Chinese Economy Watch

[Nutcracker]

Sue those media.

View attachment 27077

View attachment 27078



View: https://x.com/wladek60/status/1816499580013355373?t=W8TnKHKEKFq0dqhUT6Xm5Q&s=19

Can you even read basic English ? You showed me motorola and Unisoc screenshot.
I asked you how can Unisoc released that 6nm EUV based T750 "xhinese made" chip in 2023 , when huawei is using so called 7nm xhinese DUV in 2025 ?

 

[rockdog]

Can you even read basic English ? You showed me motorola and Unisoc screenshot.
I asked you how can Unisoc released that 6nm EUV based T750 "xhinese made" chip in 2023 , when huawei is using so called 7nm xhinese DUV in 2025 ?

I replied.









I showed you China used its own fab to make SoC, SSD, DRAM.

Who claimed DUV issues?

 

[Nibbler]

U mean API？？


View: https://x.com/Kanthan2030/status/1649813953604911104?t=petCxxsBBrGTLf69inXgww&s=19

Yes

Send it and I will post on Twitter about China supremacy

 

[Nutcracker]

View attachment 27079

I replied.

View attachment 27080





View attachment 27081

I showed you China used its own fab to make SoC, SSD, DRAM.

Who claimed DUV issues?

SOC and total solution means chip fabricated in china ?

I very specifically double verified with You about your false claim of "total SOC" solution of UNISHIT T750, means chip is made in xhina or not. Now you picked up something else about huawei to dangle with.

 

[FalconSlayers]

Deflationary pressure is still high

View: https://x.com/NDTVProfitIndia/status/1898644932224586053

 

[Spacemarine]

Deflationary pressure is still high

View: https://x.com/NDTVProfitIndia/status/1898644932224586053

If finally data is coming out then be assured its X times worst.
Same is case with their GDP growth many independent economic experts who look at chinese economic activities say its impossible for CCP to be anywhere near of 5% GDP growth with any amount of public spending on any infra or other capital intensive projects.
GDP growth of chinese cant be more than 1.5 to 2% and thats a optimistic scenario

 

[rockdog]

I very specifically double verified with You about your false claim of "total SOC" solution of UNISHIT T750, means chip is made in xhina or not. Now you picked up something else about huawei to dangle with.

View attachment 27087

If you have ever worked in Mobile industry, the whole solution is SoC centric.

UniSOC is desgin house, it's not responsable for chip making. And i just claimed LAVA Yuva 5G the total solution is done UniSoC, nothing wrong with it.

 

[rockdog]

Photos circulating on Chinese social media,


It is part of the tools used to make EUV machines

View attachment 27066

Today there were two videos few hours ago:

1. On legacy section, China is eating the share very quickly.


View: https://youtu.be/dvUQhN_Nk2c?si=ao6n6HpBByPdeSuN

2. One former high ranking Taiwanese guy from TSMC in his own YT channel did some private investigation on a Chinese company, and predicted it would make new tools comparable to ASML's EUV, and cooperation with Huawei. Maybe the DeepSeek or J36/J50 moment is coming during 2025-2026

And the company is:

深圳市新凯来技术有限公司

www.sicarrier.com

View: https://youtu.be/THCAPWNFukU?si=_G5ZC1t2xZKxMX9e

China Secretly Transforms Huawei Into Most Powerful Chip War Weapon​

https://www.bloomberg.com/graphics/2023-china-huawei-semiconductor/

 

[rockdog]

Deflationary pressure is still high

View: https://x.com/NDTVProfitIndia/status/1898644932224586053

If finally data is coming out then be assured its X times worst.
Same is case with their GDP growth many independent economic experts who look at chinese economic activities say its impossible for CCP to be anywhere near of 5% GDP growth with any amount of public spending on any infra or other capital intensive projects.
GDP growth of chinese cant be more than 1.5 to 2% and thats a optimistic scenario

Well, there are lots of disscuion on the growth rate.

If you only measure deflation/inflation it's would be, but if you measure the most important indictor like electricity demand, the answer is different.




My personal thinking is, since China is having successful transition on high tech manufacture and other sectors. China is gaining more and more advantages on producing everything with lower prices, that's why we had 1T Billion trade surplus considering there still trade war with USA.

