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ChinaConnectEU
Digital marketing
and AI Trends in China
Sept 27,
2017
@ChinaConnectEU
Key Market Trends
- Figures -
www.chinaconnectforum.com
@ChinaConnectEU
Source: eMarketer
Millions - Jan 2017
54%+ of China’s population now
goes online*, with a close 100%
mobil...
A 3rd of worldwide smartphone users
are Chinese: 663M VS 2B est. in 2017
Source: Statista
Among mobile phone users
@ChinaC...
Mobile video viewers surge…
Source: CINIC
@ChinaConnectEU www.chinaconnectforum.com
… so are video ad spendings
@ChinaConnectEU
Source: eMarketer
In billions
www.chinaconnectforum.com
Messaging and video are topping
Chinese mobile internet usages
Source:
China Tech Insights -iResearch
@ChinaConnectEU www....
Mobile payments skyrocket…
@ChinaConnectEU
Sources: Tencent, Ipsos – RDCY Summer 2017
www.chinaconnectforum.com
@ChinaConnectEU
Sources: Tencent, Ipsos – RDCY Summer 2017
... and exceed 50% across
all retail sectors
www.chinaconnectfo...
@ChinaConnectEU
mCommerce share of eCommerce
in China way above the US
Sources: BCG
www.chinaconnectforum.com
Sources: Tmall / November 2014-2015-2016 / Zenithoptimedia / Performics
11.11/Single’s Day: will mobile
shopping share exc...
@ChinaConnectEU
China’s staff less convenient stores
Enter with WeChat
www.chinaconnectforum.com
@ChinaConnectEU
A tale of 2 giants
- A payment war-
www.chinaconnectforum.com
No Cash Day / Cashless Month
since 2015
Cashless Week
since Summer 2017
74% say they can survive up to 4
weeks with only 1...
@ChinaConnectEU
Alipay leads in terms of features by categories…
Source: McKinsey – April 2017
www.chinaconnectforum.com
Replacing native apps, WeChat
launched mini-programs early 2017
…and Alipay beta-launched its platform mid-August
@ChinaCo...
54,7% - 520M users
Source: Analysis
Market share Q4 2016
WeChat is playing catch up on payment
after a long Alipay leaders...
@ChinaConnectEU
Alipay launches first « Smile to Pay »
www.chinaconnectforum.com
@ChinaConnectEU
Kai-Fu Li is a VC,
and has been the
founding President
of Google China
www.chinaconnectforum.com
@ChinaConnectEU
…and enters 2 800 Starbucks in China after
a 10 month WeChat Pay exclusivity
www.chinaconnectforum.com
@ChinaConnectEU
Cross border eCommerce
going strong
www.chinaconnectforum.com
A fragmented market unlike the
traditional B2C
Source: iiMediaresearch
WalkTheChat
@ChinaConnectEU www.chinaconnectforum.c...
Cross border shoppers will exceed
70M in 2018
Source: in Millions
iiMediaresearch - WalkTheChat
@ChinaConnectEU www.chinac...
No limits to the sharing economy
@ChinaConnectEU www.chinaconnectforum.com
@ChinaConnectEU www.chinaconnectforum.com
@ChinaConnectEU www.chinaconnectforum.com
@ChinaConnectEU www.chinaconnectforum.com
Ofo & Mobike agressively
expanding overseas
@ChinaConnectEU www.chinaconnectforum.com
@ChinaConnectEU
Sharing economy revenues grow +40%
Source: Trillions or Yuan
eMarketer – Sept 2016
www.chinaconnectforum.c...
China's Bike Sharing Apps Users
Surged in Q2 2017…
@ChinaConnectEU
Source: iResearch china
Monthly Active Devices
Nov 2016...
…but saturation in Tiers 1&2 and
regulation slow down growth
Daily active devices of Mobike and ofo apps
both broke over 8...
« China's dockless bike share
system is held up as a
testament to innovative
firepower. Nope. The swarms
of bicycles infes...
