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    Fathom China

    Zhejiang Chint Electrics

    Zhejiang Chint Electrics (“Chint”) makes low-voltage electrical devices like switches and converters. It also engages in photovoltaic (“PV”) manufacturing and power plant construction.

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    Vocal Opposition To Nvidia-Arm

    Arguments in China against the Nvidia-Arm merger are taking shape. The main line of anti-merger reasoning so far come from an influential media group that publishes professional-looking articles and videos on socialmedia. The group, Bu Yi Dao, which translates roughly as “Stab Them Again,” strongly supports a tough Beijing tough stance on a range of foreign-policy issues. It has released an unambiguous call for Beijing to block the Nvidia- Arm...

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    Nvidia-Arm, New Chip Technologies, Trouble At SMIC

    In this issue • Alarm in China over Nvidia-Arm deal. Chinese commentators are concerned but few are publicly calling for Beijing to block the deal. • Support for new chip technology. Beijing is putting money behind third-generation chip technology even though its contribution to tech independence is questionable. • SMIC on death row. The US is reportedly considering sanctions on China’s top foundry, and China’s government and industry are...

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    Shandong Sinocera Functional Material

    Shandong Sinocera Functional Material (“Sinocera”) makes ceramic materials, including multilayer ceramic chip capacitor (“MLCC”) formula powder, the main material used in the electronics component MLCC

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    Fuling Zhacai: Steady, Not Trendy

    Chongqing Fuling Zhacai Group (“Fuling Zhacai”) created a national market for a salty niche side dish from China’s remote hinterland: hot pickled mustard tubers. That success would be like putting anchovies in every American kitchen. The well-run state-owned company has room to grow. The problem is the product: it is an inexpensive condiment, lasts a long time, is eaten in tiny quantities, lends itself to a small set of dishes, and is not a...

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    Jiajiayue Group

    Jiajiayue Group (“Jiajiayue”) is a leading regionalsupermarket chain operator

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    BY-Health

    BY-Health develops, makes and sells vitamins and dietary supplements (“VDS”), including vitamins, protein powder and probiotics, mainly under the brands “BY-Health,” “Keylid,” and “Life-Space.”

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    Synopsys’s Joint Ventures

    The well-known problems in China facing chip-architecture giant Arm raise questions about joint ventures in China run by other technology leaders. UKbased Arm provided key technology to its minority-controlled joint venture in China, which has since declared independence from its parent. Could other Western firms with irreplaceable technology also have transfered their jewels and knowhow to Chinese joint-venture partners that will take the IP...

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    Jinyu Bio-Technology

    Jinyu Bio-Technology ( “Jinyu”) makes vaccines for swine, poultry and ruminants.

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    Shanghai Weaver Network

    Shanghai Weaver Network (“Weaver Network”) develops collaborative management software that companies use for things like project management, expense control and text messaging. Most of its products are on-premise, not in the cloud.

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    Ant Financial And Tencent: Satisfying Fintech Regulators

    Regulatory scrutiny of Ant Financial and the fintech arm of Tencent Holdings (“Tencent”) has raised concerns that Beijing wants to restrict China’s fintech industry, or to hand big parts of it to state-owned companies. A close examination of Beijing’s actions so far, however, reveal that recent controls stem from a financial de-risking campaign launched in 2017. Beijing wants to avoid Wirecard-like frauds and other instability by ensuring that...

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    Arm China Escalates Its Dispute

    Arm’s breakaway subsidiary in China says it can legally use Arm’s technology even without Arm’s cooperation, and is calling on the Chinese government for protection. Arm China is framing its dispute with UK-based Arm as one of national interest, with Arm China presenting itself as advancing China’s ability to develop its own high-end chips. If Arm China succeeds, then China’s ability to design high-end chips would enjoy a huge boost but would...

