The Great Firewall
7/9/2018
Digital Happiness in China 2018 Enterprise Acceleration Briefing, Reboot Happiness, Barcelona, 7th September 2018 Ed Sander, ChinaTalk
The Great Firewall
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The Chinternet
Outside the Great Firewall Inside the Great Firewall Google Baidu, Qihoo, Sogou Facebook Qzone, Kaixin001, RenRen Twitter Sina Weibo, Tencent Weibo MSN Tencent QQ Youtube iQiyi, Tencent Video, Youku Tudou, etc Wikipedia Baidu Baike, Weigi Baike Foursquare Jiepang Groupon Meituan, Dianping, Nuomi eBay Taobao Linkedin Linkedin, Ushi, Tianji, Dajie Whatsapp Weixin (WeChat) Blogger, Wordpress Sina Boke, Sohu Boke Tinder / Grindr MoMo, TanTan / Blued Vine Meipai, Weishi Instagram Miaopai, Meitu Periscope, Merecat Ingke, YY, Yizhibo, Douyu,www.chinatalk.nl Panda TV 3
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7:00 AM - Checking Moments Timeline and Chats
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Entering Chinese Text
• Drawing and choosing the right characters • Entering pinyin and choosing the right characters • Voice messaging
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8:00 AM - Cycling to the metro station
Source: CCTV www.chinatalk.nl 7
8:10 AM Pay for Metro
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8:15 AM - Catching up with Subscription Accounts
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8:45 Getting a snack from a Bingobox
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Unmanned Store Payment Methods
self-scanning + RFID + Just walk out mobile payment Facial recognition www.chinatalk.nl 12
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Aspects of New Retail
Connecting online Optimisation of & offline shops logistical chain (e.g. Hema) (inventory management)
Technology (AI, Big Data)
Intelligent self-service concepts Retailtainment (unmanned stores, facial recognition)
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YouTube: New Retail
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10:00 AM - Visiting a customer: Hailing & Paying a Taxi
Enter your location and destination.
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Hailing & Paying a Taxi
Interested driver Number of and license plate, drivers 1,3 km and 2 notified. minutes away. Option to call driver. Confirm getting Offer a tip. in the cab or cancel.
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Hailing & Paying a Taxi
Pay with WeChat Payment by entering the cab fare. Enter pin code
Processing
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11:30 AM - Ordering lunch
Choose items from the menu.
‘I want to order food’.
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Ordering lunch
Order confirmation Payment confirmation
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Ordering lunch
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3:00 PM - Online Shopping: JingDong
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3:00 PM - Online Shopping: WeiDian
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5:15 PM - Getting a cold drink
Pick a drink
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Getting a cold drink
Scan the QR code in WeChat.
Choose to pay with WeChat.
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Getting a cold drink
Buy now
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6:00 PM - Doing groceries …
“You are welcome to pay by WeChat.”
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Paying for groceries
Payment instructions at the cash register.
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Paying for groceries
Cashier scans bar code on phone. Payment confirmation.
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Paying for groceries
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7:30 PM – Dinner with friends: Group Buying (Dianping)
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10:00 PM - Hospital appointments
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But there’s more ...
Send money Donate to Savings. to friends. charity.
Flight & train Pay utilities. Public services tickets
Share the bill. Movie tickets
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Third Party Collaborations
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The West vs China
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35% of mobile time is spent on WeChat
50% of WeChat users spend 90 minutes or WeChat, 35% Rest, 45% more per day in WeChat
>90% of Chinese smartphone owners use Other QQ, 10% Tencent, WeChat 10%
Source: Mary Meeker 2016 Internet Trends Report, KGCB, Hillhouse Capital www.chinatalk.nl 35
WeChat MAU Growth (millions of users)
MAU 1,200 1,040 1,058 980 989 938 963 1,000 889 846 806 762 800 687 650 600 549 600 500 468 438 396 400 355 272 236 195 200
0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2013 2013 2013 2013 2014 2014 2014 2014 2015 2015 2015 2015 2016 2016 2016 2016 2017 2017 2017 2017 2018 2018 MAU
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QR-Codes in the West?
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% of Internet Users using QR Codes in 2015
60%
50% 50%
40%
30%
21% 20% 20% 16% 13% 13% 10% 10% 7%
0% China Singapore Brazil Italy USA Germany France UK
Source: WeAreSocial www.chinatalk.nl 38
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Mobile Payment: WeChat Pay and Alipay
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On the street ...
Pictures: Ed Sander & Christina Xu www.chinatalk.nl 40
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What does this mean for the west?
Voice Messaging
WeChat Whatsapp 2011 Aug 2013
FB Messenger Jan 2013
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WebChat
WhatsApp Jan 2015
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WebChat
WeChat July 2012
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Paying friends
FB Messenger July 2015
WeChat June 2014
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Hailing a Ride
FB Messenger Dec 2015
WeChat Jan 2014
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Ordering food
Facebook May 2017
WeChat Feb 2014
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Instagram Shopping Tags
Instagram June 2018
Mogujie <2013
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Copying the Copycat
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Xìng fú
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Not always xìng fú
Dockless Rental Bikes
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Dockless Rental Bikes
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Privacy
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Didi Hitch
Source: whatsonweibo.com www.chinatalk.nl 55
Xìng fú
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CONTACT ED SANDER (艾徳) + 31 (0) 651 214 206 THANK [email protected] @edsander YOU www.chinatalk.nl nl.linkedin.com/in/edsander/
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