everyday i get a reality check that the world is just a ginormous mechanical machine and everything is just a gear and everything affects everything else. It's just a matter of how big the gear and how big its influence is
That's right to point everything is related, globalization existed and movements, revolution,war and civil war could impact farthest country from your country. Living in peace is most benefial thing to all people when you find out america cannot live without war everything will be clear to anyone
"Hide your strength, bide your time", India should follow that advice, their media is too boastful about the small progress they've made. They should spend more time accumulating economic power quietly.
India is currently in its neo nationalist stage of growth. Anything they build will make their GDP boom because of very little infrastructure outside the metros, so Hindu nationalists confuse this as India's greatness when reality they are lagging behind other developing Asian countries in regards to investment infrastructure to grow their economy. You will get attacked if you point this out. Then you get some colonist monolog about stuff that happened 7 or 8 decades ago.
Yep but china did it because they want to expand and be feared That's what they are doing now If a country is neutral why would they hide their strength? These are for a countries who have secret agendas India boast on small progress and thats true but you have to know that recent years were very fast in progress comparing 5-6 years ago and developing fast Political view is also taken into consideration because india is not like china where the same govt and same president can rules for years without any hurdles In india there are different communities, culture, people,sectors etc which affects a party's ruling time so i think you get my point
Unlike china, india is a democratic nation, with free press, & they are allowed to speak whatever they want. Unlike the Chinese , in india the govt can't decide to suppress the media.
The problem is, China import more than 400 billion dollar worth of chip. That's a BIG cake to eat, no matter how bad US gov want company to leave china. If China somehow manage to get domestic company to eat the cake, it's very big loss for them. Chip act is like a push for electronic independence for China, US shooting themself in the foot. Even if it take 10 year to catch up, China will happy to do it. 0 to 400billion dollar in profit in 10year is pretty good investment for me.
You made a great point about how it would be difficult to build an AI like like GPT4 under sanctions,which I thought it was funny because I read recently China is using Cloud Computers abroad to train their Models 😭😂 completely bypassing the sanctions it's only a matter of time before companies aren't allowed to rent their compute to China ..
China literally already has its own AIs, and has one of the largest data repositories on Earth on its own shores to supply training data, albeit with a narrower range as it's just Chinese data. The main effect would be to limit how useful they would be for west, not China.
@@ArawnOfAnnwn west doesnt give a damn for what china has it is just cutting down the pipeline which is helpful for a much more developed and powerful china
@@anadumuakr4054 This is enough. The users of the database are mainly governments and enterprises, banks, and bonds. Our database protects us from US surveillance, and our market is large enough. we don't forget the prism door
Round and round we go. Back when I was just old enough to take notice, in the mid 80s, everyone was talking about Japan. Usually with derision and jealously.
There are similarities in the way west envy the development of these countries, but china and Japan are fundamentally different. One is a vibrant democracy and the other is a Communist dictatorship with goals to occupy very large swaths of geography in its neighbourhood.
Well Japan was a totally diffrent story wasn't it. US had/has major bases in Japan, overtook Japans defence pretty much. Once you have their neck in your hand, you can squiz as hard as you want. Wether you want to squiz out money, talent or their life is only decided by your lesure.
@@kekeke1201 but it goes to shoe how this whole anti china thing is just propaganda and xenophobia. japan was supposedly a democracy when this happened
I was very disappointed by this programme as it failed to present both sides of the situation and only focused on the challenges facing China. For example on semi-conductors. Before the US sanctions China imported an incredible $350 billion worth of chips per year. Most of these were not the high end chips required just for mobile phones and other highly compact battery powered devices but for larger more basic mains powered electronic applications which is the vast majority of products. China is now rapidly developing all of the chips required for the latter. Within a short time China will have gone from the largest chip importer to the largest chip exporter. Even for the higher end chips, manufacturers outside China are currently stripping out all US components and software elements so that they can continue to sell into China, which is by far the largest market for all these components. The result is going to be a disaster for the US technology sector who traditionally were making around 30% on every chip through patent fees, but will end up with virtually nothing. The same is going to apply in one tech sector after another. The western companies just cannot compete with the Chinese system with it's forward planning and publicly-financed investment and innovation. As you will see by 2030. Far from China's technology advantages fading they have hardly begun!
Not really. The videos is wrong, China has lost its technological edge over 1000 years ago and has never recovered it. It is just in the progress of trying to recover the technological edge.
With hostile and questionable trustworthiness of the west, China has to be self-sufficient on every aspects. Don't forget where TSMC is located, the control can be changed the next day.
China's LAST bottleneck is the semiconductor industry, specifically lithography machines, they don't have to replicate the entire supply, only the critical nodes within it, that is DUV and EUV lithography machines. From the Chinese sources, I can see that China is very close to a DUV lithography machine and about a decade away from an EUV lithography machine. China's challenges are engineering related, since other companies have already set the path out, so naturally they will be faster at catching up than it is for ASML to push the frontier. To make the conclusion about China "losing the tech race" by using examples of assembling phones and just the semiconductor industry is so wildly inaccurate. You don't mention the fact that China is one of only 2 US and China, that is capable of producing the full set of turbofan engines, not to mention China's absolute dominance in the EV industry, which will replace the entire car industry, one of the most profitable industry in the world. From gas turbines to machine tools to robotics, China is a major player in all of them. To dismiss them all is just disingenuous. Within the next 20 years, China will have a full complete set of high end manufacturing industries, this will happen as China transition into a service based economy, and a net importer. With enough buying power, the Chinese can use yuan to import goods from cheaper exporting countries and greatly increase the availability of Chinese yuan in international trade. Perhaps you have an agenda to push, but your videos related to China is always skewed on the anti-China side.
@@dreadfulbodyguard7288 China can make semiconductors independently Not every device needs a 5nm chip, in fact vast majority only needs mature nodes. As China's DUV gets online this or next year, then China will be able to satisfy over 90% of the semiconductor needs up to the 7nm node Harbin Institute of Technology recently broke the Keysight and Zygo monopoly on laser interferometer, which is a device used during the manufacturing process of the lens and mirrors for EUV lithography machines. with this EUV lithography machine is not far away.
Let's not forget that chips can't shrink endlessly. As TSMC and other leading edge companies race towards 1nm and smaller, silicon chips are reaching their physical limits. Breakthroughs in leading edge chips will get slower and more expensive. That gives China crucial time for catching up in processes that have already been achieved.
@Tinselfect it’s my comment which was just saying US should do it cuz other countries do it. I bet it got downvoted but those who didn’t want to hear it.
@@abdiganiaden "Should do it"? Yes. With RESTRICT Act? Hell, no. RESTRICT act is nothing but a governamental privacy overreach. If you want *IT* to pass, I'd dare say you haven't read (or understood) a word of it. Ban TikTok law should consist of 2 paragraphs at most, not 35 pages of denying basic rights. It's worse than the patriot act.
Everything you mentioned is true that is exactly the difficulties Chinese high tech industry is facing. It is difficult to evaluate actual impact in the long term, only time will tell. On the flip side, there is another side of the story. For example, while SMIC is having difficulties with American made equipment, fundings and talents are rushing to domestic semiconductor equipment providers, which were not taken seriously in the past. In the human history, there were few moments that technology reshape the economy/market. But most the time, it is the market pulling the development of technology. Moore's law is a good example.
What other choice do domestic providers have? Obviously if the top companies internationally refuse to provide you with what you need, you'll try to do it domestically... SMIC's R&D went from 17.3% to 10.1%, 74% of its revenue is from China, and they are getting a lot of revenue from older chip technology. With how protectionist and focused American politics is on China, this is BAD news
@@nster3 Of course it is bad news for SMIC, actually it is bad for the whole industry. Semiconductor industry is capital heavy industry, that is why there are only couple of giant company in their particular area, fab, machining and material. Because it is the most efficient way to operate. With duplicated investment, the customer will eventually bear the cost. We will see that in few years. For chinese equipment providers, actually they are benefited from it. They've given the chance they never had.
@@Happyfly20 also intel been granted billions of taxpayer money... money aint problem in these industries, talent, 20year+ experienced staff to run and especially R&D to keep them relevant as competition to improve is so big. Im pretty sure chinese can find ways to cope with sanctions, question is just can they keep staff "happy" so this industry can thrive. I have some suspicions coz top heavy societal system isnt greatest for these kind of expertise driven complex industries. Though as mentioned, free market aka demand is the deciding factor.. if there is big domestic demand, competition should arise unless gov incompetence blocks it. What i mean with culture is that also TSMC, market leader, now has trouble and delays with 3nm process but incase culture is brutal , near stalinist type, that either loose job, demoted with setbacks, that doesnt let industry grow... hard industries failures and surprises are norm, but no reason to fire your engineers having 20 years experience in the field. If you do, fresh outta college kids (which are likeliest replacement) fair even more poorly. Other caveat in europe is that pouring billions of loose money to industry may twist their incentive structure and also make those brilliant engineers leave coz mental cultural corruption happens (ie relations to public gov to receive even more easy money favored over raw talent).
Its mentioned in this video. Its next to impossible for China to manufacture all the required tools & technologies in the semiconductor field. They have have friendly relations with other countries.
China is not only a high-tech producer but also a consumer. The world's largest high-tech market is in China. If you don't sell to China, you will lose profits and research funding will also decrease. You can quickly confirm this by reviewing the first quarter financial reports of major chip companies.
😂😂😂😂 China has a shrinking demographic. Even with 1.4b people in China, the USA consumer spends more by 4x. The CCP will actually have to make policies that encourage CSI to increase. China basically has been playing on easy mode for about 45 years with foreign investors bonds and low end manufacturing. If Zero Covid, 3 red Lines and Tech Crackdown that have been reversed in the last 6 months is their way of governing, I feel bad for their citizens in the future.
@@danfun3618 There's no Samsung phone manufacturing plant in China,and Samsung phone are not sold in China yet it never effect Samsung revenue. ......And Google do design & engineer Tensor chip for Pixel series , and it turns out to be one of the best in the market
Agree with most of the video, but some of the framing of the video was weird. You seemed to frame wanting to develop strong domestic industries as an aggressive act, whereas this would be championed if announced by the US for example.
Yeah, I noticed that too. I think the point he is making is that unless China bows to international pressure and do what they are told they soon risk to lose everything.
Agree. Plus as a non American I have no horse in the race. Both are ‘foreign’ mega powers. Americans forget rhst the USA’s interests are not those of 95% of ‘the world’.
I am a non european non chinese non american lower middle income person and the rise of china has benefited my quality of life. A lot of things we couldnt afford in the 80s and 90s , things we now enjoy thanks to the made in china rise. I dont want china to fail and go back to western hegemony.
@@tomaaron6187you’re so naive if you think a totalitarian government with zero respect for human life and international arrangements is a “foreign mega power” equivalent to the U.S. and that essentially both should be treated on the same basis. The sudden shift of attitudes back to cajoling foreign companies and domestic high tech after three years of vitriol directed at them is only another red light. There is no accountability, predictability, stability in totalitarian systems. No one knows this better than domestic billionaires who all strive to keep their personal wealth abroad “just in case”. It’s like Tesla who were forced to give up their source code for the government, who in turn gifts it to the domestic electric cars companies, who two years later are springing up like mushrooms and now Tesla is increasingly viewed as having lost in China. Naïveté, just like your comment, and sprinkled with heaps of greed on top.
if that's true, what does the USA fear ? Western countries always stress a free market, but the USA contain this and contain that from China, for the very reason that they fear China's advantage in some areas.
Free markets can only work with other free market economies. Countries that are not free market can easily manipulate, and directly influence market forces to give them economic and technological advantages, as displayed by China. China does not even have the basic foundations of a free market economy. As evident by the fact it could not provide rudimental evidence that it’s economic structure was remotely based on market principles within the World Trade Organisation (WTO) dispute between the European Union and China regarding China’s non market status. US has finally woken up, and is finally utilising the same non market restrictions against China, that China places against the USA.
6:54 Pretty sure you meant late 1970s. Deng was paramount leader from 1978 to 1989 and one of the most remarkable and successful leaders of the 20th century. The combination of Deng and Zhou Enlai is what saved China from chaos in the 1970s and Deng set China on its economic course in the late 1970s.
Yeah as an American I think Deng wouldn't have put China where it is. He knew that in order for China to be the best it had to play nice with others. He absolutely was a great leader. Xi seems to be a strongman bullying his neighbors, to make China seem strong. Yet it is pushing their neighbors to side with the West. Like what they are doing to Taiwan, the Phillipines, boarders with India. Encouraging IP theft. The list goes on and on. It isn't the East versus West either. It is the CCP versus anyone who doesn't want to take crap from them. I just think Peng would have actually put China on a road map to surpass the US. Now I don't think so with their lack of immigration and population growth.
I'm interested in what will happen when China starts retaliating and cutting of Western companies from it's market as well. I mean some industries in the West are also completely reliant on Chinese imports, like rare earth metals. Apple's 25% of revenue comes from China, when China cuts that off, stock price will take a plunge.
The time China retaliated against Australia by cutting coal imports from Australia, China caused itself a power crisis. China is dependent on those industries as well. Being totalitarian doesn’t mean the people in power are guaranteed to keep their jobs it means when they leave violence is involved. Destroying your economy to spite foreigners might trigger violence.
@Francesco Nicoletti There was no power crisis due to their sanctions on Australia. Your anti China sentiments is making you state wishful thinking and delusions as facts. The sanctions in microchips, which the US practically bullied every stakeholder in the value chain to comply with, has decimated their profits because China is the biggest consumer of those chips. Envy has made the west take concerted efforts to contain China and stunt their development. Western exceptionalism makes videos like these, focusing on the expected effects of these unfair trade practices on China, pretending their is no backlash on their economy. There is no need picking in China with trumped-up charges because they are winning the competition. The West enjoyed their time at the top, and everyone collaborated. A country of more than a billion strong will inevitably overtake you, no matter the underhand tactics you employ. Playing the lead role on the world stage is not your divine right.
@@francesconicoletti2547 they have partner with RU and sooner saudi, and making BRICS+ (richest nation with natural resources), we just too tired of the western hegemony abusing their power, just let us decided how we live without western with their moral highground
Tesla made motor with no rare earth metals. Chinese arrogance thinks the world need bossy communists. Wake up ! The world does not need dictators and communists ! Go praise chairman Mao by yourself . Nobody else cares.
