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E.g., 2021-05-16
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    Fathom China

    Lexin: Fintech Regulations Take Their Toll

    LexinFintech Holdings (“Lexin”) is a leading online consumer-finance company. The well-run private firm has found its niche in loans for university students and young professionals. Its main challenge is regulators who are alarmed by fintech firms that provide unlicensed financial services, and that market to students.

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    Fathom China

    Yealink Network Technology

    Yealink Network Technology (“Yealink”) develops desktop voice-over-internet protocol (“VoIP”) phones and video conferencing systems.

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    Fathom China

    National Chip Champions Falter

    In this issue • Tsinghua Unigroup is in trouble. China’s national champion chipmaker looks like it is about to lose, and its high-profile chairman has vanished from public view. • DRAM champion is in trouble too. China’s greatest hope for DRAM is not looking good either. • Infineon expands in China. German analog chip giant Infineon is opening a center to help its customers in Shenzhen. • Chinese acquisition faces Korean regulators. A Chinese...

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    Fathom China

    Beijing United Information Technology

    Beijing United Information Technology (“BUIT”) sells industrial products, mainly ingredients for paint, on its websites.

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    Fathom China

    Shenzhen Megmeet Electrical

    Shenzhen Megmeet Electrical (“Megmeet”) makes power electronics products, includingpower electronics units (“PEU”) for electric vehicles (“EVs”).

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    Fathom China

    MediaTek’s Boon, Five-Year Plan, Poaching In Taiwan

    In this issue • Chip shortage helps MediaTek. Taiwan’s leading maker of mobile SoCs seems to be benefitting from privileged access to production capacity. • Five-Year Plan wants everything. China’s latest economic blueprint does little to set priorities for the semiconductor industry because it calls for more of everything. • Poaching from Taiwan makes a difference. Several superstar executives from Taiwan have had an outsized impact on China’s...

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    Fathom China

    Hithink Royal Flush Information Network

    Hithink RoyalFlush Information Network (“RoyalFlush”) is a leading provider of online financial information services and trading systems.

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    Fathom China

    China And Shortages

    The global chip crunch presents China with more problems than opportunities. As if crippling US sanctions weren’t bad enough, the shortage of all kinds of chips highlights China’s extreme dependence on foreign chips, machinery, and knowhow. If there’s a silver lining for Beijing, it is that the shortage has hit the car industry hardest, and the leading makers of many types of car chips are European firms with deep ties in China. Those firms...

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    Fathom China

    Ping An Bank

    Ping An Bank provides corporate and retail banking services.

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    Fathom China

    The Scramble For Chip Security

    In this issue • The domestic x86 server-chip market is booming. Chinese data centers are snapping up domestic chips even when those chips have no paths to future upgrades. • Arm-based server chips are also booming. Huawei’s stockpiled Armbased chips are a top choice for data centers even though US sanctions mean the chips are unlikely to be upgraded. • MediaTek challenges Qualcomm. Chinese mobile-phone makers are switching to MediaTek for its...

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    Fathom China

    Shenzhen Sunline Tech

    Shenzhen Sunline Tech (“Sunline”) provides financial IT solutions for commercial banks and other financial institutions.

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    Fathom China

    Dada: Booming Market, Intensifying Competition

    Dada Nexus (“Dada”) is one of China’s biggest on-demand delivery services, especially for fresh groceries. It will likely grow quickly as Chinese order more perishable foods online. The well-run company’s strength is its close relationship with top shareholders, JD.com (“JD”) and Walmart. Yet Dada’s reliance on those relationships is also its weakness. JD provides 50% of Dada’s revenue, much of which comes from old-fashioned logistics deliveries...

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    Fathom China

    Cambricon Technologies

    Cambricon Technologies (“Cambricon”) is one of China’s most advanced “artificial intelligence” chip designers. It makes money from licensing AI processor IP, selling acceleration cards integrated with AI chips and providing integrated software and hardware solutions to cloud datacenters.

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    Fathom China

    Huawei Buys A Supply Chain, SMIC Expands

    Huawei invests in local suppliers. China’s most important technology company is investing in domestic suppliers in hopes of breaking its dependence on the US and its allies.

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    Kangde Xin Composite Material Group

    Kangde Xin Composite Material Group (“KDX”)makes high-techfilms used in packaging, consumer electronics, car windows and other items. The firm became one of China’s biggest A-share scams in 2019 after it was caught faking its numbers and its chairman was arrested.

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    Fathom China

    VOD Spending Up, Moving Into Asia, Netflix’s New Chinese-Themed Film

    China’s VOD companies all want many more scripted dramas, meaning even bigger budgets in a money-losing industry. Alibaba is showing its loss of faith in Youku by taking a stake in one of Youku’s biggest competitors. And Beijing’s VOD diplomacy reaches a new high as the industry’s regulator convenes a meeting with Asian governments and VOD executives.

