For Vendor Strategy Professionals (Length: 29 pages)

Executive Summary (This is a document excerpt)

India and China — with their fast-growing markets and rapidly-expanding innovation capabilities — are threatening to redefine the historical US-centric — and unipolar — world order for the tech industry. But instead of throwing up barriers and viewing India and China as competitive threats, US tech vendors are building global high-tech Innovation Networks: multipolar ecosystems that exploit the huge markets and the growing talent pools in India and China. This document examines how the epoch-defining interplay of accelerators and decelerators impacts the performance of both Asian giants and will shape high-tech industry relationships between the East and the West over the next two decades (2005-2025). Through three scenarios, India remains a strong US ally, leaving China to be the wildcard in defining a new tech world order.