Comparing 5 yrs ago, now mainstream/mid class seden/SUV is around $20,000 to $30,000 5 yrs ago. $3,000 mobile phone has similar performances vs current generation of iPhone, but 5 yrs ago i need to spent $5,000 on Huawei or Xiaomi.

Because of massive green engery projects, price of any engeries is keep on decreasing for last 5 yrs.

 

[E-195]

Well, there are lots of disscuion on the growth rate.

If you only measure deflation/inflation it's would be, but if you measure the most important indictor like electricity demand, the answer is different.

View attachment 27124


My personal thinking is, since China is having successful transition on high tech manufacture and other sectors. China is gaining more and more advantages on producing everything with lower prices, that's why we had 1T Billion trade surplus considering there still trade war with USA.

Comparing 5 yrs ago, now mainstream/mid class seden/SUV is around $20,000 to $30,000 5 yrs ago. $3,000 mobile phone has similar performances vs current generation of iPhone, but 5 yrs ago i need to spent $5,000 on Huawei or Xiaomi.

Because of massive green engery projects, price of any engeries is keep on decreasing for last 5 yrs.

View attachment 27125

cheap electricity using Coal, yes cheap because it pollutes a lot

Countries With The Highest Carbon Footprint 2025 Update | GreenMatch.co.uk

Discover the top 10 countries with the highest carbon footprint and why their levels are so high. We explore the answers and best solutions.

www.greenmatch.co.uk

Power production in China 2011-2024, by source​

Published by
Daniel Slotta,
Jan 24, 2025
China generated approximately 444 terawatt hours of electricity using nuclear power in 2024. Although thermal energy sources such as coal remain the largest contributor to China's energy mix, the use of non-fossil sources notably increased in the past few years.

China: electricity generation by source 2024 | Statista

Although China's energy comes from fossil fuels, renewable energy energy sources play a bigger role in electricity generation.

www.statista.com

View: https://www.youtube.com/watch?v=80DyXTI1q4g
Starbucks’ landmark store in Shanghai’s Xintiandi, which had been open for 24 years, has permanently closed.Recently, Starbucks has been shutting down stores across major Chinese cities. The Xintiandi store in Shanghai is gone, along with locations in Shenzhen’s MixC Mall, Beijing’s Sanlitun, Guangzhou’s World Trade Center, Chongqing’s Three Gorges Square, and Changsha’s first-ever Starbucks.

 

[E-195]

Today there were two videos few hours ago:

1. On legacy section, China is eating the share very quickly.


View: https://youtu.be/dvUQhN_Nk2c?si=ao6n6HpBByPdeSuN

2. One former high ranking Taiwanese guy from TSMC in his own YT channel did some private investigation on a Chinese company, and predicted it would make new tools comparable to ASML's EUV, and cooperation with Huawei. Maybe the DeepSeek or J36/J50 moment is coming during 2025-2026

And the company is:

深圳市新凯来技术有限公司

www.sicarrier.com

View attachment 27120


View: https://youtu.be/THCAPWNFukU?si=_G5ZC1t2xZKxMX9e

China Secretly Transforms Huawei Into Most Powerful Chip War Weapon​

https://www.bloomberg.com/graphics/2023-china-huawei-semiconductor/

View attachment 27123

View: https://www.youtube.com/watch?v=DwxBx0Dz8IQ

 

[rockdog]

View attachment 27126
cheap electricity using Coal, yes cheap because it pollutes a lot

Countries With The Highest Carbon Footprint 2025 Update | GreenMatch.co.uk

Discover the top 10 countries with the highest carbon footprint and why their levels are so high. We explore the answers and best solutions.

www.greenmatch.co.uk

Power production in China 2011-2024, by source​

Published by
Daniel Slotta,
Jan 24, 2025
China generated approximately 444 terawatt hours of electricity using nuclear power in 2024. Although thermal energy sources such as coal remain the largest contributor to China's energy mix, the use of non-fossil sources notably increased in the past few years.