Kirin 9000 and the Mate-60 it's installed in are utter overpriced crap. It barely has the capability of Snapdragon 865 from 3 years ago which they try to hide by allowing it to run hot. This will shorten the longevity of the device. Also, Kirin 9000 (along with the 865) are the last chips that don't need EUV and China doesn't really have EUV.
after a delay of over 3 years. Huawei used to make phone on par with the west, now it's making a phone that's over 3 years old and at a higher price. The point of the sanction isn't to stop someone from learning how to, but to make them waste time and resources than could be otherwise used to catch up faster and cheaper. State propaganda aside, this delay clearly happened, although it's not as long as some western countries hoped, but any delay is still more than no delay. It's a simple logical move, one that China would have done the same if the situation was reversed.
Hey Marton, a great & informative vid as usual. Not to nitpick here, but when you mentioned Singapore @ 5 min 25 secs into the vid, you actually highlighted Taiwan instead on your map graphic.
Not really. I recently returned to China after a four years absence. China’s cities make those in hr USA look like quaint heritage villages, It’s uncanny driving for 75 kms around the outskirts of Chengdu and and factory after factory of high tech industries. We get all of our lab’s optical equipment custom made and higher quality for a fraction of hr price from Europe ( where optics is way, way behind).
Yeah, there is Chinese "high tech", and there is genuine awe inspiring high tech. China has a level of high tech that the west had 20-30 years ago (depending on the industry). You can dress it up and paint it fancy colors if you like, but you dont fool anyone except fools.
As long as China owns the supply chain, I don't believe low-end assembly and manufacturing will hurt them in the long run. Probably the opposite will be true and will enhance what they do in terms of value add and manufacturing!
Manufacturing is the least value-added of the supply chain (i.e. the "Smiling Curve"), hence why it's so sensitive to low wages and tax breaks. China is already grossly overcapacity and it shows with the cratering of employment among the Chinese people.
They manufacture for multinational companies. They don't "own" any supply chain. Guess what happens when multinational companies leave China? Where's their so called "ownership" when companies can just go and manufacture elsewhere?
Historically this channel has been a good source of insight into China, mainly because you never used to "other" the country like most propaganda/alarmist youtubers. Now this... Isn't on the same page as before. It takes somewhat real phenomena (sourced and filled with opinions from the usual suspects like FT) and misinterprets or misunderstands them into a strange narrative. Since economics and politics are inextricably linked, the "story" is actually super simple: China has become a middle income country with an ever-strengthening internal market (how is "Dual Circulation" not mentioned in this video, I don't know) and this has pushed out some (outcompeted) foreign companies like Samsung, and driven out some manufacturing ones simply because wages have gotten too high. Now on the topic of technology, its "advantage" (in some fields, "catch-up" in others like semiconductor) is proceeding at such rapid pace that it has prompted a political reaction from "The West" to try and stunt it or slow it down. This is NOT news, this has happened for hundreds of years. A very recent example is when the US managed to stop Japan with the Plaza Accords because they had become too competitive. Superpowers struggle. So anyway: the embargos, the companies pulling out, etc, they're a recognition of the very advantage you say is being lost somehow. And we know - from History - those political/commercial efforts are usually fruitless, because it's not about "technology", it's about people. Take Iran for example, an economy that has been embargoed to hell and back for decades: less than half the population of Brazil, yet surpasses it in terms of GDP. And they just keep growing. So "hosting foreign companies" or "receiving technology from your gracious masters"... It's irrelevant. The pulling out is meaningless. Will and Prowess are what matters. China will be OK. Ultimately this video is mostly about desperate reactions from a competing economic bloc and less about China itself, especially not about losing some kind of advantage. There are no numbers to directly prove the central thesis. Btw RESTRICT Act is just PATRIOT Act for US internet. It's internal espionage to streghten the power of the military Junta that governs that country.
If it's so much about people and not technology, why those people couldn't win war against British which led to loss of hong kong or century of humiliation? It's about tech, always.
I'm surprised how this video has zero mention of the tech trade agreement China made with Saudi Arabia, for instance, a company like Huawei will be able to build up telecom infrastructure in Saudi Arabia.
@@moneygambler2327 I only buy chinese stonks and some tesla stonks. I don't think Yuan or Rubble will replace the dollar, I believe currency from multiple different countries will be used much more often in trade instead of the dollar. Keep weaponizing the dollar this will happen faster.
Maybe big tech will move their manufactures away from china but this will take time and they need to find high skilled workers like the Chinese and as i said this will take a long time and frankly I don't think they will succeed in this adventure at 100%... You need to recognize that china has become the factory of the world after a big effort from it's part, so live without it will be impossible.. china has an amazing logistics that no country can match
@@minuii There are a lot of high skilled labor that are Chinese within China. This is one of the advantage of China. I don 't think you have that in other country.
So other doesnt? You are looking down the highskilled people outside the china. Well its your drama, ccp is being too greedy trying to hold everything.
There are very few skilled workers anywhere as good as the Chinese people. But, fortunately for the western nations, there are just a tiny few countries with such a destructive force in charge as is the CCP. It is quite probable that China would achieve their lofty goals of being the lead nation in a new world order, if their government was indeed a democracy with liberty and freedom for the other 90% of their population. Yes, it will take a while to break away from manufacturing in China, but it will be worth it for the good of mankind.
The four arguments are extremely weak: - Manufacturing is leaving the country. To what extent is it leaving? Building an iPhone yields very low value added. What holds high value is the production of components in the iPhone, as seen with companies like SMIC and Huawei and their new 5G chip. - High-tech imports are limited. I would simply add that necessity is the mother of invention, as demonstrated by the Tiangong space station. - Export markets have been lost. China has become the world's top car exporter. The decline in exports over the past two years can be attributed to outliers such as the Covid backlog and Western economic struggles due to inflation and isolationism. - Increasing Domestic chaos. I won't delve into this argument any further. As an advocate against China, you could surely make more compelling points. Try again!
Don't worry ! 152 countries have joined the Belt & Road Initiatives . China will help these countries to build bridges & infrastructure projects and these will keep China very busy for the next several decades .
I disagree with your video in a lot of points. I don't think you have been reading a lot about China's policies and progresses recently. China has bulldozed a lot of negative predictions about their capabilities to produce high-end silicon chips with their newest advancements. The sanctions are hurting right now, but were important for them to invest heavily in this industry. By the end of the decade, they will probably the best silicon chips with 100% national technology, and they will be the ones to set sanctions. They are also diversifying their trading partners and taking strategical steps towards avoiding US sanctions, such as not negotiating with USD. They are doing it right now with Brazil. Donald Trum and Joe Biden neglected their international relations and let China overtake their protagonism in many areas. China is a Socialist country, which means they have their Capitalist contradictions. However, their billionaires don't hold much political power, contrary to the USA. The ones who confront do not get sequestrated and tortured. They are seen all the time in China. They are just afraid that the CCP socializes their wealth, so they get shut up. China does not need billionaires, their workers are the ones who produce the wealth of the nation. China lives democratic centralism. US's politics are a mess. You call China totalitarian, a label that doesn't fit their history, culture and society. China is already ahead of the US in a lot of key technologies, and they are adding every year millions of new engineers and scientists to the market with their wide investmensts in education and research. Day by day they are quietly surpassing the West in technology and infrastructure.
“Overly explored topic.” Like when erryone was saying that China will collapse in 30 days? Lol. So how informed of everyone that when 30 days did passed, nothing happened.
"compelling"? This is just one more self-pleasing video from a Westerner. What is compelling, is reality. So allow me please to describe you the reality, as I experienced it myself. I work in the IP telecoms sector. It is typical in our sector, to request new features from equipment manufacturers for future SW (as well as HW) versions. Here is what happens. Western manufacturers will take your request, will evaluate how valuable it will be to other customers, they will evaluate how much it will cost them to implement it, and if all of this is positive *for them*, then they *may* say that they will do it at some point in the future. When you work with the Chinese, what you ask is *done*. It is simply *done*. New features are made available to you as soon they can practically be implemented. Why? What is the difference between the two? Well let me tell you the following. A European manufacturer we were working with, had 350 SW developers for their entire product range. The Chinese manufacturer has 20,000 Developers *Just for their Network Management System. In our sector, technologies are documented in RFCs, Request for Comments. When new technologies appear, it can happen that competing versions of the same functionality appear, until one of them becomes the predominant technology in the market. It is typical for the Western manufacturers to participate in writing RFCs and only implement one of the competing versions. The Chinese participate in writing RFCs and even implement competing technologies, for the same functionality. The West is so doomed that you wouldn't believe.
@@PseudoProphet please mark your calendar and see what happened. this video is about "china doomed" theory that was published continuesly since 20 years ago. again: mark your calendar.
I reside in a little village at the foot of mountains in Nepal. My 78-year-old grandmother recalls that when she was younger, Chinese people, particularly those from the region near Tibet, would trek across the mountain range to our village in search of crops and to beg for food. Border barriers were not in place at the time. The world's second-most powerful country right now is China. Their achievements over the last 30 years are unmatched by human thoughts. For my grandmother, I purchased a basic phone. A full-featured phone that she has used for two years and is still in perfect working condition was a Chinese keypad phone that was available in the Nepalese market for $10. This demonstrates their level of commitment and the scale of the work they are capable of doing. Given their extraordinary abilities to create phones that can be sold for $10 after all taxes, fees, and profit.(A phone has hundreds of internal parts) They are, in my opinion, incredibly committed to developing and utterly unimaginable in terms of what they are capable of. China will probably surpass all other nations combined in 20 years.
The other side of the story I heard is that as the domestic Chinese products become more developed and more competitive they start to displace the foreign competitors which fail to compete and therefore have no choice but to exit China as they are no longer able to compete in China against the domestic products !
Yup, which is why the whole marriage with China is stupid for companies, especially the ones that are pressured into handing over their IP only to find that 5 - 7 years later they're losing market share to products that are almost identical to theirs.
Well from what I gather the trade which comes out of China is consumer goods and especially electronics. What goes into China is luxury Western brands, like expensive perfumes, Scotch whisky, fast cars and even some high class crafted goods from the UK. As the rich Chinese city dwellers have all this disposable income they like to show off with these brands. It's like the high tech is exchanged for the traditional low tech. Anyway, if the US does cut itself off then I think it will evolve like the Soviet Union and have its own internal market. China is large enough to do everything itself, plus some help from the global south.
Well the thing is, the main reason companies moved manufacturing to china is because the costs is much cheaper than other places. Combined with the fact that china has cheap labor made companies so eager to invest in china. The huge market is just a bonus. But now due to china's hawkish stance towards others make companies moved out from china to cheaper countries like Vietnam. Regardless, it is still a loss of investment for china
Companies are more likely to leave China due to the government giving domestic products an unfair advantage (e.g. by requiring products to be made in china for companies to receive federal funding). This is unsurprising; most large countries (including the US) do the same to some degree or another. It will be a long time before Chinese domestic products can compete on an even playing field.
I hope it stays sunk! Free trade in a misnomer anyway, as societies value their resources differently, and so the playing field is never level. One country can lower their costs by polluting more for example, or reducing wages, both of which China has done extensively. Free trade works best for the masters of capital anyway, and sucks for working people.
btw, maybe watch some Peter Zeihan about how the post-ww2 global order was made and why....this is the rise of globalism and free trade...interesting stuff! It's mainstream geopolitical analysis, not conspiracy theory
It is all come to what is the impact on China's economic growth as a whole, if China is still growing much more than the west as it used to be and still becoming more and more the largest buyer of the world, then all technology will finally come to China, because there are where the market is, meaning China is where this technology inventor can make the biggest profit
Have you heard about the cold war??? It won't go to China because countries won't allow it (legally). We are at the beginning of a new cold war with China (+Russia) if you haven't noticed
How you can know for sure that China is going to be the biggest market? Nowadays, the EU is the biggest market in the world and USA is the country with the biggest economy and it is not sure if China would be able to beat them. Many problems has accumulated in China in recent years and its growth is slowing down. And the real growth is probably even less optimistic than the official numbers.
@@samuela-aegisdottir Simply because the population demographic is still relative developing compared to developed countries like EU and US. That meant most people in China still considered poor and many increasing their wealth and salary as the market continue to expand.
China already have many companies that is industrial leading including Drone, cars PC market, handphone market etc. Simple, if companies want to earn Chinese yuan then they have to setup shop in China. This show have take from many western sources without any experts actually speaking or understanding Chinese.
@@Hommie88china and india are starting to get older like developed countries. They were just some time back in terms of population aging but it almost always happen when a country develop
Huawei did not catch up, like at all… at where it is penalized. But working against the govt is bad, in China or in US. Huawei has its fair treatment, it did work with Iran
That's a misleading title. China has been catching up on technology until the US started imposing sanctions. China is probably being slowed down now, but if you're talking about losing the technology advantage, then it's the US instead. Everything that the US government has done is to try to curb China's growth so that it could maintain its lead. But there are unintended consequences as well. When you start forcing your allies to follow suit, you're also jeopardizing the relationships once their businesses start suffering from revenue loss and affecting their economy. Also don't forget that technologies rely on talents. I was recently looking at the William Lowell Putnam Math Competition. Do you know how many of the winners are Asians? How many of the Asians are Chinese? Do you also know that in the most recent International Math Olympiad, the Chinese team had perfect scores from all their 6 team members? It's a feat that had never been achieved before. A lot of these kids used to prefer to come to the US but If the tension keeps going on. The talent pool here will no doubt get smaller and smaller. How else are you going to keep up with your technology advantage then? Besides, what you've been talking about are mostly chipmaking. They didn't need to develop those before but now they do. And they will. Meanwhile, they could replicate the computation performance by using chips that are less power efficient. You're not going to stop their other technology developments with that.
The US-led "West" didn't manage to close off the global market to Japanese and then the Korean firms so what made it think it will succeed this time? Asian countries all developed domestic technology because the west all became very hostile when challenged economically by "lessor nations".
