Micron dips on rumors of Chinese office raids

[Viet]

Using 80, 90s analogy try compare to 2018 is just plain stupid. I still remember buying mediocre laptop cost USD 2000 in the early 2000s which is made in Singapore or Taiwan that contain many US parts. While most can only afford a desktop. Now Laptop is so cheap and outsold desktop, why? All thanks to China export that include good rare earth price. Nobody wants to go back to prices where laptop cost USD 2000 for a not so high end one.

I am right about China controlling rare earth. Nobody will go for US and Australia rare earth.

China controlling rare earth market can be short lived. Vietnam with 20 million tons as world’s third largest reserves can flood the market. In fact Vietnam government just announces the plan.

https://www.reuters.com/article/us-...ld-targets-for-solar-rare-earth-idUSKCN1J00U1

 

[Beast]

China controlling rare earth market can be short lived. Vietnam with 20 million tons as world’s third largest reserves can flood the market. In fact Vietnam government just announces the plan.

https://www.reuters.com/article/us-...ld-targets-for-solar-rare-earth-idUSKCN1J00U1

You cannot pump out as much rare earth as China. China is still the king. Period.

 

[Viet]

You cannot pump out as much rare earth as China. China is still the king. Period.

Whatever. The price will collapse if China opens all flood gates. With the enormous reserves in Vietnam and new discovery in Japan, China loses a tool to blackmail others.

 

[Beast]

Whatever. The price will collapse if China opens all flood gates. With the enormous reserves in Vietnam and new discovery in Japan, China loses a tool to blackmail others.

It’s not only about cheap labour cost but the technology to extract. Vietnam don’t have that. Period

Whatever. The price will collapse if China opens all flood gates. With the enormous reserves in Vietnam and new discovery in Japan, China loses a tool to blackmail others.

It’s not only about cheap labour cost but the technology to extract. Vietnam don’t have that. Period

 

[Hamartia Antidote]

https://finance.yahoo.com/quote/MU?p=MU

Micron 1 Year. It's already at a high. A dip isn't unusual.

 

[jhungary]

Hey, you learn something new every day. Learning is part of what makes one human, and I'm so sorry you were a victim of American chemical warfare and are now too cognitively damaged to learn. Maybe modern medicine can advance to the point where one day even cases as hopeless as yours can be treated.

So, if not the NATO phonetic alphabet, what were the GIs hollering when they were raping your mother?

It was hollering your mom name when they rape my mother. I don't know, may be they did that with your mother before? LOL

As I said, I don't feel offend for you to insult my mother, that just show how hurt you were, practically a son of a whore can get something you want but not you, that must have hurt you real bad. LOL

By the way, in case you are wondering, US only adopted to NATO system in the 1980s, NATO phonetic, NATO stock number and so on. In 1960, the US military will still be using the Standard Phonetic system.

Using 80, 90s analogy try compare to 2018 is just plain stupid. I still remember buying mediocre laptop cost USD 2000 in the early 2000s which is made in Singapore or Taiwan that contain many US parts. While most can only afford a desktop. Now Laptop is so cheap and outsold desktop, why? All thanks to China export that include good rare earth price. Nobody wants to go back to prices where laptop cost USD 2000 for a not so high end one.

I am right about China controlling rare earth. Nobody will go for US and Australia rare earth.

You do know China have enacted a quota system on REM since 2010, right? Australia is fast coming to replace China as the world leading Rare Earth Ore production (Read my post with @qwerrty for the two news I posted in 2017 and 2018. Today, Australia Rare Earth Production is over 70000 ton per year, while Chinese production is capped at 105,000 tons per year.

Read this post again.

FDI is FDI, it doesn't matter if you are talking about buying home or operate a company, Chinese will lose great if US do what you propose China should do. That is a pure facts.





