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Commentary: China's US$37.3B subsidy meets a weak smartphone market as new flagships test replacement demand

China's National Day holidays have opened one of the fourth quarter's most important promotional windows for consumer electronics. For smartphones, the timing is especially significant: Apple, Xiaomi, Vivo, Oppo and Honor have all launched new models since September, while Huawei introduced its Mate 90 series on October 1.

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Commentary: China's US$37.3B subsidy meets a weak smartphone market as new flagships test replacement demand
Commentary: China's US$37.3B subsidy meets a weak smartphone market as new flagships test replacement demand

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