China, long regarded as a copycat and laggard in the tech sector, is set to become a world leader in the design and manufacture of the next generation of revolutionary smartphones. What could this mean for the way you use your device? What about the impact on suppliers and other big players in the smartphone sector? And how should investors be thinking about what could be the biggest gear shift in the industry since Apple launched the iPhone?

In this podcast, Asia Editor Neil Gough talks to Fidelity's Casey McLean, an equity analyst covering tech hardware, semiconductors and the smartphone supply chain across Asia, and Peter Carter, an equity analyst with a focus on tech hardware and industrial automation in China.

Ways to listen

  1. Search ‘Fidelity Answers’ on your favourite podcast app
  2. Click here to go straight to the podcast in iTunes
  3. Click here to listen to the podcast via the web
Neil Gough

Neil Gough

Asia Editor

Sebastian Morton-Clark

Sebastian Morton-Clark

Producer