How China is losing its technology advantage
Vložit
- čas přidán 7. 04. 2023
- Get my Exclusive NordVPN deal here ➼ nordvpn.com/techaltar It’s risk-free with a 30-day money-back guarantee!
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
►►► This video ◄◄◄
China's tech industry has been on an incredible rise for decades, but it has hit 4 major problems. Manufacturing is leaving the country, high-tech imports are limited, export markets are lost & there is incresingly chaos domestically. How will they cope with these?
The Story Behind - ep. 96
This video on Nebula: nebula.tv/videos/techaltar-ch...
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
►►► Podcast ◄◄◄
Nebula video (every Friday): nebula.tv/chillout
Nebula audio (every Friday): nebula.tv/chilloutpod
Everywhere else (every Saturday, audio-only): art19.com/shows/the-friday-ch...
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
►►► TechAltar links ◄◄◄
Merch:
enthusiast.store
Social media:
/ techaltar
/ techaltar
/ techaltar
/ discord
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
►►► Attributions & Sources ◄◄◄
Channel Music by Edemski: / edemski
Other music by Epidemic Sound: epidemicsound.com/creator
News videos & photos by AP Archive, Getty & Storyblocks - Věda a technologie
Get my Exclusive NordVPN deal here ➼ nordvpn.com/techaltar It’s risk-free with a 30-day money-back guarantee!
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
go take your medicine...
@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.
"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.
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
I Really love these analytical Videos on the Connection of politics, Economics and technology of yours! Really interesting!
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.
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。
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.
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
Heyy, just curious how do you come up with these topics?
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!!!
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.
China AI - factory floor, USA AI - Google chat
6 months have passed, can you make video about Huawei mate 60 now ?
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).
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.
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🎉
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 would love to see some videos of industrial tech industry, companies like ABB.
Hello from Ghana
Ghana give you up Ghana let you down
Gott schütze den Kaiser
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.
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.
USA is a democracy.They can't Ban tiktok.
@@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.
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 😮
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
Maybe just because he is a American :)
@@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
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
Did you notice the new Huawei phone yet?
It's on his other channel
IDK if I’ve said it before but this is one of my favorite tech channels
hallo,
aus meiner Sicht haben Sie das sehr schön aufbereitet...danke.
Informative and interesting! Thank you.
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.
Excellent video! Very informative! Awesome🎉 footage. Thx
Well researched and fairly reported video.
"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.
this is total fake news... i am going to delete this channel
@6:49 what are we looking at here? The purple lightning looking device? Does anybody know what this is or what it is doing?
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.
@@TheCZcamsUser69 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.
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.
Stellar analysis! Don’t see a lot of great content like yours. Great to follow you and looking forward to future videos!
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.
Not really. At least for the lidar sector, US companies and even military suppliers are still buying Chinese lidars.
dji
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.
2:43 how odd that the demographic chart looks like Chinese architecture especially the roof lines.
Hahahaha! I love watching these old news about China.
They look like fools making propaganda about China 😂
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
If Chinese are losing why is American economy is about to collapse?😂
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 CZcams and Facebook. That is the reason why they're so successful
Huawei: Hello? 🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡
Superb one
No one is irreplaceable. No person, no company, no country, no one.
Only japan that not changed
I just want to thank you for your content
Using blue for land and dark for sea made difficult follow that map
“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
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 .
An obstacle is a delay tactic, it does not stop the onslaught
😂 When China ban because security reason, all west media & countries said it is anti freedom. Now they do the same
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.
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
Very good report!
I can't hear the music
Excellent analysis - thank you!