They reign supreme
as a sales channel
@ChinaConnectEU www.chinaconnectforum.com
Fashion Blogger Becky Li « sold » 100 Cars on
WeChat In 5’
@ChinaConnectEU www.chinaconnectforum.com
Mr.Bag « sold » 1.2M worth of bags
on WeChat in 12’
The $2,170 Givenchy hand bag
@ChinaConnectEU www.chinaconnectforum.com
@ChinaConnectEU
These expert KOLs can influence the
growing pool of luxury spenders…
By 2025, 7,5M wealthy Chinese househo...
@ChinaConnectEU
… at home, and overseas
Shopping channels when overseas, in %
www.chinaconnectforum.com
Majoring in « wanghong »:
« Nobodies » behind a US$7.7b industry
@ChinaConnectEU www.chinaconnectforum.com
A cyber-celebrity factory alive, and kicking
In 2016, one-time promotion sold for $3.4 million in
wanghong Papi Jiang firs...
In spite of growing regulation,
live streaming remains strong
@ChinaConnectEU www.chinaconnectforum.com
« Pump Up » the experience
@ChinaConnectEU www.chinaconnectforum.com
Pushing further: live streamed
real-time order,
@ChinaConnectEU
Tmall’s Buy+ at the 2016 11.11 kick off
www.chinaconnectfo...
… VR shopping,
@ChinaConnectEU www.chinaconnectforum.com
VR Revenues in China x20 in 5
years thanks to the explosion of
consumer content
Source: eMarketer
@ChinaConnectEU www.chin...
China leads VR adoption
VR arcades pop up
@ChinaConnectEU www.chinaconnectforum.com
…augmented reality
@ChinaConnectEU
WeChat just released
QAR, its AR framework
www.chinaconnectforum.com
@ChinaConnectEU
All in all, more immersive and
interactive experiences
Baidu and KFC
www.chinaconnectforum.com
@ChinaConnectEU
Towards Innovation
www.chinaconnectforum.com
“The country has
achieved better-
than-expected
results in its
efforts to drive
mass
entrepreneurship
and innovation”
Prim...
The rise of Chinese
brands
@ChinaConnectEU www.chinaconnectforum.com
5 of the Top 10 brands
are market-driven
@ChinaConnectEU www.chinaconnectforum.com
Going strong over 16+ categories
@ChinaConnectEU www.chinaconnectforum.com
Huawei has surpassed Apple as the world’s
2nd largest smartphone brand*
*in July* 2017
Before the iPhone8 launch
@ChinaCon...
…and is China’s n°1 smartphone brand
Source: H1 2017
iiMedia data
@ChinaConnectEU www.chinaconnectforum.com
A duopole in the making
@ChinaConnectEU www.chinaconnectforum.com
The New Rulers of China’s Internet
@ChinaConnectEU
Source: Bloomberg
Investing in a wide array of Chinese startups from so...
From BATs to AT
@ChinaConnectEU
Source: S&P Capital IQ
As of Q2 2017
www.chinaconnectforum.com
Zhang YIMING
Founder & CEO
Cheng EI
President
Jing LIUXing WANG
Emerging Giants: « TMD »
@ChinaConnectEU www.chinaconnectf...
Headline News APP
powered by AI and
Big Data Analytics
-120mm DAUs
@ChinaConnectEU www.chinaconnectforum.com
Meituan-Dianping, world’s
largest O2O platform
-220M MAU/April 2017
-270M annual buyers/July 2017
Meituan, a “Groupon for ...
World’s largest mobile transportation
platform
@ChinaConnectEU www.chinaconnectforum.com
President Jing Liu on
« The Future of Cities »
@ChinaConnectEU www.chinaconnectforum.com
Guinness World Records for
robots…
@ChinaConnectEU www.chinaconnectforum.com
…and drones
@ChinaConnectEU www.chinaconnectforum.com
Autonomous driving challenges
Google & Tesla
@ChinaConnectEU www.chinaconnectforum.com
Leading on Electric cars:
more watts on the road
@ChinaConnectEU
Source: MLC Automotive In thousands
2017/2018: forecasts
...
