As for their kit, Myanmar bought some of their planes but none of them are operational. The planes were a joint project by China and Pakistan, but 8 years after the deal was signed apparently have persistent unsolved technical and structural issues.
Meanwhile Thailand bought three of the new Yuan class subs from China, but they aren’t operational either. Problems with the engines so bad that they need replacing.
Meanwhile China now has two aircraft carriers, but still hasn’t committed either of them to long range operations. They have only conducted experimental night takeoffs and landings, their carrier assigned planes are still largely land based, and they have yet to operate the boats beyond range of land based airstrips. Modern carrier operations are as complex as it gets, and they seem to be struggling with it.
Peacetime armies are generally bad, but turnover tends to be high when the fighting starts, and the second or third set of generals is often much better.
The most important advantages China has are pretty overwhelming- a giant population, and they own the global supply chain for microchips and batteries, meaning they can replace smart munitions and systems while their opponents can't.
They also have the best setup for doing go it alone, vertical industrial production, much better than the US or Russia. They're fine in any scenario where they don't get totally blitzed in a week.
For an invasion of Taiwan numbers are important, sure, but it's a wide channel and amphibious assaults are absolutely the hardest kind of operation an army can attempt. Technical competence, and I would also argue operational flexibility at every level, are absolutely crucial.
In terms of supply chains, that matters for an extended conflict, as we can see in Ukraine. However an invasion of Taiwan would either work in the first week or so, or it's over. I suppose they could try a long terms blockade, but that doesn't seem to be their strategy.
China is extremely vulnerable to a blockade themselves though. They have no control of their essential seaborn supply routes, and are highly dependent on external sources for energy, raw materials, high tech parts, and maybe most importantly food and fertilisers. The US can turn all of that off like a tap at a moment's notice.
The sorts of sanctions levelled at Russia since last year would have China on it's knees in months. The only way to mitigate that would be for the PLAN to go toe to toe gobally with the US, UK, French and Australian and Japanese Navys all at the same time. Also maybe India. The Indian Navy is small but it's no joke, and they have two fully operational carriers.
He's too absolutist for my tastes, he talks about China 'going away' due to demographics. That's just silly, they'll suffer for sure but 1.4 billion people don't just disappear. Also his line about Russia needing to control geographic access points or 'they're finished' is equally silly. They have nukes.
Pretty much all negative coverage of JF17 (joint PRC+PK manufacturing but so far SOLD by PK) are sourced from Indian tabloid rags with no credibility. Myanmar airforce has 100+ PRC airframes, variety of models in the last 30 years with little issue. Pretty much the only useful piece of info so far is Myanmar doesn't have adequate experience operating tech in 4th gen fighters, most of their fleet is 3rd gen. IIRC Myanmar got the jets before they even got simluators, and then bought 4th gen trainers (JL9) from PRC.
>Thailand
Yuan subs aren't operational because PRC couldn't acquire original specified German engines after EU sanctions. There's a period where Thai Navy was deciding whether to accept PRC engines, which they did. Some analysts implied if Thai did not accept PRC engines it would imply they were unsuitable, even more retarded media then spung that as technical issues with PRC engines. Both complete misinformation narratives since there's no basis for evaluating those unintegrated PRC engines at all.
>aircraft carriers
Training carriers based off RU design that analysis suggest PLAN has more or less maximized sortie potential vs when USSR was running carrier ops on similar flight deck. Late 2022 USNI analysis on PLAN carrier ops is they're basically reached "true" blue water deployment, i.e. a few hundred nms near Guam, 1000nm+ from mainland, with no divert airfrields or aerial refueling as backup. Which is about as far as PRC none nuke carriers need to deploy given strategic considerations. Caveate being conservative sorties and pretty clean (light) load outs to compensate for lack of divertion and ski jump. The struggle with PLAN carriers is they won't have catapults and capabilites that brings until 003 and training was hectic because they only had 1-2 carriers training 3-4 crew rotations, somewhat alleviated by converted cruise/barrack ships. TLDR is I would not characterize as overall carrier ops capabilities as struggling as limited by hardware, which TBH is expected since carriers does not seem particularly high priority outside of prestige - given PRC ship building capacity, they could have rushed 10 carriers like US did Forrestal class. Basically most US analysis of various PRC military modernization is they're lacking and focusing on XYZ, but should get there in a few years. Occasionally throw in the word struggle because they watch CCTV7 where miltiary propaganda talks about how hard they work. A few years later, new analysis that they got there (i.e. asw, jointness), something something evolving, modernizing at astonishing rate, but here's the new struggle. Rinse and repeat. Combined with customary but no real combat experience (which no one has in modern peer warfare). But the underlying pattern if you look at meat of improvements year by year is PLA modernizing fast.
IMO US pretty much understands this as well, for as much reporting there is on dysfunction of navy and urgent need to fix, there hasn't been much actions instead we see doubling down on distributed land based fires and increasing aviation standoff range, and ultimately long range bombers strait from CONUS to reduce basing dependencies abroad.
As for allied ports and rear support, US basing that enables operations against PRC in theatre, which basically US force structure requires at this point (hence all the wargames trying to convince JP to distributed basing), is IMO even more forgone. Various US partners signalled they wouldn't directly contribute to TW war but will provide rear support, but that's enabling US war regardless, so very likely they're going to get glassed. PRC systems confrontation and system destruction warfare is structured around destroying the softer/easier targets like support ships, tankers, ISR infra etc. Hitting them is doctrine. And ultimately, it's in PRC's long term interest to destroy as much US forward presence as possible, because that's historically how outside hegemons get kicked out, through sufficient force to demonstrate their strategic posture is no longer viable. And US having decades of build up abroad has more dependencies and more to lose if their security architecture becomes unsustainable.
As for unsupported carrier operations, IMO if you consider the sorties numbers their effects are close to negligible. Boat might be nuke powered, but there's only enough supplies (fuel/ordnance) for low hundreds of sorties, 50%+ of which will be buddy tanking / support due to how far PRC A2D2 has pushed standoff range, which leaves a even lower 100s of actual hitters. Assuming no interceptions. Barely enough to dent the 100,000s of targets from mainland. It's not that US CVGs are weak, just PRC operates on another scale, more targets, more concrete, more counter measures etc. Without constant replenishment carriers become single deployment assets with limited use and cost:vunerablity ratio not in their favour. And even then nuke propulsion need to return to dock, where they can be promptly hit with global strike.
I am a bit worried about naval officer training though, there have been damaging cutbacks and compromises made on that front. Nothing that's likely to have long term consequences yet, but they need to fix that before it gets worse.
I see that as a good sign. Why fight wars if there is no need to. I hope they stay that way and don’t get themselves involved in Taiwan
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