Supply chain

The BYD EV Dolphin Mini is displayed as the Chinese electric-vehicle producer announces the launch of the low-cost EV in Mexico City, Mexico, on 28 February 2024. (Toya Sarno Jordan/Reuters)

China-Mexico-US trade relations remain evermore interdependent

Talk of relocation of supply chains and geopolitical tensions notwithstanding, China, Mexico and the US have been in an interdependent trade relationship for a long time, says academic Liu Xuedong. In particular, Mexico’s sales destined for the US market are very much dependent on purchases from China. Even Chinese manufacturing firms who have moved to Mexico may find that China and Mexico’s trade relationship remains evermore interdependent.
This photo shows an aerial view of shipping containers stacked at the Lianyungang Port in Lianyungang, Jiangsu province, China, on 26 March 2024. (AFP)

'World’s factory' status threatened as supply chain shifts away from China

Even as China seeks to maintain its position as the “world’s factory”, globalisation means that companies are seeking to diversify their operations, and are shifting away from China in favour of alternatives. Commentator Jin Jian Guo delves into this trend.
People look at the new iPhone 15 Pro as Apple's new iPhone 15 officially goes on sale across China at an Apple store in Shanghai, China, 22 September 2023. (Aly Song/Reuters)

Apple's bid to pull off a rebound in the Chinese market

Chinese consumer interest in Apple iPhones is waning as competitors eat away at its market share. Analysts also believe that the lack of innovation in the new releases has led to declining sales. Meanwhile, Chinese manufacturers remain an important part of the production of Apple products, with no viable replacement in sight. Lianhe Zaobao journalist Daryl Lim speaks with experts and academics to find out more about Apple’s place in China.
Visitors check a Zeekr 001, a model from Geely's new premium electric vehicle (EV) brand Zeekr, at its factory in Ningbo, Zhejiang province, China, on 15 April 2021. (Yilei Sun/Reuters)

China’s overcapacity draws concern from global market

China’s production overcapacity is an issue that its officials are well aware of, and it has even drawn the criticism of the outside world, most recently US Treasury Secretary Janet Yellen. Given the fact that high-end manufacturing is facing overcapacity pressures and risks just after it has taken off, how will China mitigate the impact of overcapacity on the geopolitical landscape and its external environment?
The photo taken on 21 March 2024 shows employees selecting vegetables for exportation at a food factory in Nantong, in eastern China's Jiangsu province. (AFP)

Tackling food fraud upstream and downstream

Journalist Chieh-Yi Cheng notes that the traditional ways of food preparation have given way to high-tech production, leading to the improvement of food quality, as well as counterfeiting methods. It now becomes a cat-and-mouse game, with the need to boost efforts in surveillance, tracing funding sources, and tracking the quantity and movement of raw materials and ingredients, in order to nip the problem in the bud.
In this photo taken on 11 September 2023, BYD electric cars waiting to be loaded on a ship are stacked at the international container terminal of Taicang Port at Suzhou Port, in China’s eastern Jiangsu province. China's top electric automaker BYD will build a car factory in Hungary, the company said on 22 December 2023, as it eyes expansion in the European market. (AFP)

[Big read] China's global EV expansion despite trade hurdles from the US and EU

As growth in the sales of new energy vehicles (NEVs) slows in China, a growing number of Chinese carmakers are speeding up their entry into foreign markets. While rising trade protectionism in Europe and North America is affecting their pace of expansion, Chinese carmakers are exploring new markets in South America and Southeast Asia, and localising their production to achieve breakthroughs. Lianhe Zaobao journalist Daryl Lim speaks with industry insiders to find out more.
Shoppers outside a department store in Berlin, Germany, 14 December 2023. (Krisztian Bocsi/Bloomberg)

De-risking from China easier said than done for German companies

In theory, the Germans are supportive of the government’s call for greater economic independence from China. In practice, this is hard to implement. A roadmap and a better explanation to companies of how this will work and who will pay the price is needed, says The Berlin Pulse editor Jonathan Lehrer.
Wind turbines are pictured near Heide, Germany, on 11 September 2023. (Daniel Roland/AFP)

Can the EU and China navigate their dispute over critical raw materials and clean energy technologies?

In the ever-evolving landscape of global geopolitics, worsening climate change impacts and the need to accelerate the clean energy transition, the contest for critical raw materials and renewable energy technologies has emerged as a focal point of contention between the European Union (EU) and China. The upcoming EU-China summit in Beijing on 5 and 6 December offers an opportunity to address their disagreements.
Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken 25 February 2022. (Florence Lo/Reuters)

ASEAN's role in the global semiconductor race

Academics Lili Yan Ing and Ivana Markus take stock of the current state of the global semiconductor race between China and the US. While ASEAN is looking to capture a part of the high-tech equipment and supply chain, it still needs to navigate the complex US-China rivalry.