The Impact of U.S.-China Competition and Cooperation on IT Industry Under the Biden Administration (pre-order)
1.1 Diplomacy: Confrontation with China Remains with Each Side Aggressively Seeking Allies
1.2 Economy: Boost U.S. Manufacturing and Environmental Protection and Strengthen Local Supply Chains
2. China’s Response to U.S. Policy
2.1 U.S.-China Talk Opens New Chapter, but U.S.-China Relation Remains Unilateral
2.2 Drives Economic Growth with Domestic Market Demand and Circular Economy Model
2.3 Focus on Developing Stranglehold Technology and Key Next-generation Technology
3. Industrial Competition and Cooperation in the Context of New U.S.-China Relations
3.1 5G: U.S. Builds China-Free Supply Chain; China Focuses on Domestic Market
3.1.1 U.S. to Continue Promoting the “China Free” 5G Strategy
3.1.2 China May Increase Global Influence through Communications Technology Standardization and In-house Technology Development
3.1.3 Taiwanese Vendors May Have More Opportunities to Work with European and US Brands with Increased Reliance on these Markets
3.2 Semiconductor: U.S. Stranglehold over China Remains; China Accelerates Domestic Chip Manufacturing
3.3 New Energy: U.S. Drives Energy Transformation; China Invests in Emerging Green Industries
4. MIC Perspective
Appendix
List of Companies
Huawei
MediaTek
Qualcomm
Samsung
SMIC
Unveiling Smartphone Trends Arising from the Rise of AI Phones
AmazonAppleArmBaiduFerretGammaGoogleInstagramMediaTekMeta MicrosoftMicrosoftOpenAIOppoQualcommSamsungTikTokTSMCVivoX (Twitter)Xiaomi
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