Your chart is NOT UP TO DATE. Also, I said "In the Next decade"

Australia have several project announced 2016/2017 to push up Rare Earth mineral. 2 Key REO project from WA and Alice Spring are planned to push Australia production to a combination of 700,000 tons of REO, WA project has finished now while the Alice Spring project is schedule to finish in 2020

Northern Mineral in WA, news from 2017.

https://www.australianmining.com.au/news/rare-earth-minerals-project-track-wa/



Arafura Mining in Alice Spring, this news from 2018

http://www.mining.com/900m-australian-rare-earths-mine-given-state-approval/



As you know, 750,000 tons is bigger than 105,000 tons

And also US mountain Pass and Australia Western Belt have over 70% of the world Rare Earth Ore, you don't need to worry about if China stop their Rare Earth Element export to the US.

 

[TaiShang]

China’s probes of memory chip firms ‘to ensure fair competition’

By Chen Qingqing Source:Global Times Published: 2018/6/4

A recent crackdown on major foreign chipmakers followed abnormal rises in prices of memory chips in recent years, and it showed the government's determination to fight unfair practices in the Chinese market, industry insiders said.

After Samsung China confirmed that the company was cooperating with an ongoing investigation by Chinese antitrust authorities, another South Korean memory semiconductor producer - SK Hynix - told the Global Times on Monday that it "could not say anything further other than that we are cooperating with the investigation."

Semiconductor industry website Jiweinet reported on Friday that the Chinese antitrust agency launched a sudden investigation at the Beijing, Shanghai and Shenzhen offices of Samsung, SK Hynix Inc and Micron Technology Inc on Thursday seeking certain information.

The report said that investigations may have been sparked by concern about continued price increases for memory chips in China.

US chipmaker Micron had not responded to an interview request by the Global Times as of press time.

But the company confirmed to Bloomberg News on Friday that it was being investigated by Chinese regulators.

Since the antitrust authority began talks with Samsung at the end of last year, investigations into major memory chipmakers have continued, Wang Yanhui, head of the Shanghai-based Mobile China Alliance, told the Global Times.

"The antitrust investigation not only targets foreign companies in China, but also China's State-owned enterprises, and the major objective is to maintain a fair environment," Wang said.

"After the Qualcomm case, Chinese companies learned to report alleged unfair practices to the Chinese authorities, which led to this investigation," Wang said.

The National Development and Reform Commission, the top economic regulator in China, fined US chipmaker Qualcomm 6 billion yuan ($975 million) in 2015 for its dominance in wireless technology and charging "unfairly high" licensing fees.

"It's a similar case to Qualcomm. Smartphone companies, which are constantly paying high licensing fees, reported this to the government, which launched an investigation into antitrust allegations," Liu Kun, vice general manager of the IC Industry Research Center at CCID Consulting, told the Global Times.

"Companies were told that rising memory chip prices reflected inventory shortages, which has not been obvious," he said, noting that after companies reported the situation to the authorities in China, investigations began.

Samsung, SK Hynix and Micron have already been named in a class action lawsuit in California over alleged price conspiracies involving dynamic random access memory (DRAM) chips, a US newswire for business lawyers called law360.com reported in April. Customer groups said that the three companies control almost the entire DRAM market, law360.com said.

According to DRAMeXchange, the memory and storage division of market research provider TrendForce, the top three suppliers - Samsung, SK Hynix and Micron - had shares of 44.9 percent, 27.9 percent and 22.6 percent respectively in the DRAM market.

 

[antonius123]

You know, since last time we talk, you keep saying ZTE would hurt Qualcomm, but not the other way around. Yet, Qualcomm stock have gone up 3 point from 55 to 58 today, and ZTE, well, still busted.

View attachment 478345

You get me wrong. I never said ZTE would hurt Qualcomm and no the other way round.

US ban on ZTE hurt Qualcomm, but it hurt ZTE much more, because it would make ZTE collapse and reduce Qualcomm's sales - but wont make Qualcomm collapse. Got it?

That explain why share holder still worry about ZTE more than Qualcomm.

Longsoon, Shenwei is virtually UNHEARD of outside China, Kirin depending on Taiwan SoC.

Just because you have a big market, that does not mean shit, China have the biggest automotive market, so what? Did Chinese car brand even do as well as Japanese or Korean Brand? You live in a delusional world son, better wake up.

But hey, I would say your opinion did not count anyway, you are not a Chinese.

