China Tech (2020) – Thematic Research

This thematic report looks at some of the main end-user global markets that China Inc will seek to dominate in the mid-term: notably semiconductors, 5G, robotics, consumer electronics, electric vehicles, space technology, autonomous vehicles, AI, smart cities, internet platforms, and quantum computing.

Scope

This report provides an overview of the China Tech theme.

It identifies the key trends impacting growth of the sector over the next two to five years.

In includes a comprehensive overview of China's industries of the future, including markets such as semiconductors, 5G, robotics, consumer electronics, electric vehicles, autonomous vehicles, space technology, artificial intelligence, smart cities, internet platforms, and quantum computing.

The report also includes a timeline charting the development of the theme, and information on major mergers and acquisitions announced in the past 10 years.

Key Highlights

To a significant extent, China’s technological advance has been enabled by two decades of World Trade Organization (WTO)-breaching mercantilist policies and high inputs of US intellectual property and technology.

China is now putting a multi-year counterstrategy in place to upgrade its digital infrastructure and wean itself, as far and as quickly as possible, off reliance on US software and hardware inputs. China and the US will embark on a porous, complex, and protracted decoupling over the coming decade.

Reasons to buy

China’s strength in 5G connectivity, supercomputers, datasets, internet platforms, fintech, and consumer electronics, alongside its progress in autonomous electric vehicles and low-earth orbit satellite networking, puts it in pole position to win in key markets of the future. In this report, we look at how things may play out for it in some of the key next-generation technology markets, identifying leading Chinese companies alongside global players.

Companies mentioned

Huawei

Alibaba

Cambricon

SMIC

Changxin Memory

YMTC

Horizon Robotics

Hua Hong

ZTE

Midea

Siasun

Estun Automation

GSK

Geek+

DJI

UBTech

Ecovacs

Hollysys

Aviation Ind. Corp. of China

AAC Technologies

GoerTek

Meitu

Haier

Mobvoi

Hikvision

OnePlus

Lenovo

Oppo

Sunny Optical

Vivo

Suzhou Anjie

TCL

Xiaomi

BYD

Geely

Nio

BAIC

CATL

Xiaopeng Motors

WM Motor

Li Auto

Baidu

Pony.ai

Roadstar.ai

TuSimple

Momenta.ai

AutoX

iFlytek

SenseTime

Megvii

JD.com

Meituan

Ping An

Ant Group

ByteDance

Didi Chuxing

Table of Contents

Executive summary

Players

Trends

China and the industries of the future

Mergers and acquisitions

Timeline

Companies

Sector scorecard

Glossary

Further Reading

Thematic methodology

    Pricing

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