China Tech – Strategic Intelligence

All the vital news, analysis, and commentary curated by our industry experts.

$995

Buy Report Download FREE Resources

Published: April 15, 2025 Report Code: GDTMT-TR-S595-TH

Report Overview
Key Players
Table of Contents

This report tackles the issue of whether China will lead the world into the Fourth Industrial Revolution by 2030, spurred towards greater self-reliance by the imposition of increasingly stringent US tariffs and sanctions. It also assesses whether this will spawn a Beijing-centered global economic security zone dependent on Chinese technology. GlobalData concludes that China will succeed at both, with major implications for the world order. This report examines the foundational technologies that must be developed and deployed over the decade to nurture the Fourth Industrial Revolution. Oil was the control point of the last century, and data will replace it in the 21st, fueling the algorithmic engines of the future. China will have more of this fuel than any other country.

Scope

As the great power competition increases between the US and China, the need to get ahead in the technologies of the future has never been of greater importance. Technologies such as AI, 5G, high-performance computing, robotics, and semiconductors are all industries within themselves but have the power to transform outcomes in almost every industry.

This report looks at how things may play out for China in 14 of the key next-generation technology markets, namely semiconductors, 5G, robotics, consumer electronics, electric vehicles and energy storage, space technology, military technology, high-performance computing, biotechnology, alternative energy, autonomous vehicles, AI, smart cities, and internet platforms.

Key Highlights

Driven by a competitive desire to establish market dominance within the tech sphere, there is a race between industrially advanced nations to develop their domestic technology industries. The US and China are engaged in an increasingly fierce trade war, with each nation striving to assert itself as the leader in advanced technologies. The intense rivalry between the US and China has resulted in various import and export restrictions and trading embargos. Political decisions on both sides have wreaked havoc on supply chain security and market expectations.

The US has had a delayed response to China’s industrial growth since the turn of the century. However, it is now aggressively trying to regain its position as the dominant player in the technology sphere while also attempting to limit China’s access to key technologies and intellectual property (IP). The escalating antagonism between the nations has caused concern among economists, manufacturers, and consumers. While it is widely agreed that competition is essential for technological advancement, it is feared that both the US and China are moving faster than their domestic industries can adapt, raising concerns over impending labor and skills shortages.

Reasons to Buy

The next 30 years will likely see a radical decoupling of China and the US and the evolution of separate global economic and security zones, each with its own technology stack, technology standards, capital markets, and reserve digital currency. This report will help you understand what this means and how it will impact your business.

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

Executive Summary

Overview of the US-China Trade War

Players

Trends

China and the Industries of the Future

Timeline

Mergers and Acquisitions

Companies

China Tech Sector Scorecard

Glossary

Undecided about purchasing this report?

Enquire Before Buying Download FREE Resources

Get in touch to find out about multi-purchase discounts

reportstore@globaldata.com
Tel +44 20 7947 2745

Sample Report

China Tech – Strategic Intelligence was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

Assess the relevance of the report
Evaluate the quality of the report
Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise. The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS

Related reports

View more Technology reports

Technology

New

Economic Outlook Executive Briefing (Fourteenth Edition): Strategic Intelligence

Technology

New

Video Streaming: Strategic Intelligence

Technology

New

Generation Alpha's Media Habits: Strategic Intelligence

Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at China Tech – Strategic Intelligence in real time.

Access a live China Tech – Strategic Intelligence dashboard for 12 months, with up-to-the-minute insights.
Fuel your decision making with real-time deal coverage and media activity.
Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.

Tell me more

Reports

Reports by Sector

Report Type

China Tech – Strategic Intelligence

Scope

Key Highlights

Reasons to Buy

Table of Contents

Undecided about purchasing this report?

Get in touch to find out about multi-purchase discounts

Sample Report

Below is a sample report to understand what you are buying

Related reports