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    Wuxi Lead Intelligent Equipment

    Wuxi Lead Intelligent Equipment (“Lead Intelligent”) is a leading maker of high-tech automation equipment for the lithium-ion (“li-ion”) battery and photovoltaic (“PV”) industries.

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    SKSHU Paint

    SKSHU Paint (“SKSHU”) develops and sells coating products, including wall paint, woodpaint and waterproof coiled materials, all under the “3trees”brand.

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    iQiyi’s Big Hit, Youku Shifts Executives, Netflix Trailer Ignored

    iQiyi’s runaway hit. iQiyi’s new teenage suspense drama is considered pathbreaking television, and the censors are displeased.

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    360 Security Technology

    360 Security Technology (“360”) is China’s top cyber security firm. It has military ties, and in May 2020 became a target of US sanctions.

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    Jiangsu Hengli Hydraulic

    Jiangsu Hengli Hydraulic (“Hengli”) makes hydraulic components and systems used mainly in heavy equipment and engineering vehicles.

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    Tsinghua Unigroup’s New Sharholder, Arm China’s Disaster

    In this issue • New shareholder for Tsinghua Unigroup. After two failed efforts to bring in a new state-owned shareholder, Tsinghua Unigroup is trying again.

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    Wondfo Biotech

    Guangzhou Wondfo Biotech (“Wondfo”) is a leading Chinese supplier of point-of-care testing (“POCT”) reagents and instruments. POCT allows medical staff to conduct tests at the point of care and get quick diagnoses.

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    SG Micro

    SG Micro is a leading fabless designer of analog chips. It develops amplifiers and comparators, as well as switch, translation and battery management chips used for power supply monitoring and signal-processing chains.

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    Ping An Good Doctor: Living Off Its Parent

    Ping An Good Doctor seems like a candidate for a short attack. The company earns about half its money from related-party transactions with its parent. It also spent nearly US$100mn to buy a firm from its parent for reasons that are unclear, then recorded nearly all the assets as intangible. The structure of PAGD’s variable-interest entity in China was strange from the start, and now that the owners of the VIE have resigned from PAGD’s board, it...

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    Boardroom Struggle At Arm China

    A boardroom struggle over control of the China operations of one of the world’s most powerful technology companies remains unresolved, and could threaten the access of Chinese companies to key chip know-how. UK-based Arm says it fired the chairman of Arm Technology (China) (“Arm China”) for corruption. Arm holds 49% of the venture; a Chinese consortium with government ties controls the rest. The chairman, who holds the deciding vote on the...

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    SMIC Warns Of Production Halt For Huawei

    China’s top foundry says in a statement that compliance with US export sanctions will likely mean cutting off Huawei Technologies (“Huawei”). Shanghai-based Semiconductor Manufacturing International (“SMIC”) recently hit its technological high-water mark with mass production of a chip for use in Huawei’s mobile phones. Now, the company suggests that such production will likely cease.

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    Nari Technology

    Nari Technology (“Nari”) is a leading provider of software and hardware products for power grid automation, railway traffic control, industrial control and power generation.

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    US Export Sanctions Hit China’s Industrial Policy

    In this issue • Huawei’s role in industrial policy. Huawei was almost single-handedly responsible for advancing the government’s goal of popularizing a type of server chip, and US sanctions will likely upend that effort. • Rumors fly. As Chinese industries try to figure out the impact of US sanctions, rumors are flying, many relating to support that Chinese companies will provide to Huawei in the face of US export sanctions.

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    Rough New Huawei Sanctions

    We have been here before: the US Department of Commerce hits Chinese technology firms with export sanctions that appear to be a death sentence, then end in a reprieve. Yet the new set of US sanctions unveiled on May 15, if enforced, could kill China’s most important technology company, Huawei Technologies (“Huawei”). Whether Huawei actually dies, or becomes globally uncompetitive, or something else, will be answered over the next 120 days as the...

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    Yonyou Network Technology

    Yonyou Network Technology (“Yonyou”) develops business process management software, including software for enterprise resource planning (“ERP”). It offers both on-premise software and cloud-based services.

