Enterprise
Trade War: China’s loss is everyone’s gain
The flow of technology remains untouched
Trade tensions between the U.S. and China have reached a stage where hostility has become a new normal. Both countries have imposed high tariffs on a substantial proportion of each other’s goods and just when we thought the war is de-escalating, President Trump announced 10 percent tariffs on a further US$ 300 billion worth of Chinese goods.
It’s not surprising that China’s technology muscle is independent to a huge extent. The country is the world’s number one smartphone maker in terms of volume, almost every company on this planet relies on components that are made in China, and giants like Baidu, Tencent, and Alibaba offer everything to the end-user.
Sure, Chinese technology giants still rely on a huge chunk of western technology and we’ve already seen how Huawei took the biggest hit. But, while all of us are busy analyzing and understanding the trade war, other countries are making moves, and they’re making them fast.
Other countries swooping in
It’s a classic story of two cats fighting for a piece of cake and a monkey swoops in, fooling both of them. The two incumbents gain nothing in the end and a third-person reap all the benefits. Obviously, a literal translation would be an exaggeration, but we’re seeing a similar anomaly with the Trade War.
According to the U.S Census Bureau, Chinese imports have dropped by US$ 31 billion in the first half of 2019. But, Southeast Asian countries like Vietnam, India, and South Korea have successfully bridged the gap. Vietnamese imports to the U.S increased by a whopping US$ 7.6 billion, followed by South Korea at US$ 3.8 billion and India at US$ 2.7 billion.
These records are a combined figure of all imports and not just limited to technology products and services. But, the tides are changing massively in this industry as well.
Companies are uncertain about their long-term investments in China and are looking for alternatives. Samsung and Intel were looking for safer options for years and currently employ 182,000 workers in Vietnam. These factories assemble smartphones, processors, and almost every component one needs.
According to Bloomberg, the Vietnamese government allowed investment licenses to 1,720 projects in the first half of 2019. Nintendo has decided to shift its Switch production to Vietnam and even Sharp has announced relocation plans.
Foxconn, the maker of iPhones in China has bought a land parcel in Vietnam and announced a US$ 200 million investment in India. Apple, in partnership with Wistron India and Foxconn, is already making iPhones in the country and recently top-of-the-line models were also being shipped out.
Samsung already has the world’s largest mobile phone factory in India that assembles top-tier variants, ready for export. While the quantity is negligible when compared to China’s output, these small steps are an indication that China is slowly losing its edge.
Enterprise
realme is reportedly going back to being an OPPO sub-brand
All scheduled phones will still launch on time, though.
A popular story among Chinese smartphone brands is whenever a sub-brand spinning off into its own independent entity. A less common one is when an independent entity suddenly merges back into the main entity. And yet, that’s the story we have today. realme is reportedly going back to being a sub-brand of OPPO.
If you don’t remember realme’s time as a sub-brand, then it’s hardly your fault. It’s been a long while since realme was considered a sub-brand. In 2018, the brand spun off on its own to form one of the most popular names in the Chinese smartphone space.
Today, via Leiphone, realme will return to OPPO as a sub-brand. Current realme CEO Sky Li will still retain his responsibilities heading the brand. Plus, all products on the current release schedule will still come out as planned.
However, starting this year, realme will start reintegrating back into OPPO, particularly through the latter’s after-sales programs. OnePlus will also follow the same structure going forward.
Currently, realme has not officially announced the move. That said, we also don’t know how the brand will address the reported change. It’s possible that the shift is just internal and has no effect on how the brand faces the public. For now, only time will tell.
SEE ALSO: realme C85 with 7000mAh battery, 5G connectivity officially launches
The big story late last year was the skyrocketing prices of chips. Analysts are predicting that the demand for RAM will cause the entire industry to experience hikes this year. Some users, especially in the PC building scene, are already feeling the burn. PCs won’t be the only victims, though. Xiaomi is already expecting hikes across the board. Now, Samsung is adding its voice to the growing list of warnings about price increases.
During CES 2026, Wonjiun Lee, Samsung’s global marketing chief, confirmed that the memory shortages are, in fact, real (via Bloomberg). Moreover, the company is now evaluating whether more price hikes are needed this year for its products. Though Lee expressed regret over pushing the prices to consumers, the state of the industry might force the company’s hand.
Samsung’s opinion has a lot of weight. While other brands have also voiced out their opinions lately, Samsung itself is a producer of chips. If a chip supplier is already warning users of prices affecting them, the effect will likely cascade even more when it comes to device manufacturers.
The ongoing shortage of chips is a result of the overwhelming demand from companies looking to build and bolster AI-based servers. The business-to-business demand is notably different from how regular consumers, who will soon find it hard to buy their own devices, see it.
At the very least, Samsung has not confirmed any price increases yet. However, all eyes are on the next Galaxy Unpacked, when Samsung will launch its newest Galaxy products. Will prices increase or stay the same?
Enterprise
TikTok finally gets a buyer in the United States
The deal targets a closing date in late January.
The year started with a ban. A day before Donald Trump started his second term, TikTok went dark, in anticipation of an impending ban. The platform quickly went back online, leading to an ultimatum that saw TikTok hunt for an American buyer to full stave off a definitive ban in the United States. Now, as the year ends, a buyer is finally here.
Via CNBC, TikTok has reportedly inked a deal to finalize a deal in the United States, as stated in an internal memo from CEO Shou Zi Chew. The memo, which was sent just this week, details a plan that will see the deal close by January 26, 2026.
Fifty percent of TikTok’s newly restructured U.S. arm will be held by a collection of American investors including Oracle, Silver Lake, and MGX. Meanwhile, already existing investors of TikTok will hold 30.1 percent. Finally, ByteDance will retain 19.9 percent.
Additionally, TikTok’s algorithm in the United States will be retrained with American data. The American arm will also handle the country’s “data protection, algorithm security, content moderation, and software assurance.” Oracle will be the “trusted security partner” in charge of making sure the company keeps within regulations in the country.
With a deal pushing through, the long-running TikTok saga in the United States might finally come to a close.
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