Based on this news story a few days ago, Katrina will merely contribute to an already-existing trend:

"After almost a decade of explosive growth in its electronics sector, China has overtaken the United States as the world's biggest supplier of information technology goods, according to a report by the Organization for Economic Cooperation and Development.

Data in the report, to be published on Monday, show that China's exports of information and communication technology--including laptop computers, mobile phones and digital cameras--increased by more than 46 percent to $180 billion in 2004 from a year earlier, easily outstripping for the first time United States exports of $149 billion, which grew 12 percent from 2003."