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TikTok is currently facing potential bans in several states amid growing concern about the app鈥檚 ties to China and impact on teen mental health.

Apple committed to launching Apple Intelligence in Chinese, French, Japanese, and Spanish in 2025, but China and the EU will not get AI features, due to pending regulatory approvals. Lack of AI features in China could become a problem for growth in that region, especially since Apple fell out of the list of top five smartphone vendors in China in Q2, per Canalys.

Chinese hardware dominated. Although Chinese smartphone makers and infrastructure providers have attended MWC for years, their large presence at this year鈥檚 event highlighted the increasing split between the US mobile ecosystem and the rest of the world. AI had a large presence.

In countries where adoption is highest (e.g., Brazil, India, China, and South Africa), trust is also highest. More than 90% of respondents said they were comfortable with some AI involvement in managerial decision-making at work, per KPMG. Workers are concerned about generative AI. There is a large gap between awareness of generative AI risks and mitigation.

Six of the region鈥檚 leading retail and ecommerce platforms featured prominently in our global analysis鈥攊ncluding three from Brazil that posted triple-digit gains. While much of this growth came from a smaller base of ad revenues, it underscored Brazil鈥檚 position as the world鈥檚 fastest-growing retail media market鈥攁 title it鈥檒l reclaim from 2026 onward, per our forecast.

The chipmaking giant is appealing for its government to shore up production on key manufacturing equipment to better compete with the US and China.

TikTok, she notes is focusing on livestream commerce and end-to-end shopping experience after its sister app hand success with this strategy in China. And Pinterest meanwhile is heading down the same path as Meta with shoppable advertising. Jasmine, your take on this piece. Jasmine Enberg:. TikTok is kind of going where no social app has gone before with TikTokShop.

Beyond the chart: The US will hold on to the No. 1 spot for digital ad spend at $278.59 billion, nearly double the total of No. 2 China. Brazil is the only Latin American country that will make it onto the list of the 10 biggest spenders, at $7.72 billion, but marketers should still keep an eye on the region because of its rapid growth. More like this:. Get ready for ads in the Microsoft Store.

Almost every shipping container is built in China, 97% of them. Finally, about one-third of the world's ship crews have no means of communication whilst at sea. Evelyn Mitchell-Wolf:. Oh, my goodness. Marcus Johnson:. Even worse than that, only 10% have any kind of internet. My God, they have to talk to each other. Yuck. Evelyn Mitchell-Wolf:.

Do you remember the Reddit forums that emerged with people saying they were going to quit TikTok because of TikTok shop? Yeah, that didn't happen. In fact, our research shows that TikTok users either like or don't care about the increase in TikTok shop content and a lot of people have increased their usage since TikTok shop rolled out. And this is straight out of Meta's normal playbook.

TikTok called the Act and Extraordinary Intrusion of free speech rights of the company, and it's reported 170 million American users calling the US government's concerns about American TikTok user data falling into the hands of the Chinese government speculative.

Before this, consumers had to wait for Temu's very cheap products to come from China, warehouses in China, but the warehouses bring Temu back onto our list after it fell off last month. Any thoughts from the crew? Arielle Feger:.

(Don鈥檛) follow the leader: Earlier this year, Shein flew a group of influencers to China to tour some of its manufacturing facilities with the goal of proving it wasn鈥檛 engaging in unethical or unsustainable business practices.

So yeah, that's sort of unfortunate in a sense, but I think that's why sometimes a lot of Chinese brands actually do look at overseas as a better environment to compete in rather than staying in China. Yeah, it's a tough question. I think that companies always find ways to save costs in China given the abundance of labor and more relaxed labor law.

It鈥檚 the new tide of ecommerce and it鈥檚 here to stay,鈥� said our analyst Andrew Spink. 鈥淚t鈥檚 a reflection of a new era where consumers seamlessly transition from content consumption to making purchases in a single integrated flow.鈥�. Driving the prediction:. US shoppable media buyers will reach nearly 100 million this year, growing 4.4% YoY, per our September 2023 forecast.

This article originally appeared in Insider Intelligence's Retail & Ecommerce Briefing鈥攁 daily recap of top stories reshaping the retail industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client? Click here to subscribe. Want to learn more about how you can benefit from our expert analysis? Click here.

In part two of this two-part podcast episode, we discuss why China and ByteDance might blink and sell TikTok to a US company, why a law around children's online safety will get passed, and what will happen if Dish Network and DirecTV merge. Tune in to the discussion with host Marcus Johnson, and analysts Ross Benes, Evelyn Mitchell, and Max Willens.

Our take: Nike is in considerable need of a reset, but progress will take time鈥攑articularly given the difficult consumer environment in China, in addition to weakness in the US.

X may be more insulated from the immediate impact of tariffs than Meta or TikTok, which are heavily reliant on China-based advertisers. But X is highly exposed to the potential of a broader economic slowdown, during which marketers tend to take refuge in larger platforms that deliver consistent ROI.

So Gatorade has launched an omnichannel loyalty program and also the idea is that it's also going to boost its D two c e-commerce site. Now, I'm not saying that this D two C site is going to be uber successful, but what I think is interesting is the loyalty part of things.

What a TikTok ban would mean for ecommerce brands.

From AI-powered smartphones to virtual shopping assistants, AI is becoming a powerful force in daily digital interactions鈥攔eshaping how people live, work, and shop.