Earlier quoted context omitted.
It’s going to be a while before China can own either the top (the OS) or the bottom (the silicon) of the stack, but ultimately you are right.
Genuinely curious - why do you say that? It might not be something they can export to other countries, but that’s mostly because of the rap that they have for surveillance and data collection and not because of a lack of resources. For the domestic market I don’t see why they can’t make their own silicon or software. I’d love to hear thoughts on the matter.
It’s that they are very complex iterative processes that take time to organize and are hard to get right. You can’t just quickly ‘own’ either one. Consider how long the iOS and Android of today took to build, or how long it took Apple to get from the A4 to the M1.