K-touch: from Shanzhaiji to darling

Reading Time: 2 minutes K-touch (Tianyu 天宇or天语, benephon), a Chinese Shanzhaiji maker a few years ago, reached the top spot in domestic brands (in terms of sales). It sold 17 million handsets last year, beating all the big boys (Ningbo Bird, Xiameng Amoi, Lenovo Handset), and plans to sell 30 millions this year. Recently it also raised 530 m… Continue reading K-touch: from Shanzhaiji to darling

Speculating on Spreadtrum Communications SPRD

Reading Time: 2 minutes Let me put up the negatives (risk, downside) first. If it still stands after all the beatings, it may work out eventually. We all know semi-conductor is a tough business, and as you may know making cell phone is a cutting throat competitive business in China. Negatives SpreadTrum (Nasdaq:SPRD) supplies chips to domestic cell phone… Continue reading Speculating on Spreadtrum Communications SPRD