WOW VERY DANGEROUS SIR! !! 😠 😠BUT THIS WHY IM SO LUCKY LIVE IN SUPER INDIA THE CLEANEST COUNTRY IN THE WORLD 🇮🇳🤗 , WE NEVER SCAM! WE GIVE RESPECT TO ALL WOMEN THEY CAN WALK SAFELY ALONE AT NIGHT AND WE HAVE CLEAN FOOD AND TOILET EVERYWHERE 🇮🇳🤗🚽, I KNOW MANY POOR PEOPLE JEALOUS WITH SUPER RICH INDIA 🤗🇮🇳🤗🇮🇳🤗🇮🇳🤗🇮🇳🤗🇮🇳
@@indiasuperclean6969 Rise India Rise!
@@indiasuperclean6969 porkistani atta mila ya china ka gu kha raha hai 🤣🤣🤣😂😂😝😝
11:40 Tik Tok is also banned on Canadian govt. employees
How you have not read aspi's report on leaders on important technology.
Super informative. Thanks.
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
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
Thank you for this video. It indeed was a treat.
Great presentation thank you
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.
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 ...
What about foreigners registering their IT/Tech Consulting Businesses in China?
huwai introduced first satellite phone. just two weeks ago, 5nm chip computer has been introduced. next year, every new products will be using 5nm chips.
Amazing video Marton and team 👏
Meanwhile China being the only country with self-driving cars all the way: ???
The propaganda is getting hilarious.
The propaganda is just downright sad.
Why are U.S. Banks going under? Wasn't SVB a bank of the Tech savvy?
4:51 That was back in 2018, not last year.
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.
what you said is a joke now， look at huawei
Ffccckk this anti.China BS dude😂😂😂
How many companies moving?
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.
Superficial analysis, western consumers are not the be all or end all for China tech, Markets in latin America, Africa,South East Asia and South Asia
Lower margins offering less trusted currency and less stable customer base though. China's primary market target is still the EU and the US.
@@doujinflip Eh, future looks rather depressing here in Europe. Energy, rent etc a few things eating tons of disposbile income.
Market in Southeast Asia and South Asia is really depending on the political situation. If war broke out between India and China for example, a very quick boycott could end the lucrative market overnight.
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
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.
how is loss of high-tech imports a lost for china? doesn't that mean China has found domestic replacement for the high-tech products that they had to brought from US and western countries?
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
this video was amazingly done, thank you. wow.
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 can't world be happy.Always policies of countries are destroy others economy and built wealth for ourselves.No one can stop knowledge transfers. It is always matter of time.
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.
As always, extremely informative . Thank you!!!!
China is planning to move to a service based economy with high tech manufacturing. The plan was never to produce cheap goods forever. It’s already the largest consumer market in the world.
the thing you westerners dont understand is that china currently have 600 million people earn less than 150$ a motnth, 900 million earn less than 430$ a month, we simply can not "move to a service based economy with high tech manufacturing" yet, its far from the reality ,and CCP can not establish a stable a healthy relationship with the west to support japanese or south korean style of economic transition
China is still heavily export based economy, only 1/3 of Chinese economy is based on domistic consumption (in comparison US is 71% domestic consumption and EU average is around 60%)
So... Chinese citizens are still not as rich as their counterparts so rely on domistic market along isn't enough, they needs international market to move up to service and consumption based but those door are closing fast.
@@DOSFS wrong, China exports account for under 10%. You should search more information
@@DOSFS 2022, china not very rich consumer buy 27 million cars almost twice those of US 14 million
@@andersonanderson1525 bigger middle class
Thanks for the vid
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
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).
Top notch video!
The production quality is really very high. Thank you for putting so much effort in these videos 🤩
They are very informative and a joy to watch 🤗
Is he from eastern Europe
@@Hugo-jb7qz yeah,he's from germany,According to his profile
@@Pineappler-ql4om No, he could not speak German. He speaks Hungarian
Why didn't you include the island of Taiwan when you highlighted China?
Because he's bias and anti china
Not even on Hainan Island!
The graph at 3:50 is extremely misleading as far as data visualization goes. Makes it appear as if all companies are moving manufacturing to India and in some cases to the sea!
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.
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?
Wonderful news!