The Factory Always Wins: Why XDS Selling Its Own Bikes Isn't New — It's Just Giant's Playbook
When XDS launched X-Lab globally last month and started showing up in WorldTour press coverage, a familiar complaint surfaced in cycling forums: isn’t it unfair for a contract manufacturer to start selling its own bikes? Doesn’t XDS benefit from years of R&D feedback, tooling knowledge, and production secrets developed in partnership with the Western brands it built bikes for? It’s a reasonable question. It’s also one the cycling industry answered about forty years ago, when a Taiwanese company called Giant did exactly the same thing — and in doing so, built the largest bicycle manufacturer on earth while helping drive its most famous client into bankruptcy. ...