While all the challenges you've mentioned are true, and they can be daunting, I don't think China is likely to lose its advantage. On the contrary, their advantage has a chance of growing even bigger over countries like the USA or Germany. While some other countries like India might counterbalance that, let's remember that India is not a 100% ally of the US, and has a lot of disagreements with the Western hegemony. According to a widely-cited Australian study from 2023, China already has, quote-on-quote, "a stunning lead in 37 out of 44 critical and emerging technologies". In fact, even though some tech companies like TSMC are limiting their presence in China, let's not forget that, the world's top 10 research institutions are based in China (yep, literally 10 out of 10 according to Reuters), not to mention that China is expected to graduate several times more STEM graduates than the US each and every year. Even if they are still lacking behind in some areas, the huge numbers of Chinese engineers and research facilities are probably going to eventually crack some of the most challenging problems they are facing today. According to the ASPI report, China excels in areas including nanoscale materials and manufacturing, coatings, 5G and 6G technologies, hydrogen and ammonia power, super-capacitors, electric batteries, synthetic biology and photonics sensors. According to the same source, China may very well may pose technology monopoly risks to other countries within these areas. While it doesn't have a lead in microchips, with all the factors mentioned above, it might very well make their general technological advantage even stronger over the next few years.
@@danfun3618It was on one of these china Insights / Insider / Uncensored channels, so youll have to go down the youtube rabbit hole or just google Chinese company closure from 2019 until 2023. Seriuously do your own research
If November 2021 was an indication, it's not in the way the Party desires. Now they're dealing with mass unemployment and a collapse of family wealth with their real estate financing crisis.
In 5-10 years, how many of these American brands (eg Apple, HP, Dell,etc.) will still be in the TOP 10 list. Many Japanese brands have already disappear from the radar screen or sold to non-Japanese owners. Samsung & Taiwan TSMC are being crippled by recent American semiconductor policies. How can these 2 current key players stay at the top when their hands are tied by US anti-China semicon policies?
Samsung and TSMC are both building manufacturing facilities in the US. TSMC in Phoenix, Arizona and Samsung nearby Austin, Texas. Meanwhile Intel is building major manufacturing facilities near Columbus, Ohio.
Because losing their hegemonic position threatens some country's ego. This is why they employed the Tanya Harding strategy. It probably won't end well.
I think your title should be "Technology manufacturers."" The tech sector in China is evolving to intellectual rather than lower skill assembly and manufacturing . They are keeping key sector manufacturing only. You should visit China first and see how advance they are
Dude, when you are becoming the 2nd largest economy in the world (2010), and it is about 4 times the size of the 3rd one (2020), the policy "hide your strength, bide you time" that proposed by Deng in 1980s is no longer applicable. The world, and your potential rival in particular, is watching all the time. Why do you want to treat them as blind or stupid?
China is furthest behind in high end semiconductor fabs, because of US sanctions. But going into the future you should have mentioned ASPI's review of the top research publications in 44 critical tech and science areas for this century. (ASPI is an Australian think tank) They reported that the highest impact science publications in 44 critical tech areas, China was #1 in 37 of them. This speaks to where China will stand 10 yrs from now when that research goes from the lab to the factory. The reason for this is the importance society places on education and research in science and technology. In the US 70% of grad students in science and technology are foreign. The US capitalist system drives the brightest to wall street where they invent financial instruments of mass destruction or to law where everyone sues everyone else. It's both the rise of China's science and tech but even more the collapse of the US system.
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China's gdp for the first quarter has reached 4.5%. While I understand that Apple is de-risking its supply chain due political pressures and uncertainties. China is making waves in the world of renewable technologies and manufacturing. For start, China produces 70% percent of worlds lithium batteries, leading the EV revolution with producing more than 60% of world EV and they are posed to take the crown in vehicles export from Japan this year. In comparsion to making phones for Apple, the value captured from exporting local brands means the revenues and profits are captured by Chinese.
You are aware that China constantly lies about their GDP right? Even Chinese people themselves don't believe their country is actually hitting those numbers.
A couple things firstly consumers don’t trust Chinese vehicles while Japanese vehicles are one of the most trusted. Secondly we can’t trust chinas gdp numbers
China not only produces the batteries, they are also the techonlogy leaders in the field. One thing you never hear on these videos is that China in the last 5 years has been the country to file the most patents per year, almost doubling the second. They are leading already in several fields, and they are closing in in the rest. SMIC is already working in a chip directed towards AI computing. Apple had to return their factories to china because their factory in India couldn't keep the quality and pace they needed... All these sanctions are just the USA being scared of losing their leadership. Nothing else.
The title is obvious wrong in that comparing with US, China does not have its technology advantage because it relies a lot of US technology in the past; However, with sanctions, it forces China to develop its own, though its painful and slow at the beginning, but over time, US will and is losing much more because those related US companies and their products will lose the Chinese market forever. For example, after three years, the sanction literally pushed China to have its own OS (HongmenOS), its own supply chain for its chip manufacturer. A good advice is that don't blind your eyes because your ignorance, and never underestimate China's capabilities.
China is geopolitically expanding in the rest of the world. The BRICS (India is there) already have a bigger GDP than all the G7 countries together (and more asian and latinamerican countries are in talks to join that economic alliance, where the US sanctions have limited effects and US is seen, by large part of the population, as an opresor, kinda the Imperial force in Star Wars). Majority of the world doesn't have any problem with China, their brands and tech still have a lot of market outside of "the West" and China. Still, they do have the big problem of semiconductors. On the other hand, the U.S. is facing something it has never faced before, the end of the endless debt, so it will lose a lot of power in the world losing the dollar infinite printing. That day is coming, it has inflation, financial problems and recession, all at the same time that many countries in the world are already looking alternatives to the dollar. It's already happening. Europe has sealed it fate to the US, and that is damaging a lot to their countries and population. It will get worse for them. Interesting times, but it will get harsh, really harsh, even more for those countries that doesn't have natural resources to be self-sufficient.
@@fugslayernominee1397 I'm just gonna let you this video: ruclips.net/video/_wIOqHSsV9c/видео.html (by a western journalist, nothing to suspect of "desinformation") about how the US has operated in the world through the 20 century. It's not complete and doesn't show so many atrocities that happened because of US foreign policies, and very long term structural problems it economic it has caused around the world. Many people actually laugh at the idea of the US defending democracy and freedom outside the US, because it's a complete and flagrant lie. From there is up to you to look for information. Have a nice day 👋🏽
@@sauravsuresh 🤷♂️ I do not know what role India intends to play as an international actor. What is certain is that every government has taken note of what the US does to any country that overshadows its international hegemony. They will have to decide, when the time comes, if they are going to ally themselves with those who were their enslavers, or with nations that propose a new order in which they would be protagonists.
It's amazing to think that despite the mega sanctions against Huawei, that it still made billions of dollars in profit this year, has a new operating system, it is doing fundamental physics research into chips and patented the graphene transistor. There are many new chip technologies developing in China, including carbon nanotubes, photonics and quantum computing. In a few years most of that silicon chip technology will be redundant.
frankly, I just watched until 7 minutes of the video, because for me it's very clear that the content is basically about "china doomed" which everybody make "logical" explanation/prediction since 20 years ago. I don't know the motive: someone tell you to, or just following the "trend" (pleasing your viewer).
This analysis should actually be called, "why foreign manufacturers are setting up secondary plants outside of China" or C+1 as it's widely known. It has very little to do with the actual title of the video. If anything, China is gaining even more in terms of its technological advantage, the evidence for which is overwhelming. You did mention battery technology but that's just scraping the surface. In almost every part of the clean energy industry, China is the dominant player both in technology as well as in manufacturing, but that's just one area where China is dominant. Read the Australian Strategic Policy Institute paper and perhaps post a video that is well-researched and covers the topic of your video. Also, you were incorrect in terms of when Tesla was permitted and set up shop in China as a WFOE, that was 2019, not last year.
China's 20% of GDP is from export, and 17% of that 20% is exported to USA. That means what the USA buys from China is equal to 3.4% of China's GDP. It's a lot smaller than most people think... The reason China manufacturers like to sell to countries other than the USA is the transportation cost and the tariff. For example, Tesla Model Y is USD$17,000 cheaper to buy in China....
The BRI project is aiming to create potential markets for those exports in the global south by helping them to be no longer attached to colonialism first and grow, so that the USA and its allies can have their solo dance happily ever after in the near future.
"Losing" they just got EUV lithography machine like the ASML ones, but much cheaper, to make smaller circuits in microchips LOL and also BYD is growing strong selling more than Tesla and expanding globaly.
BYD is outselling Tesla? And you believe Chinese propaganda? The reason why they are the biggest exports of EV's is because they aren't seeing the sales numbers they want in China. And for Chinese car companies to keep receiving government subsidy they need to keep manufacturing cars and fake the sales numbers. They have a surplus of cars and all they have left to do is dump it on the rest of the world because they aren't selling domestically. Would you honestly buy a Chinese EV with questionable safety standards? I don't know about you but I don't want my car spontaneously combusting while parked in my garage.
"China now leads in 37 of 44 technologies that are going to be vital for the future of our world." ~Australian Strategic Policy Institute, (ASPI), 04/2023
@@mdjey2 CCP is not leading in anything except theft and few other accomplishments - including. a) unleash biological warfare on globe (COVID) which killed 20 Million and trillions in losses b) maintain on the last APARTHIED country with killing/suppressing Muslims c) Take India's land and threathen people in Tiawan d) Back Putin who is killing innocent men. women and killing /stealing Childre e) claiming water that belongs to others including PHillipines f ) continue to threaten humankind by threathening US g) Steal IP and tech from around the globe h) suprpess Tibet i) harvest organs and forces slave labor for own people J) CCP stealing trillions from Chinese people and keeping them poor so no to expect too much K) Hiding tolen money and family in America so they can escape (XI's kids live in US) We can go on ...
Good video. Although if the restrict act goes through, using VPNs to access things on the internet out of the US system like ticktock is likely to be full on criminalized. Or even accessing russian sites As one thing some people aren't noticing is that Russia is on the list of countries they can criminalize using software or visiting websites from.
@@loot6 USA isn't guaranteed to benefit from the onshoring. And before you kneejerk again, I'm not claiming that sanctions aren't painful. If I was to guess blindly, Vietnam and Korea could be greater benefactors.
A lot of comments about the US 'this' and China 'that' but underlying a lot of this is that countries smaller than those 2 are also reinvesting in production of goods, like washing machines, that used to be almost exclusively Chinese. This lower level refocus in production industries by countries like the UK and France, won't have a big impact on their own but as more countries go back into self production or shared production within the West, the impact on China's middle industry will tell.
It doesn't matter whether China can produce low-end products, I don't care, but I have a strong interest in destroying the excess profits of Western countries into 3 million units. MRI is a very important medical equipment. Hospital equipment in many low-income countries is backward because the price is too high. If Chinese equipment sells for 3 million yuan, the German industry will collapse. I am happy. Why are those lazy people in Western countries? People, get such a high profit? ? Why are Chinese people so hardworking and earn so little income? ? ? 😂Developing countries all over the world will be very happy to see China continue to discover that all high-end products will become cheaper, which means that all products will become civilians, and you don’t need a very high income to enjoy the living standards of developed countries. When I was a primary school student, there were not many cars around. Now, almost all of my homes are smart devices, such as sweeping robots, smart TVs, and smart speakers. Even turning on the lights is controlled by smart speakers, and I am just a commoner. Do you know what I mean? ?
@@whatswhite110 German industry will collapse? Had a bit too much opium? Or rather copium? You shouldn't listen so much to your propaganda media 德国工业会崩溃吗？鸦片吃多了？或者更确切地说是copium？ 你不应该听太多你的宣传媒体
China has the advantage of complete supply chain industries to surport her manufacturing capacity that no other countries in the world have. While there are some foreign companies moving their production to low labor cost countries nearby, they still rely on China to supply the parts they need to assemble the complete products. The reason is simple, that no other suppliers can make them as efficient and lower cost than China can. So it is a matter of time that China will try to be self reliance on semiconductor tech as they realize that dependence in any critical parts on other countries is a big mistake, and that is why China is investing billions of dollars in R&D and educaiton to correct the past mistake of trusting global trade ideology championed by the U.S in the 1990s...It may take years to do so, but China has demonstrated that they did it in aerospace, telecommunication (5G. Beido etc.), solar energy, AI and EV car and battery. Let's wait and see...
U are correct. The problem is that China doesn't have a lot of time... AI will give the west a huge advantage.. The question is.. Will they be able to steal /catch up with the west regrading AI
These sanctions are a double edged swords. Dutch and American chip manufacturers are saying that the loss of the Chinese market would mean they will less money for R&D, slowing innovation and giving Chinese domestic suppliers the breathing room they need to develop their own industries
Even if that were true and China wasn’t behind would putting R&D in Chinese hands be a good idea? Don’t think so, Taiwan is wayyyy better than them and has opened some proper chip manufacturers. You’re not convincing anyone with any mind that cutting off China’s chipmaking is bad for Dutch or America as a whole.
@@manfunny917 Bull€$¥# enough for me to want to correct it. Biden crippled the Chinese chip sector a few ago when they gave an ultimatum about retaining US citizenship pushing China even further behind, they can be working on whatever tech but it’ll always be a cheap copycat version.
Loss of Manufacturing: chinese no longer make the cheapest shirts. Loss of High-tech imports: Trade War. US doesn't want to lose and uses protectionism, which is a mortal sin but only for others. Loss of Export markets: Trade War. US doesn't want to lose and uses protectionism, which is a mortal sin but only for others. Domestic Chaos: Chinese government doesn't want another crisis like the one of 2008 (or the one of Silicon Valley Bank now in 2023). Chine doesn't have 4 big technological problems, it has only one problem and it's called United States protectionism. United States is actually a socialist country, but only for the rich. 😙
Are googles products available in China? What about Facebook? Snapchat? Twitter? slack? reddit? discord? lets take a look at all the ones that are just listed in wikipedia en.wikipedia.org/wiki/List_of_websites_blocked_in_mainland_China Oh right China banned all those companies long time ago before any trade war or protectionism from the US started. riiiiight its all the US fault.
this is not protectionism. china's development was built with/on American technology, ideas, know-how, ... and the US has been okay with it until china started behaving badly. japan did a similar thing before and china seems to be repeating the same mistakes.
