Comments by "tooltalk" (@tooltalk) on "Apple's China problem: how its ticket to success has become a liability" video.

  1. "$1000 iPhone is impossible without China" -- Dan Ives.. That's what Apple fanbois also said when Samsung pulled out of China and closed the last smartphone factory in 2019.
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  2. >> Can we really blame Apple for that censorship? << At least Tim Apple shouldn't parade around virtue-signaling and pretend like it gives crap about privacy at home.
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  3. Yep, the problem(s) that many Americans were happy to ignore for so long.
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  4. >>From China, it’s not about problems of apple, it’s all about smartphones problems, << Not really. Apple is a serious problem now that it dominates the Chinese phone market. Samsung dominated the Chinese phone market share back in 2013, but was quickly forced out later under Xi's state industrial policy to protect their own companies. Apple on the other hand paid tribute to the CCP to remain in Xi's good grace since 2016, but it's time for more tribute.
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  5.  @Andromeda365  >> Samsung pulled out because their market share plunged to less than 1%.<< Samsung had to pull out of China just after achieving 20% Chinese market share in 2013 with their Note 3/4 and took them about 4-5 years to move South to Vietnam. You don't just pack up and leave overnight, which is why Apple is instead trying to appease their CCP overlord instead of "moving." The Information in fact reported a few years ago that Apple in fact agree to pay tribute -- about $270+B in investment to prop up Chinese supply-chain and train millions of unskilled, unemployed laborers from rural China -- to remain in Xi's grace in 2016. This was a well orchestrated move by the CCP to protect their domestic industry. The CCP used the same strategy against another South Korean conglomerate LG who had almost 50% of the Chinese EV battery market prior to 2015 to force them out and protect their domestic battery companies such as CATL/BYD.
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  6. ​ @Tabula_Rasa1  >> Samsung's downfall is the inability to admit fault when their phone was catching fire.<< It has nothing whatsoever to do with the Note 7 fire. Samsung has been #1 global smartphone seller for over 12+ years in spite of the Note 7 incident, except for China. In China, Xi started forcing out foreign companies to protect their domestic industries since 2013 when Samsung achieved the highest Chinese smarpthone maker share with 20+% -- Samsung was the first to go and started packing up in 2015 and closed the last Chinese factory in 2019. China's local brands weren't competitive until 2018-2019 or so, well after Samsung was phased out of China.
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  7.  @Tabula_Rasa1  : Another very notable company LG Chem was also forced out as part of Xi's plan to protect their EV/battery industry. The company had close to 50% of China's EV battery market share and 9 of top 10 Chinese EV companies when the CCP forced them to pretty much give up their IP Rights (so to allow/protect CATL/BYD's IP theft) and once they made that concession, the CCP also cut all subsidies to EVs with batteries from foreign makers, effectively killing their busines in China since 2016. You could learn more about how China crippled foreign competitors in strategic industries by reading the EU's WTO complain against China re: EV and Forced Tech transfer filed in 2018 - WT/DS549.
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  8.  @Tabula_Rasa1  >> So Samsung catching fire and cost more than the Chinese phone have nothing to do with the market share? << Let's look at BYD: BYD PHEV/BEV catch fire all the time, but that doesn't deter their vehicle sales. Samsung's Note 7 fire wasn't a big incident enough to cause mass sell-off. >> Globally it has been going down from high of 30+% to 20% since 2014. Ofc Chinese will naturally choose Chinese phone like SK will choose SK phone << The Note 7 incident was in 2017; the CCP's started forcing out Samsung started in the 2013 just after they achieved the peak China market share in 2013. As demonstrated in my LG example, there are a lot of levers the CCP pulls to cripple foreign companies doing business in China. Again, most Chinese local smartphone brands were simply garbage or cheap knock off's until 2018-2019. >> The same can be said abt Japanese cars and why American automobile cant penetrate that market. << You know nothing about the auto industry. The Japan auto makers weren't able to penerate the US market only until the oil crisis in the 70's when big, gas-hungry American cars became less attractive, compared to smaller, gas-efficient Japanese cars. >>. If Xi did force out foreign companies, why is Apple << I already explained this before. Apple decided to pay tribute to please to Xi -- to the tune of $270+B in investment in China to prop up domestic supply-chain and train millions of unskilled, youths from rural China.
