Asia Pacific Stocks

Too many choices. Like we have too many car and truck models, Too many Tire sizes, too many television and computers models, too many Apps on phones. why we need Apple when there is Android?
every thing become too many that whole population productivity goes down as every one is engaged in same duplication of work whether in selling, maintaining or engaging of product or service.

Because Apple started the smartphone category. If

is your issue then only iPhone should stay. And Apple model is the way to go. Apple is well known to have limited models hence limited choices for consumers.

Just buy a Macbook Air. Cheaper too.

Iphone price and technology make it wide acceptance hard.
for example Samsung is practically giving for Free Samsung Note 20 5G on AT&T with even 6 years old Samsung Trade ins
for US consumers and trade deficit that Phones based on Android become only available.
whole world is going towards standardization and it has started with cloud computing and data center infrastructure.
we simply cannot waste all West Coast skill labor and entire stock market hostage to duplicate works.

Anyhoo, the generally accepted theory is competition results in high quality products. Your suggestion is anti-this theory. Monopoly leads to inferior product.

This is not quite true. Many nations are using refurnished and older generation iPhones. The installed base is far bigger than what the unit sale indicates.

Competition results in high quality only works in less complex products.
Remember in 1940 and `1950s. there so many Aviation firms in Europe let alone in World. Now all consolidated under Airbus and Airbus is now 80% of Global Civil Market.
same is happening with Auto Industry. where two or three groups in Europe and Japan are now dominating 75% of Global market.

Many nations are using refurbish Iphones because industrial Chains in Asia are still producing parts for it and they still make money out of it.
but that is not the future state. Iphones at 5G are are getting way expensive for that functionality.
I dont think China can keep aflaot Apple once more manpower is shifted to create alternative supply chain for Huawei.
You are under estimating the scale of shift that is happening away from US based technology.

hints are every where for the prefered vendors to be first in line. Samsung dont use Qualcom processor for rest of the world.

May be. Shifting away is definite since nobody want to be boss around, Trump probably accelerated the shift.

Your example in Russia is telling me that Apple has increased its share?

that example was for online sales when everything was closed during quarter. It barely moves 1% for small market share.
Apple is already behind 5G. It cannot develop 5G infrastructure. 5G will goes into automotives. All new Vehicles have Tablet like screens. At home TV and comptuer practically merging.
so i am not sure there will be need for expensive high end phones. I dont think Apple can operate in Global alliances that are created among the tech firms across the world. Apple still trying to go alone and think that Global industrial chains will evolve in its favor buy throwing dollars at them to infinity.

This article say Apple has 8% market share. See this around 8% share stuck with Apple.

Apple will have 5G when they are ready, won’t be pressurized by others. Recalled iPhone was launched with 2G when many handsets can already do 3G. Every pundits have a good laugh about the iPhone 2G. Steve Ballmer’s view about iPhone in 2007. 2G, very expensive, no physical keyboards, no market share, …

That was 2007 Can you imagine how much wealth of China-Korea-Japan has increased in past 15 years?. And all the reinvestments they have done in there tech supply chains.
Chinese are building tech cities globally and hire globally with salaries that may well be better than Silicon Valley once you consider cost of living and connectivity.
Airlines are slashing flights. so cost of travel to Asia and Europe will multiply from SFO. so to attract future young people the place become less and less.
Apple is getting irrelevant to rest of the world. and time will come that global supply chains will not even deal with it due to small volumes.

I have lost count of Apple death count :slight_smile:

loose monetary policies help Apple short term but it is enriching competitors at much faster rate and they can take more risks with there currency spending.

Apple is more like Hollywood. hardly can justify its valuation.

Almost every day now School districts are complaining about Laptop Shortage. Again remind me why we need three operating systems Android/Apple/Windows when single uniform system needed to save manpower.

American-First 5G? Nothing will really happen till after Nov 4.

China's ByteDance gets Trump nod to avoid TikTok shutdown)

He told reporters at the White House he backs the deal with TikTok owner ByteDance, Oracle and Walmart to create a new company that will assume TikTok’s U.S. operations called TikTok Global.

He said there would be a $5 billion U.S. education fund as part of the deal.

From now onwards, any nations can force alien companies operating in their countries to sell to their citizens using national security as the reason, and demand financial contributions.

Trump expressed annoyance this week that government lawyers told him it was not permissible to demand a “chunk” of any TikTok sales price for the Treasury.

:crazy_face:

He said the new company will most likely be incorporated in Texas and have at least 25,000 employees.

Texas Governor Greg Abbott said earlier on Twitter that he had talked to Trump about the deal. “I let him know that if he approves the deal Texas would be the perfect place for the HQ,” Abbott said.

Sorry @manch.

Oracle and Walmart operate an app for teenagers with crappy programmers from Texas?

Good for evil Zuck.

Huawei adding 50 shops with service center function. Already 18. seems to me all the excess inventory is directed there untill new supply chains created.
https://www.telecompaper.com/news/huawei-to-open-50-shops-in-russia-in-2021--1354833

SMIC has been working on 14nm volume production. Could be its last node. SMIC is China’s most advanced fab.

The curbs are the latest restrictions issued by the Trump administration to limit China’s efforts to compete in advanced technology, per WSJ.

So obvious that national security and military uses are BS reasons, WSJ can’t be bother to parrot them.

https://www.axios.com/un-general-assembly-trump-china-us-world-00ce15f7-7914-4e3f-8032-1062b75e3701.html

France and Germany convened a summit of 60 countries on Friday to debate the future of that global order, and Macron insisted in his speech that Europe’s voice within it be forceful and independent from America’s.

New global order is emerging.

”After a while, I think people will say, ‘If you don’t want to be a partner, then go do your thing and we’ll do ours.’"

Exactly why I told @harriet that USA would be isolated if 4 more years of Trump.

Too bad France has nothing to offer here. Netherlands has ASML but it has fallen into line. No semiconductors tech firm anywhere in the world can survive without America’s blessing. Our control on silicon, and finance as well, is almost absolute.