Opportunities and Threats in China Market
China is making large investments in building its semiconductors and electronics capabilities in order to become self-sufficient in many areas. 5G is an example of where China is the global leader, and 5G is a key baseline capability which will support the growth of many industries such as those supported by AI including autonomous transportation, smart medicine, blockchain based manufacturing and other advanced technology areas. Applications expertise is growing rapidly in China, but manufacturing expertise in semiconductors continues to lag which indicates the importance of global supply capabilities, and China will continue to need support from foreign suppliers.
Key trends in the supply and demand ecosystems related to China will be covered.