Huawei Wants to build "Huawei OS" to Compete

· Andrew Orr · News

Huawei OS could be coming in the future as the Chinese company prepares for a worst-case scenario in light of U.S. blacklisting.

Vietnam Might Be the Next iPhone Manufacturing Center

· Andrew Orr · Link

Due to the trade war between the United States and China, companies are looking to put their eggs into more baskets. Vietnam could be one of them.

Apple has homed in on Vietnam and India as it intensifies its search for ways to diversify its supply chain. Nintendo has accelerated a shift in the production of its Switch console to Vietnam from China, according to Panjiva, a supply chain research firm. The Taiwanese electronics behemoth Foxconn, a major assembler of iPhones, said in January that it had acquired land-use rights in Vietnam and had pumped $200 million into an Indian subsidiary. Other Taiwanese and Chinese partners to Apple have indicated that they are considering ramping up operations in Vietnam as well.

Apple CEO: Mac Pros Will Continue to Be Made in U.S.

· Bryan Chaffin · News

Apple’s Mac Pro line will continue to be manufactured in the U.S. This, according to CEO Tim Cook, who made the comment in a question about Apple manufacturing during Tuesday’s quarterly conference call with analysts.

Apple Starts Chinese App Development Program

· Andrew Orr · News

Chinese flag

Apple is starting a Chinese app development program in Shanghai to help developers create apps and expand its services business.

Hong Kong Protesters Use AirDrop to Bypass Great Firewall

· Andrew Orr · Link

Hong Kong protesters have been using AirDrop has a way to get around China’s Great Firewall. They can send messages to Chinese people this way, like information on the protests, pro-democracy messages, and even information about the Tiananmen massacre of 1989.

“Did you know? Over the past month, Hong Kong has seen three massive rallies, with as many as 2 million people taking to the streets,” read one such AirDropped poster. “Don’t wait until [freedom] is gone to regret its loss. Freedom isn’t god-given; it is fought for by the people.”

Trump Administration Talking About Banning Encryption

· Andrew Orr · Link

Image of locks to suggest security and encryption

Politico reports that the Trump administration is in talks about banning encryption, or at least certain forms of it that law enforcement can’t crack.

The encryption challenge, which the government calls “going dark,” was the focus of a National Security Council meeting Wednesday morning that included the No. 2 officials from several key agencies, according to three people familiar with the matter…Senior officials debated whether to ask Congress to effectively outlaw end-to-end encryption, which scrambles data so that only its sender and recipient can read it…

Great. I can’t wait for Russia and China to intercept all of our insecure communications.

iPhone and the US-China Trade War

· Andrew Orr · Link

Jason Dedrick, Greg Linden, and Kenneth L. Kraemer broke down the cost of the iPhone and showed how China doesn’t get as much value from iPhone exports as we think.

So what about all of those famous factories in China with millions of workers making iPhones? The companies that own those factories, including Foxconn, are all based in Taiwan. Of the factory-cost estimate of $237.45 from IHS Markit at the time the iPhone 7 was released in late 2016, we calculate that all that’s earned in China is about $8.46, or 3.6% of the total. That includes a battery supplied by a Chinese company and the labor used for assembly.

Apple Could Shift 30% of Output From China

· Charlotte Henry · News

Apple China flag

Apple is considering moving between 15% and 30% of its output away from China as a result of trade tensions and a number of other issues.

Chinese Move to Boycott Apple Because of Huawei

· Andrew Orr · News

Chinese flag

Apple and Huawei are caught in the trade war between China and the United States. There is a growing ‘Boycott Apple’ movement in China.

iPhone China Sales Down 30% in Q1 2019

· Andrew Orr · Link

Chinese flag

Apple’s iPhone China sales are down 30% in Q1 2019. Huawei continues to dominate, capturing 34% of China’s smartphone market.

Apple’s performance in China is concerning, given that the worst quarter for iPhone shipments is usually Q2 or Q3, not Q1 when new devices are still fresh. Apple has acted to cut iPhone retail prices, which has largely relieved the pressure from its channel partners.

I wonder how much of iPhone sales in China were impacted by Chinese companies encouraging employees to boycott Apple in favor of Huawei.

China Bans the Word ‘Leica’ Online

· Andrew Orr · News

The Leica ad celebrating photojournalism sparked outcry in China because of Tiananmen Square. China banned the word “Leica” on social media.