To keep his campaign promise, Trump signed an executive memorandum to impose higher tariffs on Chinese goods imported into the United States in March 2018, involving large amounts and plenty of goods. Since then, the trade fight between China and the US has started and become intense over the years. This not only affects the global IT industry supply chain but also has its toll on the Taiwan-China relations which have been on tenterhooks since 2016. This reports outlines key issues resulting from the trade fight and their consequences for both China and Taiwan in the IT sector, examines their relations from cooperative and competitive aspects, assesses their opportunities in the context of China-US tradefight, and provides recommendations for next steps.
List of Topics
- Current key issues arising from China-US trade war, touching on consequences for China
- Key emerging IT industry sectors in China
- Analysis of Taiwan-China relations from both cooperative and competitive aspects
- Assessment of cross-strait opportunities and recommendations for next steps
Table of Contents
- Current Key Issues
- Key emerging IT Industries in China
- Taiwan-China Relations
- Cooperative Scenarios
- Competitive Scenarios
- Future Cross-strait Opportunities
- Conclusions
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- AMD
- AOS
- CECEP Lattice Lighting
- ChangXin Memory Technologies
- GlobalFoundries
- Guo Gao MEMS
- Hai Kwang
- Hanking Industrial Group
- Hikvision
- HiWafer (Chengdu)
- Huali Microelectronics (Shanghai)
- Huawei
- Intel
- JHICC
- Micro Sensor
- NVidia
- CanSemi
- Seagate
- SiEn (Qingdao)
- Silan Microelectronics (Hangzhou)
- Silex Microsystems AB
- Sino King
- SK Hynix
- SMIC
- Sugon
- Tacoma
- Tsinghua Unigroup
- TSMC
- UMC
- XMC
- Yandong Microelectronics (Beijing)
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
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