China’s Hyperloop « T-Flight »:
just faster
@ChinaConnectEU www.chinaconnectforum.com
@ChinaConnectEU
Being a global leader in artificial intelligence (AI)
and machine learning (ML) will be as transformative
...
@ChinaConnectEU
Exclusive video – Sept 27, 2017
« On The Road to AI »
www.chinaconnectforum.com
AI supportive policies in China
Source:
Goldman Sachs Global Investment Research
@ChinaConnectEU www.chinaconnectforum.com
Source:
Goldman Sachs Global Investment Research
China has the 2nd biggest AI
ecosystem after the US
@ChinaConnectEU www.c...
AlphaGo defeated the world’s top Go
player, Ke Jie of China
Live video coverage was blocked at the last minute in China
@C...
Source:
Goldman Sachs Global Investment Research
Baidu milestones in AI development
@ChinaConnectEU www.chinaconnectforum....
@ChinaConnectEU
Baidu ABC – AI, Big Data, Cloud
Source:
Goldman Sachs Global Investment Research
www.chinaconnectforum.com
The conversational
AI DuerOS
@ChinaConnectEU
Now available in more than 100 appliances like smartphones, televisions,
refr...
@ChinaConnectEU
Driverless car open
platform Apollo 1.0
www.chinaconnectforum.com
Portable translation
device targeting tourists
traveling overseas
@ChinaConnectEU www.chinaconnectforum.com
Source:
Goldman Sachs Global Investment Research
Alibaba milestones in AI development
@ChinaConnectEU www.chinaconnectforu...
Source:
Goldman Sachs Global Investment Research
@ChinaConnectEU www.chinaconnectforum.com
Tmall Genie
@ChinaConnectEU www.chinaconnectforum.com
Source:
Goldman Sachs Global Investment Research
Tencent milestones in AI development
@ChinaConnectEU www.chinaconnectforu...
“We are trying to
create a world-class
lab. And we do have
the patience and the
resources to support
that”
Xing Yao
VP Ten...
THANK YOU
In partnership with
@ChinaConnectEU
Hosted by
www.chinaconnectforum.com
THANK YOU
To download the deck, please email us at
contact@chinaconnect.fr
Web: chinaconnectforum.com
Twitter: @ChinaConne...
THANK YOU
SAVE THE DATE
@ChinaConnectEU www.chinaconnectforum.com
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China Connect Mornings - OnTheRoadToAI

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“The Mornings”, the new China digital cup of tea by China Connect
The rendez-vous aims to address some highlights of the Chinese digital business calendar, with the participation of the best experts
September 27 / Guest Speakers are Splio, L'Oréal, TCL Europe, La Mercatique

Hosted by Lafayette Plug and Play

Publié dans : Marketing
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China Connect Mornings - OnTheRoadToAI

  1. 1. ChinaConnectEU Digital marketing and AI Trends in China Sept 27, 2017
  2. 2. @ChinaConnectEU Key Market Trends - Figures - www.chinaconnectforum.com
  3. 3. @ChinaConnectEU Source: eMarketer Millions - Jan 2017 54%+ of China’s population now goes online*, with a close 100% mobile penetration *July 2017: 751M internet users www.chinaconnectforum.com
  4. 4. A 3rd of worldwide smartphone users are Chinese: 663M VS 2B est. in 2017 Source: Statista Among mobile phone users @ChinaConnectEU www.chinaconnectforum.com
  5. 5. Mobile video viewers surge… Source: CINIC @ChinaConnectEU www.chinaconnectforum.com
  6. 6. … so are video ad spendings @ChinaConnectEU Source: eMarketer In billions www.chinaconnectforum.com
  7. 7. Messaging and video are topping Chinese mobile internet usages Source: China Tech Insights -iResearch @ChinaConnectEU www.chinaconnectforum.com
