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.
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