Dan Wang
Technology Analyst
Dan Wang writes about technology. He was born in Yunnan, grew up in Canada (where he was a Royal Canadian Army Cadet), went to high school in the US, and worked in Silicon Valley. His work on China and technology has been quoted by the Financial Times, Bloomberg, the New York Times, the Wall Street Journal, and the Economist. He double-majored in philosophy and economics at the University of Rochester.
Dan goes on expeditions of mushroom picking, which he considers an excellent source of lessons for risk/reward tradeoffs. He writes occasional essays on his personal site: danwang.co
For Dan's article archive click here.
The Daily
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Gavekal Research
January 29, 2019
A Huawei-Scale Problem
The charges that US prosecutors have now filed against telecom equipment supplier Huawei are similar to those thrown at two other Chinese tech firms last year. The eventual outcome is likely to be similar: the imposition of export controls that will threaten Huawei’s survival and force it to accede to a restrictive deal with the US government.
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Gavekal Research
January 17, 2019
Trump's Next Trade Target
Just when the risk from trade politics seemed to be dying down, it’s getting complicated again. Trade talks between the United States and China are in full swing, but just as important are imminent negotiations between the US and the European Union, which are clouded by the US threat to impose tariffs on cars and car parts.
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Gavekal Research
October 31, 2018
First Blood In The Long Tech War
Washington has opened a new front in the US-China economic cold war by slapping controls on exports of all “commodities, software and technology” to Chinese chipmaker Fujian Jinhua Integrated Circuit. The breath of the national security justification cited for this action escalates the US-China confrontation over technology to a new level.
Ideas
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Gavekal Research
April 12, 2019
The End Of The Smartphone S-Curve
Smartphones are a maturing industry. Sales in China, the US, Europe and Japan are declining, and demand growth in India and Africa is not fast enough to drive a new surge in global sales. The industry is hoping that 5G and foldable phones will trigger a fresh upgrade cycle. But neither will drive a significant increase of sales in the near term.
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Gavekal Dragonomics
April 9, 2019
Don't Believe The 5G Hype
5G mobile is the technology of the future, and the US and China are now in a life-or-death struggle to dominate it. That anyway is the story used to justify the US government’s campaign against Huawei—but as Dan argues in this piece, this is mostly alarmism disconnected from reality. It’s best not to get caught up in the politicized hype about 5G.
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Gavekal Dragonomics
March 26, 2019
The New Internet Regime
For the freewheeling Chinese internet sector, regulatory risk arrived with a vengeance in 2018. Government actions hurt companies including Tencent in gaming, Didi Chuxing in ride-hailing, ByteDance in online media, and others. In this piece, Dan and Yanmei explain what drove these moves and how the new online regulatory environment will work.