Category: china | 中國 | 중국 | 中華

Ni hao – this category features any blog posts that relate to the People’s Republic of China, the Chinese communist party, Chinese citizens, consumer behaviour, business, and Chinese business abroad.

It is likely the post will also in other categories too.  For example a post about Tong Ren Tang might end up in the business section as well. Inevitably everything is inherently political in nature. At the moment, I don’t take suggestions for subject areas or comments on content for this category, it just isn’t worth the hassle.

Why have posts on China? I have been involved in projects there and had Chinese clients. China has some interesting things happening in art, advertising, architecture, design and manufacturing. I have managed to experience some great and not so great aspects of the country and its businesses.

Opinions have been managed by the omnipresent party and this has affected consumer behaviour. Lotte was boycotted and harassed out of the country. Toyota and Honda cars occasionally go through damage by consumer action during particularly high tensions with Japan.

I put stuff here to allow readers to make up their own  minds about the PRC. The size of the place makes things complicated and the only constants are change, death, taxes and the party. Things get even more complicated on the global stage.

The unique nature of the Chinese internet and sheltered business sectors means that interesting Galapagos syndrome type things happen.

I have separate sections for Taiwan and Hong Kong, for posts that are specific to them.

  • CD ROM history + more news

    CD ROM reflections

    How “God Makes God” is a 1993 CD ROM about probability, game theory, genetic algorithms, and evolutionary strategies | Boing Boing – I remember having my mind blown by this CD ROM at college. It reminded me of Jostein Gaarder’s book Sophie’s World in terms of its approach to making philosophy entertaining and accessible. I remember reading Sophie’s World around the same time as having played How God Makes God. There was something about HyperCard and the CD ROM authoring tools that followed. Amidst all the brochureware there were creators who drove extraordinary media projects, most notably for me was the game Myst, which I don’t think has been bettered. I suspect part of it was the excitement of new ‘hyper-media’, the limitations of the tools (though 640MB storage at the time seemed vast when I was using an Apple PowerBook 165 with 4MB of RAM and an 80MB hard drive at the time) and the media economics of the time. CD-ROM authoring tools were becoming more sophisticated. CD manufacturing plants were proliferating, lowering the cost per CD ROM disk and CD recordable drives were relatively affordable in the price range of $10,000 – $20,000. Still eye wateringly expensive, but this was a vast improvement from just two years before and allowed for better prototyping, small production runs and testing across devices.

    Design

    3D printed IKEA hack experiences by Uppgradera on Etsy – really interesting aspects to the designs

    Ethics

    Instacart Is a Parasite and a Sham | The New RepublicThe gig economy company, like many of its peers, has seen business skyrocket during the pandemic—while exploiting workers and even failing to turn a profit. That last bit reminds me a lot of the first generation dot com companies who tried to break through the wall of economics and succeed by moving at internet speed. This time they seem to have supplemented the usual ‘throw money at it’ approach with a lack of morality

    Ideas

    How Claude Shannon’s Information Theory Invented the Future | Quanta Magazine – the idea of binary encrypted signals

    Innovation

    Activist Firm Urges Intel to ‘Explore Alternatives’ to Manufacturing Its Own Chips – ExtremeTech – there are national security issues with this. I suspect this is just an opening salvo by Dan Loeb

    Regulators tell Jack Ma’s Ant Group to rectify five problemsthe five areas included: Ant’s inadequate governance; regulatory negligence; unlawful profit-seeking; monopolistic practices and; infringement of consumer rights, said China’s central bank vice governor Pan Gongsheng.

    China orders Ant Group to rein in unfettered expansion as regulators put up fences around financial risks | South China Morning PostAnt must return to its origins in online payments and prohibit irregular competition, protect customers’ privacy in operating its personal credit rating business, establish a financial holding company to manage its businesses, rectify any irregularities in its insurance, wealth management and credit businesses, and run its asset-backed securities business in accordance with regulations, the People’s Bank of China’s deputy governor Pan Gongsheng said in a statement on Sunday.