  8. 8. Mobile payments skyrocket… @ChinaConnectEU Sources: Tencent, Ipsos – RDCY Summer 2017 www.chinaconnectforum.com
  9. 9. @ChinaConnectEU Sources: Tencent, Ipsos – RDCY Summer 2017 ... and exceed 50% across all retail sectors www.chinaconnectforum.com
  10. 10. @ChinaConnectEU mCommerce share of eCommerce in China way above the US Sources: BCG www.chinaconnectforum.com
  11. 11. Sources: Tmall / November 2014-2015-2016 / Zenithoptimedia / Performics 11.11/Single’s Day: will mobile shopping share exceed 90% ? @ChinaConnectEU 2017 ? www.chinaconnectforum.com
  12. 12. @ChinaConnectEU China’s staff less convenient stores Enter with WeChat www.chinaconnectforum.com
  13. 13. @ChinaConnectEU A tale of 2 giants - A payment war- www.chinaconnectforum.com
  14. 14. No Cash Day / Cashless Month since 2015 Cashless Week since Summer 2017 74% say they can survive up to 4 weeks with only 13€ in cash Win in-app rewards ranging in value from about 10 cents to $700. @ChinaConnectEU www.chinaconnectforum.com
  15. 15. @ChinaConnectEU Alipay leads in terms of features by categories… Source: McKinsey – April 2017 www.chinaconnectforum.com
  16. 16. Replacing native apps, WeChat launched mini-programs early 2017 …and Alipay beta-launched its platform mid-August @ChinaConnectEU www.chinaconnectforum.com
  17. 17. 54,7% - 520M users Source: Analysis Market share Q4 2016 WeChat is playing catch up on payment after a long Alipay leadership Launched 2013 37% - 600M users 968M for WeChat @ChinaConnectEU Launched 2009 www.chinaconnectforum.com
  18. 18. @ChinaConnectEU Alipay launches first « Smile to Pay » www.chinaconnectforum.com
  19. 19. @ChinaConnectEU Kai-Fu Li is a VC, and has been the founding President of Google China www.chinaconnectforum.com
  20. 20. @ChinaConnectEU …and enters 2 800 Starbucks in China after a 10 month WeChat Pay exclusivity www.chinaconnectforum.com
  21. 21. @ChinaConnectEU Cross border eCommerce going strong www.chinaconnectforum.com
  22. 22. A fragmented market unlike the traditional B2C Source: iiMediaresearch WalkTheChat @ChinaConnectEU www.chinaconnectforum.com
  23. 23. Cross border shoppers will exceed 70M in 2018 Source: in Millions iiMediaresearch - WalkTheChat @ChinaConnectEU www.chinaconnectforum.com
  24. 24. No limits to the sharing economy @ChinaConnectEU www.chinaconnectforum.com
  25. 25. @ChinaConnectEU www.chinaconnectforum.com
  26. 26. @ChinaConnectEU www.chinaconnectforum.com
  27. 27. @ChinaConnectEU www.chinaconnectforum.com
  28. 28. Ofo & Mobike agressively expanding overseas @ChinaConnectEU www.chinaconnectforum.com
  29. 29. @ChinaConnectEU Sharing economy revenues grow +40% Source: Trillions or Yuan eMarketer – Sept 2016 www.chinaconnectforum.com
  30. 30. China's Bike Sharing Apps Users Surged in Q2 2017… @ChinaConnectEU Source: iResearch china Monthly Active Devices Nov 2016 – June 2017 www.chinaconnectforum.com
  31. 31. …but saturation in Tiers 1&2 and regulation slow down growth Daily active devices of Mobike and ofo apps both broke over 8Million units in June 2017 @ChinaConnectEU Source: iResearch china Nov 2016 – June 2017 www.chinaconnectforum.com
  32. 32. « China's dockless bike share system is held up as a testament to innovative firepower. Nope. The swarms of bicycles infesting mainland cities and sidewalks are manifestations of the country's traditional business model which focuses on broad scale and low cost. And low margin » Tom DOCTOROFF Senior Partner, Prophet @ChinaConnectEU www.chinaconnectforum.com