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    Sangfor Technologies

    Sangfor Technologies (“Sangfor”) is a leading provider of IT infrastructure solutions. It specializes in network security and cloud computing, including hyper-converged infrastructure (“HCI”), virtual private networks (“VPN”) and internet access management (“IAM”).

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    Retaliation Against US Firms, Unisoc’s Internal Struggles

    In this issue • A bull’s-eye on Apple. Rumors that new US export controls have already disrupted China’s chip supply chain have elicited calls within China for retaliation against US firms, with Apple heading the list so far. • Unisoc chief consolidates control. The head of China’s number-two maker of mobile SoCs has ousted rivals, brought in allies, and told top executives to shape up or ship out. • Rumor: Oppo chip plan excludes baseband....

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    The State Of China’s VOD Industry

    In this special issue of China VOD, we take a step back and examine the state of the China’s video-on-demand industry. We look especially at political pressures on the big-three companies, and conclude that they have figured out how to satisfy censors while still producing content that viewers want to see. Government exhortations to take positive messages about China to overseas audiences have not yet translated into major expansion abroad,...

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    East Money Information

    East Money Information (“East Money”) is China’s biggest online brokerage—like E-Trade but with more functions. It earns commissions through trades and the sale of fund products.

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    Double Medical Technology

    Double Medical Technology (“Double Medical”) is a leading maker of orthopedic devices, including implants like nails and locking plates used in trauma, spine and joint surgeries.

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    Haier Smart Home

    Haier Smart Home (“Haier”) is a leading maker of home appliances. It operates three selfdeveloped brands, includingmain brand“Haier,”and has acquired four overseas peers, including GE Appliances.

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    Targeting US Firms For Retaliation

    In this issue • Huawei calls for protection. Huawei’s chairman says if the US tightens sanctions on Huawei, then Beijing should retaliate against US companies, and Qualcomm seems like the number-one candidate. • Unisoc receives state financing. The government increases its investment in China’s biggest non-Huawei maker of mobile SoCs. • More hints that Huawei will sell chips. A senior executive at Xiaomi says Huawei sounded him out about buying...

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    Hongfa Technology

    Hongfa Technology (“Hongfa”) makes relays—electromagnetic switches that control circuits — for industries including cars, home appliances and telecoms.

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    JD: Seeking A Growth Strategy

    China’s number-two e-commerce company is known for quick deliveries of genuine products, especially electronics. Yet JD’s traditional strengths provide fewer advantages today. Competitors who operate third-party platforms, like Alibaba Group Holding (“Alibaba”), provide more products, deliver almost as fast and have earned consumers’ trust. In response, JD wants to expand toward lower-income users in the countryside, and to promote its own third...

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    Proya Cosmetics

    Proya Cosmetics (“Proya”) develops and sells cosmetics, including skincare and makeup products. It operates several brands, including itsmain brand“Proya.”

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    Tech Semiconductors

    Tech Semiconductors (“Techsem”) makes power semiconductor devices including thyristors and power modules. The company in 2016 entered internet film production.

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    Aiming Local In SoCs, DRAM, NAND

    In this issue • Unisoc goes high-end. China’s best hope for making mobile SoCs says its new mobile chip could help break reliance on US suppliers like Qualcomm. • Xiaomi hedges its chip bets. Handset maker Xiaomi says it cannot break its reliance on US technology at the same time that it invests in its Chinabased suppliers. • China enters the DRAM fray. The first batch of chips made by Changxin Memory Technologies have hit the market. •...

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    AmoyDiagnostics

    Amoy Diagnostics (“AmoyDx”) is a leading provider of molecular diagnostic products and services. It tests tissues, blood and other human biological samples to diagnose cancer and assess patients’ compatibility for tumor treatment (known as “companion diagnosis” or “CDx”).

