Seems like mostly PRC is playing catchup, and if past performance any indicator, it'll take half the time for them to throw up X times more capacity to the point where current SpaceX lead won't mean much at all except politics behind orbit rights. IMO SpaceX more like EVs / shipbuilding, PRC already pretty decent at rocketry from MIC and communications tech - putting up stupid space launch capacity to throw their own mega constellations is a much easier/quicker catchup than commercial aviation or semiconductors that's mired in global geopolitics.
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Seems like mostly PRC is playing catchup, and if past performance any indicator, it'll take half the time for them to throw up X times more capacity to the point where current SpaceX lead won't mean much at all except politics behind orbit rights. IMO SpaceX more like EVs / shipbuilding, PRC already pretty decent at rocketry from MIC and communications tech - putting up stupid space launch capacity to throw their own mega constellations is a much easier/quicker catchup than commercial aviation or semiconductors that's mired in global geopolitics.