US Election Outlook - Predicting US Policy Shifts Towards Chinese Smartphone Makers

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US Election Outlook - Predicting US Policy Shifts Towards Chinese Smartphone Makers

Nov 1, 2024

In recent years, US policy towards China’s technology sector has tightened materially, the prime example being the Trump administration's executive order that placed Huawei on the entity list in May 2019, which eventually led to a major crisis for the company and a rapid retreat from overseas smartphone markets. In this report we review the likelihood of a ban on Chinese smartphone makers by the new US administration, which we believe is low, but not zero. However political winds in the US, particularly during a Republican administration, could change rapidly. On the other hand, further technological breakthroughs by China’s smartphone players or the wider tech supply chain, including key semiconductor components, software ecosystem and AI, could lead to a different outlook by US policymakers.

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Author

Yang Wang

Yang is a Senior Research Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.

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