Doesnt matter, the point is not about how Longsoon, Shenwei take over Intel etc outside china, but about how Longsoon and Shenwei will be at great advantage once US prevent Intel etc to sell to Lenovo, Huawei, Xiaomi etc, and how they could still survive, while that policy will hurt US severely either.

 

[jhungary]

You get me wrong. I never said ZTE would hurt Qualcomm and no the other way round.

US ban on ZTE hurt Qualcomm, but it hurt ZTE much more, because it would make ZTE collapse and reduce Qualcomm's sales - but wont make Qualcomm collapse. Got it?

That explain why share holder still worry about ZTE more than Qualcomm.

Umm, no, you said US ban trade with ZTE will hurt Qualcomm seriously and Qualcomm cannot take that hit with being bar from doing business with ZTE.

News Flash, you are wrong.

Doesnt matter, the point is not about how Longsoon, Shenwei take over Intel etc outside china, but about how Longsoon and Shenwei will be at great advantage once US prevent Intel etc to sell to Lenovo, Huawei, Xiaomi etc, and how they could still survive, while that policy will hurt US severely either.

You are assuming these Chinese brand have the same appeal as big western brand such as Intel, AMD and QUALCOMM in the rest of the world. Imagine if Lenovo uses Longsoon and Shenwei CPU, would they be able to sell in Western Market? The WORLD is a lot bigger than China, you can of course uses Longsoon and Shenwei and sell them happily in China, but then basically you do that, you loses the Rest of the World.

For the American, it doesn't matter, because people in the west will buy less of Chinese product, and bump non-Chinese brand sale, which mean whatever Qualcomm or Intel or what previously sold to the Chinese company, they will simply shift to HP, Samsung, Apple, or Dell or whatever. For the Chinese company however, they will simply lose the rest of the world sale and that cannot be recovered.

 

[antonius123]

Umm, no, you said US ban trade with ZTE will hurt Qualcomm seriously and Qualcomm cannot take that hit with being bar from doing business with ZTE.

News Flash, you are wrong.

You have reading comprehension problem.

Refresh your self, as I told you: Qualcomm could go bankrupt if US ban all chinese vendor from buying from Qualcomm, as you know chinese vendor (Lenovo, Vivo, Oppo, ZTE, Meizu, etc etc) are Qualcomm's major clients.

Banning ZTE alone wont make Qualcomm collapse, but will reduce Qualcomm's sales and put Huawei at great advantage and becoming formidable competitor to Qualcomm.

You are assuming these Chinese brand have the same appeal as big western brand such as Intel, AMD and QUALCOMM in the rest of the world. Imagine if Lenovo uses Longsoon and Shenwei CPU, would they be able to sell in Western Market? The WORLD is a lot bigger than China, you can of course uses Longsoon and Shenwei and sell them happily in China, but then basically you do that, you loses the Rest of the World.

For the American, it doesn't matter, because people in the west will buy less of Chinese product, and bump non-Chinese brand sale, which mean whatever Qualcomm or Intel or what previously sold to the Chinese company, they will simply shift to HP, Samsung, Apple, or Dell or whatever. For the Chinese company however, they will simply lose the rest of the world sale and that cannot be recovered.

Huawei, Oppo, Vivo, Xiaomi etc are major smartphone vendor and brand in the world stage now, though they dont sell to USA. So you see that they still can grow big without US market.

They could swift to Kirin or Surge 2 processor if US ban them from buying from qualcomm; doesnt matter if US market doesnt accept them, as you can see they are already biggest player in the market after Samsung dan Apple, without US market. And Qualcomm will suffer loss leading to collapse after that since those chinese smartphone vendor are their major clients.

Regarding Shenwei, & Longsoon, maybe Lenovo will loose their market share in US if US consumer doesnt trust the data safety of those chinese processor. But Intel & AMD will suffer as well, as Lenovo is one of the biggest notebook vendor in the world now.

So the point is: US as the supplier will also suffer if they ban chinese vendor from buying from US' suppliers.

 

[jhungary]

You have reading comprehension problem.

Refresh your self, as I told you: Qualcomm could go bankrupt if US ban all chinese vendor from buying from Qualcomm, as you know chinese vendor (Lenovo, Vivo, Oppo, ZTE, Meizu, etc etc) are Qualcomm's major clients.

