VC and private equity can’t invest in Chinese tech with military inclinations. China is considering countermeasures, which could disrupt tech supply chains.
Article
| Aug 11, 2023
“Shopping apps and marketplaces that specialize in ultralow-cost goods from China are gaining a foothold among US consumers—with broader implications for the future of ecommerce,” our analyst Sky Canaves wrote in our Chinese Ecommerce in the US report. Canaves expanded on what’s driving this retail opportunity for companies like Shein, Temu, and TikTok in the US and how it will impact the US market on a recent “Reimagining Retail” podcast episode.
Article
| Aug 10, 2023
There is far less retail media ad spending in the region than in China—but it’s growing much faster. Retail media is hottest in Latin America, though the outlook is positive everywhere. We have country-level retail media forecasts for seven individual national markets, along with a partial picture for China.
Report
| Feb 7, 2024
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the opportunity for China-based companies like Shein, Temu, and TikTok in the US, and how they can compete with Amazon. Then for "Red-Hot Retail," our analysts give us some spicy predictions about how fashion retail will change in the US as a direct result of Chinese manufacturers. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and researcher and Asia-Pacific lead Man-Chung Cheung.
Audio
| Aug 9, 2023
Forecasts
| Oct 10, 2022
Source: Insider Intelligence | eMarketer
Forecasts
| Oct 10, 2022
Source: Insider Intelligence | eMarketer
Forecasts
| Oct 10, 2022
Source: Insider Intelligence | eMarketer
Forecasts
| Oct 10, 2022
Source: Insider Intelligence | eMarketer
Forecasts
| Oct 10, 2022
Source: Insider Intelligence | eMarketer
Latin America is taking its cues from China, not the US. Increased investments from Chinese companies into the regional economy have diminished the US’s historically influential role as an innovation leader. This paradigm shift has given China a stronger foothold in swaying people’s digital behaviors in its favor.
Report
| Jan 4, 2024
China will have the most viewers by a huge margin, but India has the most headroom. China’s massive market only benefits its domestic sub OTT platforms. Nearly three-quarters of a billion people will be sub OTT viewers in China in 2024, but they will be inaccessible to international providers, as usual.
Report
| Dec 15, 2023
Ant Group’s cross-border payments arm will help wallets from across Asia-Pacific operate in mainland China during the 2022 Asian Games.
Article
| Aug 14, 2023
The Asia-Pacific coverage in the Global Media Intelligence Report includes poll results from Australia, China, Hong Kong, India, Japan, New Zealand, the Philippines, South Korea, and Taiwan.
Report
| Oct 20, 2022
India, China, and the US will headline country-level metrics. The US and China will lead in total ad spending, as usual, and both will rank at or near the top of the digital ad share rankings. India, meanwhile, will lead all countries in both total and digital ad spending growth every year through 2027. The triopoly is gaining ground again.
Report
| Jan 10, 2024
China will have the most podcast listeners in the world by 2025 and outstrip every region by 2027. Even with limited penetration, China’s listener numbers will soon be unmatched. China is set to lead the world in podcast listener growth for the next several years, although from a low base (in a relative sense).
Report
| Nov 2, 2023
Luxury consumption in China will rebound strongly in 2023 following the end of pandemic restrictions. While economic headwinds may create challenges in the medium term for luxury’s growth, China will be a main driver of luxury’s long-term expansion prospects. China will account for two-thirds of global luxury sales growth this year. Luxury in China will see a bumpy 2023, following a disastrous 2022.
Report
| Oct 9, 2023
Offering deep discounts and other incentives is a tried-and-true route to acquiring both customers and sellers in China, where TikTok’s counterpart Douyin now stands as the fourth-largest ecommerce player. But livestream shopping in the US is unlikely to ever reach the scale of China, where it will account for 22.0% of retail ecommerce sales in 2024.
Report
| Dec 14, 2023
Three Southeast Asian countries along with China, India, and Japan are among the 10 fastest-growing online shopping markets worldwide. But Asia-Pacific also includes some of the world’s slowest-growing ecommerce markets. Looking ahead, we anticipate a deceleration in overall retail ecommerce sales growth in Asia-Pacific.
Article
| Mar 25, 2024
Because of this, China will see a mini rebound this year, before sliding back into a slow-growth stretch. To view the full forecast, click here. Even in a slow growth environment, China will produce many new gamers. China has relatively high internet and smartphone penetration, but given its sheer size, there’s still a large untapped gaming market.
Report
| Nov 27, 2023
The personal luxury goods sector is riding a wave of high demand in the US and China, buoyed by wealthier consumers who are relatively immune to the impact of price increases. But brands will need to appeal to the rising Gen Z consumer, as well as strengthen loyalty among their most important customers.
Report
| Sep 14, 2022
The US government, including top officials and the FBI director, are concerned that ByteDance, a Chinese company, could be forced to share its TikTok data with the Chinese government and that it could use that against the US. Why is that a big deal?
Audio
| Mar 25, 2024
India, China, and Japan will all post slower ecommerce growth than last year, but the declines will be minimal. India in particular will remain among the world’s fastest growers across both total retail and ecommerce. Southeast Asia, meanwhile, will see a modest uptick after a shaky 2023.
Latin America will be the top region for ecommerce growth, but not overall.
Article
| Mar 4, 2024
Innovations from China boost US mcommerce. Temu skyrockets past other shopping apps. Temu rode heavy advertising to reach 90.5 million unique US visitors in August 2023, following other direct-from-manufacturer apps, such as Shein and Wish. The super app model makes a comeback. WeChat Pay and AliPay became dominant portals to the internet in China.
Report
| Dec 13, 2023
TikTok sticks to the plan: TikTok is devoting a lot of resources and effort to bring what’s working in China to the US market. But while livestream ecommerce in China is expected to grow 25.0% to $703.27 billion this year, US consumers are proving to be a tougher sell, despite TikTok’s faithful adherence to the Douyin playbook.
Article
| Jan 30, 2024
“China has indicated that it doesn’t intend to sell the algorithm, which would lower the dollar valuation and expand the list of potential buyers. But it also devalues the app, and the question is whether or not TikTok is TikTok without the algorithm.”.
Article
| Apr 25, 2024