How Trade Tensions Have Impacted the Tech Industry

The video discusses the impact of tariffs on IT demand, highlighting minimal effects in 2018 and 2019, with some growth in personal computers due to stockpiling. It explores supply chain flexibility and potential impacts on IT budgets, predicting a slight reduction in IT spending if tariffs escalate. The discussion shifts to trade tensions, market sentiment, and the resilience of IT spending. Finally, it examines the strategic technology competition between China and the USA, focusing on hardware and emerging technologies like AI and 5G.

What was the impact of the tariffs on overall IT demand in 2018 and 2019?

• Significant decrease

• No impact

• Slight increase

• Major increase

Which products were strategically excluded from the US tariff list?

• Monitors and Keyboards

• Printers and Scanners

• Tablets and Laptops

• Smartphones and PCs

How flexible are supply chains in adjusting to trade tensions?

• Very flexible

• Completely inflexible

• Not flexible at all

• Somewhat flexible

What could be the impact on IT spending if tariffs escalate?

• Remain unchanged

• Increase by 2 points

• Increase by 1 point

• Decrease by 1-2 points

What is the expected outcome if a phase one mini deal is reached?

• No change in IT spending

• Decrease in IT spending

• Slight increase in IT spending

• Major increase in IT spending

What is China's focus in terms of technology demand?

• Software and AI

• Hardware and AI

• Software and Robotics

• Hardware and Enterprise Software

Which companies might benefit from 5G infrastructure outside of China?

• Samsung and LG

• Apple and Google

• Ericsson and Nokia

• Huawei and ZTE