This may get a lot worse for every non Chinese phone maker, as they get access to cheap subsidized chips from SMIC that are extremely competitive for low end phones.
I don’t think SMIC refuses to sell to non-Chinese companies. Nokia mostly uses Unisoc chips, which are made in China (not sure if by SMIC).
But if they did, it would be a pretty serious problem, since I don’t think SMIC even has a viable competitor in the entry-level smartphone chip market.
Apple’s market-share in China collapsed recently because they can’t compete.
That lack of competing isn’t because of price tho. The CCP has effectively convinced the population that Apple (US phones) are bad/untrustworthy, much like the US government has done regarding Huawei. There was a time when Apple had a decent (not great) marketshare in China.
Apple’s collapse in China is the direct consequence of America’s anti-China policy. Why would the Chinese buy phones from a country that keeps attacking them with sanctions?
