I think that it's very possible that unrestricted political speech isn't needed for dynamic business environments. I feel like a lot of Americans are waiting for the other shoe to drop, but only use vague innuendo or metaphor to explain why free speech is necessary for the next electronics innovation.
Can't we just say we like free speech? Because if we dont, and they can develop new commercial products without it, China will likely never get free speech. They'll just hear about it as something Western companies wanted that China succeeded without.