Japan, Taiwan and every US ally is spending copious amounts on defense and only going to keep growing their spending. My assumption is that if the war does come for China, it will come in 10-15 years. By that time, those countries will start their own mass production of missiles and drones.
I fear China will face an Iran style strategy from the likes of Japan and Taiwan where they mass acquire missiles and drones, which will render Chinese air power advantage much less dominant, China will find itself facing enormous amounts of drones and missiles and find that its air and missile defense is inadequate.
I have discussed this in the past that China lacks numbers when it comes to air defense. They have around 600 units of long range AD which is smaller than both Russia and US. They are still reliant on old S-300 for a major part of their AD stockpile.
China has developed the advanced AD systems. But cannot really produce it in huge numbers due to its much lower military budget.
The problem is always money. China's adversaries are spending without limit while China barely grows its budget each year.
I think China already has massive escalation dominance over both Taiwan and Japan.
Meaning that no matter what they do, they cannot really shift the balance in any fundamentally different direction.
Both are also geographically easy to choke compared to a country like Iran. Iran has a stable rear and multiple land-based transport links through China and Russia. Taiwan and Japan do not have that kind of depth.
Iran is not fully self-sufficient, but it is still far more self-sufficient than Japan and Taiwan in the essentials that matter most in a real crisis, especially energy, and to a significant extent staple foods.
Japan and Taiwan are much more dependent on imported fuel and imported food calories, which makes them structurally easier to squeeze.
And then there is the industrial side of it. China’s electricity generation alone is on the scale of the US, the EU, and India combined, basically the next three biggest producers.
So how exactly is a manufacturing attrition war supposed to favor Taiwan and Japan over China?
And if the US Navy is already staying 700 to 1000 kilometers away from Iran, evacuating regional bases, and seeing carriers take hits or suffer internal breakdowns against Iran, then what exactly do people think happens in a war against China?
This war has made me revise my earlier prediction that China would need to wait for hyperinflation and inevitable internal unrest to hit the US before it could win.
Now I do not even think China would need to wait for that.
It might not even need to wait for its overwhelming attrition advantage to fully play out.