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    Fathom China

    Mindray: A Helping Hand From Covid

    Shenzhen Mindray Bio-Medical Electronics (“Mindray”) is well positioned in a booming industry. It is China’s biggest maker of medical equipment, especially patient monitors and ultrasound machines. Its products are considered a good value, although with fewer functions than more expensive machines made by multinationals.

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    Fathom China

    Will Semiconductor

    Will Semiconductor ( “Willsemi”) designs and distributes integrated circuit (“IC”) components. Its main product is a self-designed CMOS image sensor (“CIS”), an electronic chip that converts photons to electrons for digital processing. CISs are used mainly in smartphone cameras, which account for over 80% of the global CIS market.

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    Fathom China

    Wasteful Projects Cut, Allen Wu Reappears, The Long Staves Return

    Beijing aims to cut waste. Beijing is irked by wasted money in the chip industry, and rumors say it is scrutinizing memory-chip champion Tsinghua Unigroup.

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    Fathom China

    Chinese Success in Asia, New Propaganda, New Licenses

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

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    Midea Group

    Midea Group (“Midea”) makes home appliances, robotics and automation systems.

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    Gavekal Research

    Webinar: China's Fintech Showdown

    China’s financial technology industry has been chaotic for two decades, with Ant Group launching pioneering new products while regulators and competitors play catch-up. With Ant Group ready for its IPO, the push-and-pull between the firm and regulators is grabbing institutional investors’ attention. Matthew Forney and Laila Khawaja of Gavekal Fathom China addressed this tension and also the broader impact of regulation on the country's...

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    Maccura Biotechnology

    Maccura Biotechnology (“Maccura”) makes and distributes in-vitro diagnostics (“IVDs”), which are clinical tests performed on blood, urine and other human biological samples.

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    Ovctek China

    Ovctek China (“Ovctek”) makes contact lenses and lens care products. Its main product is orthokeratology lenses (“OKlenses”), a type of gas-permeable hard lens worn at night that reshapes the cornea to improve vision.

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    Fathom China

    SMIC Improves, New Response To US “Stranglehold,” More On Arm China

    SMIC’s technology improves. China’s top foundry is ready to make its most complex chips just as new US sanctions look set to bite.

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    Fathom China

    Bilibili Seeks A Broader Audience

    Bilibili’s challenge. Rising VOD star Bilibili must broaden its appeal without alienating its core young audience, and so far it has succeeded.

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    Venustech Group

    Venustech Group ( “Venustech”) provides network security products and services.

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    Fathom China

    Jiangsu Yuyue Medical Equipment & Supply

    Jiangsu Yuyue Medical Equipment & Supply (“Yuyue”) makes medical equipment for home and hospital use under the main brand “Yuwell” and a few acquired brands.

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  • Fathom China

    Alipay’s Big-Transactions Advantage, Surveillance, And Digital Currency

    Gavekal Fathom China is launching a new special syndicated report series on China’s financial technology industry, with a focus on Ant Group. The series, China Fintech, provides deep-dive research for a small number of participants. To ensure that our project is on the mark, participants themselves pose the questions. Click the "Download PDF" button to read the first report in the series.

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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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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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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    Fathom China

    iQiyi And Netflix Go Head-To-Head

    iQiyi and Netflix go head-to-head. iQiyi has begun production of a ghost drama set in Southeast Asia to compete with a similar Netflix feature

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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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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    Fathom China

    Jinyu Bio-Technology

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

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    Fathom China

    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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    Fathom China

    iQiyi Charges Ahead In The Race Overseas

    iQiyi pulls ahead of Tencent overseas. iQiyi is China’s leader in building an overseas market, with a spate of new senior hires in key markets.

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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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.

    0
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    Fathom China

    Chips Watch: New Tsinghua Unigroup Shareholder, 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.

    0
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    Fathom China

    iQiyi Lands An Overseas Hit

    • iQiyi leads the race to overseas markets. China’s leading VOD company has its first big hit outside China.

    0
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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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...

    0
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    Fathom China

    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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    Fathom China

    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.

    0
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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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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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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    Hongfa Technology

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

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    Covid-19: VOD Firms To Extend Soft Power

    VOD firms to extend Beijing’s soft power. Beijing is instructing Chinese VOD companies to create content about China’s efforts to combat Covid-19 and to distribute the content abroad.

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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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    New Content Controls, Coronavirus Impact, More

    New online content controls. China’s regulators have issued a spate of controls for online content, including the VOD industry.

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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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    Overseas Hits, Hot Propaganda, Accusations Against Bilibili

    Chinese shows hit big abroad. iQiyi and Tencent Video are winning big audiences in Southeast Asia and beyond by allowing overseas viewers to vote on contestants in reality talent shows.

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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.

    0
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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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    Regulator Plots With VOD Firms, Bilibili Expands Overseas

    Regulator issues new-year orders to VOD firms. Officials want more uplifting shows that make China look good and play well overseas.

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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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