    Luxury

    From TikTok to Depop: Fashion’s new trend funnel | Vogue Businesstrends like leather, feathers, neutrals or hot pinks, were relatively easy to follow: the trend funnel moved from runway to rack, with some help from popular culture along the way. This year, Gen Z users on TikTok and Depop jumpstarted a new trend funnel, quickly giving rise to aesthetics like “cottagecore” and “dark academia”, influencing young shoppers’s purchases. “If one of your favourite [TikTok] creators changes their aesthetic due to a particular trend, a whole style can be born out of it,” says Yazmin How, TikTok’s content lead. “The fashion industry is no longer the only voice directing the new season’s trends. People are tapping into TikTok to see what emerging styles are ‘in’ and what previously popular trends are coming back around.” TikTok trends manifest into purchases on Depop, where 90 per cent of users are Gen Z. In step with the rise of the cottagecore trend on TikTok, search for the term on Depop rose 900 per cent between March to August, when it reached its peak. Greater connectivity and increased time at home has boosted the amount of these consumer-led movements, and brands whose aesthetics fit the trends are benefiting, like LoveShackFancy, who specialises in the prairie dresses and gingham blouses associated with cottagecore’s countryside aesthetic – reminds me a bit of the Harajuku trends from the past 30 years. Culture and the trends that come out of it, are now massively parallel in nature

    Online

    FarmVille Once Took Over Facebook. Now Everything Is FarmVille. – The New York Times – legacy is in growth hacking techniques used to make it popular in the first place

    Why Bella Poarch’s “M to the B” video was the top TikTok of 2020 – VoxTikTok automates the mix of all these topics, going farther than any other platform to mimic the human editor.” At the same time, he says, it’s also “an eternal channel flip, and the flip is the point: there is no settled point of interes t to land on. Nothing is meant to sustain your attention.” The result, he argues, is what essentially amounts to “soft censorship,” or a feed that becomes as “glossy, appealing, and homogenous as possible rather than the truest reflection of either reality or a user’s desires.” How did a perfectly average competitive dancer become the No. 1 internet celebrity in the world? Why did half a billion people watch Poarch’s face bob up and down? Because these two women are the logical endpoint of the world’s most powerful entertainment algorithm: young people centering their conventional attractiveness in easily repeatable formats

    Retailing

    Amazon and the Rise of the Retail “Sniffer” Algorithm | The Fashion Lawthe “sniffer algorithm” – or better yet, “one or more” sniffer algorithms that not only sniff out topics that a speaker is potentially interested in but that also “attempt to identify trigger words in the voice content, which can indicate a level of interest of the user.” For example, as Amazon’s patent application states, “A keyword that is repeated multiple times in a conversation might be given assigned a higher priority than other keywords, tagged with a priority tag.” At the same time, “a keyword following a ‘strong’ trigger word, such as ‘love’ might be given a higher priority or weighting than for an intermediate trigger word such as ‘purchased.’” – when does assistance become creepy?

    Security

    NSO used real people’s location data to pitch its contact-tracing tech, researchers say | TechCrunch – and here is the original report on which the article is based Nso Group’s Breach Of Private Data With ‘fleming’, A Covid-19 Contact-tracing Software ← Forensic Architecture 

    Insecure wheels: Police turn to car data to destroy suspects’ alibis | NBC Newsinvestigators have realized that automobiles — particularly newer models — can be treasure troves of digital evidence. Their onboard computers generate and store data that can be used to reconstruct where a vehicle has been and what its passengers were doing. They reveal everything from location, speed and acceleration to when doors were opened and closed, whether texts and calls were made while the cellphone was plugged into the infotainment system, as well as voice commands and web histories. But that boon for forensic investigators creates fear for privacy activists, who warn that the lack of information security baked into vehicles’ computers poses a risk to consumers and who call for safeguards to be put in place

    Web of no web

    Tencent backs Chinese healthcare portal DXY in $500M round | TechCrunch – China has done a lot of work to move towards telemedicine and technology augmented health. Tencent’s WeChat was used by local governments for their COVID certificates, tracking and tracing applications. More Tencent related content here.

  • Living with the iPhone 12 Pro Max

    iPhone 12 Pro Max transition

    I moved to an Apple iPhone 12 Pro Max from an Apple iPhone 11 Pro Max. That’s an important  factor to bear in mind when one sees phone comparisons. Secondly, I don’t earn my living doing phone reviews, so my reactions are likely to be less dramatic than a professional phone reviewer. Instead, I am trying to reflect a view of what its like to live with the device. 

