Mr. Rand is being naive if he thinks that doing research in Canada means that the company can keep its intellectual property when it expands into China. Handing over intellectual property is required for getting into China, just ask GE or Boeing. Once they have your tech you will find yourself pushed out of the market.
His claim that they had 1.8 percent of the market five years ago, but now have 1.3 percent backs this up, and is not encouraging.