Banning ZTE alone wont make Qualcomm collapse, but will reduce Qualcomm's sales and put Huawei at great advantage and becoming formidable competitor to Qualcomm.

Nope, and you have memory problem. in our last post, not once did you mentioned If US ban all Chinese firm from doing business with US company, you single out ZTE in the post, let me recapping what you said

US can't do much. If she cripple ZTE, her Qualcomm etc will be shaken, the collateral damage for US is not light.

If ZTE crippled, china still has Huawei that will rise to be formidable competitor to kill Qualcomm etc in the mid term period of competition.

We are discussing the reason as to why Qualcomm share price dip, and you said because it was because of ZTE, and I said because of other reason (I listed 3, I forgot about those, you can go check)​

Huawei, Oppo, Vivo, Xiaomi etc are major smartphone vendor and brand in the world stage now, though they dont sell to USA. So you see that they still can grow big without US market.

They could swift to Kirin or Surge 2 processor if US ban them from buying from qualcomm; doesnt matter if US market doesnt accept them, as you can see they are already biggest player in the market after Samsung dan Apple, without US market. And Qualcomm will suffer loss leading to collapse after that since those chinese smartphone vendor are their major clients.

Regarding Shenwei, & Longsoon, maybe Lenovo will loose their market share in US if US consumer doesnt trust the data safety of those chinese processor. But Intel & AMD will suffer as well, as Lenovo is one of the biggest notebook vendor in the world now.

So the point is: US as the supplier will also suffer if they ban chinese vendor from buying from US' suppliers.

You think Oppo, Vivo and Xiaomi are Major Smartphone Vendor in the world stage? A combine of the 3 have less than 15% of world share according to IDC 2017 data (which is less than 5% each on each brand on average) and guess where these 15% sale from? Majority of those are from China. Even Huawei is only able to mount a modest 10% share of world mobile phone sale, and a lot of that is also from Chinese market.

There are literally unknown brand in the world stage.

Again, if Lenovo uses Chinese processor, the end result is shrinking of sale of Lenovo in basically everywhere but China (I can see Lenovo would hurt in Chinese sale too) and those loss in rest of the world will be recovered by other brand, which mean they boost sale, which mean a spike in demand on Intel/AMD processor to the like of Dell, HP, Asus and Samsung, which mean whatever Intel and AMD used to sell to Lenovo, they will simply shift to Dell, HP and Samsung. In the end Intel and AMD would not lose much, but Lenovo will bound to lose big.

US will not suffer as much because their market can be shifted to other vendor, but Chinese brand will suffer more because you cannot shift market. Just because people don't buy Lenovo if they use Chinese processor, that does not mean people who need a computer will not buy a computer at all, they will just buy other brand.

 

[antonius123]

Nope, and you have memory problem. in our last post, not once did you mentioned If US ban all Chinese firm from doing business with US company, you single out ZTE in the post, let me recapping what you said

We are discussing the reason as to why Qualcomm share price dip, and you said because it was because of ZTE, and I said because of other reason (I listed 3, I forgot about those, you can go check)​

Read again: I said "shaken" not "collapse" or "bankrupt". So yes you have reading comprehension problem.

As I said Qualcomm price dip were due to several reasons, and ZTE ban is one of them, so there is other variable that make Qualcomm's price fall or rise.

One of the plausible reason why Qualcomm share is rising now while ZTE is not yet after Trump cancel the ban, is because the ZTE ban impact much more severely on ZTE rather than Qualcomm, Qualcomm is only one of ZTE vendor, and there could be another reason why Qualcomm price rise.

You think Oppo, Vivo and Xiaomi are Major Smartphone Vendor in the world stage? A combine of the 3 have less than 15% of world share according to IDC 2017 data (which is less than 5% each on each brand on average) and guess where these 15% sale from? Majority of those are from China. Even Huawei is only able to mount a modest 10% share of world mobile phone sale, and a lot of that is also from Chinese market.

There are literally unknown brand in the world stage.

Of course! they are included in 5 biggest vendor in the world. How come you deny saying the biggest 5 is not major vendor?

