Amazing! Thank you! Pretty cool information!

https://en.m.wikipedia.org/wiki/BYD_Company

Somehow it wasn't in theit Wikipedia either - it mentions briefly something about batteries for common electronics but doesn't details or mentioned Apple. Anyway, thanks for the source!!!

Np.

Most Chinese corporate information isn't going to be found on English Wikipedia tbh.

It's an insular industry and most OEMs and VARs are Taiwanese, Chinese, Singaporean, Thai, or Malaysian so Mandarin is the preferred language as they're all owned by the SEA Chinese diaspora

what’s the best data source?

Idk.

I've grown up reading business news/trade news in the tech industry since I was a kid, my dad was in the industry, and I am as well, so all these names are common to me.

All I can say is any long read business news you see in NYT or WSJ is 3-5 year behind trends.

If it made it to either, it's already at the 4th-5th part of the Gartner Hype Cycle (which itself deserves a hype cycle)

What information sources would you recommend for the industry?

Same. I thought that I was avoiding bubble as much possible. It seems that I am living in a special bubble.

> any long read business news you see in NYT or WSJ is 3-5 year behind trends

That bad?

Sounds like a business opportunity ...

Already solved by trade papers, Reuters, Axios, etc

Ah, ok, thought you meant other sources.

Yep, right, mainstream press is always behind. Then the TV guys bring up the rear ...

> Mandarin is the preferred language as they're all owned by the SEA Chinese diaspora

Wouldn't the SEA Chinese diaspora be more likely to speak Hokkien? Or maybe Cantonese?

No, there are so many dialects (Hokkien, Cantonese, Teochew, Hokchew, Hakka, Hainanese, ...) that are so unevenly distributed that Mandarin is the lingua franca. Eg. Singapore was mostly Hokkien back in the day, but decades of government policy has taught Mandarin to basically all Chinese there and younger folks know dialect poorly if at all.

They speak many different languages at home, but they all do business in Mandarin.

Wait. The list is only for listing supplier of Apple products. Why do you know "BYD is the primary battery supplier for most consumer electronics (you're iPhone or Macbook is using a BYD battery for example)."?

The Apple's supply chain is very complex, and we don't know the exact number of supply percentage, do we?

I can't remember where but I have read that "one in six mobile phone batteries around the world are manufactured by BYD"