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winchem21

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winchem21

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Re: DewDiligence post# 17813

Friday, 01/04/2019 10:28:52 AM

Friday, January 04, 2019 10:28:52 AM

Post# of 29247
Apple's China problem centers on WeChat as the phone interface for all daily interactions. Since the WeChat interface is similar for iOS and Android, Apple's China moat is partially dissolving as a result. Apple still represents a status symbol. China is the only country that this is true for.

Ben Thompson wrote this a while back and just reposted the link noting this underlying issue
https://stratechery.com/2017/apples-china-problem/
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