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The Impact of U.S.- China Competition and Cooperation on IT Industry Under the Biden Administration

  • Report

  • 10 Pages
  • March 2021
  • Region: China
  • Market Intelligence & Consulting Institute (MIC)
  • ID: 5317042

Since U.S. President Joe Biden took office, the U.S. government has prioritized pandemic prevention, economic recovery, social justice, and environmental issues in its policy. To stimulate economic recovery, Biden signed a flurry of executive orders to boost U.S. manufacturing and strengthen local supply chains. The Biden administration is expected to bring new changes to U.S.-China relations while the latest development of competition and cooperation between the U.S. and China is likely to have a huge impact on the IT industry's future development. This report looks into the Chinese government's response to the Biden administration and analyzes the development of the competition and cooperation between the U.S. and China as well as its impact on the IT industry.

List of Topics


  • Key points of the Biden administration in diplomacy and economy
  • China's response to the new administration’s policy
  • New industrial competition and cooperation between U.S and China in 5G, semiconductor, and new/green energy

 


Table of Contents

1. Key Points of the Biden Administration's Policies
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. Analyst's PerspectiveAppendixList of Companies

Samples

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Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • MediaTek
  • Qualcomm
  • Samsung
  • SMIC
  • Huawei

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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