@@mariacheebandidos7183 China has been misbehaving, right. In what way? You mean manipulating or threatening governments in other countries, training foreign military to carry out coups, giving them support and weapons? invading third countries, stealing their gold and valuables, killing civilians and journalists, leaving only ruins behind? manipulating the economy of other countries with sanctions or other means, against the criteria of all the other countries of the UN? freezing their yuan accounts unilaterally? If so, I agree, China is no doubt a bully. No doubt the chinese will say 'there are complex reasons and we cannot judge it in a simple way' or 'mistakes may have been made'. Or spying with weather balloons? No, a better system than with balloons would be to create a spy network with other countries to spy on foreign leaders or citizens. Even through other countries it could spy on its own citizens. I would call it the Echelon network. We could call the spy network with other countries... Five Eyes, which sounds very chinese. It could connect to the physical nodes of the internet and spy on EVERYTHING. We could also use hacker technology from governments friendly to China. A supposed spyware I would call it Pegasus, cool name. Ah, when you talk about 'development built with northamerican technology, ideas, know-how...' what do you mean specifically? The Western world developed with knowledge and technology from China. It was the Mongol empire that, as it spread to Europe, brought through trade a series of inventions and discoveries that the europeans copied and even improved. What do you mean by northamerican technology, the system of patents and intellectual property? There is a terminology typical of us Westerners: 'what is mine is mine and what is yours is both'. I assume you mean something similar, if you don't give examples.
China is already so protectionist that it bans access to Google, Facebook, Wikipedia, etc. Chinese users have to turn on a VPN just to avoid the shitshow of a Baidu search.
A lot of negatives for the exiting companies not really explored in this video. China has about 707 million high end income earners and some 25% consumers of Apple products Worldwide. Who is going to replace this big gap. The US is 49% and the continent Europe is 27%. That alone equates to $90 billion annual revenue of Apple. I feel this is the same thing with people from the West celebrating the exit of McDonalds from Russia as if this hurts the Russians when everything was sourced there. Now Russia just opened their own successful food chain no profits leaves the country anymore. China is well prepared for this. and always knew that the West would reject any new serious player in their small turf. It will take ages for the other countries to reach the productivity levels of the works in China. China already leads in 47 key tech innovations and west is playing catch up. This containment strategy is very late by a decade and half. Next time tone down the overly enthusiasm and look at issues from both sides objectively. We know they are paying you to do videos but don't loose your neutrality in the process. Already Xiaomi and OPP not very popular in the West are number 4 and 3 in the world. These companies will loose big and very soon they will need subsidies to compete in other markets. Look at how many countries are apply these so called sanctions outside of the so called West, Japan and Korea.
One point you missed it will not take more than 10 years to match international semiconductor firms, adversity brings tech innovation, and that's the philosophy of China
@@stantonx9257 typical shitty western rightist mindset, confuscious is one of the first philosopher of world, and China is still following him, and second philosophy was of mao, and struggle led to evolution is Darwin theory, and China believe in it,
It’s not possible to match international technology firms unless you match the entire supply chain which is spread over many countries, none of which are cooperating with China. It’s a pipe dream.
So far, I haven't heard there is a shortage of chips in China. China still cranks out fridges, heat pumps, big ships, cars, etc. The only countries that have problems with acquiring chips, are the US, Japan, German, etc. I don't know who got hurt the most in this little silly game of chip-sanction.
@@cadenambrose837 Simpleton, It would be nice for China to have access to 7nm and 3nm chips, but China doesn't get affected much without those chips. Not many gadgets use those chips, except iPhone. Those chips are too fragile for military use. China is already making 14nm, 28nm. Those chips are much more widely used commercially. China has recently sanctioned Micron. It means China can mass produce those chips. China is sitting pretty while the West is facing a serious chip shortage.
China shouldn't be underestimated but China should also not underestimate the world. By trying to play hardball for whatever reason it risks overplaying its hand and losing business relationships with many of the world's top firms. It's not worth it. China should focus on being a positive and smart leader of innovation. As the world's populations and economies start to plateau the future is sustainability and taking care of our planet.
That's what I don't understand. China has been so good at playing the long game but for some reason the past few years it's managed to piss off so many.
They just can't do this due to Xi Jinping leading another cultural Revolution. They are completely under his thumb and are paralyzed in fear of doing anything that would disappear the emperor. It's the inevitable result of top-down control without transparency or accountability
I don't get it, what's the hardball China is playing? And what about China is no longer being positive? And by saying taking care of our planet, I believe US has higher CO2 emissions per capita than China as always? Although I'm so wanted to be neutral on this topic, the fact that we are trying so hard fighting against on our own yet still being fingered is so frustrating.
@@shunia The US didn’t claim the entire Caribbean islands as its own and put runways on them. India didn’t claim Indian Ocean as their. UK didn’t claim English Channel as theirs. Iran didn’t claim Persian gulf as their own. Yet China believes all South China Sea should be their cuz they just sailed there ancient times. No wonder it’s neighbors asking for help.
The problem was Apple production in China was mainly done by Foxconn. Foxconn is owned by Taiwan. China was slaving away in Factories. Where the lion share of the profit goes to USA and Taiwan. That is now being corrected with Luxshare making iphones in China instead of Foxconn.
China losing its technology advantage? For decades, almost a century the US was the world's technological nation. The prosperity of the US attracted the best and brightest to come and live and work in the US. The title should be how the US is losing it's technology edge to China. The jan 2023 report by the Australian ASPI think tank wrote that in 44 key science and technology areas for the 21st century, China is leading in 37 of them in terms of scientific publications citation index.
Agree, thats wrong. We should start treating our own people better than foreigners by give them priority. I rather put people from poor provinces to school and unis than people from Africa and Middle East
Every time China releases a list of new tech sectors it wants to "develop", we should read it for what it really is: the periodically updated shopping list for industrial espionage and IP theft.
Don't know why you said their can't catch up . I smell some bias Chinnese people developed in less than 30years to become a dominant world power.. thats why marcon(French president) n EU officials are in china making deals n strengthening their ties
Tiktok is considered high tech. They have more advance algorithm and AI technology than other competitors like RUclips and Facebook. That is the reason why they're so successful
I'm surprised that he neglected to mention, assuming that i didn't miss it, a 5th threat due to the demographic shift, although he did mention demographics at the start. The only technology that old people increase their consumption of is medical technology. Every single other tech sector is going to take a hit when a population ages. Just look at Japan: the oldest demographic in the world right now. And the speed of China's shift is going to make Japan's look positively of a GLACIAL pace.
but its still the highest invested destination as compared to German with high gas prices German will crash 1st unfortunately lol maybe you should also comment on companies like BASF and airbus are increasing their investments ? India with their bureaucracy will hardly be able to be any manufacturing hub while vietnam might be a good destination but will be take years and the manufacturing chain is very lacking
Most of what you said is true, but please note that partial truth is no better than ignorance. Back 5, 10, or 20 years ago, China faced more difficult situations, and many articles claimed that it was going to fail, with some books even proving that a big crash would happen in five years. These claims were based on similar partial truths like the ones you mentioned. However, such wishful thinking only served to fulfill some people's fantasies. And in this kind of analysis, no country would survive. In reality, the circumstances are constantly changing, and only a country's inner strength and ability to deal with setbacks and adapt to changes will determine its trajectory. Although dramatic titles may increase viewership, they are unethical and will ultimately lose serious audiences.
TechAltar is living on another planet! A recent independent studies by an Australian Institute stated that China is leading in 37 out of 44 key high tech sectors.
They must have been very cherry picked. Just look at the supply chains for the most advanced equipment in the world. China is almost completely absent.
Jesus Christ. All of you China BOTS keep naming a report that lists RESEARCH not actual industrial results. WE all know China is good at research with CCP incentives and lots of engineers. Name one Chinese innovation in last two years... we cant wait.....
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Yet Macron & EU have just visited China. Partially begging for peace in Ukraine.
This channel is another BS which not that different to DJ Trump.
All ur prediction abt China is similar to US experts', NOT happen
Chinese is not only competing only on high end stuff, still a lot of people are poor in the world
@@irritatedanglosaxon1705 US parrot???
I hope you are aware of how vague and dangerous the restrict act is in its current form 👀
everyday i get a reality check that the world is just a ginormous mechanical machine and everything is just a gear and everything affects everything else. It's just a matter of how big the gear and how big its influence is
@silicon hawk
OMFG yeah i agree
That's right to point everything is related, globalization existed and movements, revolution,war and civil war could impact farthest country from your country. Living in peace is most benefial thing to all people when you find out america cannot live without war everything will be clear to anyone
@@kazalozaloo8307 you see it all as it is. ✌️👊🏿
Yeah i hope those machines also have creative minds to create way better products and assembly line.
I cant comment because I'm not supposed to talk to strangers
"Hide your strength, bide your time", India should follow that advice, their media is too boastful about the small progress they've made. They should spend more time accumulating economic power quietly.
India is currently in its neo nationalist stage of growth. Anything they build will make their GDP boom because of very little infrastructure outside the metros, so Hindu nationalists confuse this as India's greatness when reality they are lagging behind other developing Asian countries in regards to investment infrastructure to grow their economy. You will get attacked if you point this out. Then you get some colonist monolog about stuff that happened 7 or 8 decades ago.
Yep but china did it because they want to expand and be feared
That's what they are doing now
If a country is neutral why would they hide their strength?
These are for a countries who have secret agendas
India boast on small progress and thats true but you have to know that recent years were very fast in progress comparing 5-6 years ago and developing fast
Political view is also taken into consideration because india is not like china where the same govt and same president can rules for years without any hurdles
In india there are different communities, culture, people,sectors etc which affects a party's ruling time so i think you get my point
Yes. I agree.
India is a very emotion driven nation
@@harshjain3122 goofy media and their trp hunger, but can't silence them, we have freedom of speech
Unlike china, india is a democratic nation, with free press, & they are allowed to speak whatever they want. Unlike the Chinese , in india the govt can't decide to suppress the media.
The problem is, China import more than 400 billion dollar worth of chip. That's a BIG cake to eat, no matter how bad US gov want company to leave china. If China somehow manage to get domestic company to eat the cake, it's very big loss for them.
Chip act is like a push for electronic independence for China, US shooting themself in the foot. Even if it take 10 year to catch up, China will happy to do it.
0 to 400billion dollar in profit in 10year is pretty good investment for me.
拜登不懂产业政策，美国国会的人也不懂😂
@@kira-le9qr 这些产业并不是来自中国，而是来自欧洲，其中德国受害最深。根本原因是俄乌冲突造成了欧洲能源价格上涨以及美国许诺的高额优惠，而不是美国产业政策的成功。
美国的政策是对他国产业是破坏性的、掠夺性的，对本国的产业则是无能的。美国人的工程花费往往比预算多两三倍，有的甚至是十倍，而且竣工时间往往会延长很多年。如果我是真心想做制造业的公司，中国大陆是比美国强一万倍的选择。选择在美国建厂，更多只是为了那一笔丰厚的资金而已。
@@kira-le9qr 我个人完全不看好这些回流美国的产业，因为在美国扩产是一件非常困难的事情。如果欧洲制造业企业一定要在美国建设厂房，他们可能不得不考虑在他们建厂的这几年里，其他去中国大陆的欧洲企业会发展到什么程度，甚至还要考虑中国本土制造的追赶。
You made a great point about how it would be difficult to build an AI like like GPT4 under sanctions,which I thought it was funny because I read recently China is using Cloud Computers abroad to train their Models 😭😂 completely bypassing the sanctions it's only a matter of time before companies aren't allowed to rent their compute to China ..
China literally already has its own AIs, and has one of the largest data repositories on Earth on its own shores to supply training data, albeit with a narrower range as it's just Chinese data. The main effect would be to limit how useful they would be for west, not China.
We Chinese are not that stupid, we are now working on our own database system, which is China's national strategy.
@@ArawnOfAnnwn west doesnt give a damn for what china has it is just cutting down the pipeline which is helpful for a much more developed and powerful china
@@AI-ih5or your database will remain within your own domestic market no buyers abroad
@@anadumuakr4054 This is enough. The users of the database are mainly governments and enterprises, banks, and bonds. Our database protects us from US surveillance, and our market is large enough. we don't forget the prism door
Round and round we go. Back when I was just old enough to take notice, in the mid 80s, everyone was talking about Japan. Usually with derision and jealously.
fortunately, china is not under US' control like japan.
There are similarities in the way west envy the development of these countries, but china and Japan are fundamentally different. One is a vibrant democracy and the other is a Communist dictatorship with goals to occupy very large swaths of geography in its neighbourhood.
Well Japan was a totally diffrent story wasn't it. US had/has major bases in Japan, overtook Japans defence pretty much. Once you have their neck in your hand, you can squiz as hard as you want. Wether you want to squiz out money, talent or their life is only decided by your lesure.
@@kekeke1201 but it goes to shoe how this whole anti china thing is just propaganda and xenophobia.
japan was supposedly a democracy when this happened
Japanese products were over exaggerator, I owned Japanese cars they were expensive to repair and made with lots of cheap design.
I was very disappointed by this programme as it failed to present both sides of the situation and only focused on the challenges facing China. For example on semi-conductors. Before the US sanctions China imported an incredible $350 billion worth of chips per year. Most of these were not the high end chips required just for mobile phones and other highly compact battery powered devices but for larger more basic mains powered electronic applications which is the vast majority of products. China is now rapidly developing all of the chips required for the latter. Within a short time China will have gone from the largest chip importer to the largest chip exporter.
Even for the higher end chips, manufacturers outside China are currently stripping out all US components and software elements so that they can continue to sell into China, which is by far the largest market for all these components. The result is going to be a disaster for the US technology sector who traditionally were making around 30% on every chip through patent fees, but will end up with virtually nothing.
The same is going to apply in one tech sector after another. The western companies just cannot compete with the Chinese system with it's forward planning and publicly-financed investment and innovation. As you will see by 2030. Far from China's technology advantages fading they have hardly begun!
👍
Not really. The videos is wrong, China has lost its technological edge over 1000 years ago and has never recovered it. It is just in the progress of trying to recover the technological edge.
You have earned your 50 cents today.
These channels are full of shit, when it comes to tech Asia is and was always more advanced.
With hostile and questionable trustworthiness of the west, China has to be self-sufficient on every aspects. Don't forget where TSMC is located, the control can be changed the next day.
China's LAST bottleneck is the semiconductor industry, specifically lithography machines, they don't have to replicate the entire supply, only the critical nodes within it, that is DUV and EUV lithography machines.