Furthermore your data is wrong either.

See Q1 2017, Huawei, Xiaomi + Oppo combined is already more than 20% market share.
See "Others" with 41% market share, most of them are chinese smarphone vendor (TCL, ZTE, Meizu, One+, Coolpad, Hisense, Haier, etc, etc).

Apple dont use Qualcomm, only some of Samsung use Qualcomm while the rest use Equinox. So the chinese smartphone vendors must be the biggest consumers of Qualcomm's processor.

Now see Q1 2018.

Huawei market share is only 3.8% less than Apple
Xiaomi market share is more than half of the Apple
Oppo market share is about half of the Apple

So yes Huawei, Xiaomi and Oppo are major smartphone vendor in world.

And you still dont think that banning those chinese smartphone brands from buying Qualcomm processor wont make Qualcomm bankrupt?

Again, if Lenovo uses Chinese processor, the end result is shrinking of sale of Lenovo in basically everywhere but China (I can see Lenovo would hurt in Chinese sale too) and those loss in rest of the world will be recovered by other brand, which mean they boost sale, which mean a spike in demand on Intel/AMD processor to the like of Dell, HP, Asus and Samsung, which mean whatever Intel and AMD used to sell to Lenovo, they will simply shift to Dell, HP and Samsung. In the end Intel and AMD would not lose much, but Lenovo will bound to lose big.

In the beginning yes Lenovo may loose market share in the international market, because international market may not be ready with longsoon or senwei yet.

But Lenovo could survive with Chinese market alone - even take majority of China market share if China ban any notebook that doesnt use Longsoon & Senwei for protection purpose and retaliation. And for sure Shenwei and Longsoon will get boost within china market.

Then if Shenwei and Longsoon performance is good, Lenovo subsequently can offer their notebook with Longsoon/Shenwe into international market, and start to steal market share back from HP, Dell, Asus, Acer, and Samsung. In that case Lenovo + Shenwei / Longsoon can be formidable competitor of Intel & AMD in the market.

If china ban intel/amd, then Samsung, Asus, Acer could take advantage by using Shenwei/Longsoon too in order to grab market share in China.

US will not suffer as much because their market can be shifted to other vendor, but Chinese brand will suffer more because you cannot shift market. Just because people don't buy Lenovo if they use Chinese processor, that does not mean people who need a computer will not buy a computer at all, they will just buy other brand.

Of course that is totally wrong.

Qualcomm etc must be sufferring much and risk bankrupt if they loose chinese smartphone clients. As shown above the chinese smartphone brands are main consumers of Qualcomm etc. Very small chance that international market shifting to non Chinese brand if the Chinese brands can still offer their competitive smartphones with their own processor to international market.

HP, Dell & Intel will loose their chinese market share due to china retaliation by banning them from entering china market.

Shenwei & Longsoon will start to get strongest market share in China, and become potential Intel's competitor in international market.

Kirin & S2 will become formidable competitors to Qualcomm.

 

[jhungary]

Read again: I said "shaken" not "collapse" or "bankrupt". So yes you have reading comprehension problem.

As I said Qualcomm price dip were due to several reasons, and ZTE ban is one of them, so there is other variable that make Qualcomm's price fall or rise.

One of the plausible reason why Qualcomm share is rising now while ZTE is not yet after Trump cancel the ban, is because the ZTE ban impact much more severely on ZTE rather than Qualcomm, Qualcomm is only one of ZTE vendor, and there could be another reason why Qualcomm price rise.

No, you said "KILL" outright Again, let me recap what you said.

US can't do much. If she cripple ZTE, her Qualcomm etc will be shaken, the collateral damage for US is not light.

If ZTE crippled, china still has Huawei that will rise to be formidable competitor to kill Qualcomm etc in the mid term period of competition.

​

I don't know what is your English level you can get in Indonesia, but if you said "IF ZTE Crippled" and the competitor to "KILL" Qualcomm, you mean it (Qualcomm) will collapse if ZTE is crippled.

Just how hard is it for you to admit you made a mistake?

Of course! they are included in 5 biggest vendor in the world. How come you deny saying the biggest 5 is not major vendor?