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    Gree Electronic Appliances, Inc. of Zhuhai

    Gree Electronic Appliances, Inc. of Zhuhai (“Gree”) is a leading maker of home appliance products. It derives more than 80% of revenue from air conditioners.

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    Yonghui Superstores

    Yonghui Superstores (“Yonghui”) is a leading supermarket chain operator. It has more than 1,100 stores across China and derives about half of its revenues from perishables.

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    Fujian Anjoy Foods

    Fujian Anjoy Foods (“Anjoy”)makes and sells more than 300 kinds of quick-frozen packaged foods. Its main products are frozen fish and meatballs, often used in hot pot.

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    Jiangsu Hengrui Medicine

    Jiangsu Hengrui Medicine (“Hengrui”) is one of China’s leading pharmaceutical companies. It derives an estimated 70% of revenue from generic drugs, especially ones that fight cancer.

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    Oppo Confirms SoC Effort

    A leading Chinese handset maker has confirmed that it is working on a mobile SoC. The goal of Guangdong Oppo Mobile Telecommunications “(Oppo”), is presumably to replace chips made by MediaTek and Qualcomm. This is the first confirmation that Oppo is moving into chip making. Close readers of this Chips Watch series will have seen the development coming.

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    YMTC Says No Virus Impact

    In this issue • YMTC says no virus impact. The company says its operations are unaffected but that is frankly hard to believe. • Rumor: Oppo sets up a chip design company in Taiwan. Information is scant but Oppo earlier set up a chip-design subsidiary in Shanghai. • Konka unveils its maiden chip. The appliance maker’s first chip is a memory controller. • Smartphone shipments plunge. Chinese smartphone shipments in the first three months of 2020...

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    VOD Firms Are Anti-Fragile

    In this issue • VOD industry benefits from the corona virus. Chinese people are staying home, watching TV and probably subscribing to VOD packages. • Dispute between cinemas and VOD firms. As cinemas are quarantined, film producers forge closer ties with VOD firms. • New vice minister of NRTA. China’s film and VOD regulator has a new vice minister but the change seems normal.

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    Haitian Food: Tight Channels Impede Growth

    Several online sources of varying reliability have indicated that Foshan Haitian Flavoring and Food (“Haitian”), a maker of condiments that include soy sauce, oyster sauce and sesame oil, has sold more product to its distributors than its distributors can sell to retailers—a practice known as “stuffing the channels.” Such practices would enable Haitian to hit revenue targets in the short term but would cause long-terms sales declines as...

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    Angel Yeast

    Angel Yeast (“Angel”) is a world-class producer of yeast and yeast derivatives. Its products are distributed in more than 150 countries and widely used by bakeries and breweries, among others.

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    HiSilicon Sells Chips To Replace US Wares

    In this issue • HiSilicon becomes a supplier. Huawei’s chip subsidiary is for the first time selling chips to third parties, creating the possibility that its mobile SoCs could come into competition with Qualcomm’s. • Leading EDA firm shows China commitment. Synopsys is bucking the “decoupling” trend by opening a major research center in Wuhan. • China’s access to steppers looks less secure. Reports say the US has successfully lobbied the Dutch...

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    Yixintang Pharmaceutical Group

    Yixintang Pharmaceutical Group (“Yixintang”) is a leading operator of discount pharmacy chains selling over-the-counter and prescription drugs. It is headquartered in Yunnan province and derives the bulk of its revenue fromSouthwest China.

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    New Propaganda Guidelines, iQiyi Pushes Into Thailand

    In this issue • New propaganda guidelines. The Communist Party wants Chinese VOD companies to produce more dramas that show a “well-off society,” then sell those dramas abroad. • New executive leads iQiyi push into Thailand. A former BBC executive will oversee iQiyi’s expansion in to Thailand, where Tencent Video enjoys early-mover advantage. • New Netflix home for popular Chinese drama. The sequel to a wildly popular Chinese imperial-court...