From the Chinese sources, I can see that China is very close to a DUV lithography machine and about a decade away from an EUV lithography machine.
China's challenges are engineering related, since other companies have already set the path out, so naturally they will be faster at catching up than it is for ASML to push the frontier.
To make the conclusion about China "losing the tech race" by using examples of assembling phones and just the semiconductor industry is so wildly inaccurate.
You don't mention the fact that China is one of only 2 US and China, that is capable of producing the full set of turbofan engines, not to mention China's absolute dominance in the EV industry, which will replace the entire car industry, one of the most profitable industry in the world.
From gas turbines to machine tools to robotics, China is a major player in all of them. To dismiss them all is just disingenuous.
Within the next 20 years, China will have a full complete set of high end manufacturing industries, this will happen as China transition into a service based economy, and a net importer.
With enough buying power, the Chinese can use yuan to import goods from cheaper exporting countries and greatly increase the availability of Chinese yuan in international trade.
Perhaps you have an agenda to push, but your videos related to China is always skewed on the anti-China side.
All industries you mentioned need semiconductors. Without semiconductors, other players will rise and win against China.
@@dreadfulbodyguard7288 China can make semiconductors independently
Not every device needs a 5nm chip, in fact vast majority only needs mature nodes.
As China's DUV gets online this or next year, then China will be able to satisfy over 90% of the semiconductor needs up to the 7nm node
Harbin Institute of Technology recently broke the Keysight and Zygo monopoly on laser interferometer, which is a device used during the manufacturing process of the lens and mirrors for EUV lithography machines. with this EUV lithography machine is not far away.
Yep He is anti china
Let's not forget that chips can't shrink endlessly. As TSMC and other leading edge companies race towards 1nm and smaller, silicon chips are reaching their physical limits.
Breakthroughs in leading edge chips will get slower and more expensive.
That gives China crucial time for catching up in processes that have already been achieved.
Absolutely spot on
11:43 The irony of the sponsorship is that USA's RESTRICT Act would criminalize VPNs too.
A spokesperson said it wouldn’t, if thats worth anything
This is social media rumors and nonsense, we don't have the capabilities to monitor VPN, stop with the rumor mill sponsored by TikTok.
@@solaryard5351 were they under oath when they said that?
@@roadrash2005 No idea, not that it matters. Politicians are all liars, just throught i’d mention it
@@solaryard5351 A politician, well that's me reassured.
I hope you have read the RESTRICT Act? Deeply concerning... actually was hoping you'd do a video on it.
@Tinselfect it’s my comment which was just saying US should do it cuz other countries do it.
I bet it got downvoted but those who didn’t want to hear it.
@@abdiganiaden "Should do it"? Yes. With RESTRICT Act? Hell, no. RESTRICT act is nothing but a governamental privacy overreach. If you want *IT* to pass, I'd dare say you haven't read (or understood) a word of it.
Ban TikTok law should consist of 2 paragraphs at most, not 35 pages of denying basic rights. It's worse than the patriot act.
Easy way to fix the act is to ban any social media from countries that ban US social media.
Yup, they are using China as an excuse to take more rights away from Americans.
@@cbs1710
Yea, ban Tik Tok, but we don't need nor want the Restrict Act to do it!!!
Everything you mentioned is true that is exactly the difficulties Chinese high tech industry is facing. It is difficult to evaluate actual impact in the long term, only time will tell. On the flip side, there is another side of the story. For example, while SMIC is having difficulties with American made equipment, fundings and talents are rushing to domestic semiconductor equipment providers, which were not taken seriously in the past.
In the human history, there were few moments that technology reshape the economy/market. But most the time, it is the market pulling the development of technology. Moore's law is a good example.
What other choice do domestic providers have? Obviously if the top companies internationally refuse to provide you with what you need, you'll try to do it domestically... SMIC's R&D went from 17.3% to 10.1%, 74% of its revenue is from China, and they are getting a lot of revenue from older chip technology. With how protectionist and focused American politics is on China, this is BAD news
@@nster3 Of course it is bad news for SMIC, actually it is bad for the whole industry. Semiconductor industry is capital heavy industry, that is why there are only couple of giant company in their particular area, fab, machining and material. Because it is the most efficient way to operate. With duplicated investment, the customer will eventually bear the cost. We will see that in few years. For chinese equipment providers, actually they are benefited from it. They've given the chance they never had.
@@Happyfly20 also intel been granted billions of taxpayer money... money aint problem in these industries, talent, 20year+ experienced staff to run and especially R&D to keep them relevant as competition to improve is so big. Im pretty sure chinese can find ways to cope with sanctions, question is just can they keep staff "happy" so this industry can thrive. I have some suspicions coz top heavy societal system isnt greatest for these kind of expertise driven complex industries. Though as mentioned, free market aka demand is the deciding factor.. if there is big domestic demand, competition should arise unless gov incompetence blocks it.
What i mean with culture is that also TSMC, market leader, now has trouble and delays with 3nm process but incase culture is brutal , near stalinist type, that either loose job, demoted with setbacks, that doesnt let industry grow... hard industries failures and surprises are norm, but no reason to fire your engineers having 20 years experience in the field. If you do, fresh outta college kids (which are likeliest replacement) fair even more poorly. Other caveat in europe is that pouring billions of loose money to industry may twist their incentive structure and also make those brilliant engineers leave coz mental cultural corruption happens (ie relations to public gov to receive even more easy money favored over raw talent).
Its mentioned in this video. Its next to impossible for China to manufacture all the required tools & technologies in the semiconductor field. They have have friendly relations with other countries.
@@Happyfly20 😮
China is not only a high-tech producer but also a consumer. The world's largest high-tech market is in China. If you don't sell to China, you will lose profits and research funding will also decrease. You can quickly confirm this by reviewing the first quarter financial reports of major chip companies.
😂😂😂😂
China has a shrinking demographic. Even with 1.4b people in China, the USA consumer spends more by 4x. The CCP will actually have to make policies that encourage CSI to increase. China basically has been playing on easy mode for about 45 years with foreign investors bonds and low end manufacturing.
If Zero Covid, 3 red Lines and Tech Crackdown that have been reversed in the last 6 months is their way of governing, I feel bad for their citizens in the future.
@@waltershearls ccp will collapse in a few years time their abuses will be exposed 😈
These westerners hv a habit of belittling china. What can u expect.
Samsung don't have revenue from China, yet so big...same for Google fb and other
@@danfun3618 There's no Samsung phone manufacturing plant in China,and Samsung phone are not sold in China yet it never effect Samsung revenue. ......And Google do design & engineer Tensor chip for Pixel series , and it turns out to be one of the best in the market
Agree with most of the video, but some of the framing of the video was weird. You seemed to frame wanting to develop strong domestic industries as an aggressive act, whereas this would be championed if announced by the US for example.
Yeah, I noticed that too. I think the point he is making is that unless China bows to international pressure and do what they are told they soon risk to lose everything.
Agree. Plus as a non American I have no horse in the race. Both are ‘foreign’ mega powers. Americans forget rhst the USA’s interests are not those of 95% of ‘the world’.
I am a non european non chinese non american lower middle income person and the rise of china has benefited my quality of life. A lot of things we couldnt afford in the 80s and 90s , things we now enjoy thanks to the made in china rise. I dont want china to fail and go back to western hegemony.
@@tomaaron6187you’re so naive if you think a totalitarian government with zero respect for human life and international arrangements is a “foreign mega power” equivalent to the U.S. and that essentially both should be treated on the same basis.
The sudden shift of attitudes back to cajoling foreign companies and domestic high tech after three years of vitriol directed at them is only another red light. There is no accountability, predictability, stability in totalitarian systems. No one knows this better than domestic billionaires who all strive to keep their personal wealth abroad “just in case”.
It’s like Tesla who were forced to give up their source code for the government, who in turn gifts it to the domestic electric cars companies, who two years later are springing up like mushrooms and now Tesla is increasingly viewed as having lost in China. Naïveté, just like your comment, and sprinkled with heaps of greed on top.
You seem to not know China well.
if that's true, what does the USA fear ? Western countries always stress a free market, but the USA contain this and contain that from China, for the very reason that they fear China's advantage in some areas.
Free markets can only work with other free market economies.
Countries that are not free market can easily manipulate, and directly influence market forces to give them economic and technological advantages, as displayed by China.
China does not even have the basic foundations of a free market economy. As evident by the fact it could not provide rudimental evidence that it’s economic structure was remotely based on market principles within the World Trade Organisation (WTO) dispute between the European Union and China regarding China’s non market status.
US has finally woken up, and is finally utilising the same non market restrictions against China, that China places against the USA.
@@thecat6159the fact that the us was never the free market
America likes free markets, but not when the technology being sold is going to be used to kill Americans down the line.
so true !@@Neo-jty
@@thecat6159U.S sanction countries that don't work with their failing system
6:54 Pretty sure you meant late 1970s. Deng was paramount leader from 1978 to 1989 and one of the most remarkable and successful leaders of the 20th century. The combination of Deng and Zhou Enlai is what saved China from chaos in the 1970s and Deng set China on its economic course in the late 1970s.
Yeah as an American I think Deng wouldn't have put China where it is. He knew that in order for China to be the best it had to play nice with others.
He absolutely was a great leader.
Xi seems to be a strongman bullying his neighbors, to make China seem strong. Yet it is pushing their neighbors to side with the West. Like what they are doing to Taiwan, the Phillipines, boarders with India. Encouraging IP theft. The list goes on and on.
It isn't the East versus West either. It is the CCP versus anyone who doesn't want to take crap from them.
I just think Peng would have actually put China on a road map to surpass the US. Now I don't think so with their lack of immigration and population growth.
8964🎉
😂 When China ban because security reason, all west media & countries said it is anti freedom. Now they do the same
I'm interested in what will happen when China starts retaliating and cutting of Western companies from it's market as well. I mean some industries in the West are also completely reliant on Chinese imports, like rare earth metals. Apple's 25% of revenue comes from China, when China cuts that off, stock price will take a plunge.
They're probably aware of this and will be looking for an alternative
The time China retaliated against Australia by cutting coal imports from Australia, China caused itself a power crisis. China is dependent on those industries as well. Being totalitarian doesn’t mean the people in power are guaranteed to keep their jobs it means when they leave violence is involved. Destroying your economy to spite foreigners might trigger violence.
@Francesco Nicoletti There was no power crisis due to their sanctions on Australia. Your anti China sentiments is making you state wishful thinking and delusions as facts. The sanctions in microchips, which the US practically bullied every stakeholder in the value chain to comply with, has decimated their profits because China is the biggest consumer of those chips. Envy has made the west take concerted efforts to contain China and stunt their development. Western exceptionalism makes videos like these, focusing on the expected effects of these unfair trade practices on China, pretending their is no backlash on their economy.
There is no need picking in China with trumped-up charges because they are winning the competition. The West enjoyed their time at the top, and everyone collaborated. A country of more than a billion strong will inevitably overtake you, no matter the underhand tactics you employ. Playing the lead role on the world stage is not your divine right.
@@francesconicoletti2547 they have partner with RU and sooner saudi, and making BRICS+ (richest nation with natural resources), we just too tired of the western hegemony abusing their power, just let us decided how we live without western with their moral highground
Tesla made motor with no rare earth metals. Chinese arrogance thinks the world need bossy communists. Wake up ! The world does not need dictators and communists ! Go praise chairman Mao by yourself . Nobody else cares.
The result is the Kirin 9000s. Welcoming difficulties brings strength and pushes innovation.
Kirin 9000 and the Mate-60 it's installed in are utter overpriced crap. It barely has the capability of Snapdragon 865 from 3 years ago which they try to hide by allowing it to run hot. This will shorten the longevity of the device. Also, Kirin 9000 (along with the 865) are the last chips that don't need EUV and China doesn't really have EUV.
after a delay of over 3 years. Huawei used to make phone on par with the west, now it's making a phone that's over 3 years old and at a higher price. The point of the sanction isn't to stop someone from learning how to, but to make them waste time and resources than could be otherwise used to catch up faster and cheaper. State propaganda aside, this delay clearly happened, although it's not as long as some western countries hoped, but any delay is still more than no delay. It's a simple logical move, one that China would have done the same if the situation was reversed.
I Really love these analytical Videos on the Connection of politics, Economics and technology of yours! Really interesting!
Hey Marton, a great & informative vid as usual. Not to nitpick here, but when you mentioned Singapore @ 5 min 25 secs into the vid, you actually highlighted Taiwan instead on your map graphic.
It’s Taiwan
Not really. I recently returned to China after a four years absence. China’s cities make those in hr USA look like quaint heritage villages, It’s uncanny driving for 75 kms around the outskirts of Chengdu and and factory after factory of high tech industries. We get all of our lab’s optical equipment custom made and higher quality for a fraction of hr price from Europe ( where optics is way, way behind).
Zeiss is years ahead in optics
Yeah, there is Chinese "high tech", and there is genuine awe inspiring high tech. China has a level of high tech that the west had 20-30 years ago (depending on the industry).
You can dress it up and paint it fancy colors if you like, but you dont fool anyone except fools.
@@Pouimatiom only in consumer base.
channel like this is trying to give what their viewers wanted to hear instead of facts. your facts shattered their fantasy 😂
These channels are full of shit, when it comes to tech Asia is and was always more advanced.
As long as China owns the supply chain, I don't believe low-end assembly and manufacturing will hurt them in the long run. Probably the opposite will be true and will enhance what they do in terms of value add and manufacturing!
Manufacturing is the least value-added of the supply chain (i.e. the "Smiling Curve"), hence why it's so sensitive to low wages and tax breaks. China is already grossly overcapacity and it shows with the cratering of employment among the Chinese people.
They manufacture for multinational companies. They don't "own" any supply chain. Guess what happens when multinational companies leave China? Where's their so called "ownership" when companies can just go and manufacture elsewhere?
Look at how much of an iPhone or Tesla is made from Chinese parts today versus 10 years ago. Think you'll be surprised..@@patrickt49
Hello from Ghana
Ghana give you up Ghana let you down
Gott schütze den Kaiser
Historically this channel has been a good source of insight into China, mainly because you never used to "other" the country like most propaganda/alarmist youtubers. Now this... Isn't on the same page as before. It takes somewhat real phenomena (sourced and filled with opinions from the usual suspects like FT) and misinterprets or misunderstands them into a strange narrative.
