Gartner Research

Market Insight: The Future of Competition for Mobile Internet in China

Published: 31 October 2013

ID: G00255270

Analyst(s): Jane Zhang

Summary

The "BAT" companies — Baidu, Alibaba and Tencent — are using their strengths to compete in three areas of China's growing mobile Internet market: platform apps, mobile gateways and content development. Other providers should exploit the BATs' rivalry but stay close to them as the market develops.

Table Of Contents

Analysis

  • Making the Most of the Mobile Internet Value Chain
  • Battleground No. 1: Key Platform Apps
    • Baidu: Mobile Map and Navigation
    • Alibaba: Mobile Payment and Commerce
    • Tencent: Mobile Social and Communication
  • Battleground No. 2: Mobile Gateways
    • Baidu: Unleash the Power of Search Engines
    • Alibaba: The Rise of Mobile Shopping Gateways
    • Tencent: A Market Challenger
  • Battleground No. 3: A Community of App Developers and Content Owners
    • Baidu: Apps, Video and Music
    • Alibaba: E-Books, Music and Apps
    • Tencent: Games, News and Apps

Background and Context

  • The Mobile Internet and the Opportunities It Offers

The Impact

Conclusion

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