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    Baozun: Dominating A Low-Margin Industry

    Baozun is China’s biggest provider of end-to-end e-commerce services for major brands. It does everything companies need to run online stores—warehousing, marketing, call centers, web-page design and more. Baozun’s leading position looks secure as big foreign companies, which constitute most of its customers, appear pleased with its services.

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    Local Chip Projects Fail

    In this issue • China’s local semiconductor projects fail. National-level chip projects are going strong but man local-level projects are dying, and the latest to drop is the Tacoma project in Nanjing. • Huawei seeks solution to Google Mobile Services. Huawei’s problem is much deeper than access to the Android operating system. • Oppo registers IP for a new chip. Chinese handset makers want to break their reliance on Qualcomm. • Huawei under...

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    iQiyi To Raise Subscription Rates, Positions Itself To Expand Abroad

    In this issue • iQiyi to raise rates at home, challenge Netflix abroad. iQiyi says it will finally raise prices in China to continue its lavish spending on content, yet will hold prices low overseas to build an audience and challenge Netflix. • Party-owned media scolds VOD industry. Communist Party-owned media accuse VOD companies of bilking subscribers. • NRTA plans monthly reviews of VOD shows. Reviews could exert even more pressure on VOD...

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    Jonjee Hi-Tech Industrial And Commercial Holding

    Jonjee Hi-Tech Industrial and Commercial Holding (“Jonjee”) makes and sells condiments that are essential to Chinese cuisine, including soy sauce and chicken-flavored powder. It also engages in real estate development and auto parts manufacturing.

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    Alibaba: Making Nice With The State

    Many observers of China’s internet companies have a perception that Alibaba Group Holding (“Alibaba”) is in trouble with the government. We have heard concerns that Alibaba is too big to control, too rich at a time of looming economic hardship, and that now-retired founder Jack Ma is too powerful. Two developments support that theory: Ma’s resignation, and a new e-commerce law that took effect in January 2019. Yet Fathom China disagrees. We see...

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    Yixintang Pharmacy Chain

    Yixintang Pharmacy Chain (“Yixintang”) is a regional discount pharmacy chain selling over-thecounter (“OTC”) and prescription drugs. It derives all revenue fromone province.

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    Baidu: Falling From The Ranks

    Baidu is falling from the ranks of the great powers. Unlike the other BAT companies, Alibaba Group Holding (“Alibaba”) and Tencent Holdings (“Tencent”), Baidu has not thrived on mobile phones or in markets outside its core search business. Instead, Baidu’s effort to scrape more income from search has alienated users, who increasingly find Baidu’s results irrelevant or even dangerous. Baidu has good prospects in the booming market of cloud...

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    Topchoice Medical Corporation

    Topchoice Medical (“Topchoice”) operates dental hospitals and fertility treatment centers. It earns the bulk of its revenue from East China’s Zhejiang province.

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    New National IC Fund, Vivo Teams Up With Samsung

    In this issue • New chip fund with new goals. Beijing has launched the second iteration of its National IC Fund with a different set of target recipients. • Vivo seeks to reduce reliance on US chips. Chinese handset maker Vivo has unveiled a 5G chip for mobile handsets that it designed jointly with Samsung in an apparent effort to break its reliance on Qualcomm. • YMTC memory chips find in-house buyers. Tsinghua Unigroup subsidiary YMTC is...

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    Chinese VOD Firms Moving Abroad

    In this issue • VOD companies take Chinese content abroad. With government support, Chinese VOD companies are setting up overseas, especially in Southeast Asia. • iQiyi spends big, others cut back. Despite growing net losses, iQiyi is budgeting huge sums on new content even as its competitors slash their content budgets. • Netflix production flops in China. Chinese viewers like a new HBO series but not a new Netflix one. • Western stars at Youku...

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    Foshan Haitian Flavoring And Food Company

    Foshan Haitian Flavoring and Food (“Haitian”) makes and sells condiments that are essential to Chinese cuisine, including soy sauce, oyster sauce and soybean paste.