Since economics and politics are inextricably linked, the "story" is actually super simple: China has become a middle income country with an ever-strengthening internal market (how is "Dual Circulation" not mentioned in this video, I don't know) and this has pushed out some (outcompeted) foreign companies like Samsung, and driven out some manufacturing ones simply because wages have gotten too high. Now on the topic of technology, its "advantage" (in some fields, "catch-up" in others like semiconductor) is proceeding at such rapid pace that it has prompted a political reaction from "The West" to try and stunt it or slow it down. This is NOT news, this has happened for hundreds of years. A very recent example is when the US managed to stop Japan with the Plaza Accords because they had become too competitive. Superpowers struggle.
So anyway: the embargos, the companies pulling out, etc, they're a recognition of the very advantage you say is being lost somehow. And we know - from History - those political/commercial efforts are usually fruitless, because it's not about "technology", it's about people. Take Iran for example, an economy that has been embargoed to hell and back for decades: less than half the population of Brazil, yet surpasses it in terms of GDP. And they just keep growing. So "hosting foreign companies" or "receiving technology from your gracious masters"... It's irrelevant. The pulling out is meaningless. Will and Prowess are what matters. China will be OK. Ultimately this video is mostly about desperate reactions from a competing economic bloc and less about China itself, especially not about losing some kind of advantage. There are no numbers to directly prove the central thesis.
Btw RESTRICT Act is just PATRIOT Act for US internet. It's internal espionage to streghten the power of the military Junta that governs that country.
If it's so much about people and not technology, why those people couldn't win war against British which led to loss of hong kong or century of humiliation?
It's about tech, always.
You are right. This guy is just anti China.
@ian x Yep, and the national will, which is quite dry on either side unfortunately.
Brazil has a larger GDP than Iran....
yep, in english world , is hard to see positive side of China
I'm surprised how this video has zero mention of the tech trade agreement China made with Saudi Arabia, for instance, a company like Huawei will be able to build up telecom infrastructure in Saudi Arabia.
the great market of saudi arabia. kekw.
@@TheRUclipsUser69 de dollarization babee!
@@holycow343 hope its happening this time
@@holycow343 Go buy Yuan and Rubel if you believe that.
@@moneygambler2327 I only buy chinese stonks and some tesla stonks. I don't think Yuan or Rubble will replace the dollar, I believe currency from multiple different countries will be used much more often in trade instead of the dollar. Keep weaponizing the dollar this will happen faster.
Maybe big tech will move their manufactures away from china but this will take time and they need to find high skilled workers like the Chinese and as i said this will take a long time and frankly I don't think they will succeed in this adventure at 100%... You need to recognize that china has become the factory of the world after a big effort from it's part, so live without it will be impossible.. china has an amazing logistics that no country can match
You mean factory workers? The highly skilled who develop the product is from outside the country.
@@minuii
There are a lot of high skilled labor that are Chinese within China. This is one of the advantage of China. I don 't think you have that in other country.
So other doesnt? You are looking down the highskilled people outside the china. Well its your drama, ccp is being too greedy trying to hold everything.
@@minuii amerimutt propaganda has gotten you good, china has the most phd and masters by population percentage of their county
There are very few skilled workers anywhere as good as the Chinese people. But, fortunately for the western nations, there are just a tiny few countries with such a destructive force in charge as is the CCP. It is quite probable that China would achieve their lofty goals of being the lead nation in a new world order, if their government was indeed a democracy with liberty and freedom for the other 90% of their population. Yes, it will take a while to break away from manufacturing in China, but it will be worth it for the good of mankind.
The four arguments are extremely weak:
- Manufacturing is leaving the country. To what extent is it leaving? Building an iPhone yields very low value added. What holds high value is the production of components in the iPhone, as seen with companies like SMIC and Huawei and their new 5G chip.
- High-tech imports are limited. I would simply add that necessity is the mother of invention, as demonstrated by the Tiangong space station.
- Export markets have been lost. China has become the world's top car exporter. The decline in exports over the past two years can be attributed to outliers such as the Covid backlog and Western economic struggles due to inflation and isolationism.
- Increasing Domestic chaos. I won't delve into this argument any further. As an advocate against China, you could surely make more compelling points.
Try again!
IMF predicts growth contraction in China through the end of this decade with estimates for 2029 as low as 3.3%. Sounds bad.
Don't worry ! 152 countries have joined the Belt & Road Initiatives . China will help these countries to build bridges &
infrastructure projects and these will keep China very busy for the next several decades .
I disagree with your video in a lot of points. I don't think you have been reading a lot about China's policies and progresses recently. China has bulldozed a lot of negative predictions about their capabilities to produce high-end silicon chips with their newest advancements. The sanctions are hurting right now, but were important for them to invest heavily in this industry. By the end of the decade, they will probably the best silicon chips with 100% national technology, and they will be the ones to set sanctions.
They are also diversifying their trading partners and taking strategical steps towards avoiding US sanctions, such as not negotiating with USD. They are doing it right now with Brazil. Donald Trum and Joe Biden neglected their international relations and let China overtake their protagonism in many areas.
China is a Socialist country, which means they have their Capitalist contradictions. However, their billionaires don't hold much political power, contrary to the USA. The ones who confront do not get sequestrated and tortured. They are seen all the time in China. They are just afraid that the CCP socializes their wealth, so they get shut up. China does not need billionaires, their workers are the ones who produce the wealth of the nation. China lives democratic centralism. US's politics are a mess. You call China totalitarian, a label that doesn't fit their history, culture and society.
China is already ahead of the US in a lot of key technologies, and they are adding every year millions of new engineers and scientists to the market with their wide investmensts in education and research. Day by day they are quietly surpassing the West in technology and infrastructure.
This is a very well detailed and compelling video.
One of the best so far on this overly explored topic.
“Overly explored topic.” Like when erryone was saying that China will collapse in 30 days? Lol. So how informed of everyone that when 30 days did passed, nothing happened.
"compelling"? This is just one more self-pleasing video from a Westerner. What is compelling, is reality. So allow me please to describe you the reality, as I experienced it myself.
I work in the IP telecoms sector. It is typical in our sector, to request new features from equipment manufacturers for future SW (as well as HW) versions. Here is what happens. Western manufacturers will take your request, will evaluate how valuable it will be to other customers, they will evaluate how much it will cost them to implement it, and if all of this is positive *for them*, then they *may* say that they will do it at some point in the future.
When you work with the Chinese, what you ask is *done*. It is simply *done*. New features are made available to you as soon they can practically be implemented.
Why? What is the difference between the two? Well let me tell you the following. A European manufacturer we were working with, had 350 SW developers for their entire product range. The Chinese manufacturer has 20,000 Developers *Just for their Network Management System.
In our sector, technologies are documented in RFCs, Request for Comments. When new technologies appear, it can happen that competing versions of the same functionality appear, until one of them becomes the predominant technology in the market. It is typical for the Western manufacturers to participate in writing RFCs and only implement one of the competing versions. The Chinese participate in writing RFCs and even implement competing technologies, for the same functionality.
The West is so doomed that you wouldn't believe.
@@nomayor1 China is already over, everyone will get to see it within the next 3-5 years. 😅😂😂
@@PseudoProphet You haven't got a clue what you are talking about. You really don't have a clue.
@@PseudoProphet please mark your calendar and see what happened. this video is about "china doomed" theory that was published continuesly since 20 years ago. again: mark your calendar.
I reside in a little village at the foot of mountains in Nepal. My 78-year-old grandmother recalls that when she was younger, Chinese people, particularly those from the region near Tibet, would trek across the mountain range to our village in search of crops and to beg for food. Border barriers were not in place at the time.
The world's second-most powerful country right now is China. Their achievements over the last 30 years are unmatched by human thoughts.
For my grandmother, I purchased a basic phone. A full-featured phone that she has used for two years and is still in perfect working condition was a Chinese keypad phone that was available in the Nepalese market for $10.
This demonstrates their level of commitment and the scale of the work they are capable of doing. Given their extraordinary abilities to create phones that can be sold for $10 after all taxes, fees, and profit.(A phone has hundreds of internal parts)
They are, in my opinion, incredibly committed to developing and utterly unimaginable in terms of what they are capable of. China will probably surpass all other nations combined in 20 years.
No one is irreplaceable. No person, no company, no country, no one.
Only japan that not changed
The other side of the story I heard is that as the domestic Chinese products become more developed and more competitive they start to displace the foreign competitors which fail to compete and therefore have no choice but to exit China as they are no longer able to compete in China against the domestic products !
Yup, which is why the whole marriage with China is stupid for companies, especially the ones that are pressured into handing over their IP only to find that 5 - 7 years later they're losing market share to products that are almost identical to theirs.
Well from what I gather the trade which comes out of China is consumer goods and especially electronics. What goes into China is luxury Western brands, like expensive perfumes, Scotch whisky, fast cars and even some high class crafted goods from the UK. As the rich Chinese city dwellers have all this disposable income they like to show off with these brands. It's like the high tech is exchanged for the traditional low tech. Anyway, if the US does cut itself off then I think it will evolve like the Soviet Union and have its own internal market. China is large enough to do everything itself, plus some help from the global south.
Well the thing is, the main reason companies moved manufacturing to china is because the costs is much cheaper than other places. Combined with the fact that china has cheap labor made companies so eager to invest in china. The huge market is just a bonus. But now due to china's hawkish stance towards others make companies moved out from china to cheaper countries like Vietnam. Regardless, it is still a loss of investment for china
Companies are more likely to leave China due to the government giving domestic products an unfair advantage (e.g. by requiring products to be made in china for companies to receive federal funding). This is unsurprising; most large countries (including the US) do the same to some degree or another.
It will be a long time before Chinese domestic products can compete on an even playing field.
No - China blocks fair trade ...
This is really interesting. It goes completely against free trade, but I think that ship sailed a while back, then got sunk and is never coming back.
I hope it stays sunk! Free trade in a misnomer anyway, as societies value their resources differently, and so the playing field is never level. One country can lower their costs by polluting more for example, or reducing wages, both of which China has done extensively. Free trade works best for the masters of capital anyway, and sucks for working people.
btw, maybe watch some Peter Zeihan about how the post-ww2 global order was made and why....this is the rise of globalism and free trade...interesting stuff! It's mainstream geopolitical analysis, not conspiracy theory
Well, what can we say. The proponents of the so called free trade have lost at their own game and now seek to throw rocks. 🤣🤣🤣🤣
Well, China abused its developing status for years now, so I'm happy that the developed countries took countermeasures against them.
It is all come to what is the impact on China's economic growth as a whole, if China is still growing much more than the west as it used to be and still becoming more and more the largest buyer of the world, then all technology will finally come to China, because there are where the market is, meaning China is where this technology inventor can make the biggest profit
Have you heard about the cold war???
It won't go to China because countries won't allow it (legally). We are at the beginning of a new cold war with China (+Russia) if you haven't noticed
How you can know for sure that China is going to be the biggest market? Nowadays, the EU is the biggest market in the world and USA is the country with the biggest economy and it is not sure if China would be able to beat them. Many problems has accumulated in China in recent years and its growth is slowing down. And the real growth is probably even less optimistic than the official numbers.
@@samuela-aegisdottir Simply because the population demographic is still relative developing compared to developed countries like EU and US. That meant most people in China still considered poor and many increasing their wealth and salary as the market continue to expand.
China already have many companies that is industrial leading including Drone, cars PC market, handphone market etc. Simple, if companies want to earn Chinese yuan then they have to setup shop in China. This show have take from many western sources without any experts actually speaking or understanding Chinese.
@@Hommie88china and india are starting to get older like developed countries. They were just some time back in terms of population aging but it almost always happen when a country develop
China AI - factory floor, USA AI - Google chat
I don't know why you said it's impossible for China to catch up.
Westerners can't begin to even understand how china works
@lchen1481 wrong, he is German
He said the same about Huawei.
Huawei did not catch up, like at all… at where it is penalized. But working against the govt is bad, in China or in US. Huawei has its fair treatment, it did work with Iran
Marton is from Hungary, although he lives in Berlin
That's a misleading title. China has been catching up on technology until the US started imposing sanctions. China is probably being slowed down now, but if you're talking about losing the technology advantage, then it's the US instead. Everything that the US government has done is to try to curb China's growth so that it could maintain its lead. But there are unintended consequences as well. When you start forcing your allies to follow suit, you're also jeopardizing the relationships once their businesses start suffering from revenue loss and affecting their economy. Also don't forget that technologies rely on talents. I was recently looking at the William Lowell Putnam Math Competition. Do you know how many of the winners are Asians? How many of the Asians are Chinese? Do you also know that in the most recent International Math Olympiad, the Chinese team had perfect scores from all their 6 team members? It's a feat that had never been achieved before. A lot of these kids used to prefer to come to the US but If the tension keeps going on. The talent pool here will no doubt get smaller and smaller. How else are you going to keep up with your technology advantage then? Besides, what you've been talking about are mostly chipmaking. They didn't need to develop those before but now they do. And they will. Meanwhile, they could replicate the computation performance by using chips that are less power efficient. You're not going to stop their other technology developments with that.
Keep using the same music in the background, it is a unique quirk of these videos and i love it. Excellent videos
yes i agree with you, the music is at a nice volume, i like it. the music compliments the video it doesn't overshadow the speaker which is good.
Maybe true over a certain period (say 5 years). But not for long term (say 10-20 years).
The US-led "West" didn't manage to close off the global market to Japanese and then the Korean firms so what made it think it will succeed this time? Asian countries all developed domestic technology because the west all became very hostile when challenged economically by "lessor nations".
Japan and Korea still rely on American chip designs and European fab components. Sanctions would be just as devastating to their operations.
While all the challenges you've mentioned are true, and they can be daunting, I don't think China is likely to lose its advantage.
On the contrary, their advantage has a chance of growing even bigger over countries like the USA or Germany.
While some other countries like India might counterbalance that, let's remember that India is not a 100% ally of the US, and has a lot of disagreements with the Western hegemony.
According to a widely-cited Australian study from 2023, China already has, quote-on-quote, "a stunning lead in 37 out of 44 critical and emerging technologies".
