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Yoshida in China: Is China’s manufacturing sector slowing down?

8/2/2012 08:45 PM EDT
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microe
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re: Yoshida in China: Is China’s manufacturing sector slowing down?
microe   8/6/2012 10:00:53 PM
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ZTE has recently warned of steep profit drop. Considering their very low margin and how sustainable its growth is, there is really not much for Apple or Samsung to worry about in a near future

krisi
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re: Yoshida in China: Is China’s manufacturing sector slowing down?
krisi   8/3/2012 2:30:50 PM
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I second that thought, ZTE has become a significant player in wireless infrastructure market...they nicely leveraged that relationship with carriers into cell phone sales, pretty clever...Kris

krisi
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re: Yoshida in China: Is China’s manufacturing sector slowing down?
krisi   8/3/2012 2:29:11 PM
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I agree with Yunko, you don't see ZTE phones as they branded by carriers...pretty smart actually, instead of spending millions trying to build a brand they have become low cost suppliers to those who needs to have brand recognition...if all phones are more or less the same why bother branding? Kris

junko.yoshida
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re: Yoshida in China: Is China’s manufacturing sector slowing down?
junko.yoshida   8/3/2012 10:56:06 AM
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See my answer above. Their phones -- up to now -- have been often sold under a carrier's brand.

junko.yoshida
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re: Yoshida in China: Is China’s manufacturing sector slowing down?
junko.yoshida   8/3/2012 10:55:18 AM
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I don't have that data. But I can ask around. Meanwhile, ZTE phones are often sold under various operators' brands. One thing going for ZTE is they can leverage their tight relationship with carriers to whom they supply network infrastructure equipment. They've worked with many carriers throughout the world So, ZTE, in the eyes of operators, isn't "nobody" or "no brand."

junko.yoshida
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re: Yoshida in China: Is China’s manufacturing sector slowing down?
junko.yoshida   8/3/2012 10:52:06 AM
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No doubt about that. They are getting ready to launch Windows version on the U.S. market later this year.

eewiz
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re: Yoshida in China: Is China’s manufacturing sector slowing down?
eewiz   8/3/2012 9:48:05 AM
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Ya I know they exist. What I said is that I dont see many people buying them to have a market share close to HTC or Nokia.

treedozer
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re: Yoshida in China: Is China’s manufacturing sector slowing down?
treedozer   8/3/2012 9:09:54 AM
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zte website http://wwwen.zte.com.cn/en/

eewiz
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re: Yoshida in China: Is China’s manufacturing sector slowing down?
eewiz   8/3/2012 7:44:33 AM
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I havent seen a ZTE branded smartphone till now. I guess the sales could be because they are the OEM manufacturer of smartphones for a zillion other Asian brands. ie xyz branded ZTE phones. Junko, Do you have data on how many of those phones were sold with ZTE brand label?

yalanand
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re: Yoshida in China: Is China’s manufacturing sector slowing down?
yalanand   8/3/2012 7:17:18 AM
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@Junko, thanks for the post. I didnt knew that Chinese are making inroads into Smartphone market too. So do you think they will become serious competitor to Samsung and Apple in coming days ?

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