E.g., 2021-01-27
E.g., 2021-01-27
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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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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    Filling The Huawei Supplier Gap

    Facing a ban on US-sourced products, Huawei Technologies (“Huawei”) is switching key supply orders to firms in Taiwan, according to multiple sources. “Huawei is demanding that vendors send as much supply as they can – however much they can provide, it will buy,” says Taipei-based China Times. US export controls dictate that foreign firms whose wares derive more than 25% of their value from US components are barred from selling to Huawei. How...

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    China’s Message Gap, Huawei’s Suppliers, FedEx Rumors

    In a rare divergence, Beijing and Huawei Technologies (“Huawei”) are sending different public messages about how China should respond to the trade dispute with the US. Beijing made its position clear on May 20, when party chief Xi Jinping laid a wreath at a monument to the Communist Party’s wartime Long March. His message was that Chinese people and companies must prepare to endure long hardships to emerge victorious.

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    The Message From China

    Chinese leader Xi Jinping sent an unmistakable message to his country with his visit on May 20 to the starting point of the Communist Party’s famous Long March. Even 85 years after the March began, the event has an emotional impact in China bigger than any analogous event in US history. Imagine Valley Forge but epic: facing defeat by Chiang Kai-shek’s army in 1934, the Communists spent a year retreating on foot even through Tibetan bogs that...

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    Kingdee: Leading The Transition To Cloud

    Kingdee International Software Group (“Kingdee”) is one of China’s largest suppliers of business process management software. Its products help businesses integrate and automate supply chain management, customer relations, human resources and other functions. Most revenue still comes from on-premise software that clients install on their own servers. The next step up in technology is to the cloud, where Kingdee’s main service is software-as-a-...

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    EstunAutomation

    EstunAutomation (“Estun”) is a leading Chinese maker of industrial robots and core automation components like controllers, reducers and servos.

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    LBX Pharmacy Chain

    LBX Pharmacy Chain (“LBX”) is one of China’s leading discount pharmacy chains selling over-the-counter and prescription drugs.

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    Wuxi AppTec

    Wuxi AppTec is China’s largest outsourced drug research and manufacturing firm. Most of its customers are foreign pharmaceutical companies.

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    Failing Joint Ventures, Tsinghua Unigroup Breaks Ground

    In this issue • Failing joint ventures. Beijing’s latest efforts to access foreign technology have hit snags as foreign partners in three key joint ventures either pull out or change plans. • Tsinghua Unigroup breaks ground in Chengdu. China’s top chip company starts building a fab in Chengdu city amid rumors that the project is really about real estate. • Tsinghua Unigroup finishes acquisition. Tsinghua Unigroup has acquired Linxens, the French...

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    Huawei’s Iffy Future, Innotron’s Tech Source, More

    In this issue • US goals for Huawei. The US hit Huawei with export sanctions to gain trade negotiating leverage and to undermine demand for Huawei’s 5G networking equipment, and it will probably succeed on both counts, although American technology companies will suffer too. • Innotron’s technology source. China’s last remaining DRAM hopeful has finally revealed where it got its technology but its comments raise more questions than they answer...

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    Child Actor Crackdown, Firmer Hand At Youku, Tencent Restructuring

    In this issue • NRTA’s new restrictions on kids’ programming. The NRTA wants fewer child-focused reality shows, and more uplifting content for kids. • New Youku CEO’s recovery plans. Fan Luyuan acknowledges that Youku has slipped, and is responding with tighter management and more spending on content. • Possible merger for Tencent content units. Rumors say Tencent will save money by merging Tencent Pictures and Penguin Pictures; the effect on...

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    Hengrui: Regulatory Reforms Create Uncertainties

    Jiangsu Hengrui Medicine (“Hengrui”) is a leading Chinese drug firm that grew by making generic medications whose patents have expired. An estimated 70% of its revenue comes from generics, especially those that fight cancer. Recent government reforms are driving down drug prices, threatening Hengrui’s margins and profits. Following a few years of market chaos, the company’s position should improve as small rivals drop out and unit sales increase...

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    NRTA Shows Weakness, Netflix Has A Hit, Taiwan Fears China’s VOD

    In this issue • NRTA shows weakness in deal on “court-struggle dramas”. Facing criticism by viewers for threatening to ban popular shows, the NRTA has struck a deal with VOD platforms regarding imperial-court dramas. • Pirated version of Netflix show a hit. Chinese love Love, Death & Robots. • Taiwan fears China’s VOD powers. iQiyi’s popularity in Taiwan has led to a backlash from ruling-party politicians who fear a Chinese stalking horse...

