During the G20 Summit this year, the US and Chinese presidents met up and reached an agreement to ratchet down their trade fight. After the meeting, US President Donald Trump made two major announcements: the US government will not impose further tariffs on another $325 billion of Chinese goods and allow US companies to resume sales to Huawei provided no threat to national security.
While these decisions have eased the tension to the worldwide supply chain, the US-China trade conflict has severely affected the division of labor in the global economic system established over the past few decades. This report provides an overview of the latest development of US and China trade conflicts and examines how the IT industry must reposition in the new economic systems under a joint leadership structure dubbed the “G2” (the US and China).
List of Topics
- Latest development of the US and China trade conflicts and announcements made in G20 Summit
- Predictions for the short, medium, and long-term development trends
- Analysis of impact on the industry
- Insights from an industrial analytical perspective
Table of Contents
1.Background
1.1 G2’s Announcements in G20 Summit
1.2 US Tech Companies Sidestep Trump’s Huawei Ban
2.Short, Medium, and Long-term Development Trends
2.1 Short-term Development: Situation Seems to Get Better
2.2 Medium-term Development: To Strengthen Ties with Non-US Suppliers
2.3 Long-term Development: To Construct Homegrown Industry Chain
3.Impact on the Industry
4. Author's Perspective
Appendix
List of Companies
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Apple
- ARM
- Huawei
- Panasonic
- Reuters
- Tsinghua Unigroup
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
LOADING...
