Carlosa is the one that made the most sense so far.
Premises : Modern subs can fire CMs that range one 1000 km from 50 to over 100m immersion depth.
For a sub hunting plane to locate this sub, it would have to be much closer that that. A ship too.
To defend those subs, any ship with long range anti-air systems or any aerial detection firing combo will do.
We can safely suppose the US subs to fire from beyond the first line of defense : the arc from half way between the Paracels and Spratlys to Taiwan.
To push back that line beyond the Philippines would be ideal for China.
In order to achieve this, the PLA navy would need to control waters North of the Philippines in a line going to Japan.
This requires its own subs free access to the Pacific …
which is why the Senkaku/Diaoyu are essential as the area provides a natural undersea corridor to open waters
of sufficient depth to escape detection.
* It also explains why Okinawa is sometimes nicknamed a giant static aircraft carrier.
To summarize, the first part of a conflict there will hinge on carriers providing protection extension to the rest by stabilizing the waters East of the second line of defense behind the Philippines from Indonesia to Japan which is why China is building these …
but definitive success will come from land based ( Chinese ) and submarine based ( US-allies ) missiles.
This shows why :
Island building and disputes are a present goal for China
Taiwan is the first acquisition targeted to push back the conflict line
Japan is intent on making its already powerful Navy able to fight for the Oriental China Sea.
Conclusion, IMHoO/analysis, China cannot defeat America now for gains beyond its seas
just as the USA have no pretensions to go fight on Chinese ground : status quo endures!
This is at the heart not only of the Chinese developments ( add space based assets there)
but also the conflict between options witnessed in US strategies for the region
**.
* Resources although present are a veil of an excuse to cover strategic interests.
** Air Sea Battle vs OffShore Control. Links found 3/4 down the article page.