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    AVIC Jonhon Optronic Technology

    AVIC Jonhon Optronic Technology (“AVIC Jonhon”) is a state-owned, military-backed firm making high-end connectors for aviation, aerospace, autos and communications.

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    Betta Pharmaceuticals

    Betta Pharmaceuticals (“Betta Pharma”) sells a patented drug that treats lung cancer.

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    Shenzhen Goodix Technology

    Shenzhen Goodix Technology (“Goodix”) is a world-leading supplier of touchscreen and fingerprint identification solutions for Android phones and tablets.

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    Yunnan Baiyao Group

    Yunnan Baiyao Group (“Baiyao”) earns most of its revenue selling prescription drugs for other firms. Yet it is best known for an herbal blood coagulant dating to the Qing Dynasty, and a popular toothpaste.

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    Zhejiang Sanhua Intelligent Controls

    Zhejiang Sanhua Intelligent Controls (“Sanhua”) makes small temperature-control components such as valves, pumps and frequency inverters that are installed in home appliances and air conditioners.

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    China’s Memory Challenges, “Fab Frenzy” Warnings

    In this issue • Executive change at Tsinghua Unigroup. The latest executive change could indicate trouble for Chairman Zhao Weiguo, and suggests that Beijing wants to keep a close eye on the company’s chip projects. • Setbacks at GigaDevice. China’s last remaining DRAM program looks shaky as its key technology contributor faces a series of setbacks. • Warnings of a chip-fab “frenzy.” Two leading tech commentators say local governments are...

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    Court-Drama Crackdown, Trouble At Youku, Politics In Wandering Earth

    In this issue • Crackdown on imperial dramas spreads to VOD • Signs of trouble at Youku • Wandering Earth hits all the right political notes • iQiyi losses grow • Alibaba confirms stake in Bilibili • Alibaba celebrates Green Book.

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    Huawei’s New Chip, Saving Jinhua, DRAM Doubts

    In this issue • Huawei’s base station chipset received government support • Beijing’s strategy to save Jinhua • Innotron and GigaDevice extend cooperation, terms unclear • Rumor: Ericsson to face antitrust probe. • Yangtze Memory Technologies to start mass production. • Key venture moves from Guizhou to Chengdu.

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    JD Logistics: Great Service At Great Expense

    China’s second-biggest e-commerce company, JD.com (“JD”), in 2016 launched a new business—it opened its logistics services to non-JD merchants. JD had long been known for its vertically integrated warehousing and deliveries, in contrast with industry leader Alibaba Group Holdings (“Alibaba”), which outsources both. JD tried to turn a cost center into a profit center in 2017 by creating JD Logistics (“JDL”). JDL will deliver pretty much anything...

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    Asymchem Laboratories (Tianjin)

    Asymchem Laboratories (Tianjin) (“Asymchem”) is a leader in outsourced drug making and research. Most of its customers are foreign firms

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    Contemporary Amperex Technology

    Contemporary Amperex Technology (“CATL”) is the world’s largest maker of lithiumion batteries for electric vehicles (“EVs”). Its clients are mostly car makers in China.

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    HefeiMeyer Optoelectronic Technology

    Hefei Meyer Optoelectronic Technology (“Meyer”) is China’s biggest maker of optical sorters, which detect substandard agricultural products by their color. It also makes dental scanners and industrial detectors.

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    Hangzhou Robam Appliances

    Hangzhou Robam Appliances (“Robam”) is the leader in China’s kitchen appliance market. Its top products are range hoods (also known as exhaust fans) and gas stoves. It is moving into new products such as dishwashers, dish sterilizers and steam ovens.

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    New VOD Censorship, Douyin Promotes CCTV, And More

    In this issue • New censorship regime for VOD programs • Edicts from above, evasions from below • Douyin shows its usefulness for propaganda

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    Suofeiya Home Collection

    Suofeiya Home Collection (“Suofeiya”) is the second-biggest maker of custom furniture in a country where most new homes have no closets, cabinets or other fixed hardware. The company targets mid- to high-end homeowners and sells across China.

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    Luzhou Laojiao

    Luzhou Laojiao is China’s 4th largest maker and seller of baijiu, the Chinese liquor distilled from sorghum. It sells to distributors and direct to consumers.

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    Toly Bread

    This Quick A report is password protected and can only be opened by subscribers. To request access please contact info@gkfathomchina.com

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