In fact, even though some tech companies like TSMC are limiting their presence in China, let's not forget that, the world's top 10 research institutions are based in China (yep, literally 10 out of 10 according to Reuters), not to mention that China is expected to graduate several times more STEM graduates than the US each and every year. Even if they are still lacking behind in some areas, the huge numbers of Chinese engineers and research facilities are probably going to eventually crack some of the most challenging problems they are facing today.
According to the ASPI report, China excels in areas including nanoscale materials and manufacturing, coatings, 5G and 6G technologies, hydrogen and ammonia power, super-capacitors, electric batteries, synthetic biology and photonics sensors. According to the same source, China may very well may pose technology monopoly risks to other countries within these areas.
While it doesn't have a lead in microchips, with all the factors mentioned above, it might very well make their general technological advantage even stronger over the next few years.
Nonsense. 0:34
Wumao article
6 months have passed, can you make video about Huawei mate 60 now ?
2005: China gonna fall
2010: China collapse soon
2020:
2024:😅
China, too. Half of its citizens still earn $140 a month.
that's india
“Decline of CN manufacturing”, CN manufacturing industry is now bigger than G7 combine even in term of nominal value and out growing all of them.
I really admire the amount of copium people like you take.
Yeah... do you follow how many companies closed in the past 3 years. Good luck lets see who is right in the next 3 years
@@danfun3618It was on one of these china Insights / Insider / Uncensored channels, so youll have to go down the youtube rabbit hole or just google Chinese company closure from 2019 until 2023. Seriuously do your own research
I think the Chinese are a very patient people, and that their reaction is being prepared...
If November 2021 was an indication, it's not in the way the Party desires. Now they're dealing with mass unemployment and a collapse of family wealth with their real estate financing crisis.
In 5-10 years, how many of these American brands (eg Apple, HP, Dell,etc.) will still be in the TOP 10 list. Many Japanese brands have already disappear from the radar screen or sold to non-Japanese owners. Samsung & Taiwan TSMC are being crippled by recent American semiconductor policies. How can these 2 current key players stay at the top when their hands are tied by US anti-China semicon policies?
Samsung and TSMC are both building manufacturing facilities in the US. TSMC in Phoenix, Arizona and Samsung nearby Austin, Texas. Meanwhile Intel is building major manufacturing facilities near Columbus, Ohio.
China failed to understand; don't shit where you eat.
Why is restricting another nation from progressing sounding like a good thing?
Because losing their hegemonic position threatens some country's ego. This is why they employed the Tanya Harding strategy. It probably won't end well.
I think your title should be "Technology manufacturers."" The tech sector in China is evolving to intellectual rather than lower skill assembly and manufacturing . They are keeping key sector manufacturing only. You should visit China first and see how advance they are
He is the typical mediocre fed with msm news. I am here to see how much is the gap with reality he and his viewers have.
Meanwhile China being the only country with self-driving cars all the way: ???
The propaganda is getting hilarious.
The propaganda is just downright sad.
Ha? Have you ever heard of Waymo? The most advanced FSD. Or the Mobileye? Second most advanced? What about Curios?
@@wlan2 “Advanced” my ass. Multiple crashes and only in a few areas.
martin thank you for these in depth insights 👍
there is no insight. These videos are probably written by AI or some guy on fiver and he just selects the most easy-to-digest to read.
@@EsaMononen poor hater go cry somewhere else
Dude, when you are becoming the 2nd largest economy in the world (2010), and it is about 4 times the size of the 3rd one (2020), the policy "hide your strength, bide you time" that proposed by Deng in 1980s is no longer applicable. The world, and your potential rival in particular, is watching all the time. Why do you want to treat them as blind or stupid?
China is furthest behind in high end semiconductor fabs, because of US sanctions. But going into the future you should have mentioned ASPI's review of the top research publications in 44 critical tech and science areas for this century. (ASPI is an Australian think tank) They reported that the highest impact science publications in 44 critical tech areas, China was #1 in 37 of them. This speaks to where China will stand 10 yrs from now when that research goes from the lab to the factory. The reason for this is the importance society places on education and research in science and technology. In the US 70% of grad students in science and technology are foreign. The US capitalist system drives the brightest to wall street where they invent financial instruments of mass destruction or to law where everyone sues everyone else. It's both the rise of China's science and tech but even more the collapse of the US system.
Stop spamming. No one cares or believes your propaganda
Excellent analysis - thank you!
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Did you notice the new Huawei phone yet?
It's on his other channel
Heyy, just curious how do you come up with these topics?
I guess reading newspapers helps? Give it a try - even just reading the headlines will do in this case ;)
China's gdp for the first quarter has reached 4.5%. While I understand that Apple is de-risking its supply chain due political pressures and uncertainties. China is making waves in the world of renewable technologies and manufacturing. For start, China produces 70% percent of worlds lithium batteries, leading the EV revolution with producing more than 60% of world EV and they are posed to take the crown in vehicles export from Japan this year. In comparsion to making phones for Apple, the value captured from exporting local brands means the revenues and profits are captured by Chinese.
You are aware that China constantly lies about their GDP right? Even Chinese people themselves don't believe their country is actually hitting those numbers.
A couple things firstly consumers don’t trust Chinese vehicles while Japanese vehicles are one of the most trusted. Secondly we can’t trust chinas gdp numbers
China not only produces the batteries, they are also the techonlogy leaders in the field. One thing you never hear on these videos is that China in the last 5 years has been the country to file the most patents per year, almost doubling the second. They are leading already in several fields, and they are closing in in the rest.
SMIC is already working in a chip directed towards AI computing. Apple had to return their factories to china because their factory in India couldn't keep the quality and pace they needed...
All these sanctions are just the USA being scared of losing their leadership. Nothing else.
@@jal051 chinease patents don’t matter because they are most likely just stolen technology from the west
The title is obvious wrong in that comparing with US, China does not have its technology advantage because it relies a lot of US technology in the past; However, with sanctions, it forces China to develop its own, though its painful and slow at the beginning, but over time, US will and is losing much more because those related US companies and their products will lose the Chinese market forever. For example, after three years, the sanction literally pushed China to have its own OS (HongmenOS), its own supply chain for its chip manufacturer. A good advice is that don't blind your eyes because your ignorance, and never underestimate China's capabilities.
Stellar analysis! Don’t see a lot of great content like yours. Great to follow you and looking forward to future videos!
China is geopolitically expanding in the rest of the world. The BRICS (India is there) already have a bigger GDP than all the G7 countries together (and more asian and latinamerican countries are in talks to join that economic alliance, where the US sanctions have limited effects and US is seen, by large part of the population, as an opresor, kinda the Imperial force in Star Wars). Majority of the world doesn't have any problem with China, their brands and tech still have a lot of market outside of "the West" and China. Still, they do have the big problem of semiconductors.
On the other hand, the U.S. is facing something it has never faced before, the end of the endless debt, so it will lose a lot of power in the world losing the dollar infinite printing. That day is coming, it has inflation, financial problems and recession, all at the same time that many countries in the world are already looking alternatives to the dollar. It's already happening. Europe has sealed it fate to the US, and that is damaging a lot to their countries and population. It will get worse for them.
Interesting times, but it will get harsh, really harsh, even more for those countries that doesn't have natural resources to be self-sufficient.
oppressor? how many countries has US annexed?
@@fugslayernominee1397 I'm just gonna let you this video:
ruclips.net/video/_wIOqHSsV9c/видео.html
(by a western journalist, nothing to suspect of "desinformation") about how the US has operated in the world through the 20 century. It's not complete and doesn't show so many atrocities that happened because of US foreign policies, and very long term structural problems it economic it has caused around the world.
Many people actually laugh at the idea of the US defending democracy and freedom outside the US, because it's a complete and flagrant lie.
From there is up to you to look for information. Have a nice day 👋🏽
Bold of you to assume that India would actually support Chinese trade policies. Only glue keeping India in the BRICS union would be Russia
@@fugslayernominee1397 it destroyed a few so it has many enemies
@@sauravsuresh 🤷♂️ I do not know what role India intends to play as an international actor. What is certain is that every government has taken note of what the US does to any country that overshadows its international hegemony. They will have to decide, when the time comes, if they are going to ally themselves with those who were their enslavers, or with nations that propose a new order in which they would be protagonists.
It's amazing to think that despite the mega sanctions against Huawei, that it still made billions of dollars in profit this year, has a new operating system, it is doing fundamental physics research into chips and patented the graphene transistor. There are many new chip technologies developing in China, including carbon nanotubes, photonics and quantum computing. In a few years most of that silicon chip technology will be redundant.
No they mass produce mobile equipment using US, Swedish/Finnish tech. You overestimate the sanctions. They’re limited.
@@SeeLasSee LOL, Huawei has the most number of 5G patents.
@@SeeLasSee if ture, huawei is so weak and all rely on west , but why us sanction it?
frankly, I just watched until 7 minutes of the video, because for me it's very clear that the content is basically about "china doomed" which everybody make "logical" explanation/prediction since 20 years ago. I don't know the motive: someone tell you to, or just following the "trend" (pleasing your viewer).
This analysis should actually be called, "why foreign manufacturers are setting up secondary plants outside of China" or C+1 as it's widely known. It has very little to do with the actual title of the video. If anything, China is gaining even more in terms of its technological advantage, the evidence for which is overwhelming. You did mention battery technology but that's just scraping the surface. In almost every part of the clean energy industry, China is the dominant player both in technology as well as in manufacturing, but that's just one area where China is dominant. Read the Australian Strategic Policy Institute paper and perhaps post a video that is well-researched and covers the topic of your video.
Also, you were incorrect in terms of when Tesla was permitted and set up shop in China as a WFOE, that was 2019, not last year.
China's 20% of GDP is from export, and 17% of that 20% is exported to USA.
That means what the USA buys from China is equal to 3.4% of China's GDP. It's a lot smaller than most people think...
The reason China manufacturers like to sell to countries other than the USA is the transportation cost and the tariff. For example, Tesla Model Y is USD$17,000 cheaper to buy in China....
The BRI project is aiming to create potential markets for those exports in the global south by helping them to be no longer attached to colonialism first and grow, so that the USA and its allies can have their solo dance happily ever after in the near future.
"Losing" they just got EUV lithography machine like the ASML ones, but much cheaper, to make smaller circuits in microchips LOL and also BYD is growing strong selling more than Tesla and expanding globaly.
BYD is outselling Tesla? And you believe Chinese propaganda? The reason why they are the biggest exports of EV's is because they aren't seeing the sales numbers they want in China. And for Chinese car companies to keep receiving government subsidy they need to keep manufacturing cars and fake the sales numbers. They have a surplus of cars and all they have left to do is dump it on the rest of the world because they aren't selling domestically. Would you honestly buy a Chinese EV with questionable safety standards? I don't know about you but I don't want my car spontaneously combusting while parked in my garage.
What an amazingly-researched video! Glad that we have channels like this that take the time to do deep dives into important topics
Half a year later and it's already aged poorly lmao
You say it's well researched but there's no sources listed anywhere
"China now leads in 37 of 44 technologies that are going to be vital for the future of our world." ~Australian Strategic Policy Institute, (ASPI), 04/2023
research silly
Name one!
@@mdjey2 CCP is not leading in anything except theft and few other accomplishments - including.
a) unleash biological warfare on globe (COVID) which killed 20 Million and trillions in losses
b) maintain on the last APARTHIED country with killing/suppressing Muslims
c) Take India's land and threathen people in Tiawan
d) Back Putin who is killing innocent men. women and killing /stealing Childre
e) claiming water that belongs to others including PHillipines
f ) continue to threaten humankind by threathening US
g) Steal IP and tech from around the globe
h) suprpess Tibet
i) harvest organs and forces slave labor for own people
J) CCP stealing trillions from Chinese people and keeping them poor so no to expect too much
K) Hiding tolen money and family in America so they can escape (XI's kids live in US)
We can go on ...
@@mdjey2 Issuing warnings - clear world leader
@@chrisbell238 that still bad ,there Is a High chance that they could create a monopoly in 8 of them
Good video. Although if the restrict act goes through, using VPNs to access things on the internet out of the US system like ticktock is likely to be full on criminalized.
Or even accessing russian sites As one thing some people aren't noticing is that Russia is on the list of countries they can criminalize using software or visiting websites from.
I guess the only thing lost there would be those who wanted to develop ADHD by accessing Tik Tok now won't be able to.
@@loot6 USA isn't guaranteed to benefit from the onshoring. And before you kneejerk again, I'm not claiming that sanctions aren't painful. If I was to guess blindly, Vietnam and Korea could be greater benefactors.
@@FenrirRobu I think you replied to the wrong person.
Wrong assumptions. They will not copy, they develop alternative new technologies...
Not really. At least for the lidar sector, US companies and even military suppliers are still buying Chinese lidars.
dji
what you said is a joke now， look at huawei
Ffccckk this anti.China BS dude😂😂😂
In this video, the explanation is amazing. But in reality, China's technology is amazing.
after almost one year now, is it possible to make a new updated video about the current situation of Chinese Tech advantage
Informative and interesting! Thank you.
A lot of comments about the US 'this' and China 'that' but underlying a lot of this is that countries smaller than those 2 are also reinvesting in production of goods, like washing machines, that used to be almost exclusively Chinese. This lower level refocus in production industries by countries like the UK and France, won't have a big impact on their own but as more countries go back into self production or shared production within the West, the impact on China's middle industry will tell.
中国能不能生产低端产品并不重要，我并不在乎，但对于破坏西方国家的超额利润，有强烈的兴趣😊我打个比方，最近，中国核磁共振设备有突破，从2000万一台，变成300万一台。核磁共振是非常重要的医疗设备，很多低收入国家医院设备落后，就是因为价格太高，中国设备卖300万，德国这个产业就会全线崩溃，这是我开心的，凭什么西方国家那群懒人，获得那么高的利润？？为何中国人那么勤奋，得到的收入那么低？？？😂全世界发展中国家，会非常乐见中国继续发现，所有高端产品都会变便宜，意味着所有产品平民化，你不需要非常高的收入，就能享受发达国家的生活水平。我读小学生的时候，周边连汽车都没有多少，现在，家里几乎全部都是智能设备，扫地机器人，智能电视，智能音箱，连开灯我也是靠智能音箱控制的，而我，只是一个平民，懂我意思吗？？
It doesn't matter whether China can produce low-end products, I don't care, but I have a strong interest in destroying the excess profits of Western countries into 3 million units. MRI is a very important medical equipment. Hospital equipment in many low-income countries is backward because the price is too high. If Chinese equipment sells for 3 million yuan, the German industry will collapse. I am happy. Why are those lazy people in Western countries? People, get such a high profit? ? Why are Chinese people so hardworking and earn so little income? ? ? 😂Developing countries all over the world will be very happy to see China continue to discover that all high-end products will become cheaper, which means that all products will become civilians, and you don’t need a very high income to enjoy the living standards of developed countries. When I was a primary school student, there were not many cars around. Now, almost all of my homes are smart devices, such as sweeping robots, smart TVs, and smart speakers. Even turning on the lights is controlled by smart speakers, and I am just a commoner. Do you know what I mean? ?