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    Goertek

    Goertek is a manufacturer and assembler of acoustic components and products for consumer electronics makers. Its main products are MEMS microphones, wireless earphones and intelligent speaker boxes. It has also expanded into smart hardware, including augmented reality/virtual reality (“AR/VR”) goggles and smart wearables.

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    LONGi Green Technology

    LONGi Green Technology (“LONGi”) makes and sells mono-crystalline silicon (“mono-si”) wafers, battery chips and modules for the photovoltaic (“PV”) industry.

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    How VOD Companies Help Make Better Propaganda

    In this issue • VOD firms make propaganda better. The government is improving the quality of its propaganda by pushing “media integration.” • NBA ban great for Tencent Video. With CCTV refusing to show NBA games, Tencent Video looks set to gain a bigger audience for its rebroadcasts. • NRTA official moves to Hunan. China’s top state-owned VOD site has a new leader. • New film festival for online movies. China’s VOD firms want to take another...

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    Handset Makers Want In-House Chip Capabilities

    In this issue • Big Chinese handset makers want chip capabilities. Oppo and Vivo want to design chips; unclear is whether the goal is to replace Qualcomm. • Samsung boosts investment in China fab. Samsung will invest another US$4bn in its NAND fab in Xi’an city. • AMD sales pitch in Beijing. AMD held a big sales meeting to pitch is CPUs and GPUs. • Chengdu city selling fab cheap. Chengdu is putting GlobalFoundries’ abandoned fab on the block at...

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    ADAMA

    Adama is the world’s 6th largest agrochemical firm. Its main products are off-patent pesticides, which are pesticide products made from active ingredients with expired patents. Most of its sales are earned from overseas markets.

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    Centre Testing International Group

    Centre Testing International Group (“CTI”) provides independent testing services for product quality, safety and performance, on everything from toy cars to real cars.

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    Lepu Medical Technology (Beijing)

    Lepu Medical Technology (Beijing) (“Lepu”) is a leading provider of medical equipment, drugs and medical consulting services, with a focus on cardiovascular (“CV”) diseases.

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    Meinian Onehealth Healthcare Holdings

    Meinian Onehealth Healthcare Holdings (“Meinian”) is China’s largest private operator of health screening clinics. It serves individual customers and corporate clients that provide health checkups as staff benefits.

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    Big Week For Memory, And For Huawei

    In this issue • 3D NAND breakthrough. China’s national memory champion, Yangtze Memory Technologies, says it is launching mass production of 3D NAND, and its parent company says it is moving into DRAM. • DRAM breakthrough. China’s national DRAM champion, YMTC, says it too is almost ready for mass production. • Arm resumes licensing to Huawei. Top Arm executives say their chip architecture is unaffected by US export sanctions. • Apple under fire...

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    VOD Industry Faces Lockdown

    In this issue • Welcome to high political season. Censorship and “media integration” rise to new heights as the Communist Party prepares to celebrate 70 years in power. • Youku launches a new marketing campaign. Youku has paired with China’s version of Twitter to promote new shows. • The NRTA wants shorter dramas. The regulator thinks long drama series are boring. • Youku and Intel promote AI. A co-produced series explains that artificial...

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    Dingli: Poised For A Lift

    Zhejiang Dingli Machinery (“Dingli”) enjoyed first-mover advantage in China’s soaring market for aerial work platforms—machinery like cherry pickers that allow workers to operate safely from several stories high. Dingli started early, built a technology advantage and has a strong distribution network. Although it is considered expensive in China, its equipment still sells at 20% less than that of foreign competitors. Dingli is poised to benefit...

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    Beijing Shiji Information Technology

    Beijing Shiji Information Technology (“Shiji”) provides the hospitality and other industries with information management solutions like point-of-sale software and hotel front-desk systems. It also distributes third-party hardware like point-of-sale machines and printers.