    Smartphones overall

    You would have to look pretty hard to find a dreadful premium or mid-range smartphone nowadays. Some of the lower end Motorolas are sluggish performers, have the build quality of an early Samsung Galaxy and a mic that cuts in and out. But for the average iPhone user, a phone that is five years old is still a cracking phone, that could go another few years with a replacement battery. 

    The cameras are more than adequate for snapshots or document scanning, but no amount of software will make up for the quality of the lens in a smartphone versus a semi-professional photographers camera. And for most people, that’s enough. Performance has reduced to incremental improvements in real world performance. And in this respect smartphones mirror personal computers; as the huge perceived performance gains of the early computers flattened out. 

    I no longer need a Mophie Juice Pack case to make the iPhone last through a work day like I did with the iPhone 3GS. Although for long trips away from my desk, I still a power pack and a cable in my bag. This is as much about having the reassurance of knowing that I can run down my battery with lots of Maps usage if I have to, rather than a real need. Increased battery life is partly a function of screen size. The larger the screen, the larger the battery. Device screen sizes have grown over the years. Secondly, chip design and system software have focused on power consumption as part of a decade plus long focus on computing power per watt. 

    I still miss the keyboard and form-factor of my old Nokia E90; despite its flaky Symbian software. But I no longer miss its superior battery life, or the ability to remove the battery and replace it with fully charged spare. 

    Out of the box

    All of the iPhone 12 models come in smaller packaging than previous devices. The primary reason for this is Apple no longer supplies a USB charger. The excuse that Apple provided was that it was environmentally friendly. The problem with this is there are some awfully unsafe USB chargers available online as an alternative. The second thing that was missing from the box was a set of Apple wired earbuds. Again this was put down to being environmentally friendly by Apple. Though you could also come to two less flattering conclusions:

    • Apple is converting an insignificant amount of Android users, but only converting existing Apple iPhone customers. So headphones with a Lightning connector wasn’t needed and Apple could save on costs
    • It was a cynical ploy by Apple to drive AirPod wireless headphone sales even higher

    I can understand why Chinese netizens considered both moves to Apple shortchanging customers. I agree with them.

    China

    It is also interesting to note that all the main live-streaming platforms in China simultaneously decided to cancel live-streaming of the iPhone 12 series launch.

    Of course the Chinese government / Communist Party of China had nothing to do in coordinating this – honest….

    Handset design

    When you take the iPhone 12 Pro Max handset out of the box, you immediately notice its size and weight.  It has steep stainless steel sides like an iPhone 4 on steroids. 

    Apple iPhone 12 Pro Max
    iPhone 12 Pro Max view from the back of the phone

    Usually the heft of a premium phone feels reassuring. But at first, holding the phone was a dissonant experience. There were a few reasons for this:

    The change in design language from smooth round edges on handsets from the iPhone 6 onwards, to a flat edge of the iPhone 4 and 5.

    It was the first time that an iPhone model has become thicker than the previous generation of iPhone.

    The change in design with its thicker flat sides has little difference in putting on a protective case, but removing the case is noticeably harder.

    After three days or so usage, the iPhone 12 felt perfectly normal as I got used to it.

    Camera

    As I said at the outset to this post, this like other modern premium smartphones, are good at taking snapshots. The main difference between my iPhone 11 Max Pro and iPhone 12 Max Pro was a slight increase in optical magnification. The rest of the mild photographic improvements were available in the iOS 14 software for both new and older iPhones.

    Networking

    The big selling point for Apple on the iPhone 12 Pro Max is its ability use 5G networks. The problem is that for consumers 5G doesn’t have a compelling killer application at the moment.

    In that respect, it reminds me a lot of my time working with Cap Gemini as a client when video calling and Quibi like sports and entertainment clips were thought to be the killer app for 3G.

    The reality is that it took wi-fi and 4G made video to make calls work, even then the product isn’t perfect. Shorter sellable video content is still looking for a market. 5G does have industrial niche market opportunities.  Secondly, 5G network rollout means that there will be probably three generations of future iPhones before the 5G wireless function becomes useful. I still live in a neighbourhood in central London where I often lose 4G coverage. 5G will require many more cell sites to provide the same level of coverage. 

    Cellphone reception seems to be better; I don’t know if this is down to the handset or my carrier building out their infrastructure further during the lockdown.

