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Life After Google - The Way Forward for US Internet Companies &
Investors in China
Stanford University, April 13th 2011
Duncan Clark, Visiting Scholar, SPRIE & Chairman, BDA China
Highlights for [email protected]
Wednesday, April 13, 2011
China 2.0 is an ongoing research initiative of SPRIE at Stanford University focused on the drivers & global implications of growth in Chinaʼs Internet.
• How are entrepreneurship & innovation fueling the rise of Chinese Internet firms? • How do these firms differ from their US peers? • Is Chinaʼs experience relevant for other emerging markets? • Is there a future for US Internet players in China? • How will Chinese Internet firms fare overseas?
Victor Koo (CEO, Youku) keynoting China 2.0 Beijing, October 2010
Inaugural China 2.0 eventStanford, May 2010
Ongoing speaker series through May 2011. Next China 2.0 conference Fall 2011 at Stanford
http://sprie.stanford.edu Wednesday, April 13, 2011
#china20 China 2.0
Keep connected to China 2.0
http://sprie.stanford.edu
Wednesday, April 13, 2011
Source: ITU, BDA ForecastWednesday, April 13, 2011
5 of the top 20 websites in the world by traffic are in China
1.
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5.
6.
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8.
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.co.jp
.co.in
.de
.com.hk
.co.uk
Source: Alexa
Wednesday, April 13, 2011
Source: Alexa
.com.hk
Wednesday, April 13, 2011
Google & Amazon remain the worldʼs most valuable listed Internet companies. Baidu is #3 followed by Tencent & eBay. Taobao &
Facebook have yet to list.Market Cap Comparison (USD Million)
*Market Cap on April 12th 2011 Exchange rate: 1 USD=7.77 HKD Wednesday, April 13, 2011
Google & Amazon remain the worldʼs most valuable listed Internet companies. Baidu is #3 followed by Tencent & eBay. Taobao &
Facebook have yet to list.
0
50,000
100,000
150,000
200,000
Market Cap Comparison (USD Million)
*Market Cap on April 12th 2011 Exchange rate: 1 USD=7.77 HKD Wednesday, April 13, 2011
May 1897
January 2010
Is it fair to talk about ʻafter Googleʼ in China?
RIP 1835 - 1910
Wednesday, April 13, 2011
Googleʼs “New Approach” to China
January 12th 2010
March 22nd 2010
Wednesday, April 13, 2011
New approach
Wednesday, April 13, 2011
Baidu vs Google China: Market Share
RMB Billions
Revenues
Baidu Google
Source: iResearch, Company information
Wednesday, April 13, 2011
0%
23%
45%
68%
90%
2004 2005 2006 2007 2008 2009 2010
Baidu vs Google China: Market Share
0
2
4
6
8
0.91.7
3.2
4.4
7.9
2006 2007 2008 2009 2010
RMB Billions
Revenues
Baidu Google
Source: iResearch, Company information
Wednesday, April 13, 2011
Facebook global map
The World* - Chinaʼs above it all (new middle kingdom?)
* Not available in all States. Use only as directed.
Wednesday, April 13, 2011
Role Model for Strategic Investment
Wednesday, April 13, 2011
Now is the Winter (and Spring, Summer, Autumn, Winter, Spring, Summer & Autumn..?)
of our Discontent
Tahrir Square Jasmine Non-Event
(so far)
Inflation a Real Concern
Wednesday, April 13, 2011
Leadership transitionFall 2012
Hu Jintao Wen Jiabao Xi Jinping Li Keqiang
Wednesday, April 13, 2011
Can US Internet companies gain more from being in China than they lose from scrutiny at home?
Wednesday, April 13, 2011
0
200
400
600
800
201020112012 2013 2014 2015
Can US Internet companies gain more from being in China than they lose from scrutiny at home?
Wednesday, April 13, 2011
Supermarkets like Taobao vs. niche operatorsSelected China eCommerce verticals
BooksAudio-Visual
CigarettesAlcohol
Tea
Clothing
Food & Beverage
TravelJewelry
Supermarkets
Footwear
Luxury
Cosmetics
3CComputers
CommunicationsConsumer Electronics
Healthcare Products
Source: BDA research
Wednesday, April 13, 2011
Sina Weibowww.weibo.com
Source: Penn Olson
Is China just about cloning?Twitter can learn a thing or two from Sinaʼs Weibo
Wednesday, April 13, 2011
Competition spillover: China <-> US
Wednesday, April 13, 2011
Are we at the centre of the PowerPoint?
Wednesday, April 13, 2011
Send us your feedback!
[email protected] [email protected]
#china20 China 2.0
Wednesday, April 13, 2011