Furthermore your data is wrong either.

See Q1 2017, Huawei, Xiaomi + Oppo combined is already more than 20% market share.
See "Others" with 41% market share, most of them are chinese smarphone vendor (TCL, ZTE, Meizu, One+, Coolpad, Hisense, Haier, etc, etc).

Apple dont use Qualcomm, only some of Samsung use Qualcomm while the rest use Equinox. So the chinese smartphone vendors must be the biggest consumers of Qualcomm's processor.

Now see Q1 2018.

Huawei market share is only 3.8% less than Apple
Xiaomi market share is more than half of the Apple
Oppo market share is about half of the Apple

So yes Huawei, Xiaomi and Oppo are major smartphone vendor in world.

And you still dont think that banning those chinese smartphone brands from buying Qualcomm processor wont make Qualcomm bankrupt?



In the beginning yes Lenovo may loose market share in the international market, because international market may not be ready with longsoon or senwei yet.

But Lenovo could survive with Chinese market alone - even take majority of China market share if China ban any notebook that doesnt use Longsoon & Senwei for protection purpose and retaliation. And for sure Shenwei and Longsoon will get boost within china market.

Then if Shenwei and Longsoon performance is good, Lenovo subsequently can offer their notebook with Longsoon/Shenwe into international market, and start to steal market share back from HP, Dell, Asus, Acer, and Samsung. In that case Lenovo + Shenwei / Longsoon can be formidable competitor of Intel & AMD in the market.

If china ban intel/amd, then Samsung, Asus, Acer could take advantage by using Shenwei/Longsoon too in order to grab market share in China.




Of course that is totally wrong.

Qualcomm etc must be sufferring much and risk bankrupt if they loose chinese smartphone clients. As shown above the chinese smartphone brands are main consumers of Qualcomm etc.

HP, Dell & Intel will loose their chinese market share due to china retaliation by banning them from entering china market.

Shenwei & Longsoon will start to get strongest market share in China, and become potential Intel's competitor in international market.

Kirin & S2 will become formidable competitors to Qualcomm.

The fact that Huawei + Oppo + Vivo + Xiaomi only capture 20% of the market mean all 4 brands are not at all influential in the world. Think about it, that is all the Chinese brand there are, which mean the other 80% of world phone user are using American, Korean, Japanese, and Finnish Headset. iPhone and Samsung alone both capture roughly 20% of world market.

The fact that all 4 Chinese vendor COMBINED to make a meaningful percentage suggest the 4 Chinese Brand is not really that big in the World Stage, and with majority of Chinese phone sold to Chinese customer, which mean they have no influence in the world.

And what you suggest that losing Chinese Brand will lead to Qualcomm collapse is nothing but laughable, how will this be if Chinese brand AS A WHOLE only represent 20% of world mobile phone sell, so losing that 20% entirely (With some of those aren't using QUALCOMM already) will lead to Qualcomm demise? LOL exactly How? You do know Qualcomm supplies CPU not just to Chinese brand, right? They are not solely serve the Chinese brand.

As for the rest of your post, that is not making any sense at all, just like how you suggest QUALCOMM will collapse if they lose the 20% share. I have no time and energy to argue with make up and wishful thinking of yours.

 

[antonius123]

No, you said "KILL" outright Again, let me recap what you said.

Read carefully: "in the mid term period of competition." and it will be Huawei that kill Qualcomm, not ZTE. Do you understand that?

That means banning ZTE will give Huawei advantage and reduce Qualcomm's sales, that situation if continue will make Huawei stronger and stronger then finally kill Qualcomm's processor business.

So yes you have reading comprehension problem

​

I don't know what is your English level you can get in Indonesia, but if you said "IF ZTE Crippled" and the competitor to "KILL" Qualcomm, you mean it (Qualcomm) will collapse if ZTE is crippled.

Just how hard is it for you to admit you made a mistake?

Oww you should question your own English level since you can't read full sentence correctly.

Ready again carefully: in my sentence there is obviously phrase: "in the mid term period of competition." that you are ignoring. That means future situation, while I am saying ZTE ban wont make Qualcomm bankrupt is a current or short term period. There is no contradiction.

