Articles about China

The white box battle is on, and laptops are losers. The big trend in tablets isn't iPad, contrary to public convention, but non-big-brand slates, which account for one-third of shipments, according to NPD DisplaySearch. Their success is good for Android, bad for Apple and worse for notebooks.

The early DOS/Windows PC market succeeded largely because of clones (like those from Compaq) and white label/box manufacturers and build-your-own enthusiasts. BYO isn't a tablet trend, but white box is, and its greatest impact is growth markets PC manufacturers count on -- or at least did.

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A few weeks ago, while doing a bit of research for a story, I had occasion to visit the Bing search page. More importantly to this article, it was the Chinese version of Bing. Over the following days I forgot about this brief foray into Asia, but my web browser remembered.

When I return to Bing several days later I am defaulted to the China site -- it still says I am on www.bing.com, but all information is displayed in Chinese characters, which Chrome helpfully translates on the fly. I close the tab, re-open and try again with the same results. I close Chrome and try again -- still nothing.

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That's the prediction Aapo Markkanen, ABI senior analyst, makes today. It's the right call, as Larry Page starts his third year returning as Google CEO. Page resumed duties on April 4, 2011, and the company's direction took a hard turn. Business is more aggressive, altruistic goals less and so-called openness a waning thing. As I asserted a year ago, "Google has lost control of Android". That Page and Company would try to wrestle back control is no surprise.

Facebook Home is good reason. The user interface debuting April 12 takes over the more app-centric Android homescreen, putting the social network first before anything else, including Google+. Facebook's OEM program could put Home on many more devices. HTC already is on board with the First smartphone. Then there is Samsung, which during fourth quarter accounted for 42.5 percent of all Android handset sales, according to Gartner. TouchWiz, which gets a big update with forthcoming Galaxy S4, is the user experience -- not that determined by stock Android. These are but two examples of many.

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Microsoft is making another attempt to get into the Chinese market by way of something other than piracy. China is the world's largest market for computers, but many of the customers run pirated versions of software, including Windows and other Microsoft products. Now the company is attempting to provide users with a legitimate way to get their hands on its wares, and not just software.

In October 2012 Microsoft opened a version of its online store in the Chinese language, and now Tmall, one of largest online shopping malls in the People's Republic of China, has just added an official Microsoft retail point.

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Tell me if you can't make the connection here. China is the world's largest market for PCs and during 2012 passed the United States to claim the top spot in smartphones, too. About two thirds of all handsets going into China are smartphones, and there is a long-documented trend in emerging markets where people skip the PC and go right to mobiles as their first connected devices. Handset sales are way up and now IDC says PC shipments are way down going into the People's Republic and will contribute to larger-than-expected decline in global personal computer shipments. You follow where this is going?

IDC says February PC shipments fell below forecasts. The analyst firm had expected a 7.7 percent year-over-year decline for first quarter but now predicts double-digit drop instead. China, which accounted for 21 percent of global PC shipments last year, is a major, but not the only, reason. The analyst firm identifies Chinese New Year, budgets cuts and anti-corruption campaigns as factors, while ignoring the most obvious: Shifting buying patterns.

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Last month after analyzing Gartner's Q4 handset sales data, I quipped: "At this pace, smartphone sales should surpass feature phones within a couple quarters". Today, IDC released a real forecast, claiming that smartphone shipments would do just that. While not exactly sales, the change would mark a significant shift in the mobile phone market, with China charging ahead of all other countries.

The analyst firm expects smartphone shipments to nudge past 50 percent for the year, a forecast I consider to be overly conservative. Based on sales, the category already has 44 percent share, according to Gartner. The smartphone market is so fast-changing, few analysts get anything right. As I explained in December, IDC repeatedly underforecast smartphone shipments throughout 2012. The general view is likely right, but with feature phones falling at brisker pace.

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The Chinese smartphone market is dominated by five top manufacturers, none of them Apple, Canalys reveals. As I've warned a couple times recently, despite CEO Tim Cook's prognostications about China's importance or his company boasting 2 million first-weekend iPhone 5 sales, competitors rapidly close out the market for costly fruit-logos.

China is the biggest market for mobiles, largely dominated by smartphones -- 73 percent of the total in fourth quarter, up from 40 percent a year earlier. Shipments soared 113 percent to 64.7 million units, or 30 percent of all smartphones globally. Samsung captured the top spot, followed by Lenovo, Yulong, Huawei and ZTE.

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That sound you hear: Emerging markets sucking the margins out of iPhone. Gartner predicts that Chinese brand and white-box handset manufacturers will dramatically change the smartphone market's course this year. Android is likely to be the big beneficiary, while iPhone has the most to lose. Economies of scale will bite Apple, which benefits from one of the tightest supply chains anywhere. Chipset integration, for example, will allow handset makers to ship cheaper devices that are good enough, even if less than market leaders.

