This special focus report analyzes market impact of ongoing tech war between the U.S. and China on the future of Chinese high-tech industries. Among the questions analyzed are:
What additional measures the US Government may take to further weaken Huawei’s hold on international markets?
How the tech war will affect 5G deployment?
What companies are to win from downfall of Chinese high tech giants?
Why Huawei’s hold over international telecom markets is unsustainable in the long run in the context of ongoing tech war with US?
What are internal and external pressures on Chinese high tech industries?
What Chinese high tech companies will be the most affected by protracted trade war?
What Chinese high tech companies are better positioned to withstand trade war?
Tariffs are not the only weapons in the trade war. Regulations, bans, restricted access to component supply chains and export markets – what are immediate and long term market implications?
What Chinese high tech companies will emerge stronger from the current crisis, if any?
What are the next Chinese tech companies may find themselves on the US target list?
High costs of uncertainty and market implications.
Companies covered: Huawei, ZTE, Hikvision, Dahua, SenseTime, Yitu, Megvii, Tencent and Alibaba.
ZTE’s slogan: Tomorrow never waits. Tomorrow may never come to ZTE and other Chinese tech companies in the light of new US measures to mitigate China’s high tech influence.
Having researched the market, financial and technological implications of ongoing trade war between the U.S. and China, the report comes to conclusion that the U.S. have the upper hand in this conflict. This ad hoc report has been non-exclusively commissioned by US government agency. Order the report to learn more.
The Chinese dragon may have its “Fire and Fury” moments, due to dependence of the global supply chain on Chinese tech component industry. Yet any attempts of the Chinese government to hold the rest of the world a hostage of its supply power will likely to backfire, like it happened in the rare earth conflict between Japan and China in 2010. After China threatened to cut off supply of rare earth minerals to Japan in 2010, other countries just stepped in and boosted production. The Chinese dragon tends to overplay its Dracarys powers, “Fire and Fury” approach will likely end with fizzle, not sizzle.
Is DJI the next?