So if your English is good enough, then the problem lies on your logic.

The fact that Huawei + Oppo + Vivo + Xiaomi only capture 20% of the market mean all 4 brands are not at all influential in the world. Think about it, that is all the Chinese brand there are, which mean the other 80% of world phone user are using American, Korean, Japanese, and Finnish Headset. iPhone and Samsung alone both capture roughly 20% of world market.

Read again carefully, I said: Huawei + Oppo + Xiaomi (not including Oppo) that is about 20% market share.

If 20% market share you said is not influentall, then how about Iphone which is only 15.5% market share? which is only 3.8% higher than that of Huawei with 11.7%?

You said: 80% of world phone user are using American, Korean, Japanese, and Finnish Headset? Could you name them?

I have mentioned numerous chinese brands: TCL, Meizu, One1, Coolpad, Haier, Hisense, Changhong, Konka, etc etc.

Motorolla is under chinese Lenovo now, Japanese Sony market share is very tiny, even Korean LG is still below Lenovo.

You are talking with no clue obviously

The fact that all 4 Chinese vendor COMBINED to make a meaningful percentage suggest the 4 Chinese Brand is not really that big in the World Stage, and with majority of Chinese phone sold to Chinese customer, which mean they have no influence in the world.

So who are the big ones?

Even Apple which is 15% is still tiny according to your criteria.

And what you suggest that losing Chinese Brand will lead to Qualcomm collapse is nothing but laughable, how will this be if Chinese brand AS A WHOLE only represent 20% of world mobile phone sell, so losing that 20% entirely (With some of those aren't using QUALCOMM already) will lead to Qualcomm demise? LOL exactly How? You do know Qualcomm supplies CPU not just to Chinese brand, right? They are not solely serve the Chinese brand.

As for the rest of your post, that is not making any sense at all, just like how you suggest QUALCOMM will collapse if they lose the 20% share. I have no time and energy to argue with make up and wishful thinking of yours.

LOL. you are really a joker.

Of course my argument will become invalid and not make sense if use your stupid assumption and ignorance that Chinese brands only represent 20% market share

Please educate yourself at the first place:

https://newzoo.com/insights/articles/growth-outside-china-pushes-use-chinese-smartphones-47-yoy/

Chinese Brands Hold 48 Percent Smartphone Market Share Globally: Counterpoint
https://gadgets.ndtv.com/mobiles/ne...ne-share-as-per-counterpoint-research-1732479


Chinese smartphone market share totally is 48%, and it is still 2017 data. Contrary to your ignorant assumption 20% figure

If currently Samsung is 23.6% and Apple 15.5% which combined is 39% and they are not using Qualcomm, and chinese brands combined is 48% then there is only left 13% non chinese brand that is using Qualcomm. That means there could be approximately 68% of Qualcomm smartphone processor sales is going to China brands. That is huge market share for Qualcomm. Banning chinese brands from Qualcumm could make Qualcomm bankrupt.

Please educate yourself before outbursting ignorance and stupidity :laugh :lol

 

[jhungary]

Read carefully: "in the mid term period of competition." and it will be Huawei that kill Qualcomm, not ZTE. Do you understand that?

That means banning ZTE will give Huawei advantage and reduce Qualcomm's sales, that situation if continue will make Huawei stronger and stronger then finally kill Qualcomm's processor business.

So yes you have reading comprehension problem

​

Again, it's not hard to say you are wrong. You never said Huawei will kill Qualcomm, and it DOES NOT MAKE SENSE saying this, because majority of Huawei product ALREADY not using Qualcomm. And already has been for a while.

You said what I quote, you can try to twist the word you want.

Looks like you don't just have memory and language problem. But also a psychological problem. I seriously suggest that you go see a doctor.​

Oww you should question your own English level since you can't read full sentence correctly.

Ready again carefully: in my sentence there is obviously phrase: "in the mid term period of competition." that you are ignoring. That means future situation, while I am saying ZTE ban wont make Qualcomm bankrupt is a current or short term period. There is no contradiction.

So if your English is good enough, then the problem lies on your logic.

First of all, what is "in the mid term period of competition"?