    My house has never had great cellphone reception during my time living here. It backs on to a railway line with overhead electrification and only had windows the side facing away from the railway. Yet I am now seeing two bars of signal in parts of the house where I previously would only have had Wi-Fi or a single bar of 3G. 

    Conclusion

    Unsurprisingly, the iPhone 12 Pro Max is an accomplished handset. It offers good battery life, responsive performance, a great screen, a good camera and is well made. But there is insufficient reason to upgrade if you have an iPhone made in the last three years. You already have a good well made phone. It has a good camera and will run the latest version of iOS.

    If your battery no longer holds the charge, the way it once did, Apple offers a service to replace the battery at a very reasonable cost.

    More design related posts here.

    More information and selected reviews

    iPhone 12 launching without earbuds or wall chargers is compared to eating without chopsticks in China | South China Morning Post 

    Shenzhen/Huawei: the other Bay Area | Financial TimesThe impression of military manoeuvres by alternative means was reinforced by Tencent, another Shenzhen resident. It was among big Chinese social and video platforms including iQiyi and Weibo, that simultaneously cancelled the livecast of Apple’s iPhone 12 launch

    Kibbles & Bytes #1122: Apple Releases Four iPhone 12 Models and the HomePod mini – Don nails the assessment of 5G in the latest edition of his newsletter.

    Daring Fireball: The iPhone 12 and iPhone 12 Pro – interesting thoughts on the iPhone 12s. What Gruber doesn’t touch on is the radio improvements, particularly in 4G

  • Plastic surgery hack + more

    Hackers threaten to leak plastic surgery pictures – BBC News – this follows on from the hack on Finnish mental health services. Given the link between plastic surgery and self image; black hat hackers have a lot of sustained leverage. More security related posts here.

    Regulators tell Jack Ma’s Ant Group to rectify five problemsthe five areas included: Ant’s inadequate governance; regulatory negligence; unlawful profit-seeking; monopolistic practices and; infringement of consumer rights, said China’s central bank vice governor Pan Gongsheng. China orders Ant Group to rein in unfettered expansion as regulators put up fences around financial risks | South China Morning PostAnt must return to its origins in online payments and prohibit irregular competition, protect customers’ privacy in operating its personal credit rating business, establish a financial holding company to manage its businesses, rectify any irregularities in its insurance, wealth management and credit businesses, and run its asset-backed securities business in accordance with regulations, the People’s Bank of China’s deputy governor Pan Gongsheng said in a statement on Sunday.

    Beijing launches antitrust investigation into Alibaba | FT – of course, its not political.

    Who’s behind Marcus Rashford? – UnHerd – interesting profile of Roc Nation’s UK arm

    SolarWinds Adviser Warned of Lax Security Years Before Hack – Bloomberg – I’d be surprised if there isn’t shareholder class action suits now

    The OnlyFans revolution – The FaceSelena suggests we ​“talk about OF in a way that doesn’t glamourise the economics of the operation”. Instead, we need a more ​“nuanced conversation about the nuts and bolts of what the actual labour looks like. We aren’t seeing the injustices. It’s either focused on our trauma or on the glamorous hyperbolic examples, while most of us are somewhere in the middle.”  There are many sides to running an OnlyFans that are less visible, including work that goes into maintaining a profile and the emotional labour involved in keeping up with fans. Historically, sex workers basically act as ad hoc therapists to their clients – it’s said to come with the territory, from escorting to camming to BDSM. And the ​“girlfriend experience” applies here too. A key part of the site’s success is one-to-one connection – often creators’ bios will explicitly state they talk with all their followers – for the right brands there is an opportunity for influence campaigns

    North American Semiconductor Equipment Industry Posts November 2020 Billings – Semiconductor Digest – generally a good sign for the global economic outlook. A dip in semiconductor equipment is usually the canary in the coal mine for global economic time.

  • Private sector control + more things

    China’s Xi Ramps Up Control of Private Sector. ‘We Have No Choice but to Follow the Party.’ – WSJIn some cases, it is taking charge entirely of companies it regards as undisciplined, absorbing them into state-owned enterprises. – Push driven by a concern over the private sector business owners being unpredictable and not trusted. They think a centrally planned complex economy is the way forward; with the private sector playing a subservient role at best. This view has been strengthened by the state engineered swift recovery from COVID-19. I presume that they consider that China’s place in global supply chains, big data and machine learning will solve a lot of the problems that bedevilled previous centralised economic planning systems like what happened in the Soviet Union. More economics related content here.

    Party Committees See Rising Prevalence in Private Sector | Marco Polo – China clamping down on private sector

    Google AMP gets a shock to its system as advisor quits, lawsuit claims foul play • The Register 

    Quick Thoughts on the Russia Hack – Lawfare  – interesting post on the SolarWind hack based attacks

    North American Semiconductor Equipment Industry Posts November 2020 Billings – Semiconductor Digest – this looks good in terms of world economic growth

    China-Europe Trade Forum Canceled After China Sought to Bar Critics – WSJOfficials familiar with the exchange say the two people Beijing wanted to exclude from this year’s virtual event were Reinhard Bütikofer, the European Parliament’s chairman of the EU-China caucus who has publicly criticized Beijing over Hong Kong and its treatment of the Uighur minority; and Mikko Huotari, the head of Merics, a German think tank critical of the Chinese Communist Party. – China is depriving itself of unvarnished information about how it is viewed. A recipe for miscalculation in policymaking. Mainland Chinese contacts fail to understand why they don’t seem to have friendly relations with other nations anymore, despite Chinese achievements

    Huawei, 5G, and the Man Who Conquered Noise | WIRED – Steven Levy explains Erdal Arikan’s breakthrough in information theory well. What’s interesting is how the west has abandoned long term research projects. Arikan took 20 years for his breakthrough. In an American university you wouldn’t get, or maintain tenure doing that

    ‘Made in Hong Kong’ prestige provides springboard for retailers Watsons, Sa Sa to find success in Greater Bay Area | South China Morning Post‘Made in Hong Kong’ prestige provides springboard for retailers Watsons, Sa Sa to find success in Greater Bay Area. Well-known Hong Kong retailers are aggressively expanding in the bay area, where the prestige of their brands makes them a hit with mainland consumers. The city’s retail sector has been devastated by the coronavirus keeping deep-pocketed mainland tourists away – if true, I don’t seeing it being a defensible differentiation in the medium to long term

    MindGeek: the secretive owner of Pornhub and RedTube | Financial TimesPorn pioneered elements of the global online advertising industry such as targeted advertising, pay-per-click and email marketing and is today a substantial part of the internet economy

    Gen Z: the rising power in Chinese market and their 7 digital lifestyles – ChoZan – not the greatest guide to life stage trends in China

  • Endeavour Christmas card and other things that caught my eye this week

    Creative agency Endeavour sent out the first Christmas card that I received. This year they focused on content rather than design with everything that you need Christmas 2020 – Endeavour.

    There was guidance on how to make paper Christmas trees including a green PDF that you can print out if you don’t like the snow white look of unprinted paper and a Spotify playlist.

    The Financial Times have put together a series article looking at The Future of the City. The City in question being the London’s international financial services sector, whose traditional home is the City of London – think Wall Street in New York, or Central in Hong Kong. I found How London grew into a financial powerhouse particularly informative and all the articles are chock full of charts.

    A relatively modern Carroll family Christmas tradition has been my Dad and I watching the BBC adaptations of Tinker, Tailor, Soldier, Spy and Smiley’s People. It will carry extra weight this year due to social distancing and the recent death of John Le Carre. My Dad read his books whilst working shifts during the late 1960s and early 1970s. He used to buy books second hand from a florrid looking book dealer in the local market. I in turn, read my Dad’s books (Len Deighton, Alistair Maclean, Hammond Innes, Robert Ludlum and John Le Carre) as I went through the early years of secondary school. Le Carre was the only one of these authors that I decided to read more than once.

    This time, we’ll both be watching them on Blu-Ray whilst keeping the video open on FaceTime to discuss it as we go along.

    It doesn’t get more 1990s than this. A skateboarder reading his self-authored poetry. Mike Vallely a professional skateboarder. If my memory serves me right, Vallely rode for Powell Peralta (Bones Brigade) factory team a few separate times during his career. In this video he gives the poetry reading in a LA skate shop back in 1996.

    https://youtu.be/QTr2Mvz873c

    The Luxury Society held a panel in Shanghai talking about luxury brands and the digital behaviour of the Chinese consumer. More luxury related content here.