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China smartphone market suffers hard-landing, shipments decline 21% in Q1 2018

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Re: China smartphone market suffers hard-landing, shipments decline 21% in Q1 2018

#3
post #2

market saturation ?

Read Hank Paulson's book, Dealing with China. The Communist Party can only extract so much value from to masses while corruption and opacity are the norm in government. Instead of looking at the economy as a virtuous cycle of re-investment making more resources available for collateral, they treat the economy like a well and wonder why it keeps running dry.

Re: China smartphone market suffers hard-landing, shipments decline 21% in Q1 2018

#4
Smartphone maker Xiaomi is rushing to get its IPO done, the market is betting a $100 billion valuation [1]. This reminds me what its founder Lei Jun said a few years ago - "Even a pig can fly if it is in the middle of a whirlwind" [2].

Now the market has apparently reached its peak, I am wondering whether those who are thinking to buy Xiaomi shares will find their whirlwind and fly. ;)

[1] https://www.telegraph.co.uk/technology/2018/05/03/xiaomi-pla...

[2] https://www.economist.com/news/special-report/21663324-techn...

Re: China smartphone market suffers hard-landing, shipments decline 21% in Q1 2018

#5
After relentless growth we're about to arrive at a plateauing smartphone market. I wish I could read insights from experts on what to expect in coming years in smartphone market in light of similar markets which entered a no growth zone.

Specifically what will happen to prices, market shares , unit sales, pace of innovation, competition, international growth, developer ecosystems.

Anyone?

Re: China smartphone market suffers hard-landing, shipments decline 21% in Q1 2018

#6
post #2

market saturation ?

Read Hank Paulson's book, Dealing with China. The Communist Party can only extract so much value from to masses while corruption and opacity are the norm in government. Instead of looking at the economy as a virtuous cycle of re-investment making more resources available for collateral, they treat the economy like a well and wonder why it keeps running dry.

Peter Navarros Death by China is a good read too

Re: China smartphone market suffers hard-landing, shipments decline 21% in Q1 2018

#7
post #5

After relentless growth we're about to arrive at a plateauing smartphone market. I wish I could read insights from experts on what to expect in coming years in smartphone market in light of similar markets which entered a no growth zone. Specifically what will happen to prices, market shares , unit sales, pace of innovation, competition, international growth, developer ecosystems. Anyone?

It is now a technique plateau, not marketing. Marketing is always wide open when new tech solved real problems and improved life quality.

Re: China smartphone market suffers hard-landing, shipments decline 21% in Q1 2018

#8
post #5

After relentless growth we're about to arrive at a plateauing smartphone market. I wish I could read insights from experts on what to expect in coming years in smartphone market in light of similar markets which entered a no growth zone. Specifically what will happen to prices, market shares , unit sales, pace of innovation, competition, international growth, developer ecosystems. Anyone?

Certainly we're expecting sales to slow as smartphone sales plateau, but why is it happening in China first? Is it a leading indicator of slowing growth? After all, smartphone purchases are most decidedly discretionary.

Re: China smartphone market suffers hard-landing, shipments decline 21% in Q1 2018

#9
post #5

After relentless growth we're about to arrive at a plateauing smartphone market. I wish I could read insights from experts on what to expect in coming years in smartphone market in light of similar markets which entered a no growth zone. Specifically what will happen to prices, market shares , unit sales, pace of innovation, competition, international growth, developer ecosystems. Anyone?

I'm no analyst - but I think we'll see a drop in price to drive demand along with a consequential decline in quality. Those 'high end', 'good bang for your buck' flagships will be even cheaper and even more cheaply made.
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