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  9.  @Tabula_Rasa1  >> If you make great product, then your market share will not drop. << 🤣🤣🤣 We are talking about China. It's not about "great product" -- China will simply steal and copy to death if you don't have the geopolitical power or big market, like the US or the EU to push back against China's abuse. That's how China operates. Take the EV battery industry as an example. As said earlier, they forced the Japanese and South Korean EV battery industry leaders to give up their IP rights in exchange for access to China's NEV market, to allow BYD/CATL to steal their tech with impunity. Then the CCP cut all subsidies to EVs with their batteries to ensure that those foreign companies couldn't compete. Again Samsung is still #1 in global smartphones sales; so is LG Chem whose non-China EV battery market share is #1. Most Chinese retail brands are #1 only in China; nowhere else.
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  10.  @weird-guy  >> The usa helped apple by baning huawei << A lot of delusional thinking here. Huawei's US sales since 2012, starting with their first release of the Ascend, never exceeded 0.036% of the market. Huawei's smartphones weren't good enough to compete against Apple or Samsung. Likewise, it was Huawei's network equipment business -- btw, no US company competes in the business -- that was banned in the US.
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  11.  @antonymwangi4986  >> That's because a majority of Samsung phones are budget phones sold in Africa, India and Asia << except that most low-budget smartphone sold in Africa and other low-end phones markets are made in China. >> IPhone don't have this alternative thus massively relies on Chinese market and manufacturing << Unlike Samsung whose phones are either made in Vietnam, India (mostly for domestic sales), and South Korea, Apple makes their phones in China, along with 50+% of all budget phones made there.
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  12.  @wangyaohan8824  : >> Samsung leave china because their sales drop after that galaxy battery fiasco. << Samsung started packing up just after they achieved the peak market share in China, much earlier than the Note 7 fire. When you are as large as Samsung, it takes years to plan and migrate ALL your smartphone factories. The same happened to Hyundai/Kia who once had 10% of the Chinese market share. After Hyundai/Kia were forced out to make room for domestic companies under China's protectionism -- market share went to 1% in China -- they went from #5, to #3 in global auto sales!
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  13.  @vlhc4642  >> The only thing that kept Samsung alive was US starting its tech war against China, << You mean like how China's memory chip industry actors like Tsinghuaw Unigroup was going to take over the Koreans? I guess you haven't heard how they bankrupted spectacularly. 🤣🤣🤣🤣 No worries, the Koreans or American supply-chain isn't going anywhere. China's chip industry has no future.
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  14.  @DeeepXXX  >> So it seems that you didn't know Samsung is in big trouble now with their profits free falling << Yeah, it's called business cycle. If you haven't yet noticed, Samsung expanded their market share in memory chip market during this period (and during the last major cycle about 10 years ago). How do you think Samsung, SK, and Micron became so dominant in the business?
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  15.  @spider6660  >> Samsung’s Galaxy key products customers buy low budget phones. Apple only has premium level mobiles. << When Samsung was forced out of China, China's best selling smartphone was the Note3/4. That's what scared the CCP that they forced them out to make room for domestic companies who couldn't make decent phone until years later.
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  16.  @kenyup7936  >> then ppl still buying them from overseas coz ppl truly love apple << Yep, the iPhone would be smuggled into China like it used to before.
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  17. China no longer needs Foxconn; and if the CCP doesn't want it, Apple doesn't need it either. simple as that..
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  18. ​ @weird-guy  >> also your luck is that the usa is going to protect usa companies << Based on your flawed logic, Chinese EV companies are the luckiest since China banned foreign competitors from competing in China to protect their own. >> byd is already popular in underdevelop countries,byd dolphin is wining in latin america, << First, there isn't much EV market outside China, the EU, and the US. Those niche markets in underdeveloped countries really don't matter, no matter how much you pretend they do. The best selling Chinese EV outside China is MG by SAIC, not BYD. There is no local Chinese brand that can compete outside China without the Chinese gov't protection.
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  19.  @TheRedc0met  >> Tesla and VW/Porsche have EV cars in China. << And BYD has EV buses in the US, your point? >> It's really the western countries that banned Chinese EVs due to national insecurity. << That's a fig of your imagination. Chinese EV companies are free to give up their IP and build EV factories in the West.
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