@@whatswhite110 老外爽日子過真太久了, 是時候該讓他們民主和平等一下了哈哈
@@whatswhite110 German industry will collapse? Had a bit too much opium? Or rather copium?
You shouldn't listen so much to your propaganda media
德国工业会崩溃吗？鸦片吃多了？或者更确切地说是copium？
你不应该听太多你的宣传媒体
China has the advantage of complete supply chain industries to surport her manufacturing capacity that no other countries in the world have. While there are some foreign companies moving their production to low labor cost countries nearby, they still rely on China to supply the parts they need to assemble the complete products. The reason is simple, that no other suppliers can make them as efficient and lower cost than China can. So it is a matter of time that China will try to be self reliance on semiconductor tech as they realize that dependence in any critical parts on other countries is a big mistake, and that is why China is investing billions of dollars in R&D and educaiton to correct the past mistake of trusting global trade ideology championed by the U.S in the 1990s...It may take years to do so, but China has demonstrated that they did it in aerospace, telecommunication (5G. Beido etc.), solar energy, AI and EV car and battery. Let's wait and see...
U are correct. The problem is that China doesn't have a lot of time...
AI will give the west a huge advantage..
The question is.. Will they be able to steal /catch up with the west regrading AI
These sanctions are a double edged swords. Dutch and American chip manufacturers are saying that the loss of the Chinese market would mean they will less money for R&D, slowing innovation and giving Chinese domestic suppliers the breathing room they need to develop their own industries
Even if that were true and China wasn’t behind would putting R&D in Chinese hands be a good idea? Don’t think so, Taiwan is wayyyy better than them and has opened some proper chip manufacturers. You’re not convincing anyone with any mind that cutting off China’s chipmaking is bad for Dutch or America as a whole.
@@V01DIORE Convince enough for you to reply. China will find a way, already working on photon together the standard chip
@@manfunny917 Bull€$¥# enough for me to want to correct it. Biden crippled the Chinese chip sector a few ago when they gave an ultimatum about retaining US citizenship pushing China even further behind, they can be working on whatever tech but it’ll always be a cheap copycat version.
China catching up in chip manufacturing?,the U.S. is already almost 20 years ahead of them.
@@galvinstanley3235在1956年，你可以说当时中国比美国落后100年，如果美国封锁，我相信我们可以做些什么的，哪怕不能赶上
That's good news for China when all manufacturers moved out of China.That eliminates forced labour in China.
Hahahaha! I love watching these old news about China.
They look like fools making propaganda about China 😂
Loss of Manufacturing: chinese no longer make the cheapest shirts.
Loss of High-tech imports: Trade War. US doesn't want to lose and uses protectionism, which is a mortal sin but only for others.
Loss of Export markets: Trade War. US doesn't want to lose and uses protectionism, which is a mortal sin but only for others.
Domestic Chaos: Chinese government doesn't want another crisis like the one of 2008 (or the one of Silicon Valley Bank now in 2023).
Chine doesn't have 4 big technological problems, it has only one problem and it's called United States protectionism.
United States is actually a socialist country, but only for the rich. 😙
Are googles products available in China? What about Facebook? Snapchat? Twitter? slack? reddit? discord? lets take a look at all the ones that are just listed in wikipedia en.wikipedia.org/wiki/List_of_websites_blocked_in_mainland_China
Oh right China banned all those companies long time ago before any trade war or protectionism from the US started. riiiiight its all the US fault.
this is not protectionism.
china's development was built with/on American technology, ideas, know-how, ... and the US has been okay with it until china started behaving badly. japan did a similar thing before and china seems to be repeating the same mistakes.
@@mariacheebandidos7183 China has been misbehaving, right. In what way? You mean manipulating or threatening governments in other countries, training foreign military to carry out coups, giving them support and weapons? invading third countries, stealing their gold and valuables, killing civilians and journalists, leaving only ruins behind? manipulating the economy of other countries with sanctions or other means, against the criteria of all the other countries of the UN? freezing their yuan accounts unilaterally? If so, I agree, China is no doubt a bully. No doubt the chinese will say 'there are complex reasons and we cannot judge it in a simple way' or 'mistakes may have been made'.
Or spying with weather balloons? No, a better system than with balloons would be to create a spy network with other countries to spy on foreign leaders or citizens. Even through other countries it could spy on its own citizens. I would call it the Echelon network. We could call the spy network with other countries... Five Eyes, which sounds very chinese. It could connect to the physical nodes of the internet and spy on EVERYTHING.
We could also use hacker technology from governments friendly to China. A supposed spyware I would call it Pegasus, cool name.
Ah, when you talk about 'development built with northamerican technology, ideas, know-how...' what do you mean specifically? The Western world developed with knowledge and technology from China. It was the Mongol empire that, as it spread to Europe, brought through trade a series of inventions and discoveries that the europeans copied and even improved.
What do you mean by northamerican technology, the system of patents and intellectual property? There is a terminology typical of us Westerners: 'what is mine is mine and what is yours is both'. I assume you mean something similar, if you don't give examples.
China is already so protectionist that it bans access to Google, Facebook, Wikipedia, etc. Chinese users have to turn on a VPN just to avoid the shitshow of a Baidu search.
A lot of negatives for the exiting companies not really explored in this video. China has about 707 million high end income earners and some 25% consumers of Apple products Worldwide. Who is going to replace this big gap. The US is 49% and the continent Europe is 27%. That alone equates to $90 billion annual revenue of Apple. I feel this is the same thing with people from the West celebrating the exit of McDonalds from Russia as if this hurts the Russians when everything was sourced there. Now Russia just opened their own successful food chain no profits leaves the country anymore. China is well prepared for this. and always knew that the West would reject any new serious player in their small turf. It will take ages for the other countries to reach the productivity levels of the works in China. China already leads in 47 key tech innovations and west is playing catch up. This containment strategy is very late by a decade and half. Next time tone down the overly enthusiasm and look at issues from both sides objectively. We know they are paying you to do videos but don't loose your neutrality in the process. Already Xiaomi and OPP not very popular in the West are number 4 and 3 in the world. These companies will loose big and very soon they will need subsidies to compete in other markets. Look at how many countries are apply these so called sanctions outside of the so called West, Japan and Korea.
One point you missed it will not take more than 10 years to match international semiconductor firms, adversity brings tech innovation, and that's the philosophy of China
China has never innovated anything. All they have done is still IP, this is an IP the cannot steal.
There is no Chinese philosophy, only Chinese jokes.
@@stantonx9257 typical shitty western rightist mindset, confuscious is one of the first philosopher of world, and China is still following him, and second philosophy was of mao, and struggle led to evolution is Darwin theory, and China believe in it,
@@stantonx9257 dude trying so hard to hide from the truth😂
It’s not possible to match international technology firms unless you match the entire supply chain which is spread over many countries, none of which are cooperating with China. It’s a pipe dream.
So far, I haven't heard there is a shortage of chips in China. China still cranks out fridges, heat pumps, big ships, cars, etc. The only countries that have problems with acquiring chips, are the US, Japan, German, etc. I don't know who got hurt the most in this little silly game of chip-sanction.
Buddy this is about the most high end chips. Not the avverage chips for car phone ect
@@cadenambrose837 Simpleton, It would be nice for China to have access to 7nm and 3nm chips, but China doesn't get affected much without those chips. Not many gadgets use those chips, except iPhone. Those chips are too fragile for military use. China is already making 14nm, 28nm. Those chips are much more widely used commercially. China has recently sanctioned Micron. It means China can mass produce those chips. China is sitting pretty while the West is facing a serious chip shortage.
China shouldn't be underestimated but China should also not underestimate the world. By trying to play hardball for whatever reason it risks overplaying its hand and losing business relationships with many of the world's top firms. It's not worth it.
China should focus on being a positive and smart leader of innovation. As the world's populations and economies start to plateau the future is sustainability and taking care of our planet.
That's what I don't understand. China has been so good at playing the long game but for some reason the past few years it's managed to piss off so many.
They just can't do this due to Xi Jinping leading another cultural Revolution. They are completely under his thumb and are paralyzed in fear of doing anything that would disappear the emperor. It's the inevitable result of top-down control without transparency or accountability
@@leechrec it’s disadvantages of one man rule system, he has to inflame nationalism or provide butter. There’s less and less butter as time goes on.
I don't get it, what's the hardball China is playing? And what about China is no longer being positive?
And by saying taking care of our planet, I believe US has higher CO2 emissions per capita than China as always?
Although I'm so wanted to be neutral on this topic, the fact that we are trying so hard fighting against on our own yet still being fingered is so frustrating.
@@shunia The US didn’t claim the entire Caribbean islands as its own and put runways on them.
India didn’t claim Indian Ocean as their.
UK didn’t claim English Channel as theirs.
Iran didn’t claim Persian gulf as their own.
Yet China believes all South China Sea should be their cuz they just sailed there ancient times. No wonder it’s neighbors asking for help.
All these years you are saying China is loosing and what, China is more powerful then ever😂
The problem was Apple production in China was mainly done by Foxconn.
Foxconn is owned by Taiwan.
China was slaving away in Factories. Where the lion share of the profit goes to USA and Taiwan.
That is now being corrected with Luxshare making iphones in China instead of Foxconn.
了解中国的只有中国人自己，中国制造业的优势早就已经不是廉价的人力资源了，中国有着最完整的产业链，能为其他企业提供一套解决方案，而不需要在各个国家之间奔波，这目前为止没有任何一个国家能做到。
完善的产业链和国有化所以让中国产品价格非常低廉，不需要到处购买各种元件，也会使得产能很高，不过我很乐意看到你们认为中国很差，中国人喜欢被别人小看，我们只要努力前进就够了，外界说法其实毫无意义
China losing its technology advantage? For decades, almost a century the US was the world's technological nation. The prosperity of the US attracted the best and brightest to come and live and work in the US. The title should be how the US is losing it's technology edge to China. The jan 2023 report by the Australian ASPI think tank wrote that in 44 key science and technology areas for the 21st century, China is leading in 37 of them in terms of scientific publications citation index.
Arguably guests are treated better than family in many circumstances so the trade minister might be saying something else.
Agree, thats wrong. We should start treating our own people better than foreigners by give them priority. I rather put people from poor provinces to school and unis than people from Africa and Middle East
Every time China releases a list of new tech sectors it wants to "develop", we should read it for what it really is: the periodically updated shopping list for industrial espionage and IP theft.
Don't know why you said their can't catch up . I smell some bias
Chinnese people developed in less than 30years to become a dominant world power.. thats why marcon(French president) n EU officials are in china making deals n strengthening their ties
More like Macron is looking for a "win" to salvage his tenuous presidency, while the EU as a whole becomes more guarded against Beijing.
When huawei broke through the chip barrier, your video is just a joke. very good one
I laughed when I heard he mentioned tictok is high tech. In china, people think it pretty low tech company. So as to tencent and alibaba…
Tiktok is considered high tech. They have more advance algorithm and AI technology than other competitors like RUclips and Facebook. That is the reason why they're so successful
How does China have a "technological advantage" when they are mostly using US technology?
All about the story that’s USA doesn’t want to see others risings, ever not China 🇨🇳 only, hopefully China reaches their goal 🎉
So they can commit all the genocide they want 🎉
Yeah, American guys like take advantage of poor people. Just like westerners taking advantage of Ukraine widows, sickening
I'm surprised that he neglected to mention, assuming that i didn't miss it, a 5th threat due to the demographic shift, although he did mention demographics at the start.
The only technology that old people increase their consumption of is medical technology. Every single other tech sector is going to take a hit when a population ages.
Just look at Japan: the oldest demographic in the world right now. And the speed of China's shift is going to make Japan's look positively of a GLACIAL pace.
japan was under USA thumb, not China
@@hargasaya1051 what difference does that make? Did the US force Japanese citizens to wear condoms?
@@hargasaya1051exactly and Japan was destroyed by America
@@jasonsmith8500they destroyed the Japan economy
@@Bell_plejdo568p is this referring to the plaza accord?
but its still the highest invested destination as compared to German with high gas prices German will crash 1st unfortunately lol maybe you should also comment on companies like BASF and airbus are increasing their investments ? India with their bureaucracy will hardly be able to be any manufacturing hub while vietnam might be a good destination but will be take years and the manufacturing chain is very lacking
Most of what you said is true, but please note that partial truth is no better than ignorance. Back 5, 10, or 20 years ago, China faced more difficult situations, and many articles claimed that it was going to fail, with some books even proving that a big crash would happen in five years. These claims were based on similar partial truths like the ones you mentioned. However, such wishful thinking only served to fulfill some people's fantasies. And in this kind of analysis, no country would survive.
In reality, the circumstances are constantly changing, and only a country's inner strength and ability to deal with setbacks and adapt to changes will determine its trajectory. Although dramatic titles may increase viewership, they are unethical and will ultimately lose serious audiences.
TechAltar is living on another planet! A recent independent studies by an Australian Institute stated that China is leading in 37 out of 44 key high tech sectors.
Lol. Stop lying. China leads in plastic. 😂
It's sad really most Westerners live in a fantasy world.
They must have been very cherry picked. Just look at the supply chains for the most advanced equipment in the world. China is almost completely absent.
Jesus Christ. All of you China BOTS keep naming a report that lists RESEARCH not actual industrial results. WE all know China is good at research with CCP incentives and lots of engineers. Name one Chinese innovation in last two years... we cant wait.....
@@DanKaschel 😂😂This dude is coping the hardest among here 😂😂😂