# supply%20chain
Latest news and articles about supply%20chain
Total: 59 articles found
Apple’s China Revival: iPhone 17 and Price Moves Drive a Breakout Quarter
Apple delivered a strong Q4 driven by iPhone sales and a notable recovery in Greater China, where iPhone revenue rose about 38% to $25.5 billion. Strategic price adjustments, the iPhone 17 product cycle and supply‑chain shifts to India and the US helped the rebound, though sustaining growth will test Apple against fierce local competition and geopolitical risks.
Japan's Deep‑Sea Gamble: Mining the Pacific to Escape China’s Rare‑Earth Grip
Japan has begun sea trials to harvest rare‑earth‑rich mud off Minami‑Tori‑shima, seeking to reduce reliance on China’s dominant refining industry. The tests face steep technical, economic and environmental hurdles, and even successful extraction would not immediately displace China’s lead in processing and supply chains.
Wuhan’s Rise: How Hubei Is Building China’s Photonics, EV and Bio-Tech Hub in the Heartland
Hubei province, led by Wuhan’s Optics Valley, is accelerating a strategic push to become a world‑class center for photonics, electric vehicles, biotech and modern agriculture. Policymakers and industry have combined research, digital manufacturing and green industrial reform to shorten commercialisation cycles and bolster supply‑chain resilience.
China’s 2025 Smartphone Market Seen at 307 Million Units, Lifting Momentum for Apple and Xiaomi
CAICT forecasts China’s domestic smartphone shipments at 307 million units in 2025, reflecting a large but mature market driven by replacement demand and premium upgrades. Apple and Xiaomi stand to benefit from premium positioning and broad model portfolios, while suppliers and policymakers navigate margin pressure and localisation trends.
Yu Minhong’s Bet: New Oriental and Dongfang Zhenxuan Find Their Footing — But Growth Is Far From Assured
New Oriental and its e‑commerce spinoff Dongfang Zhenxuan both reported mid‑fiscal 2026 results that show operational stabilization and a return to profitability for Dongfang. Their recoveries reflect strategic shifts—de‑personalisation and self‑operated goods for Dongfang, and business‑mix adjustment plus AI investment for New Oriental—but both face significant execution and competition risks before growth can be deemed sustainable.
When Price Floors Falter: What the U.S. Retreat on Rare-Earth Support Reveals About the China Problem
A Reuters report that the U.S. has stepped back from a planned price-floor support for domestic rare-earth projects exposed deep institutional limits to rapid decoupling from China. Rare earths’ long lead times, technical hurdles and China’s decades-long industrial advantage mean durable change requires sustained, politically costly investment rather than short-term guarantees.
Once China's No.1 Baby-Formula Brand, Beingmate Stumbles Under Quality Complaints and a Dual Debt Crisis
Beingmate, once a leading domestic infant-formula brand in China, is battling repeated product-quality complaints, labour disputes and a severe liquidity crunch that is mirrored at its controlling shareholder. Coupled with regulatory warnings over accounting and opaque ESG disclosure, the company faces urgent operational and financial fixes to avoid restructuring, takeover, or deeper reputational damage.
China’s Dining Boom Draws Top Capital — But Winners Will Be Small Stores with Tough Supply Chains
Top-tier capital is increasingly targeting China’s restaurant industry, shifting the investment focus from rapid outlet expansion to small, high-quality stores, resilient supply chains and digital brand-building. The move is professionalising operations and will likely prompt clearer regulation and greater transparency, but success will hinge on balancing freshness, cost and platform economics.
SK Keyfoundry Launches 200V BCD Power Process to Court EV and Industrial Customers
SK keyfoundry has launched a 200V, 0.18µm BCD process on 8‑inch wafers and plans to begin customer product development with an aim of mass production within the year. The capability targets demand for mature high‑voltage power ICs across EV subsystems, chargers and industrial power electronics and signals intensified competition in the specialty foundry market.
China’s Auto Rise Goes Global: BYD Targets Korea as Europe’s Old Guard Holds Ground
BYD is stepping up its overseas offensive with plans to launch at least three models in South Korea and a target of over 10,000 sales, reflecting a broader trend of Chinese automakers expanding globally. Despite rising volumes and strong EV adoption, China’s auto industry faces thin profit margins and intensifying competition from established international groups such as Stellantis.
SK Hynix Weighs U.S. AI Investment Hub to Centralise Group’s AI Bets
SK Hynix is exploring the creation of an AI investment arm in the United States to centralise group-level AI investments and speed strategic decisions. The plan would place the company closer to cloud customers, AI start‑ups and investors, and could shift SK Hynix toward higher‑value participation in the AI infrastructure ecosystem.
CATL and Yunnan Forge Strategic Pact to Turn Provincial Minerals into Battery Value Chain
Yunnan province and CATL signed a strategic cooperation agreement to develop battery manufacturing, zero‑carbon industrial parks and transport electrification, with CATL promising to convert local mineral resources into higher‑value products. The deal advances provincial industrial upgrading and CATL’s upstream integration strategy, but its benefits depend on effective execution and environmental oversight.