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    Dian Diagnostics Group

    Dian Diagnostics Group (“Dian”) provides hospitals and medical institutions with diagnostic products, and also outsourced diagnostic testing including genome sequencing and cancer.

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    Zhejiang Weixing New Building Materials

    Zhejiang Weixing New Building Materials (“Weixing”) makes mainly high-end plastic pipes for water, gas and sewage in buildings ranging from private homes to Beijing’s Olympic stadium.

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    Han’s Laser: A Story With More Holes Than Swiss Cheese

    Han’s Laser Technology Industry Group (“Han’s Laser”) misled shareholders about a huge real-estate investment in Switzerland. The company bought a property in the ski village of Engelberg and called it a research center. As the small renovation budget swelled to US$140mn, Han’s Laser told a series of half-truths to hide its real plan: owning a tourism hotel. The investment creates manifold opportunities for undisclosed related-party transactions...

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    Beijing Hints At VOD Market Opening

    In this issue • Beijing mulls foreign ownership of VOD sites. Statements from Beijing city officials suggest that reforms under consideration include allowing the likes of Netflix into China. • Government restrictions on TV stations affect VOD sites. It is high political season, and VOD sites are looking for cover. • Big Map Attack. A Chinese production company joins the list of foreign airlines and travel agencies that have fallen afoul of the...

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    Huawei’s Deadline, Tsinghua Unigroup Cancels Revamp

    In this issue • Huawei’s crucial deadline approaches. A reprieve on US export sanctions ends on August 19. • Huawei’s operating system goes live. The Harmony OS system is on Huawei’s big-screen TVs but will not be on phones for at least a year. • Tsinghua Unigroup restructuring canceled. Tensions between China and the US seem to have led to scrapping the restructuring plan. • SMIC working toward 14nm. If what SMIC says is accurate, then the...

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    Han's Laser Technology Industry Group

    Han's Laser Technology Industry Group (“Han’s Laser”) is China’s largest maker of laser machinery, which uses lasers to engrave, etch, cut or weld leather, plastics, metals and other materials. Its clients are industrial manufacturers, mainly consumer electronics makers.

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    Kingmed Diagnostics Group

    Kingmed Diagnostics Group (“Kingmed”) provides hospitals and medical institutions with outsourced diagnostic testing including prenatal, cancer and others.

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    Beijing Oriental Yuhong Waterproof Technology

    Beijing Oriental YuhongWaterproof Technology (“Oriental Yuhong”) is China’s top supplier of waterproofingmaterials for industrial construction and infrastructure.

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    Wuhan RaycusFiber Laser Technologies

    Wuhan Raycus Fiber Laser Technologies (“Raycus”) makes fiber lasers, a core component of laser machinery. Laser machinery cuts, engraves, etches or welds leather, plastics and metals.

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    Debate Over Semiconductor Policy Deepens

    Chinese government officials and tech-industry leaders are locked in debate over the country’s best response to US export controls. Hanging in the balance is nothing less than China’s semiconductor policy. Beijing will invest billions of dollars to offset the impact of US export sanctions. Who that money helps will impact the fortunes of chip firms in China and abroad. The debate in China is not yet settled. Fathom China’s impression is that the...

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    Surviving Censorship

    In this issue • How VOD producers respond to censorship pressure. Producers of rap shows and costume dramas have figured out how to satisfy censors, and talk-show producers had better do the same, fast. • iQiyi hits 100mn paying subscribers. China’s leading VOD platform wins the race to a key milestone. • Youku and Huawei cooperate. Users can now access Youku content through the video app of China’s leading handset maker. • Rumors of impending...

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    Sino Biopharm: Industry Reforms Are A Tough Pill

    Sino Biopharmaceutical (“Sino Biopharm”) is one of China’s most successful drug makers, but it faces headwinds. The politically well-connected firm is a holding company with 30 subsidiaries, and this report focuses on the three most important. All are under pressure from government efforts to cut drug prices, and sales revenue is falling for many of Sino Biopharm’s top drugs. In search of new markets, Sino Biopharm is shifting from its...

