In China, ecommerce sales will make up a substantial share of 2022's total retail sales at 46.3%, while the UK and South Korea will round out the top 3, with 36.3% and 32.2% ecommerce shares, respectively.
Article
| Jan 28, 2022
Energy independence undermined: A group is using propaganda to keep other countries dependent on rare-earth minerals from China. As more disinformation looms, social media companies could help stop it.
Article
| Jun 30, 2022
Pinduoduo, ByteDance pose threat to Amazon: China-based companies are getting into international ecommerce for an expanded customer base. If the prices are right, they could give Amazon more Q4 worries.
Article
| Nov 1, 2022
TikTok broadens effort to call out state-controlled media: US, China among countries added to labeling program in bid for greater transparency.
Article
| Jan 20, 2023
Temu currently has over 100,000 sellers, all based in China, but its expansion to the US in March and the European shortly after will allow merchants to manage their own pricing, marketing, and shipping. A second consecutive Super Bowl ad marks Temu’s rapid growth within less than a year and a half in the US. Its aggressive ad and pricing strategy has helped contribute to a diverse customer base.
Article
| Feb 2, 2024
Goods made in China. The Shopping Center’s focus will be on China-based businesses aiming to reach US consumers. While many US advertisers are leery of becoming too dependent on TikTok’s infrastructure, they may also have to contend with a flood of competing ad buyers in China. TikTok flips the switch on search ads.
Report
| Sep 8, 2023
China still has some clout as the biggest chip market in the world, and the restrictions could spur competition and growth in domestic semiconductor production.
Article
| Apr 18, 2023
Apple leads businesses leaning on China: The brewing tech cold war notwithstanding, companies like Apple need to rely on established supply chains. Continued foreign partnerships are essential to China’s recovery.
Article
| Mar 28, 2023
The pandemic no longer has a major impact on Chinese supply chains, improving cross-border ecommerce. China lifted pandemic restrictions at the end of 2022, putting manufacturing and ports back to business as usual. US consumers can now access a larger variety of goods from China and benefit from faster shipping times from the country. A strong dollar is buoying cross-border ecommerce.
Report
| May 16, 2023
India, China, Argentina, Mexico, and Colombia will comprise the top five for both metrics this year, although the orders will be slightly different. Country-level digital growth rates have slowed and are not much higher than total growth rates. To see the full forecast, click here. In China, the situation has changed for the better.
Report
| May 11, 2023
Report
| Dec 15, 2021
Temu’s number of unique US visitors increased by nearly nine times between September and December 2022, according to Comscore Media Metrix Multi-Platform. That made Temu more visited than Chinese goods sellers Shein and Wish by the end of last year, before it rose to greater prominence with its Super Bowl ad campaign.
Article
| Mar 7, 2023
Mobile payments are near universal across use cases in China, thanks to high mobile penetration and the rise of a wallet duopoly that’s made them accessible, affordable, and convenient.
Report
| Oct 29, 2021
US, allies put pressure on China’s chipmaking efforts: Key producers of equipment critical for advanced chip design won’t be exported to China, which could lead to reprisal or wider geopolitical retaliation.
Article
| Jan 31, 2023
Winter Olympics provide Beijing the opportunity to scrub China’s internet clean: The door to a free and open Chinese internet is closing fast as regulators aim to reshape the Great Firewall of China.
Article
| Jan 28, 2022
But China has not experienced the widely expected speedy economic recovery following the end of pandemic-induced restrictions in December 2022. As a result, the country’s sluggish economy has exerted downward pressure on economies in Southeast Asia. Southeast Asia remains a global bright spot despite slower growth. The region will continue to be on retailers’ wish lists.
Report
| Aug 10, 2023
Apple’s manufacturing shift from China: The iPhone maker is looking to India and Vietnam to manufacture its most profitable products—a sign that Apple’s long time reliance on China’s manufacturing could be coming to an end.
Article
| Sep 27, 2022
Chinese government looks to scale back regulation: Beijing eases controls on Big Tech companies, leading to a stock rally and optimism that short-term recovery can offset losses from factory closures.
Article
| May 2, 2022
Didi gets short shrift, again: Forced to delist from NYSE, the ride-hailing giant was made an example of by Beijing’s ruling. Now that China is loosening controls, Didi remains in delisting limbo.
Article
| May 25, 2022
Cost of the tech cold war: The FCC’s list of potential security threats grows longer with ComNet and China Unicom’s inclusion. The cost to rip and replace equipment and services may adversely affect smaller telecoms.
Article
| Sep 22, 2022
China blasts $52B CHIPS Act: Beijing is calling out the US’ efforts to boost chipmaking, citing violation of fair market practices. Manufacturers are caught in the middle of an intensifying conflict.
Article
| Aug 19, 2022
China orders replacement of foreign-branded PCs, software within two years: Government agencies and state-backed businesses will need to switch to domestic alternatives, which could mean losses for Dell, HP, and Microsoft.
Article
| May 11, 2022
The vision of augmented reality (AR) headsets replacing smartphones could become a reality sooner than expected in China. Advances in hardware and new AR commerce use cases are paving the way.
Article
| Jan 5, 2022
Apple considers pricier iPhones to spur sales: Can an even more premium iPhone help increase sales? Apple seems to think so. Meanwhile, carriers are discounting its latest models in China by $100.
Article
| Feb 7, 2023
Many US companies are cutting their investments in China: The country’s COVID-related lockdowns have led many retailers and brands to shift manufacturing elsewhere to avoid disruptions.
Article
| Nov 9, 2022