Industry reports

Industry reports on China's technology sectors.

Deep dive into China's specialized industry clusters. Unveil how the "one city one industry" strategy has operated, raised the competitiveness of numerous Chinese companies and built unique ecosystems.

Published November 2026

China's Photonics-for-AI Ecosystem

A peek into the ecosystem for photonics for AI companies in China, with an overview of the technology stack, its status, the active players and how they are funded. Available in a short brief version with a detailed version of 57 pages to download.