I spoke with a couple of connected people the other day who are not full of shit usually. They are telling me nothing is over. Noob and VSF not going anywhere but yes names may change, quality short term may change once stock on hand cleared. I would still take everything as speculation, time will only show us the true picture.
But I see alot of people here don’t seem to give these guys enough credit. If they are smart enough to produce these sort of pieces I am sure they have plan Bs and plan Cs.
From a common sense perspective government officials just want to be seen as having an impact, they are not trying to wipe them out. If they wanted to they could. It’s China, good luck hiding with their surveillance network. Instead of wiping these guys out they have had just enough breathing space to keep improving.
Seriously guys as if China doesn’t love screwing with global non Chinese brands?