Digital China: The other digital superpower
The stunning emergence, over the past decade, of China’s digital economic miracle is transforming the country – and its domestic and global position. Once a follower, digital China is now a world leader in given industries. Persistent and heavy investment in R&D of the latest technologies has laid the foundations of this exciting prodigy.
A comprehensive cameo of the Chinese digital landscape, this report covers a full scale of topics:
A comprehensive cameo of the Chinese digital landscape, this report covers a full scale of topics:
- the drive behind its surge into the spotlight
- what is sparking the explosion of its markets
- how the government is fostering key technologies like 5G and facial recognition
- who the major players are, domestically
- the future shape of the Chinese digital ecosystem
- the expansion of players’ investments abroad
1. EXECUTIVE SUMMARY
2. CHINA IS MOVING INTO THE SPOTLIGHT
3. DESPITE REMARKABLE GROWTH, CHINESE DIGITALISATION STILL LAGS BEHIND GLOBAL LEADERS
4. THE FORCES BEHIND THE EXPLOSION OF DIGITAL MARKET IN CHINA
5. NO LONGER A COPYCAT IN E-COMMERCE AND OTT COMMUNICATION MARKETS
6. LEADSHIP IN 5G
7. WIDESPREAD USE OF FACIAL RECOGNITION
8. CHINESE IOT MARKET GROWTH IS BACKED BY GOVERNMENT AND WIDE-SCALE IOT APPLICATIONS BY BUSINESS AND CONSUMERS
9. EXPLOSION OF BLOCKCHAIN: CHINA IS ON A FAST TRACK TO LAUNCH A DIGITAL CURRENCY
10. THE RISE OF DOMESTIC TECH PLAYERS IS DRIVING THE BOOM OF CHINA’S DIGITAL ECONOMY
11. HOWEVER, THE DIGITALISATION OF CHINESE INDUSTRY STILL LAGS BEHIND OTHER DEVELOPED COUNTRIES
12. BAT GAIN WEIGHT ON STOCK MARKET FOR AN IMPROVED MONETISING PERFORMANCE
13. ONGOING INTERNATIONAL EXPANSION, BUT DOMESTIC MARKETS REMAIN BAT FOCUS
2. CHINA IS MOVING INTO THE SPOTLIGHT
3. DESPITE REMARKABLE GROWTH, CHINESE DIGITALISATION STILL LAGS BEHIND GLOBAL LEADERS
4. THE FORCES BEHIND THE EXPLOSION OF DIGITAL MARKET IN CHINA
5. NO LONGER A COPYCAT IN E-COMMERCE AND OTT COMMUNICATION MARKETS
6. LEADSHIP IN 5G
7. WIDESPREAD USE OF FACIAL RECOGNITION
8. CHINESE IOT MARKET GROWTH IS BACKED BY GOVERNMENT AND WIDE-SCALE IOT APPLICATIONS BY BUSINESS AND CONSUMERS
9. EXPLOSION OF BLOCKCHAIN: CHINA IS ON A FAST TRACK TO LAUNCH A DIGITAL CURRENCY
10. THE RISE OF DOMESTIC TECH PLAYERS IS DRIVING THE BOOM OF CHINA’S DIGITAL ECONOMY
11. HOWEVER, THE DIGITALISATION OF CHINESE INDUSTRY STILL LAGS BEHIND OTHER DEVELOPED COUNTRIES
12. BAT GAIN WEIGHT ON STOCK MARKET FOR AN IMPROVED MONETISING PERFORMANCE
13. ONGOING INTERNATIONAL EXPANSION, BUT DOMESTIC MARKETS REMAIN BAT FOCUS
LIST OF TABLES AND FIGURES
2. China is moving into the spotlight
Total revenue of telecom services market by region/country, 2018-2022
Revenue of Internet markets in China, USA and EU5, 2019
3. Despite remarkable growth, Chinese digitalisation still lags behind global leaders
Evolution of China’s digital economy
2019 IMD World Digital Competitiveness Ranking
4. The forces behind the explosion of digital market in China
Penetration rate of 4G subscribers by country, 2019
Number of Chinese Internet user 2010 – 2019
Number of total fiber subscription by country, 2018
China 5G subscriptions
Principal Chinese government initiatives to help the digital economy
Examples of government policies set behind of market development
Investment in African ICT development by source 2014-2018
Investment in Africa by leading Chinese tech companies
5. No longer a copycat in e-commerce and OTT communication markets
Revenue and per-user revenue of OTT communication market, China, USA & Europe
Revenue and per-user revenue of e-commerce market, China, USA & Europe
Per capital GDP, 2018
M-commerce: Compared shares of e-commerce in USA and China, 2019
Distribution of online retail market shares in China, 2018
Sales of principal shopping festivals in 2019