  33. 33. They reign supreme as a sales channel @ChinaConnectEU www.chinaconnectforum.com
  34. 34. Fashion Blogger Becky Li « sold » 100 Cars on WeChat In 5’ @ChinaConnectEU www.chinaconnectforum.com
  35. 35. Mr.Bag « sold » 1.2M worth of bags on WeChat in 12’ The $2,170 Givenchy hand bag @ChinaConnectEU www.chinaconnectforum.com
  36. 36. @ChinaConnectEU These expert KOLs can influence the growing pool of luxury spenders… By 2025, 7,5M wealthy Chinese households are expected to spend 1Trillion rmb in luxury goods www.chinaconnectforum.com
  37. 37. @ChinaConnectEU … at home, and overseas Shopping channels when overseas, in % www.chinaconnectforum.com
  38. 38. Majoring in « wanghong »: « Nobodies » behind a US$7.7b industry @ChinaConnectEU www.chinaconnectforum.com
  39. 39. A cyber-celebrity factory alive, and kicking In 2016, one-time promotion sold for $3.4 million in wanghong Papi Jiang first in-video auction sales @ChinaConnectEU www.chinaconnectforum.com
  40. 40. In spite of growing regulation, live streaming remains strong @ChinaConnectEU www.chinaconnectforum.com
  41. 41. « Pump Up » the experience @ChinaConnectEU www.chinaconnectforum.com
  42. 42. Pushing further: live streamed real-time order, @ChinaConnectEU Tmall’s Buy+ at the 2016 11.11 kick off www.chinaconnectforum.com
  43. 43. … VR shopping, @ChinaConnectEU www.chinaconnectforum.com
  44. 44. VR Revenues in China x20 in 5 years thanks to the explosion of consumer content Source: eMarketer @ChinaConnectEU www.chinaconnectforum.com
  45. 45. China leads VR adoption VR arcades pop up @ChinaConnectEU www.chinaconnectforum.com
  46. 46. …augmented reality @ChinaConnectEU WeChat just released QAR, its AR framework www.chinaconnectforum.com
  47. 47. @ChinaConnectEU All in all, more immersive and interactive experiences Baidu and KFC www.chinaconnectforum.com
  48. 48. @ChinaConnectEU Towards Innovation www.chinaconnectforum.com
  49. 49. “The country has achieved better- than-expected results in its efforts to drive mass entrepreneurship and innovation” Prime Minister Li Keqiang @ChinaConnectEU www.chinaconnectforum.com
  50. 50. The rise of Chinese brands @ChinaConnectEU www.chinaconnectforum.com
  51. 51. 5 of the Top 10 brands are market-driven @ChinaConnectEU www.chinaconnectforum.com
  52. 52. Going strong over 16+ categories @ChinaConnectEU www.chinaconnectforum.com
  53. 53. Huawei has surpassed Apple as the world’s 2nd largest smartphone brand* *in July* 2017 Before the iPhone8 launch @ChinaConnectEU www.chinaconnectforum.com
  54. 54. …and is China’s n°1 smartphone brand Source: H1 2017 iiMedia data @ChinaConnectEU www.chinaconnectforum.com
  55. 55. A duopole in the making @ChinaConnectEU www.chinaconnectforum.com
  56. 56. The New Rulers of China’s Internet @ChinaConnectEU Source: Bloomberg Investing in a wide array of Chinese startups from social, transport, education, O2O… www.chinaconnectforum.com
  57. 57. From BATs to AT @ChinaConnectEU Source: S&P Capital IQ As of Q2 2017 www.chinaconnectforum.com
  58. 58. Zhang YIMING Founder & CEO Cheng EI President Jing LIUXing WANG Emerging Giants: « TMD » @ChinaConnectEU www.chinaconnectforum.com
  59. 59. Headline News APP powered by AI and Big Data Analytics -120mm DAUs @ChinaConnectEU www.chinaconnectforum.com
  60. 60. Meituan-Dianping, world’s largest O2O platform -220M MAU/April 2017 -270M annual buyers/July 2017 Meituan, a “Groupon for China” - Dianping, “China’s Yelp” @ChinaConnectEU www.chinaconnectforum.com
