"It takes larger customers longer to make payments, according to Drew Bernstein, co-managing partner of Marcum Bernstein & Pinchuk LLP, a New York-based accounting firm focused on Chinese companies, who said he’s seen companies with collection periods of as long as two years in China. AsiaInfo-Linkage Inc., a Beijing-based telecom software developer whose main customers are the biggest phone carriers in China, measured 189.5 days for sales outstanding in 2012."
They are playing both sides. Too early for anything to be definitive though the article suggests via headline that payments are more of an issue.
Whatever, in the next round of media interviews I hope Carson gets grilled appropriately