Chinese companies can learn much about metaverse from US counterparts: Heavy tech regulations in the country have slowed tech firm’s ventures into the virtual world.
Article
| Feb 15, 2022
Food delivery platforms in China struggle to maintain their pandemic gains: As consumers venture out to restaurants and stores, platforms like MissFresh and Meituan are looking for new ways to keep customers on the platform.
Article
| Jun 8, 2022
Chipmakers faced with huge stockpiles: The war in Ukraine and China shutdowns are taking their toll on the PC and smartphone market. Manufacturers might have to pivot to produce chips for other uses.
Article
| May 17, 2022
Will TikTok’s China ties stymie its progress in US? Legislative and regulatory suspicions and scrutiny pile up even as the app gains favor with marketers and users.
Article
| Dec 20, 2022
China deems personalized recommendations discriminatory and harmful to user well-being: The new law could discourage users from spending time—and money—on retail and social media platforms.
Article
| Jan 7, 2022
Report
| Oct 21, 2021
Throttling processors risks slowing innovation: Semiconductors are a battleground in the tech cold war between the US and China, and now manufacturers are scaling down performance to comply with chip bans.
Article
| Nov 9, 2022
China tries to balance productivity amid COVID-19 lockdowns: The Chinese government struggles to contain infections in Shanghai while adopting a business-as-usual attitude toward closed-loop factories.
Article
| Mar 29, 2022
Article
| Nov 4, 2021
Article
| Feb 17, 2023
Article
| 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.
Article
| Jan 4, 2022
Article
| Apr 6, 2022
Article
| 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
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
Though U.S. adoption may never mirror countries like China, where we forecast 40.2% of internet users will make at least one livestream purchase in 2024, there is still potential for livestream commerce to take off stateside.
Article
| Jan 2, 2024
I think one other factor is just that marketplaces are getting, I mean we've always had Amazon on our phones, but I think there are more and marketplaces out there that are being used including things like you mentioned the Chinese shopping apps, but Klarna has its own marketplace. Instacart has its own marketplace.
Audio
| Feb 7, 2024
Even though China’s influence is already shaking up online shopping in the US, it’s unlikely to reach the same scale as China, where livestream shopping will account for 22.0% of retail ecommerce sales in 2024. “There [are] so many popular livestreamers already, particularly on Twitch, and I don’t think that any of them can really emerge and become successful in selling products,” said Droesch. 3.
Article
| Jan 4, 2024
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
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
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
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss why livestream shopping hasn't caught on in the US and the UK the same way it has in China, what TikTok is doing to make the US’s launch more successful than the UK's, and what shoppers are looking for from a livestream. Then for "Pop-Up Rankings," we rank the top four brands that have done livestream shopping well. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Carina Perkins.
Audio
| Mar 21, 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