Also, in terms of logic, by saying this, you said the mid-term competition will kill Qualcomm, which mean the ban on ZTE will EVENTUALLY kill Qualcomm, so in a way, you are still saying ZTE ban will kill Qualcomm.

If you still don't know what you said, you should go back to school and learn some proper English.

Exactly how dumb are you? Do you need an IQ test?

Read again carefully, I said: Huawei + Oppo + Xiaomi (not including Oppo) that is about 20% market share.

If 20% market share you said is not influentall, then how about Iphone which is only 15.5% market share? which is only 3.8% higher than that of Huawei with 11.7%?

You said: 80% of world phone user are using American, Korean, Japanese, and Finnish Headset? Could you name them?

I have mentioned numerous chinese brands: TCL, Meizu, One1, Coolpad, Haier, Hisense, Changhong, Konka, etc etc.

Motorolla is under chinese Lenovo now, Japanese Sony market share is very tiny, even Korean LG is still below Lenovo.

You are talking with no clue obviously




So who are the big ones?

Even Apple which is 15% is still tiny according to your criteria.




LOL. you are really a joker.

Of course my argument will become invalid and not make sense if use your stupid assumption and ignorance that Chinese brands only represent 20% market share

Please educate yourself at the first place:

https://newzoo.com/insights/articles/growth-outside-china-pushes-use-chinese-smartphones-47-yoy/

Chinese Brands Hold 48 Percent Smartphone Market Share Globally: Counterpoint
https://gadgets.ndtv.com/mobiles/ne...ne-share-as-per-counterpoint-research-1732479


Chinese smartphone market share totally is 48%, and it is still 2017 data. Contrary to your ignorant assumption 20% figure

If currently Samsung is 23.6% and Apple 15.5% which combined is 39% and they are not using Qualcomm, and chinese brands combined is 48% then there is only left 13% non chinese brand that is using Qualcomm. That means there could be approximately 68% of Qualcomm smartphone processor sales is going to China brands. That is huge market share for Qualcomm. Banning chinese brands from Qualcumm could make Qualcomm bankrupt.

Please educate yourself before outbursting ignorance and stupidity :laugh :lol

First of all, I don't know this "Counterpoint" research, and it does not specific the reason it come to the conclusion Chinese phone have 48% take on the world. I can start a research project and said Samsung have reach 50% world smart phone share, that does not mean it is true.

On the other hand, IDC research is the leading global trent research, it have their own reference. Which is more reputable than the Chinese one.

Also, WHAT YOU ARE SAYING IS MATEMATICALLY IMPOSSIBLE to do. We all know Samsung and Apple by their public figure, which is at around 19 and 14.7% in 2017. Let's say, you are right, Huawei + Vivo + Xiaomi is another 20%, which mean the other 2 maker ; Lenovo and BBK (which is the parent company of Oppo) would have to reach 28% world share, Which mean they have to be at the minimum selling better than Apple and Huawei worldwide if the split is even (at 14% a piece) or if the split is uneven, either Lenovo or BBK would have to sell more phone than the current number 1 spot, which is Samsung. Since we all know this is not true as Huawei is currently at number 3 spot, which mean there aren't ways for Chinese mobile phone maker to get to 48% world share.

According to IDC, Oppo sale is about 7% worldwide, which mean you meant to say Lenovo at 21% world share and sold more mobile phone than Samsung in 2017 so China have 48% market share? Because mathematically, this is the only case this could happen. LOL

By the way, your first graph you post said "Chinese global mobile phone sale UP 47%" and it stated the Chinese share of the world mobile phone share is 30.1% at 905 millions head set shipped. Which make more sense then the counterpoint research mis-reported the finding because if you also look at the website about counterpoint research, it also dissecting how much GROWTH Chinese phone maker have in the world instead of talking about the actual share.

LOFAO. You didn't even read what you posted LOL

And by the way, Samsung still uses Qualcomm CPU on their phone, uses Samsung own CPU on South Korea and EU countries only, and Apple although stop using Qualcomm CPU, they still uses Qualcomm Modem and GSM chipset.

You don't even know Qualcomm don't just produce CPU, talk about the need of education. LOL