# supply%20chain
Latest news and articles about supply%20chain
Total: 39 articles found
Beijing’s Economists Push a New Playbook: Diversify, Rebuild Confidence and Green the Supply Chain
At NetEase’s 2026 economists’ conference in Beijing, officials, academics and business leaders argued that China’s next growth phase requires diversified, symbiotic policy: bolster household confidence with social and fiscal measures, pivot toward consumption and services, manage US trade frictions pragmatically, and accelerate credible green supply‑chain transition. The forum stressed that technology and AI pose both productivity opportunities and risks to human skills, while corporate ESG work faces significant implementation hurdles.
Japan Declares Breakthrough in Deep‑sea Rare‑earth Harvesting as Beijing’s Export Curbs Bite
Japan says it has successfully retrieved rare‑earth mud from seabed deposits near Minami‑Tori‑Shima and hopes to begin commercial mining by February 2027 if trials continue to succeed. The move is partly a response to China’s recent export controls, but technical, financial and environmental barriers make the 2027 timeline ambitious.
Smartphone Recovery Delayed Until Late 2027–Early 2028, Forcing OEMs to Trade Off Cost, Performance and Innovation
Counterpoint Research warns that the smartphone market will not normalise before late 2027 and could stretch into early 2028 as rising storage‑chip costs and weak demand squeeze margins. OEMs are responding by cutting models, delaying launches, optimising high‑end configurations and considering cloud offload to reduce hardware pressure.
China’s Mulinsen Posts First Annual Loss Since Listing as It Buys Upstream LED Chipmaker
Mulinsen (木林森) warned of its first annual loss since going public in 2015, forecasting a 2025 net loss of 11–15 billion yuan. The company is simultaneously buying a controlling stake in Purui Optoelectronics to secure LED chip and packaging capabilities, a long-term strategic bet that won’t offset near-term financial pain.
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.