"The combination of competitive pricing pressure, open-channel market growth and feature elimination/integration will very soon result in the $50 smartphone", Mark Hung, Gartner research director, says. "Semiconductor vendors that serve the mobile handset market must have a product strategy to address the low-cost smartphone platform, with $50 as a target in 2013". That's right, 50 bucks, not the $650 Apple charges carriers.

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Apple started selling its newest smartphone in the People's Republic of China on December 14. Late tonight, the company claims 2 million sales for Friday and the weekend. The announcement comes as rumors mount about slowing sales.

"Customer response to iPhone 5 in China has been incredible, setting a new record with the best first weekend sales ever in China", Tim Cook, Apple CEO, says. "China is a very important market for us", which is quite the understatement. During fiscal fourth quarter China revenue reached $5.7 billion, up 26 percent year over year. iPhone rose 38 percent, Macs 44 percent and iPad 45 percent. For the fiscal year, China generated $23.38 billion revenue, or 15 percent for all Apple. China accounted for more than three-quarters of Asia-Pacific revenue.

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A week after Nokia announced the Lumia 920T, the first TD-SCDMA variant of the Lumia 920 for China Mobile, the Finnish manufacturer has introduced its entire Windows Phone 8 line-up to the Chinese market.

Nokia's Windows Phone 8 flagship, the Lumia 920, is available for pre-order in China for ¥4,599 (roughly $735). The handset sells for the same price as the Lumia 920T, but is designed to operate on other networks. The company's mid-range Windows Phone 8 device, the Lumia 820, can be pre-ordered with a less intimidating price-tag. The smartphone is available for ¥3,499 (roughly $560).

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In the last few weeks we’ve been bombarded with a series of really important new hardware or software announcements. Take your pick: iPad mini, Nexus 4 and Surface among many, many, many more. Commentary is relentless from so-called official pundits and overly excited users --what in the days of paper would have deforested an area of the planet the size of Brazil.

You know what? None of it really matters. For all the noise about what these multi-billion dollar companies make, none of them has produced anything really new. We’ve seen no paradigm shifts. No Big Ideas. Nothing that will really change our lives in any way at all. It’s all been like putting racing wheels on the family car. Looks great, but doesn’t actually achieve anything real. Absolutely, our daily lives in the West have changed in extraordinary ways by this technology as compared to, say, 1990. But not 2012. Has the tide reached its high point? Does IT innovation really matter any more?

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Microsoft has rolled out a major update to the Kinect motion control runtime and SDK for Windows machines on Monday, unlocking new data tools for developers and allowing Kinect to perform in lower light and at longer ranges.

Perhaps the biggest part of the SDK update on Monday is its vastly broadened availability. The Kinect SDK now features Windows 8 compatibility, which gives developers the ability to make apps for the soon-to-be-released next version of Windows. It also features compatibility with Microsoft Hyper-V, VMWare and Parallels, letting Kinect control virtual machines as well. Finally, the Kinect for Windows SDK is now available in the largest market in the world, China.

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CEO Tim Cook describes China as Apple's second-most important region. For good reason. IDC predicts that smartphone shipments to the People's Republic of China will pass the United States this year. There's the question, which benefits more: Android or iPhone/iOS?

"The PRC smartphone market will continue to be lifted by the sub-US$200 Android segment", Wong Teck-Zhung, IDC senior market analyst, says. "Near-term prices in the low-end segment will come down to US$100 and below as competition for market share intensifies among smartphone vendors. Carrier-subsidized and customized handsets from domestic vendors will further support the migration to smartphones and boost shipments. Looking ahead to the later years in the forecast, the move to 4G networks will be another growth catalyst".

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Malware on Android devices is a real and growing threat, and one that is only likely to worsen. The latest Trojan to be found in the wild is a particularly nasty piece of coding named MMarketPay.A by TrustGo, the mobile security company that discovered it. Believed to have infected more than 100,000 smartphones in China, the Trojan downloads paid apps and videos from Mobile Market (M-Market), China Mobile’s official app store, without the user’s knowledge, resulting in some pretty hefty bills.

The malware is picked up by downloading infected apps from one of nine app stores (nDuoa, GFan, AppChina, LIQU, ANFONE, Soft.3g.cn, TalkPhone, 159.com and AZ4SD) and once installed on a device, it bypasses M-Market’s SMS security step, and begins placing orders and downloading content.

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Today, China is a wonderful place for corporations around the world. The financial crisis laws don’t necessarily apply to China as they do to other places like Europe or the United States. So it comes natural for companies to invest more and more to expand into the Chinese market.

Since the end of 2011, China has surpassed the United States as the world"s largest phone market, which is great news for handset manufacturers. Smartphones also play an interesting role, as developers get interested in writing applications for the Chinese market, which would bring revenues to corporations like Apple and Google through their online stores, App Store and Google Play.

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