An independent publication

WSJ Discovers China Ties Export Credits, States Offer Location Incentives, and Banks Give Loans to Large Companies

WSJ is shocked, shocked to discover that China supports major Chinese companies. The first half of the article and the headline encourages the reader to infer that unreasonable Chinese government support is why Huawei has done so well. The facts in the article don’t support that claim. By and large, the inference is inaccurate….

Apple passing Huawei Q4?

Trendforce predicts Apple will regain second place in smartphone sales this quarter. Apple is always strongest in the fall with new models. Some thought Apple sales would be handicapped because people want 5G, but Trendforce doesn’t see that in the data. (Below) They are probably correct because they have figures for product orders. Apple…