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Relocation of Global ICT Industry Production Bases and Challenges Amid De-Risking from China

  • Report

  • 4 Pages
  • October 2023
  • Region: China, Global
  • Market Intelligence & Consulting Institute (MIC)
  • ID: 5899119
In May 2023, the Group of Seven (G7), including the United States, Germany, the United Kingdom, France, Japan, Italy, and Canada, held their annual summit in Hiroshima, Japan. Due to the ongoing influence of the United States on its democratic allies, and its efforts to impose technological containment on China in recent years, the stance of these countries towards China received significant attention during the G7 Hiroshima Summit. Ultimately, the G7 opted for the more moderate term 'de-risking' instead of the more controversial term 'decoupling' in their joint statement, setting the tone for future strategies towards China. This report explores the implications of the 'China Plus One' strategy and examines the future development of the ICT industry based on both supply chain- and market-oriented thinking.

Table of Contents

1. 'China Plus One' has become the New Norm

2. Supply Chain-oriented Thinking: Southeast Asia is the preferred Choice due to Proximity to China

3. Market-Oriented Thinking: India and the United States demonstrate massive market demand
• Appendix
• List of Companies

Companies Mentioned (Partial List)

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

  • Accton
  • Apple
  • Cal-Comp Electronics
  • Compal
  • Foxconn
  • Gemtek
  • Inventec
  • Oppo
  • Pegatron
  • Quanta
  • Samsung
  • Sercomm
  • Tesla
  • Wistron
  • Wistron NeWeb
  • Wiwynn
  • Xiaomi

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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