Shotgunner51
RETIRED INTL MOD
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- Jan 6, 2015
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Hopefully 'Others' increases to 30% or more.
Its called market adaptation. Its actually similar to Japanese martial art style of Aikido; use the opponent's own Ki to one's own advantage.
In that respects, the more China increases sales, the more we use it back. Keep it up, keep it up.
Good for us, good for you, good for us, too.
I remembered posting somewhere about East Asian supply chain of cell phone in details? Anyway true that whatever brand is selling the whole supply chain in East Asia (to a lesser extent in Germany) benefits, including upstream vendors in Japan. And you are right, compared to Chinese/Korean brands that seem to respond faster to market demands, some major Japanese vendors are re-positioning themselves to component making, an area that they still hold competitive advantage, hence profit.
East Asia is getting more and more integrated, driven by pragmatism of business needs.
Back on topic, congrats to those brands making progress! A key takeaway from Apple's story for mobile brands is that business success is not just based on tech/manufacturing prowess but brilliant marketing, an area East Asians (Japanese, Korean & Chinese all included) lag significantly compared to counterparts in US. In Apple's case, unique skills include industrial design (Steve Jobs is brilliant, Samsung is also good), an enclosed ecosystem of developers, hi switching cost (for user), hi market barrier, excellent supply chain management (Tim Cook is good at this), etc. Wish more East Asian brands excel in strategy & marketing!
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