Most used social media and messaging services in China, 2018
6. Leadship in 5G
5G development timeline of China
Origin of 4G and 5G patent holders
7. Widespread use of facial recognition
Evolution of Chinese facial recognition market
Policies related to facial recognition 2015-2019
8. Chinese IoT market growth is backed by government and wide-scale IoT applications by business and consumers
Volume of cellular M2M Modules/SIMs in China, USA and EU5
Key city cluster focus on IoT development
9. Explosion of Blockchain: China is on a fast track to launch a digital currency
Evolution of number of blockchain-related companies in China
Internet giants invested in blockchain services
10. The rise of domestic tech players is driving the boom of China’s digital economy
Market capitalisation of major global internet companies
11. However, the digitalisation of Chinese industry still lags behind other developed countries
Implementation of digital factories
Industry robot density
Cloud adoption by enterprise, by region
12. BAT gain weight on stock market for an improved monetising performance
Revenue of top OTT players in 2018
Market capital of BAT and GAFA, 2018 -2019
13. Ongoing international expansion, but domestic markets remain BAT focus
BAT international expansion
Number of users by social platform, South Africa, 2018
2. China is moving into the spotlight
Total revenue of telecom services market by region/country, 2018-2022
Revenue of Internet markets in China, USA and EU5, 2019
3. Despite remarkable growth, Chinese digitalisation still lags behind global leaders
Evolution of China’s digital economy
2019 IMD World Digital Competitiveness Ranking
4. The forces behind the explosion of digital market in China
Penetration rate of 4G subscribers by country, 2019
Number of Chinese Internet user 2010 – 2019
Number of total fiber subscription by country, 2018
China 5G subscriptions
Principal Chinese government initiatives to help the digital economy
Examples of government policies set behind of market development
Investment in African ICT development by source 2014-2018
Investment in Africa by leading Chinese tech companies
5. No longer a copycat in e-commerce and OTT communication markets
Revenue and per-user revenue of OTT communication market, China, USA & Europe
Revenue and per-user revenue of e-commerce market, China, USA & Europe
Per capital GDP, 2018
M-commerce: Compared shares of e-commerce in USA and China, 2019
Distribution of online retail market shares in China, 2018
Sales of principal shopping festivals in 2019
Most used social media and messaging services in China, 2018
6. Leadship in 5G
5G development timeline of China
Origin of 4G and 5G patent holders
7. Widespread use of facial recognition
Evolution of Chinese facial recognition market
Policies related to facial recognition 2015-2019
8. Chinese IoT market growth is backed by government and wide-scale IoT applications by business and consumers
Volume of cellular M2M Modules/SIMs in China, USA and EU5
Key city cluster focus on IoT development
9. Explosion of Blockchain: China is on a fast track to launch a digital currency
Evolution of number of blockchain-related companies in China
Internet giants invested in blockchain services
10. The rise of domestic tech players is driving the boom of China’s digital economy
Market capitalisation of major global internet companies
11. However, the digitalisation of Chinese industry still lags behind other developed countries
Implementation of digital factories
Industry robot density
Cloud adoption by enterprise, by region
12. BAT gain weight on stock market for an improved monetising performance
Revenue of top OTT players in 2018
Market capital of BAT and GAFA, 2018 -2019
13. Ongoing international expansion, but domestic markets remain BAT focus
BAT international expansion
Number of users by social platform, South Africa, 2018
