This interview with Carl Pei, co-founder of Nothing, covers various topics related to the company and its products. Here are some key points:
- Product roadmap: Pei mentions that they don’t plan to aggressively increase product release cadence. Instead, they want to focus on creating iconic products and providing good support for them.
- Manufacturing in India: Nothing has manufacturing facilities in both China and India. They produce half of their phones in India, with the other half made in China.
- Government policies: Pei believes that government policies will play a crucial role in shaping the industry’s future. He mentions that the U.S. is investing heavily in bringing back domestic manufacturing, but Europe lacks a clear plan.
- China market: Pei describes the Chinese market as "unhealthy" due to intense competition and a focus on delivering the most specs at the lowest price. He believes this will become rationalized over time.
- APAC expansion: Nothing is not actively considering entering the China market, but may revisit it in the future when the market becomes more rational.
- New product categories: Pei hints that they are working on new product categories beyond smartphones, but declines to provide further details.
Some additional points from the interview:
- Nothing’s Phone (1) still has a high level of consumer interest even half a year after its launch.
- Carl Pei mentions that it’s challenging to provide good support for products when releasing many of them in a short span.
- The company is building a manufacturing team in India and is committed to supporting their products well, including software updates.