China: electricity generation by source 2024 | Statista

Although China's energy comes from fossil fuels, renewable energy energy sources play a bigger role in electricity generation.

www.statista.com

View: https://www.youtube.com/watch?v=80DyXTI1q4g
Starbucks’ landmark store in Shanghai’s Xintiandi, which had been open for 24 years, has permanently closed.Recently, Starbucks has been shutting down stores across major Chinese cities. The Xintiandi store in Shanghai is gone, along with locations in Shenzhen’s MixC Mall, Beijing’s Sanlitun, Guangzhou’s World Trade Center, Chongqing’s Three Gorges Square, and Changsha’s first-ever Starbucks.

 

[rockdog]

View: https://www.youtube.com/watch?v=DwxBx0Dz8IQ

Do you really know the IT? You came from a natioin with Japan size and lowest R&D, and education of your background it not expected too much.




Even this B- Pillar-less frame spent $50 million on R&D, and your whole's R&D is only $5Billion


View: https://youtu.be/TD5rCRdCEUM?si=CHdIfb4ji19TPYmi

 

[E-195]

View attachment 27127

predictable as always

Selected Countries and Economies
Country Most Recent Year Most Recent Value

Russian Federation 2023 13,817.0

Mexico 2023 13,790.0

China 2023 12,614.1

World Bank Open Data

Free and open access to global development data

data.worldbank.org

Your map is fake

Russia was classified as a high-income country​

In 2023, Russia’s Gross National Income per capita reached 14250 USD, and, consequently, Russia was classified as a high-income country for the first time since 2015. Real GDP per capita growth accounted for 3.6, while GNI per capita grew by 11.2% in 2023, clearly demonstrating successful macroeconomic policy conducted despite external pressure. Among key factors that contributed to economic growth in 2023 are trade (+6.8%), the financial sector (+8.7%), and construction (+6.6%). The most recent release of data from the International Comparison Program indicates that Russia became the 4th largest economy (GDP PPP) globally in 2021.

Detailed information is available:

Russia was classified as a high-income country

In 2023, Russia’s Gross National Income per capita reached 14250 USD, and, consequently, Russia was classified as a high-income country for the first time since 2015. Real GDP per capita growth accounted for 3.6, while GNI per capita grew by 11.2% in 2023, clearly demonstrating successful...

www.worldbank.org

fake fake fake mister Rockdog, your map is fake, maybe you made it

Mapped: Latin America’s GDP per Capita by Country

While the average GDP per capita in South America stands at $10,370 in 2024, wealth distribution varies significantly across the region.

www.visualcapitalist.com

 

[E-195]

Do you really know the IT? You came from a natioin with Japan size and lowest R&D, and education of your background it not expected too much.

View attachment 27128


Even this B- Pillar-less frame spent $50 million on R&D, and your whole's R&D is only $5Billion


View: https://youtu.be/TD5rCRdCEUM?si=CHdIfb4ji19TPYmi

Uh you are so great let me remind you a few facts
China has gotten tech transfers of course Propaganda man has bad memory,




what all your electric scooters are based upon old Ideas



Same rockets



in Mexico they do not invest as much because we do not buy the Technology as you do and we do not steal technology as you do

Relax my propaganda Man, we can adapt technology

About Grupo Bimbo’s electric vehicles:​

• The most current model is the VDT3 and is distributed under the brand Vekstar.
• They are manufactured in the Modex plant located in Lerma, in the State of Mexico.
• They have a maximum speed of 80 kilometers per hour.
• Their autonomy reaches between 60 and 95 kilometers.
• They can carry up to one ton.
• They use a lithium battery and are recharged with solar or wind energy from the sales centers where they operate. .

Know Grupo Bimbo’s electric fleet and its benefits for the planet

Grupo Bimbo has Mexico’s biggest electric vehicle fleet and one of the largest in Latin America. The CEO shared that, nowadays, there are 1,300 units distributed in different points around the country.

www.grupobimbo.com

No one these days makes everything globalization means everyone buys technology

 

[RedPhantom]

？？



View: https://x.com/Kanthan2030/status/1825155850710712819?t=IlwUon-94TH1aZE8UkLKgg&s=19


View: https://x.com/aadilbrar/status/1886585557247283385?t=SdoAx146fanBFYIORXeN9g&s=19

Chip designing is very much different from production. India is one of the top nations in semi-conductor design.

 

[RedPhantom]

View attachment 27127

Turkey, Mexico, Russia, Kazakhistan, Serbia all have per capita equal or greater than China.