  61. 61. World’s largest mobile transportation platform @ChinaConnectEU www.chinaconnectforum.com
  62. 62. President Jing Liu on « The Future of Cities » @ChinaConnectEU www.chinaconnectforum.com
  63. 63. Guinness World Records for robots… @ChinaConnectEU www.chinaconnectforum.com
  64. 64. …and drones @ChinaConnectEU www.chinaconnectforum.com
  65. 65. Autonomous driving challenges Google & Tesla @ChinaConnectEU www.chinaconnectforum.com
  66. 66. Leading on Electric cars: more watts on the road @ChinaConnectEU Source: MLC Automotive In thousands 2017/2018: forecasts www.chinaconnectforum.com
  67. 67. China’s Hyperloop « T-Flight »: just faster @ChinaConnectEU www.chinaconnectforum.com
  68. 68. @ChinaConnectEU Being a global leader in artificial intelligence (AI) and machine learning (ML) will be as transformative as the shift from an industrial Economy to a consumer Economy Source: Goldman Sachs Global Investment Research AI, the key engine toward becoming a major economic power www.chinaconnectforum.com
  69. 69. @ChinaConnectEU Exclusive video – Sept 27, 2017 « On The Road to AI » www.chinaconnectforum.com
  70. 70. AI supportive policies in China Source: Goldman Sachs Global Investment Research @ChinaConnectEU www.chinaconnectforum.com
  71. 71. Source: Goldman Sachs Global Investment Research China has the 2nd biggest AI ecosystem after the US @ChinaConnectEU www.chinaconnectforum.com
  72. 72. AlphaGo defeated the world’s top Go player, Ke Jie of China Live video coverage was blocked at the last minute in China @ChinaConnectEU www.chinaconnectforum.com
  73. 73. Source: Goldman Sachs Global Investment Research Baidu milestones in AI development @ChinaConnectEU www.chinaconnectforum.com
  74. 74. @ChinaConnectEU Baidu ABC – AI, Big Data, Cloud Source: Goldman Sachs Global Investment Research www.chinaconnectforum.com
  75. 75. The conversational AI DuerOS @ChinaConnectEU Now available in more than 100 appliances like smartphones, televisions, refrigerators, and washing machines www.chinaconnectforum.com
  76. 76. @ChinaConnectEU Driverless car open platform Apollo 1.0 www.chinaconnectforum.com
  77. 77. Portable translation device targeting tourists traveling overseas @ChinaConnectEU www.chinaconnectforum.com
  78. 78. Source: Goldman Sachs Global Investment Research Alibaba milestones in AI development @ChinaConnectEU www.chinaconnectforum.com
  79. 79. Source: Goldman Sachs Global Investment Research @ChinaConnectEU www.chinaconnectforum.com
  80. 80. Tmall Genie @ChinaConnectEU www.chinaconnectforum.com
  81. 81. Source: Goldman Sachs Global Investment Research Tencent milestones in AI development @ChinaConnectEU www.chinaconnectforum.com
  82. 82. “We are trying to create a world-class lab. And we do have the patience and the resources to support that” Xing Yao VP Tencent AI lab and platform group @ChinaConnectEU www.chinaconnectforum.com
  83. 83. THANK YOU In partnership with @ChinaConnectEU Hosted by www.chinaconnectforum.com
  84. 84. THANK YOU To download the deck, please email us at contact@chinaconnect.fr Web: chinaconnectforum.com Twitter: @ChinaConnectEU Facebook: facebook.com/ChinaConnect YouTube: youtube.com/user/ChinaConnectEU LinkedIn: https://www.linkedin.com/company/china-connect Weibo: weibo.com/chinaconnecteu Youku: i.youku.com/chinaconnect LauredeCarayon @ChinaConnectEU www.chinaconnectforum.com
  85. 85. THANK YOU SAVE THE DATE @ChinaConnectEU www.chinaconnectforum.com

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