Research Library

Clash of the Titans: Can China Dethrone Silicon Valley?

Over the last few years, much of our research has focused on helping clients understand the myths and realities of digital disruption, and mapping the evolving nature of technology-driven companies.

But what if the biggest future disruptions and most important competitive dynamics will not take place between firms and industries, but between nations and cultures?  The IT industry has been dominated by Silicon Valley for so long, that it is hard to imagine otherwise.  But the rapid rise of China makes entirely different scenarios possible. 

This report provides many specific Chinese plans, capabilities, companies and initiatives, as we examine the impact of strategic play at a national and global level, and what this means for your organization.

Clash of the Titans_Can China Dethrone Silicon Valley


Executive Summary

PDF (908.5 KB)

Single Topic Report

PDF (4.2 MB)



Simon Wardley
Simon Wardley, based in the UK, is a Researcher for Leading Edge Forum and the lead practitioner for Wardley Maps advisory service helping clients anticipate market and ecosystem developments. Simon’s focus is on the intersection of IT strategy and new technologies, and he is the author of multiple reports including Clash of the Titans – Will China Dethrone Silicon Valley?  where he assesses the hi-tech challenge from China and what this means to the future of global technology industry competition. His previous research covers topics including Of Wonders and Disruption,  The Future is More Predictable Than You Think - A Workbook for Value Chain Mapping, Beware of Geeks Bearing Gifts: Strategies for an Increasingly Open Economy, Learning from Web 2.0 and A Lifecycle Approach to Cloud Computing. Simon is a seasoned executive who has spent the last 15 years defining future IT strategies for companies in the FMCG, Retail and IT industries.  From Canon’s early leadership in the cloud computing space in 2005 to Ubuntu’s recent dominance as the #1 Cloud operating system. As a geneticist with a love of mathematics and a fascination in economics, Simon has always found himself dealing with complex systems, whether it’s in behavioural patterns, environmental risks of chemical pollution, developing novel computer systems or managing companies.  He is a passionate advocate and researcher in the fields of open source, commoditization, innovation, organizational structure and cybernetics. Simon is a regular presenter at conferences worldwide, and has been voted as one of the UK's top 50 most influential people in IT in recent Computer Weekly polls.