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    Focused Photonics (Hangzhou)

    Focused Photonics (Hangzhou) (“FPI”) is one of the world’s leadingmanufacturers of analytical instruments for environmentalmonitoring, lab analysis and industrial process analysis.

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    GigaDevice Semiconductor (Beijing)

    GigaDevice Semiconductor (Beijing) (“GigaDevice”) is one of China’s leading fabless chip firms. It designs and sells flash memory chips and microcontrollers, and recently started working on random-access memory chips.

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    Hualan Biological Engineering

    Hualan Biological Engineering (“Hualan”) is one of China’s leading makers of blood plasma products and vaccines.

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    Yifeng Pharmacy Chain

    Yifeng Pharmacy Chain (“Yifeng”) is a leading discount pharmacy chain selling over-thecounter and prescription drugs through directly-owned and franchised stores.

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    Confident Huawei, Whacked AMD, Qualcomm’s Clients

    Fathom China attended the Mobile World Congress in Shanghai on June 25-28 to take the pulse of Huawei Technologies (“Huawei”). We found the company outwardly confident but highly scripted, with employees at its exhibition tight-lipped about the impact of sanctions. The company’s deputy chairman, Ken Hu, proclaims that Huawei’s 5G capabilities are completely unimpeded by US export sanctions, which sounds far-fetched. Yet Hu’s comments take added...

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    Xi Jinping Wants Tighter VOD Controls

    In this issue • China’s top leader signals new VOD controls. Xi Jinping led a meeting of top officials and called for a more thorough system of reviewing film, drama and VOD. • iQiyi releases new season of Rap of China amid turmoil. The talent show remains popular despite pressure to dumb down its content and the recent arrest of its music director. • NRTA visits the party’s birthplace. In case you doubted the censor’s loyalty to the party. •...

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    Huawei’s OS, New 5G Operator, More

    Huawei Technologies (“Huawei”) has tried to convince users that its new, soon-to-be-launched mobile operating system will save the day for its mobile handsets. No longer would Huawei rely on Google’s operating system, Android, and Huawei says its own operating system, Hongmeng, will be compatible with Android apps.

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    Arm’s Joint Venture In China

    Of all the foreign know-how that Huawei Technologies (“Huawei”) needs but now can’t get, the most essential is chip-architecture licenses from UKbased Arm. Arm’s architecture is used in Huawei’s high-end Kirin mobile SoCs and also in its Tiangang chips for 5G base stations, both made by Huawei’s chip-design subsidiary, HiSilicon Technologies. Huawei can use stockpiled chips, and can do its best to upgrade the chips based on the license that it...

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    Accelink Technologies

    Accelink Technologies (“Accelink”) is China's leading maker of devices like light-emitting chips and couplers that boost the speed of fiberoptic networks.

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    Glodon

    Glodon charges licensing or subscription fees for software that it offers to real-estate developers and construction firms. Its construction-management software does 3D modeling called “building information modeling,” or BIM.

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    LuxsharePrecision Industry

    Luxshare Precision Industry (“Luxshare”) makes cables, power cords and especially connectors for 3C, auto and telecommunication clients.

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    Ofilm Group

    Ofilm Group (“Ofilm”)makes touch panel modules, camera modules and other optical and optoelectronic components, mainly for mobile phones.

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    Political Season Comes To China

    In this issue • Trade dispute impact on VOD still small. The China-US trade dispute has led to a few program cancellations but nothing more serious yet. • Political season comes to China. Between the Tiananmen Uprising anniversary and the 70th year since the PRC was established, VOD platforms have a lot of patriotism to instill. • NRTA says it has tamed the VOD industry. China’s VOD censor breaks with tradition to say VOD companies are doing a...

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