The Future of China Tech: Strategic Intelligence

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The fierce competition in technology between the US and China was inevitable. China wants to be self-reliant on foundational software, semiconductors, quantum, and space technologies for both commercial and military purposes. The US has similar objectives and seeks to protect its dominant role in those technologies. Thus, fierce competition was always inevitable.

Scope

This report analyzes China's competitiveness in the global market as we move into the Fourth Industrial Revolution. It conducts the comparison by examining seven technology categories, including AI, semiconductors, autonomous vehicles, robotics, quantum computing, connectivity, and the space economy.

Key Highlights

China’s foray into AI really took off with the national facial recognition initiative. China was traditionally strong in video analytics, Internet Protocol (IP) cameras, machine learning, and facial recognition. The know-how developed around video surveillance led to video analytics for manufacturing and even autonomous vehicles (AVs), including AI training systems to understand complex images and videos. Using its video analytics and machine learning expertise, China has rapidly closed the gap with US frontier AI models, now trailing by less than six months.

China is focusing considerable resources on physical AI, starting first with robotics and AVs. China is already the world leader in humanoid robots. In industrial robotics, it seeks to expand its core competencies in physical AI systems and AVs.

Reasons to Buy

This report is essential reading for those that want to understand the geopolitcal context of the China-US tech competition.

10X Genomics
37Games
4Paradigm
500.com
51job
AAC Technologies
ABB
AbbVie
Accenture
Acer
Airbnb
Airbus
Alibaba
Alphabet
Amazon
Ambarella
AMD
Ant Group
Anthropic
Apple
Applied Materials
Aptiv
ASML
AstraZeneca
Aurora
Autohome
Autotrader
AutoX
Aviation Industry Corp. of China
AVIC
BAIC
Baidu
BeiGene
Beijing Tainbing Technology
BGI
Bitauto
Block
Bolt
Booking Holdings
Broadcom
Broadcom
BYD
ByteDance
Cadence
CALB
Cambricon
Canadian Solar
Carsales.com
CATL
Cerebras
CETC
Chang Guang Satellite Technology
ChangXin Memory
Chengdu Aircraft Industry Group
China Aerospace Science and Industry Corp
China Datang Corp
China Mobile
China North Industries Group
China South Industries
China Spacesat
China Telecom
China Unicom
China Yangtze Power
Chinese Academy of Sciences
Chongqing Zhifei
Cirrus Logic
Cisco
Cohere
CRISPR Therapeutics
CSPC Pharmaceutical Group
Cyberdyne
Dahua Technology
Daihen
Daqo New Energy
Databricks
Dawning
Deeproute.AI
DeepSeek
Deliveroo
Delivery Hero
Dell
Denso
Didi Global
DJI
D-Wave Systems
eBay
Ecovacs
Electronic Arts
Empyrean Technology
Enercon
Enphase Energy
Entain
Envision Energy
Epson
Ericsson
Estun Automation
Expedia
Fang
FANUC
Farasis Energy
First Solar
Flutter Entertainment
Funding Circle
GAC Group
Galactic Energy
GalaxySpace
Garmin
GCL Technology
GE Vernova
GE Vernova
Geek+
Geely
GoerTek
Goldwind
Gotion
GSK
GSK CNC
Haier
Hanwha Qcells
Hefei National Laboratory
Hikvision
Hollysys
Honda
Honeywell
Hongdu Aviation Industry
Horizon Robotics
HPE
Hua Hong
Huawei
Hugging Face
Human Horizons
Hyundai (Boston Dynamics)
IBM
iCarbonX
iFlytek
Illumina
Infineon
Innovent Biologics
Inspur Electronic
Intuitive Surgical
IonQ
iRobot
i-Space
Itron
JA Solar
JD.com
Jiangsu Hengrui Medicine
Jinko Solar
Johnson & Johnson
KT Corporation
Lam Research
Leju
Lenovo
Li Auto
Longi Green Energy
Longyuan Power
Lucid
Marvell
Mediatek
Megvii
Meituan
Mercedes-Benz
Meta
Micron
Microsoft
Midea (KUKA)
Ming Yang Power
Mistral AI
Mobvoi
Mogu
Momenta
Motional
NEC
Nikon
Nintendo
Nio
Nissan
Nokia
Northvolt
Novartis
Novo Nordisk
NTT
NuScale Power
Nvidia
NXP
On Semiconductor
OnePlus
OpenAI
Oppo
Orsted
Panasonic
Pfizer
Ping An
Pony.ai
Qorvo
Qualcomm
QuantumCTek
Rakuten
Regeneron
Relativity Space
Renault
Rigetti
Roadster.ai
Roche
Rockwell Automation
SAIC (EVCARD)
SAIC Motor Corp
Samsung Electronics
Samsung SDI
Samsung Semiconductor
Sanjiang Group
Sanofi
Scatec Solar
Schneider Electric
Seiko Epson
SenseTime
Shanghai Electric
Shanghai Pharmaceuticals
Sharp
Siasun
Siemens
Siemens Gamesa
Sierra Space
Sina Corporation
Sinohydro
Sinopharm Group
Sinovac Biotech
Sinovel
SK Hynix
SK Innovation
SK Telecom
Skyworks
SMIC
Softbank
Sony
SpaceX
State Grid Corp of China
Stellantis
Stellantis (aiMotive)
Sungrow Power
SunPower
Supremind
Suzhou Anjie
Suzlon Energy
Sygic
Takeda
Talesun Solar
Tata Motors
TCL
Tencent
Teradyne
Terminus
Tesla
Thales
Tianjin Lishen Battery
TomTom
Tongwei
Toshiba
Toyota
Trina Solar
TSMC
Uber
UBtech
Unisoc
United Launch Alliance
Verizon
Vestas Wind Systems
Viasat
Virgin Galactic
Vivo
Volkswagen
Wayve
WeRide
Will Semiconductor
WM Motor
Wuxi Biologics
XAG
X-EPIC
Xiaomi
Xiaozhu
Xinyi Solar
Xpeng
Yaskawa
Yingli
YMTC
Yuneec
Zai Lab
ZTE

Table of Contents

Executive Summary

Understanding China’s Technology Strategy

Further Reading

Report Authors

Our Thematic Research Methodology

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