蘑菇AV

Oppo and Vivo are two of the fastest-growing smartphone brands in the world, and they are both gaining market share in China and other emerging markets. They account for 10% and 8% of the market share, respectively. Why it鈥檚 worth watching: Vendors are producing more smartphones than consumers are buying.

B2B ecommerce is gaining traction as 59% of B2B buyers make purchases through online marketplaces in 2023, per an April 2023 Digital Commerce 360 and Forrester survey. Amazon Business, the leader among US third-party marketplaces, accounted for just 2.1% of the B2B ecommerce market in 2022.

The Chinese economy shows signs of life: While that鈥檚 good news for retailers after flat growth last year, many are adopting conservative strategies to protect their bottom lines.

Ecommerce China: This includes Taobao Tmall Commerce Group, which operates one of China鈥檚 leading online shopping platforms. Ecommerce International: This includes cross-border and global retailers such as AliExpress, Lazada, Trendyol, and Daraz.

Thousands of Googlers get pink slips: As scavenging continues to rise among other industries, terminated workers shouldn鈥檛 be jobless for long. Meanwhile, Google is laser-focused on a revenue-driven AI strategy.

The retailer鈥檚 emphasis on chasing trends allows it to both stay relevant with shoppers and minimize excess inventory. Just 5% to 6% of Abercrombie鈥檚 US inventory comes from China, with negligible imports from Mexico and none from Canada, limiting the direct impact of tariffs.

Brands that want to set up shop elsewhere face a lack of skilled workers, adequate machinery, and logistical infrastructure to ensure goods can be transported quickly to ports and on to their final destination. Those difficulties can stymie brands looking to avoid dependence on China.

The news: Alibaba, China鈥檚 biggest ecommerce and technology company, is spinning out its $12 billion cloud business as part of a wider restructuring plan. CEO Daniel Zhang surprised the market last week by detailing Alibaba鈥檚 groundbreaking six-way shakeup announcement.

With price sensitivity on the rise, retailers and brands may need to lean into value and promotions to keep shoppers spending.

China faces a difficult road to recovery: Despite some encouraging signs of recovering consumer demand, falling exports and a property slump could weigh on confidence.

TSMC is applying for subsidies from the US Chips Act, but its efforts could be confounded by the proviso that firms taking US funds won鈥檛 expand their chip manufacturing in 鈥渃ountries of concern鈥� like China and Russia for 10 years. The stipulations could cause chip manufacturers like Samsung, TSMC, GlobalFoundries, Qualcomm, and Micron to reconsider the long-term benefit of chip subsidies.