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| Nov 4, 2021
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| Nov 17, 2021
Tesla remains king of EVs thanks to exponential growth, despite the chip crisis: Strong sales in China and Europe propelled growth, but safety worries and expensive recalls taint Tesla’s rise.
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| Jan 4, 2022
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| Apr 6, 2022
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| Feb 17, 2023
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| Apr 13, 2022
Soft growth in a big market: Economic and pandemic headwinds restrain ad growth in China as tech crackdown challenges digital publishers.
Article
| May 26, 2022
The UK is much closer to China in terms of ecommerce sales as a proportion of total retail. It places second by this measure, at 32.0%, behind China’s 45.9% and well ahead of the US’s 15.6%, per our forecast. And TikTok is banking on this translating into comfort with social buying.
Report
| Jul 25, 2023
TikTok's privacy debacle deepens: Internal documents reveal ByteDance employees have been sharing user data on internal platform Lark, undermining the company's claims of robust security measures and stirring fresh concerns about potential security risks and ties to China
Article
| May 26, 2023
Losing the US wouldn’t make TikTok obsolete, as we estimate that about 90% of TikTok’s global monthly users, excluding China, are outside of the US. But it would mean that TikTok would fall short of the 1 billion worldwide user mark in 2024, as we currently expect. And its audience size isn’t reflective of the enormous importance of the US market to TikTok’s business.
Article
| Mar 28, 2024
Penetration is high given the dominance of specific mobile messaging apps in certain markets, such as WeChat in China, Line in Japan, KaKaoTalk in South Korea, and WhatsApp in major Western European countries. By 2027, WeChat will have reached almost 900 million users in China. North American adoption is significantly lower than the global average.
Report
| Jun 27, 2023
However, even though the company is not headquartered in China, Shein may have to get permission from Chinese regulators, which could throw a wrench into its IPO plans. While an IPO may not massively change the current fast-fashion landscape, it would help to legitimize Shein, which could help quell consumer and investor fears over labor and sustainability practices.
Article
| Dec 12, 2023
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
Chinese phone-makers such as Honor and Xiaomi are heating up the competition for affordable, innovative devices. “It is going to compel companies like Samsung and Apple to develop their own foldable phones,” Wurmser said. Impact of the prediction:. More mobile apps may take advantage of the growing number of consumers able to have multiple windows appear on-screen.
Article
| Jan 11, 2024
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
I haven't seen the latest numbers for 2023, but it's dropping because of a lot of competition coming from China. A lot of cheaper phones and really quite innovative phones from Honor and Xiaomi and Oppo, Tecno, some of these other Chinese makers building a market in China. Now, I don't think that's really going to lead to...
Audio
| Jan 9, 2024
Activision Blizzard one of many deals in geopolitical crosshairs: China is leveraging its antitrust review process to strike back over sanctions. Economic fallout for US companies could hinder tech innovation.
Article
| Apr 6, 2023
China’s loss is Vietnam’s gain: Apple is diversifying production into Southeast Asia as US relations with China deteriorate. Confidence in Vietnam’s production scalability could accelerate the shift away from China.
Article
| Aug 18, 2022
Lemon8 makes a splash in US as lawmakers mull TikTok ban: New app quickly gains followers, but Chinese ownership could raise concern.
Article
| Apr 12, 2023
Shopify works with ecommerce giant JD.com to help its merchants sell in China: The deal marks a major push into China for Shopify and broadens JD.com’s international reach.
Article
| Jan 19, 2022
TikTok sister app Douyin is a livestream behemoth in China, where nearly 40% of internet users also engage in livestream shopping, according to our forecast. But in the US, the format hasn’t caught on in the same way.
Article
| Mar 23, 2023
Pinduoduo owner PDD’s growth slowed in Q4: That reflects a sluggish retail landscape in China, which is why the company aims to diversify its revenue streams.
Article
| Mar 20, 2023
Chinese startups defied growing government regulation in 2021: Record investments point to strong momentum and confidence in tech and innovation.
Article
| Jan 12, 2022
US chip production accelerated by uncertainty in China: TSMC is fast-tracking plans to ramp up to 4-nanometer chips and will build an additional fab in Arizona. The tech gap between the US and China widens.
Article
| Dec 2, 2022
In a study of select countries, adults favored in-store over online shopping everywhere except China. There, 54% would rather shop digitally and only 16% preferred physical stores, while the rest had no opinion.
Article
| Mar 21, 2022