China Tech presentation 8 Feb 2017 - Global Thematic Research

China Tech presentation 8 Feb 2017 - Global Thematic Research


Chinas government is intent on upgrading its manufacturing sector and leading the world in a range of advanced technologies. Implicit in its Made in China 2025 10-year plan is the notion that China will displace the US as the worlds dominant technological power.

The 10 year plan has specifically targeted high tech industries and given Chinas national champions government backing and funding to develop their tech businesses. Many of Chinas tech leaders - whether Tsinghua Unigroup in chips or Huawei in telecom equipment of BGI in genomics - are heavily government backed.

Many of todays advanced technologies - like AI or genomics - require a lot of data to work well. Chinas population gives it more data than either the US or Europe to speed up its R&D process. Moreover, the sheer number of data scientists that China has at its disposal has grown to an impressive level.

This report researches the state and thrust of Chinese technology over the next two to five years and what it implies for global technology investors.


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