Archive for the Internet World Category

China’s Media Landscape

Posted in etctetera, Internet World on June 11, 2012 by thomas4infosoc

As guest contributor for a new German-language blog on China policy issues, I wrote this piece on China’s media system and media policy developments: http://rotervorhang.de/rotervorhang/?p=65 (sorry, German only)

Advertisements

Let China’s Online Video Market War Continue

Posted in Internet World on May 7, 2012 by thomas4infosoc

by Jason Lim on April 24, 2012 • 11:46 pm, http://technode.com/2012/04/24/let-chinas-online-video-market-war-continue/

A few weeks ago, news broke out about the number 1 online video site, Youku, buying out the number 2 online video site, Tudou. Last December, this acquisition would have been dismissed as ridiculous given the bitter fighting between Youku and Tudou in a tit for tat battle over content rights.  But as China’s tech sector grows at hyper speed and companies with deep pockets enter the same space like online video or group-buying, the natural cycle of fierce competition then consolidation is inevitable.

Now, as reported by Bloomberg, Tencent’s v.qq.com, tv.Sohu and Baidu’s iQiyi have announced their alliance, only after a month after the consolidation of the two biggest players, Youku and Tudou.  It almost feels like a modern version of China’s Three Kingdoms warring period.  Originally a slew of online video sites emerged, so many that it was hard to remember all the options. The only real differentiator was which could deliver the best quality content the fastest. After a year of close combat, many of the weaker players have died, leaving the remaining players to join forces and continue the battle to become the supreme winner. Now it will clearly be Youku + Tudou against v.qq.com+tv.sohu.com+iqiyi.com.

Such consolidation in the market mirrors what is happening in China’s group buying space. At one point there was an absurd amount of group-buying sites, in the 6,000+ range.  But now those numbers have rightfully dwindled to a few hundred and will inevitably result in the top five.  Reports of Lashou’s downsizing follows, 360Buy’s outsourcing of its  group buying business and 55Tuan’s takeover of Ganji’s group buying business.

The point is, as Yang Wang noted in The Gold Rush Menatlity, that despite having war chests of money and the ability to raise a tonne of venture capital funds and people who are treated more like numbers, not every company should be doing the same business. They should take a longer term approach when considering which businesses to enter. With the benefit of hindsight, they should be able to see what happens when everyone rushes in to the same thing, without strategizing how to grow sustainably. But who knows if this mind shift will happen sooner rather than later. It may only be a matter of time and seeing what the next big trend from America is, before the next battle begins.

Social Networking Use in China AmCham Podcast

Posted in e-commerce, etctetera, Internet World on February 14, 2012 by thomas4infosoc

AmCham China. Craig Watts, market intelligence director for GroupM, discusses a report he wrote exploring an ongoing transformation in who uses the Internet in China, and why.

The podcast is from November, but interesting nonetheless.

 

China’s Connectivity Revolution – Stephen S. Roach – Project Syndicate

Posted in Internet World on January 27, 2012 by thomas4infosoc

China’s Connectivity Revolution – Stephen S. Roach – Project Syndicate.

“Filtered or not, a long-fragmented China now has a viable and rapidly expanding network. The power of that network – especially insofar as economic, social, and political change is concerned – is hard to predict. But connectivity adds a new dimension of cohesion to modern China. That can only accelerate the speed of its extraordinary development journey.”

Investing in China Internet Companies? Gimme Something Useful. | China Hearsay

Posted in etctetera, Internet World on December 1, 2011 by thomas4infosoc

Investing in China Internet Companies? Gimme Something Useful. | China Hearsay.

Interesting look into some reasons that could keep you from doing internet business in China. Links to an original Article on China Business Insider: http://www.businessinsider.com/8-things-to-know-investing-chinese-internet-companies-2011-10?op=1

Turkey Backs off Tighter Internet Controls – Information Policy

Posted in Internet World, News Clip on August 18, 2011 by thomas4infosoc

 

 

 

 

Sitting in China, one easily forgets about other area’s internet troubles, let’s take Turkey for example:

Turkey Backs off Tighter Internet Controls – Information Policy.

 

China’s Early Stage Ecosystem

Posted in Internet World on July 22, 2011 by thomas4infosoc

China’s Early Stage Ecosystem [Slideshare].

Chris Evdemon, GM of Incubation Programs at InnovationWorks, has updated his excellent presentation on China’s Early Stage Ecosystem about China’s trends, technologies, financing, and InnovationWorks itself.