...

Accessibility StatementSkip Navigation HONG KONG, Sept. 10, 2025 /PRNewswire/ -- On 9 September, Fortune China magazine released its 2025 list of "Most Admired Chinese Companies", in which Fosun International Limited ("Fosun International" or the "Company") (HKEX stock code: 00656) was included in the Industry Star List. This highlights Fosun's outstanding performance and industry leadership in environmental, social, and corporate governance (ESG), employee responsibility, and value creation for stakeholder ...

Core Insights - Apple has launched its updated iPhone product line, including iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and the ultra-thin iPhone Air [1][10] Product Features - iPhone 17 features a new Center Stage front camera, a 48MP Fusion Main camera with 2x Telephoto, and a 48MP Fusion Ultra-Wide camera, along with a 6.3-inch Super Retina XDR display powered by the A19 chip [2] - iPhone Air boasts a 6.5-inch Super Retina XDR display with ProMotion up to 120Hz, enhanced scratch resistance with Ceramic Shield, and is the most power-efficient model due to its three custom-designed chips [3] Sales Performance - iPhone sales increased by 13.5% year over year to $44.58 billion, representing 47.4% of total sales for Q3 fiscal 2025 [4][10] - The forecast for fiscal 2025 iPhone sales is $208.76 billion, reflecting a 3.8% increase from the previous year's figure of $201.18 billion [4] Competitive Landscape - Apple faces significant competition from Chinese smartphone manufacturers such as Huawei, vivo, and Xiaomi, as well as major non-Chinese competitors like Samsung and Alphabet [5] - According to IDC, Samsung led the market with a 19.7% share in Q2 2025, while Apple held 15.7% and Xiaomi had 14.4% [6][10] Stock Performance and Valuation - Apple shares have declined by 6.4% year to date, underperforming the broader Zacks Computer and Technology sector, which has returned 16.8% [8] - The stock is trading at a forward price/earnings ratio of 30.09X, compared to the sector's 28.27X, indicating a premium valuation [13] - The Zacks Consensus Estimate for fiscal 2025 earnings is $7.35 per share, suggesting an 8.9% year-over-year growth [14]

Market Position - Alibaba Group Holding captured over 35.8% of China's artificial intelligence cloud services market in the first half of the year, surpassing its three closest rivals combined [1][2] - ByteDance's Volcano Engine ranked second with a 14.8% market share, followed by Huawei Cloud at 13.1%, Tencent Cloud at 7%, and Baidu Cloud at 6.1% [2] Market Growth Forecast - The Chinese market for AI cloud services is expected to more than double by 2025, reaching 51.8 billion yuan (approximately US$7.3 billion), up from 20.83 billion yuan in 2024 [3] - From 2025 to 2030, the sector is projected to grow at an annual rate of 26.8% [3] Company Investments and Developments - Alibaba is heavily investing in AI and cloud infrastructure, focusing on "full-stack AI capabilities," including the Qwen family of large language models and various cloud services [5][6] - The company reported a revenue of 33.4 billion yuan for the June quarter, marking a 26% increase year-over-year, making Alibaba Cloud the fastest-growing unit within the group [7] - Capital investment in AI and cloud infrastructure reached 38.6 billion yuan in the three months to June, totaling over 100 billion yuan across the past four quarters [8]

Apple is still working on finding a partner to get AI into that market. I want to know how it stacks up in that sense taking on the Chinese market without this key component. >> I think it's going to be very difficult.I think iPhone has a decent stronghold in the China market. I think according to the last quarterly report from Apple, the greater China business segment actually grew by 4% on a pretty large base. So, I think the Apple fans in China will continue to probably be Apple fans, but will their shar ...