{
}
Apple's iPhone shipments in China fell 25% in Q4 2024, with the company maintaining a narrow market lead at 17% share, shipping 13.1 million units. Huawei closely followed with a 17% share and 12.9 million units shipped, marking a significant resurgence since its return to the premium segment. To counteract competitive pressures, Apple has implemented various strategies to enhance user retention and improve retail experiences.
The first production car from the GAC-Huawei collaboration has been spotted testing, set to launch as the luxury intelligent new energy vehicle under the "Trumpchi Yearning" series. This sedan, based on the 1 Concept, features a 5128 mm length, 3000 mm wheelbase, and is powered by a GAC Super Range Extender system. It will utilize Huawei's HarmonyOS for cockpit control and is expected to debut in the first quarter of 2024, with plans for additional flagship models by 2025.
Emerging-market equities and currencies are at risk of further declines due to unaccounted threats from potential tariffs under Donald Trump, according to UBS. The firm notes that the current market pricing of risks remains historically low, with significant losses already recorded since the US election. China's deflation is enhancing the yuan's competitiveness, which could pressure production and capital expenditure in other emerging markets, particularly as tariffs may slow China's imports and impact commodity exporters. Countries like Mexico, Vietnam, and Korea face heightened uncertainty due to their trade surpluses with the US.
Investors are closely monitoring upcoming US inflation data, with expectations of a year-on-year rate of 2.9% and core inflation at 3.3%. The focus will also be on retail sales and Chinese economic indicators later this week. As Donald Trump's inauguration approaches, concerns over potential tariffs could influence inflation and dampen hopes for interest rate cuts by the Federal Reserve.
The US dollar (USD) has started 2025 strongly, with the DXY reaching 110, its highest since late 2022, driven by robust economic data and higher yields. UBS anticipates this strength to continue in the first half of the year, potentially pushing the DXY to 115, despite mixed global economic conditions and looming US tariff risks. However, UBS warns of a possible reversal in the second half of 2025, citing the dollar's overvaluation and elevated investor positioning.
China's secondary housing market is increasingly becoming a key driver in the real estate sector, with second-hand home sales expected to rise this year. While new home sales may continue to decline, the proportion of pre-owned homes in transactions has surged, particularly in major cities, reflecting a shift in buyer preferences due to falling prices and market conditions.
Huawei has introduced an unmanned robotic arm for electric vehicle charging, allowing cars to autonomously park and connect to chargers without driver intervention. The Maextro S800 sedan demonstrated this capability, utilizing a 600 kW supercharger that can deliver 100 kWh in just 10 minutes. Mass production of the robotic charger is expected to begin in Q2 2025, with compatibility across various EV brands in Huawei's Supercharging alliance.
China's display industry is rapidly advancing in the OLED market, with BOE supplying tandem OLEDs for Huawei's Mate 60, marking a significant shift in competition against South Korea. The Chinese market share in smartphone OLEDs surged to 47.3%, while Korea's dropped to 52.5%, driven by aggressive pricing and government subsidies. As Chinese companies like BOE expand their production capabilities, they are poised to challenge major customers like Apple, potentially reshaping the market landscape.
China continues to attract foreign investors, with UBS analysts projecting a six-percent rise in the Shanghai Composite index in 2025, driven by improved corporate earnings and policy support. Key sectors of interest include technology, high-end manufacturing, and consumer staples. However, consumer and corporate confidence remains crucial for stimulating spending, particularly in the property market, where a shift from primary to secondary demand is noted amid concerns over price stability and project quality.
UBS strategists predict the US dollar will remain strong due to robust economic activity and tariff concerns affecting other regions. The DXY recently hit its highest level since November 2022, with potential for further gains if new tariffs are implemented, possibly pushing it between 110 and 115. However, they foresee a reversal in dollar strength in the latter half of 2025, with the EUR/USD expected to trade at 1.00 in March and 1.06 by December 2025.
Chinese Yuan
Currency
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
apple iphone shipments in china fall 25 percent as huawei gains ground
Chinese Yuan
Apple Inc.
CHN
Kim Coghill
Amber Liu
Jamie Freed
Brenda Goh
Liam Moore
Florence Lo
Show more
03:02 16.01.2025
gac and huawei unveil first luxury intelligent new energy vehicle
13:45 15.01.2025
emerging markets at risk from potential trump tariffs and global trade tensions
Chinese Yuan
New Taiwan Dollar
United States Dollar
South Korean Won
Vietnamese Đồng
UBS Group AG
KOR
CHN
MEX
VNM
TWN
THA
USA
Manik Narain
Show more
12:05 15.01.2025
us inflation data and trump's inauguration impact silver prices
11:46 15.01.2025
us dollar strength expected to continue in first half of 2025
10:30 15.01.2025
secondary housing market emerges as key driver in china's real estate sector
09:27 15.01.2025
huawei introduces autonomous ev charging robotic arm for seamless charging experience
08:27 15.01.2025
China's display industry rapidly advances in the OLED smartphone market
06:12 15.01.2025
China remains appealing to investors with positive outlook for 2025
13:45 14.01.2025
us dollar expected to remain strong amid economic and tariff concerns
11:09 14.01.2025
Trending
Subcategory
Corporate News
Industry Trends
Global Trade Developments
Startups & Entrepreneurship
Stock Market Updates
Industry Mergers & Acquisitions
Inflation and Monetary Impact
Supply Chain Management
Government Economic Policies
Cryptocurrency Trends
Private Equity Deals
Retail and Consumer Goods
Fintech Startups
Workplace Trends
Central Bank Actions
Central Banks and Digital Currencies
Venture Capital Investments
CEO Changes
Finance Mergers & Acquisitions
Global Financial Events
Countries:
Companies:
Apple Inc.
Foxconn Technology Co., Ltd.
NVIDIA Corporation
Nasdaq 100 Jun 25
Tencent Holdings Ltd
Google Inc.
Nikkei 225
Grab2Go AS
Boeing Co
Airbus SE
Amazon.com, Inc.
Oracle AI USD
AppLovin Corp.
Tesmec S.p.A.
DeepSeek R1 USD
LG Electronics Inc.
Tesla, Inc.
MARA Holdings, Inc.
Cleanspark Inc
Citigroup Inc.
Currencies:
United States Dollar
Euro
Indian Rupee
Chinese Yuan
Japanese Yen
United Arab Emirates Dirham
New Taiwan Dollar
Indonesian Rupiah
Saudi Riyal
Egyptian Pound
Hong Kong Dollar
Malaysian Ringgit
Filipino Peso
West African CFA Franc
South Korean Won
Thai Baht
Mexican Peso
Croatian Kuna
Bahraini Dinar
Offshore Chinese Yuan
People: