market

There is only one market in China where European brands dominate. Exactly, the one that no one cares about

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Much has been written about the decline in sales of European and traditional manufacturers in China. Volkswagens, Porsches and Mercedes have collapsed in a market that, until very recently, was key when it came to presenting results year after year. Have they collapsed? Not in all markets. In one they are still leaders. Exactly, the one that no one cares about. Leaders. A ranking where 18 of the 20 best-selling cars in China are not Chinese? Yes. It is the extra-luxury market, the one where cars that cost more than a million Chinese yuan are collected, almost 122,000 euros in direct exchange. They collect in CarNewsChina that in this list only BYD has made it among the best sellers. The rest, 90% of the list, is made up of the so-called traditional brands. If we remove Lexus, which is Asian and enters with its Lexus LM (a minivan with a screen that crosses the entire width of the car) and its Lexus LS, the rest are European brands. Yes, Europe also rules in China but it does so in a market of ridiculous volume. Porsche dominates here. The best-selling car over one million yuan is the Porsche Cayenne. Before its renewal that will offer an electric version, the Porsche SUV leads this table with 17,194 units sold in 2025. Land Rover closes the podium, which has placed the Range Rover and the Defender as the second and third best-selling car in this group. Below, Porsche repeats again with the Panamera (fourth classified) and will appear again with the Taycan. But the brand that is most repeated is Mercedes. Cars signed by the brand appear up to seven times, although, yes, it accumulates the sales of the AMG and Maybach divisions separately. Their S Class (fifth, signed by Maybach, and sixth classified) are the best sellers. It also appears with the G-Class and the GLS. The exception. From the Chinese market, only BYD penetrates this hyper-luxury market. It does so with the YangWang U8 and its even longer version, the U8L. This car, both versions of which have exceeded a thousand units, is a gigantic SUV with extended range options (plug-in hybrids with very wide electric range) that has become famous because it is capable of floating on rivers thanks to the enormous power of its wheels. A drop in the ocean (1). There are two problems for European manufacturers. The first is more than evident: its sales are very low. Porsche, which in 2020 shipped almost 89,000 units in China has closed 2025 selling less than half (it has fallen short of 42,000 units). The drop compared to 2024 is 26%. Mercedes boasted when it comes to presenting results of continuing to lead the extra-luxury market in the Asian country. The accumulated sales in this list exceed 38,000 units but the fact that the twentieth place is the Mercedes-AMG GLS with 83 units sold throughout the year gives an idea of ​​its size and its competition. Yeah, Mercedes sold almost 460,000 units in China last year but it is 12% less than the previous year and is very far from the almost 775,000 units placed in 2020. A drop in the ocean (2). This market, if we analyze its best classifieds, almost entirely lacks electric cars. The closest thing is the plug-in hybrid versions, like those offered by BYD. They are automobiles, pure gasoline ones, that are clearly declining in China. Where in 2020 17.8 million gasoline cars were sold Today 10.85 million cars of this type are sold. New energy cars (plug-in hybrids and electric) already account for 60% of sales in the Asian country. In Autohomeexplain that this situation has weakened brands that have collaborations with European automotive companies. They give as an example the case of Maiteng, a company associated with Volkswagen that was a symbol of status and recognition and that has had to lower its prices to continue selling. Right now, the market where European manufacturers succeed is the niche of the niche. They don’t even consider it. But there is also another reason why Europeans succeed in this market. The Chinese don’t even consider entering it. With the market clearly betting on its local manufacturers, they are offering their most advanced cars at “affordable” prices compared to foreign manufacturers. Already in his presentation, the Xiaomi SU7 Ultra highlighted its price difference with the Tesla Model S (DEP) and Porsche Taycan Turbo. While the first one came on the market with a price of 814,900 yuan (it would not be included in the previous list), the German one cost almost two million Chinese yuan. The price war in China has pressured all companies to reduce their prices drastically. This has left out traditional companies that have found an evident loss of competitiveness in all types of markets, from general to luxury, where Chinese manufacturers are offering features and equipment typical of hyper-luxury segments in cars that, due to price, do not fall into that category. Photo | Hong Wei Fan and Arthur Wang In Xataka | We tested the Ojo de Dios with which BYD wants to break the market: autonomous driving for a 9,000 euro car

attack the trident that dominates the market

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One more day, new bad news related to the RAM memory crisis. If you were expecting a Steam Machinenow you can expect it to be more expensive. The rise of AI is causing a component crisis that has no clear end. The SSDs have gone up in price a lot and have 32 GB of RAM on your PC It is the new “I have land.” All Big Tech needs more and, in the absence of it, Intel has chosen to get into it like an elephant in a china shop. Hand in hand with SoftBank to create its own memory chips for data centers and, in the process, take a bite out of the South Korean industry that controls the scene. No end in sight. Intel has been covered several times in recent days. Like a phoenix, it seems that the crisis is behind us and, after years of promises, realities begin. They are ready to start producing its new generation of processors, but also its CEO, Lip-Bu Tan, has commented that They will start producing GPUs for data centers. With that they want to take a bite of the cake that NVIDIA is eating almost alone, but also, the executive let a more bitter pill: “there is no relief in sight for the end of the AMR crisis.” So it points out that does not see a horizon for this price escalation before 2028, and it makes sense if we take into account recent forecasts or possible ‘strange’ movements by some companies. Intel 🤝 SoftBank. Market estimates such as those of TrendForce They point to a memory price increase of between 90 and 95% quarter-on-quarter in this first quarter of the year, but it is not the only thing: SSDs will also rise between 55 and 60% due to one of their components, NAND memory. It is a bad time to build a PC, although companies are moving to open RAM factories, but not for you: for the AI. And here Intel, as we already saidhe doesn’t want to be left behind. A few months ago, Intel partnered with Japan’s SoftBank to find a replacement for HBM memory for data centers. Fix a problem. HBM memory (high bandwidth memory) is ideal for data centers. They allow a large amount of data to be temporarily stored, and they do so at high speed. The problem is that they get very hot and are complex to manufacture. It is one of the key components of GPUs and requires both large amounts of power and optimal heat dissipation. What Intel and SoftBank are looking for is to create an alternative based on stacked DRAM chips. They are not that optimal, but the idea is to find a way to wire them as efficiently as possible so that they are a threat to the HBM memory monopoly. “Monopoly“The idea is to have a prototype in the short term with the aim of starting to market it by 2030. We will see if AI fever lasts so long. But anyway, if the experiment goes well, it could be a significant blow to the South Korean companies Samsung and SK Hynix, as well as the American company. Micron. They are the three companies that they practically control the market for both RAM like HBM chips. And something as important as it is symbolic: it will be the first time that Japan aspires to return to the throne of memory chip manufacturers that it ruled in the 80s and that it lost to South Korea. Although be careful: Samsung is also investigating these stacked DRAM memories. NVIDIA and its demands. In the end, they are all moving. The big producers have already detailed its roadmap for the development of RAM for the next five years. And the whales that are taking over the product -NVIDIA-, are ‘encouraging’ the production companies let’s get the batteries. Without going any further, a few days ago Jensen Huang, boss of NVIDIA, met with representatives of the Taiwanese industry (TSMC, Asus or Foxconn) and told them that this year he needed a lot of memory and a lot of wafers. Also I know it has told Samsung. As we said in the first lines, if you were hoping for a quick solution to the crisis or wanted to build a PC, the news is not good. And all the movements that we are seeing in the industry to expand production and find solutions point to the same direction: continue powering data centers. Images | Intel In Xataka | TSMC’s only problem was that it was in Taiwan. So the United States has decided to get her out of there

The panic of technology companies about running out of chips has broken the RAM market. Manufacturers have said enough

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The RAM market is completely broken. In November of last year we talked about a 300% increasewas the result of the perfect storm caused by AI and data centers. Faced with brutal shortages, large companies are trying to get hold of as much memory as possible, which further destabilizes the market. Now manufacturers are taking matters into their own hands. No hoarders, thank you. In an extensive report published by Nikkei Asiatalk about the big three DRAM manufacturers (Samsung, Micron and SK Hynix) implementing stricter rules for their customers in order to prevent them from hoarding memory. The measures are aimed at ensuring that demand is real, that is, that the chips are not going to end up collecting dust in a warehouse “just in case.” Manufacturers are asking for details about who the chips are for, the quantities and what they will be used for. OpenAI’s dirty deal. We go back to October 1, 2025. OpenAI signed an agreement with Samsung and SK Hynix to a potential demand for 900,000 DRAM wafers per month. The figure is equivalent to 40% of all world production, absurd, but what is striking is the “potential.” As they point out multiple users on Xare securing a critical product for data centers that have not yet been built, with money they do not have. Some analysts called this agreement “The dirty DRAM deal”whose hidden objective seemed to point to a rather dirty move: to create a moat by preventing its competitors from accessing critical technology. Open orders. The AI ​​race is not going to stop because chips rise in price and big technology companies have done what they had to do: everything possible to get chips. At the end of last year, Reuters He said that some companies such as Google, Amazon, Microsoft and Meta had even approached Micron with open orders, that is, they were willing to accept all the memory they could supply, without a price cap. A full-fledged preventive hoarding. Compulsive shopping. AI companies are not the only ones that have tried to secure their chips, PC manufacturers such as Asus, MSI, Dell or HP also began to buy RAM compulsively at the end of 2025 for accumulate inventory before what was coming. Manufacturers are aware of overorders and that is why they are now demanding data on the end customer. The winners. While everyone is fighting to get their chips, Samsung is getting rich. It is not only that has tripled its profitsFurthermore, it is the technological more has appreciated in 2025ahead of Alphabet and TSMC. For its part, SK Hynix has doubled its profitsmainly due to the boom in demand for high-bandwidth memory (HBM), of which it is a key supplier. In Xataka | There is a lack of RAM memories and Micron is going to spend 1.8 billion dollars to produce more. but not for you Image | Unsplashedited

This is South Korea’s bet to enter the Western market

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There are military contracts that are won based on specifications. And there are others that play in the field of story. South Korea is betting on the latter in its offensive to place attack submarines in Canada: it not only talks about platforms, capabilities or industry, but about how to live within them. In the center of the speech appears a phrase that seeks to stay in the head of the reader and, above all, of the political decision-maker: building submarines as “five-star hotels.” Kang Hoon-sik, chief of staff of South Korean President Lee Jae Myung, said this: in a message posted on Facebookintroducing Seoul’s diplomatic and industrial campaign. Industrial size offer. The proposal that South Korea is moving in Canada points to a program of around 12 diesel attack submarines whose investment is estimated at 10 billion euros. It is not only a military issue, it is also a candidacy with a strong industrial component, with a front that brings together the Government and large private actors. Names such as Hanwha, HD Hyundai and Hyundai Motor Group appear in that package, which are vying for a contract and, at the same time, a letter of introduction to Western buyers. Strategic agreement. South Korea’s interest in this contract is not explained only by the size of the project. In The Korea PostKang frames the objective as a big entry into the Western market and as a step to move towards the NATO environment, always in its formulation. That same ambition is presented as an attempt to consolidate defense partnerships with Western countries. It should be noted that South Korean and Canadian companies have already signed six cooperation agreements ranging from steel to artificial intelligence, rare earths, satellites and sensors. The recipient of that speech is not coincidental.. Canada has been suffering the wear and tear of an aging submarine fleet for years, and its replacement program is based on a specific fact: replacing some vessels that, as IE points out, were acquired in the 1990s. Therefore, what is at stake is not a simple replacement of material, but a decision that will condition the Royal Canadian Navy for decades, with enormous industrial, operational and budgetary implications. In this context, any candidate who wants to compete cannot limit himself to offering a platform, he also has to present a framework of reliability and long-term continuity. Germany also wants that contract. South Korea does not compete alone. In the race for the Canadian program the German Thyssenkrupp Marine Systems (TKMS) appearswhich is one of the world’s leading providers of integrated solutions in maritime defense technology. The bidding, therefore, is not reduced to choosing a submarine model, but to deciding which industrial partner best fits a long-term program. In this context, each candidate tries to gain ground not only with benefits, but also with the type of relationship it promises to build with the purchasing country and the ecosystem it trails behind. The battle for the Canadian program leaves a clear idea. The Western defense market is in full competition, and South Korea wants to play on the front line. Your proposal has been presented as more than just a product. On the other side appears a European rival with experience and a name of its own. For now, the only certainty is that there is an intense political and industrial effort to position itself. What is missing, precisely, is what decides these processes: the fine print, the guarantees and Ottawa’s final decision. Images | Royal Canadian Navy | Kang Hoon-sik In Xataka | Germany was a sleeping military giant: now it has been awakened and it is already surpassing the US in bullets produced per year

and the stock market gets restless

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SpaceX is exploring two merger scenarios: joining with Tesla or xAI, as reported Bloomberg and Reuters citing sources familiar with the matter. This above all is a warning for those who currently have investments in one of Elon Musk’s companies, although it is also a situation that can generate a business earthquake. Perhaps the biggest stock market movement in history. We are going in parts to explain everything we know so far. Two paths on the table. According to Bloomberg, SpaceX has internally discussed the viability of a merger with Tesla, pushed by some investors in the aerospace company. For its part, Reuters point that a combination with xAI is also being evaluated, which could materialize before the IPO scheduled for this year. Of course, it should be noted that none of the companies involved have publicly confirmed these conversations, and sources warn that no final decisions have been made. Movements. Last year, SpaceX agreed invest $2 billion in xAI, according to The Wall Street Journal, and this week Tesla also revealed that it had allocated the same amount to the AI ​​startup, according to account the middle. On the other hand, it is worth mentioning that xAI acquired X (formerly Twitter) in 2024, in an operation that valued xAI at $80 billion and the social network at $33 billion, as Musk himself mentioned. Here we once again witness a circular economy movement among its companies, with consequences that remain to be seen. The logic. There are several legs here. On the one hand, it is worth mentioning that Musk has a thorn in his side build data centers in space to feed AI, something he has expressed on several occasions. In this way, a merger with xAI would allow SpaceX to accelerate this project, taking advantage of xAI’s computing capacity for its in-orbit facilities. In the case of a merger with Tesla, the move could serve well to leverage its ability to manufacture energy storage systems, something that could help SpaceX expedite the development of systems that use solar energy in space to power these data centers. Musk has also talked about using Starship rockets to transport optimus robots from Tesla to the Moon and Mars. The interest of investors. Regardless of the path chosen, any deal could attract considerable interest from many investors, especially infrastructure funds or Middle Eastern sovereign investors, according to they count from Bloomberg. The outlet also relies on public documents in Nevada that show that on January 21, two legal entities were formed with the expression “merger sub” in their names. The name of Bret Johnsen, SpaceX’s chief financial officer, appears in these documents. Between the lines. The operation raises some questions. If SpaceX acquires xAI, SpaceX shareholders could see their stake diluted. If Tesla buys xAI, its shareholders would effectively be financing a bailout of Musk’s other businesses. In any case, it is clear that the possible merger would raise several blisters. The numbers at stake. SpaceX reached a valuation of approximately $800 billion by the end of 2025, according to counted TechCrunch, becoming the most valuable private company in the United States. Tesla has a market capitalization of around $1.56 trillion. According to BloombergSpaceX is contemplating an IPO that could value the company at around $1.5 trillion, possibly in June, close to Musk’s birthday and with a fundraising of up to $50 billion, which would make it the largest IPO in history. Initial reaction. Tesla shares rose as much as 4.5% in after-hours trading after news the news from Bloomberg. Johnsen told employees in December that a possible IPO would help drive “a huge rate of flight” for the Starship rocket and a possible base on the Moon. Meanwhile, the media also says that Bank of America, Goldman Sachs, JPMorgan Chase, Morgan Stanley and Robinhood Markets are already positioning themselves to host the operation. Cover image | Flickr (Ministry of Communications) and SpaceX In Xataka | There is a perfect time of year to ask for a raise: January to March

Samsung and Apple brought ultra-thin mobile phones to the market with little battery life. China’s response: hold my tank

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Samsung was the first, and Apple followed a few months later. The introduction of increasingly thinner mobile phones on the market did not meet any specific need, beyond reducing weight and thickness. Betting on this format, at least with the proposals of Western manufacturers, brought with it sacrifices both in camera and autonomy. In China they are clear that There is no need to sacrifice one thing or the other.. The Honor Magic8 Pro Air. Recently, Honor presented the Magic 8 Pro Air in China. The surname already tells us where the shots are going. It is a mobile phone of only 6.1mm It has the best MediaTek processor It has a 5,500mAh battery It has a triple camera system (wide angle, wide angle and telephoto). It turns out that it was possible. There are a few millimeters of difference between the Honor Magic8 Pro Air and its direct rivals, the iPhone Air and Samsung Galaxy S25 Edge. But the numbers speak for themselves. Honor magic8 Pro air iphone air samsung galaxy s25 edge dimensions 150.5 x 71.9 156.2×74.7x 158.2 x 75.6 thickness 6.1mm 5.6mm 5.8mm battery 5,500mAh Si/C 3.149mah Li-Ion 3,900mAh Li-ion camera system 50MP, 1/1.3″, OIS 64 MP, /1.2″, OIS 50MP 48 MP 1/1.56″ OIS shift sensor 200 MP, 1/1.3″, OIS 12MP,1/2.55″ The Honor device is 0.3mm thicker than an S25 edge and 0.5mm thicker than the iPhone Air. To give you context, there is a guitar pick difference and a 75% higher energy density in the case of the Chinese mobile. An outrage. Furthermore, China has shown that it is not necessary to give up a single camera to opt for this format. And when we talk about flagships, this point is key. The 10K club. Beyond demonstrating that in ultra-thin mobile phones, silicon-carbon technologies allow energy densities that were impossible until a few years ago, the “10K club” is adding more and more participants. Chinese phones with normal thickness or even less than usual with 10,000mAh batteries. The last one to join the club was Realme P4 Powerthe first mobile phone in the world with a 10,001mAh battery. These are figures that double the usual standard in the rest of the ranges. The answer? There is neither nor is it expected in the short term. China has been ahead in the race to deploy silicon-carbon batteries, one that is not so easy to get into. Such high density batteries require: Greater regulations at the transport level, especially in the European Union. Much higher prices, as Xiaomi advanced. A durability risk not yet proven. Moving towards silicon entails important changes that traditional manufacturers, accustomed to a conservative and slow strategy, are not yet willing to take on. Image | Honor In Xataka | The 80/20 rule seemed like the holy grail for cell phone batteries. It’s not as infallible as it seems.

We have crossed another line with subscriptions. LG now allows you to pay a fee to use a television in a European market

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What started as a practical formula to pay for digital content has, little by little, become a way of life. Subscriptions to listen to music, watch series, store photos, work, protect your computer. Based on small installments, has been normalized that an increasing part of our lives depends on a monthly payment. And when the time comes to do the math, that recognizable feeling of juggling the budget appears: we cancel one, reactivate another, adjust as best we can so as not to go overboard. Perhaps we pay more and more to access, and less and less to possess. That is why the latest twist in the phenomenon draws special attention: now you can also “rent” a television instead of buying it. Rent a TV if you can’t (or don’t want to) buy one. The scene comes from the United Kingdom. There, LG already offers a modality called LG Flex which allows access to a selection of televisions and sound bars through subscription, directly from the company’s website. The logic is similar to that of other services: you choose the product and, at the time of checkout, you select Raylo as an option, since LG presents it as its official partner for this program. The proposal is sold as “flexible access” to premium products, with no initial outlay, and with different subscription durations to adjust the monthly price. In practice, it is a paradigm shift in an object that we traditionally bought and amortized for years. What does “flex” mean? The subscription is proposed with two very different paths: a renewable monthly plan, designed for those who want maximum freedom, and closed plans of 12, 24 or 36 months, which reduce the monthly payment in exchange for a greater commitment. It is a well-known logic: the longer the term, the lower the fee. In addition, the proposal includes a 14-day free trial and, at the end of the period, the user can choose between continuing to pay month by month, requesting a change to a newer model at no additional cost or returning the device. Of course, this last option is not neutral: the withdrawal has a fee of 50 pounds (about 60 euros). The key is what you are paying. A television like LG OLED evo AI C54 83-inch 4K (2025) It is offered for 3,999 pounds (about 4,620 euros at the exchange rate in that market), with a subscription available from 123.90 pounds per month (about 145 euros at the exchange rate) with Raylo, while a LG QNED evo AI QNED9MA 86-inch 4K Mini LED It is listed for 2,499.98 pounds (about 2,890 euros at the exchange rate), with installments starting at 78.35 pounds per month (about 92 euros at the exchange rate). The difference is in the time horizon: if the subscription is maintained for a long time, the accumulated amount may end up exceeding the purchase price. That is why Flex is best understood as a formula to have the television “in use” without purchasing it directly, not as an alternative designed to pay less at the end of everything. Will it leave the United Kingdom? For now, the experiment remains in the United Kingdom. LG has not communicated plans to expand Flex beyond that market, so, at the moment, there is no basis to assume that it will reach other European countries. But even as an isolated case, the idea says a lot about the moment we are going through: subscriptions are no longer just a method to access digital content or tools, but a commercial language that is also beginning to be applied to physical objects. Images | LG In Xataka | Apple Creator Studio is not just a subscription. It’s Apple looking to conquer the little tiktoker who uses CapCut and Canva

Sandisk has risen 1,000% in the stock market since the summer. Its advantage is called Kioxia

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In just five months, Sandisk shares have soared 1,000% in one of the most astonishing recoveries in Wall Street history. The company has been the latest big beneficiary of the AI ​​boom and the rush to build data centers full of advanced AI chips… and also the memories that accompany those chips. That’s where Sandisk’s great asset comes in, called Kioxia. Value of Sandisk shares in the last six months. Source: Google Finance. Without knowing it, SanDisk was ready for the revolution. HBM memories were traditionally the favorites to accompany GPUs that were the great “brain” of AI, but the scarcity of these components with high bandwidth has meant that the spotlight has been focused for a few months on DRAM and NAND memories, two types of storage in which sanDisk is a dominant player. Like other manufacturers in its segment —Micron is one of the outstanding—, SanDisk has suddenly found itself in a situation that benefited it enormously. free money. The memory chip market works like a commodity market in which leverage can be significant. That means that when prices rise, companies like SanDisk don’t need to invest in new factories or employees to earn more — although they can build them if they deem necessary. It is as if for Micron or SanDisk this phenomenon is equivalent to “free money” because they are receiving much more income for the same products they sold a year or two ago. Not even they themselves expected it: SanDisk CEO David Goeckeler talked about the rise of AI in June, and commented “We try to estimate demand. We think demand is good. What we need is to get supply to match that.” He couldn’t anticipate what would happen with memories starting in September. DRAM and NAND memory prices are skyrocketing from the end of 2025. Source: Sherwood. The key alliance: Kioxia. In recent times SanDisk has grown significantly in your solid state drive business (SSD) for enterprise data centers. But it also maintains a historical strategic alliance with the Japanese company Kioxia, which allows it to obtain NAND chips at a much lower cost than its rivals. The profit margin skyrockets, and so do the shares on the stock market. A relationship with ups and downs. The relationship between Sandisk and Kioxia (formerly Toshiba Memory) is based on a Joint Venture from more than 20 years ago focused on the development of NAND memories. This alliance has achieved advances such as the memories BICS Flash (with 3D storage technology), the wafers that leave their factories are shared between both companies. Kioxia went through a difficult time after Toshiba’s financial crisis and failed merger attempts with Western Digital. They survived all this, and together with Sandisk now the Japanese company controls 30% of the global NAND market. Some win, others lose. The investment fund Elliot Management pushed in early 2025 for SanDisk will separate from Western Digital. They believed that at that time it was worth about $20 billion—as when he bought it a decade ago—, and that fund sold its stake just before the total market explosion. Today that stake would be worth more than $340 million. Bad business for users. But in addition to that background, the ones who have it most complicated are the users, who will continue to suffer the consequences of this phenomenon for months, and perhaps years. Neither Micron nor Sandisk/Kioxia appear to have any intention of significantly expanding production capacity. They already did this during the pandemic and that caused excess inventory when demand fell after confinement. Now they do not want to expose themselves to the same thing, and there is talk that the price increase will continue throughout 2026 and may let’s take a long time in seeing memories at prices “like those before”… if we end up seeing them. Image | Igor Shalyminov In Xataka | Japan has taken out the checkbook to once again dominate the chip industry. Prepare a plan of 325,000 million dollars

Chinese mobile phones conquered the market by dividing into a thousand different brands. Now they are doing just the opposite.

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A few days ago OPPO made it official: after the merger with OnePlus (although with “independent” operation“), now brings Realme under its umbrella. Thus, both Realme and OnePlus go from going on their own to becoming sub-brands within a differentiated organizational chart. If the beginning of the decade was one of separations, with the division (forced by circumstances) from Honor and Huawei and the “independence” of POCO and Xiaomi following the steps of Redmi and Xiaomithe roaring 20s have taken a turn of the script to do just the opposite: associate even more (with one exception that swims against the current: Nothing and CMF). The quotes are important insofar as these separations, although announced with great fanfare, hid a reality of sharing certain processes and technologies to a greater or lesser extent. Why is it important. OPPO is the fifth best-selling mobile brand in the world, according to CounterPoint data for the third quarter of 2025. And if we go to 2024, Canalys data They show that OPPO (at that time together with OnePlus) had a global market share of 8%. With the merger, the three teams will work together although each continues to develop their own devices to share resources and thus reduce costs. But also, the direct consequence can be sensed in this graph: there is a small piece of Realme’s 4% pie that increases OPPO’s portion. Canalys As confirmed by OPPO and Realme to Xataka Mobilethis decision is a strategic measure to “make better use of resources and amplify synergy (…). This allows OPPO, Realme and OnePlus to present a unified and improved offer, offering more innovative and differential products and more optimized and user-focused customer service worldwide.” In short, to be more competitive. The context. Oppo’s share grows and approaches the top 3 of Apple, Samsung and Xiaomi. In a saturated market with reduced margins, competitiveness low-cost It’s brutal. and with runaway RAM pricessurvival depends on being strong to negotiate in the supply chain and reinforcing an ecosystem to build loyalty. Xiaomi already did it when POCO website loaded to integrate with the matrix in a simplification movement. In fact, OPPO is doing a Xiaomi by differentiating its sub-brands: the main one is the premium one, POCO is the one that offers some groundbreaking features at an eye-catching price and Redmi for tight budgets. The brand has not yet commented, but the history of each one leads us to think of premium devices with the OPPO seal, the good cost-performance ratio of Realme and OnePlus as a kind of flagship killer with differential functions. Inthree lines. In the complex ecosystem of Chinese mobile manufacturersthe huge conglomerate BBK Electronics It makes up a series of brands of different importance: there are the strong ones, led by OPPO and Vivo, and other smaller brands that have been developing their trajectory such as OnePlus and Realme, but also Iqoo. Although each had their own communication, sales and marketing strategies and some development elements, shared production, logistics and R&D&I processes. With this move, OPPO, Realme and OnePlus will share a structure. In Xataka | In the midst of a protectionist retreat, Xiaomi wants to be the new Huawei and knows where to start: with its own chips In Xataka | “The mobile industry was boring and monotonous.” Oppo is willing to change it Cover | Xataka and Wikipedia

a good part of its billion in revenue comes from the only market that still goes to the movies

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If we are ever going to have a negative answer to the question of “Can James Cameron stop killing it at the box office?” It certainly won’t be in the short term. ‘Avatar: Fire and Ash’ has once again swept theaters, and although perhaps a couple of aspects of the triumph need to be pointed out, it is indisputable that we are facing a new success: it has already exceeded one billion dollars. The figures. The third installment of ‘Avatar’ has reached 1,083 million dollars at the global box office after 18 days in theaters. The figure is divided into 306 million dollars in US territory and 777.1 million in international markets, confirming the traditional foreign dominance of the franchise created by James Cameron. The milestone comes slightly later than its predecessors (‘Avatar‘He achieved it in 17 days and’The sense of water‘ in just 14), which makes us wonder if ‘Fire and Ashes’ will manage to replicate the extraordinary long-term performance of its predecessors, which remained in first place at the box office for seven consecutive weekends. Gear change. The rhythm of ‘Fuego y ash’, as we have commented, contrasts with that of its predecessors. The 2009 film ended its run with a historic gross of $2.9 billion, while ‘The Sense of Water’ ended with $2.32 billion. Both films demonstrated exceptional resilience, remaining at number one in the ranking for seven uninterrupted weeks, an increasingly unusual phenomenon in the streaming era. The big question now is whether ‘Fire and Ash’ will manage to join the exclusive club of 2 billion movies. The first indicators suggest a decrease compared to the second installment, which in turn had already experienced a drop of 580 million compared to the original. If this trend is confirmed, ‘Fire and Ash’ would be the first ‘Avatar’ installment to stay below the two billion threshold, which could redefine the commercial expectations of the franchise, which as we already saw It is not enough to be one of the hits of the year to be profitable. The importance of China. As has been usual in the franchise, the success of ‘Fire and Ash’ depends largely on the foreign market: for example, in this installment 71.7% of revenue comes from outside the US: China leads the list with 138 million dollars, followed by France with 81 million, Germany with 64 and South Korea with 44. Only in China, the third ‘Avatar’ got the best premiere of the saga in the countrywith $57 million in its opening weekend. The IMAX format was crucial: generated 23.5 million dollars23% of the total Chinese collection. A success that is more significant considering that the Chinese market has remained practically closed to foreign productions in recent years. By the way, has already been dethroned. Disney sweeps away. One more year, this is not news, but let’s confirm the Disney’s absolute dominance at the box office. This third ‘Avatar’ is also the studio’s third film to surpass $1 billion this year, following the live-action remake of ‘Lilo & Stitch‘ (1,030 million) and ‘Zootopia 2’ (1,420 million, at the moment). That is, more than $6.58 billion at the global box office, a figure that has not been reached since before the pandemic. And without the need for Marvel (with three premieres that did not reach the expected figures nor the collections of other times) nor ‘Star Wars’. No other study has managed to produce a single billion-dollar movie since 2023 but it is worth remembering, of course, that Disney has not been short of failures at the box office: ‘Snow White’, ‘Tron: Ares’ and ‘Elio’ were well below expectations, which poses a paradox. Disney scores the biggest hits and the main failures of the year, making it clear that Disney has the blockbuster formula, but its brand is no longer infallible. Prudent Cameron. Despite the success, James Cameron maintains a cautious stance on the continuity of the saga. Before the premierealready said that “first, we have to make money from this. We each have to prove this absurd business case again.” Cameron recognizes that the industry has changed and that the theater market is going through a moment that makes any forecast possible. As revealedwould call a press conference to reveal the complete plots of ‘Avatar 4’ and ‘5’ if they were not finally made. Another option would be to novelize the scripts, a project for which he maintains a certain enthusiasm. In Xataka | James Cameron has committed to the 48fps format for ‘Avatar 3’. Many viewers find it disturbing

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