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Some of X鈥檚 content and community policies have also been inconsistently implemented: X has positioned itself as a 鈥渇ree speech鈥� platform and accused its former Twitter leadership of censorship, but it has also removed accounts or content at the request of governments like Turkey, South Korea, and Japan, per its transparency reports. Consumers are beginning to adapt to the shifts.

In South Korea too, Facebook has been accused of collecting users鈥� data for ad targeting without their consent, leading to hefty fines and a user exodus. Facebook users have been plummeting in the country since 2019鈥攊ncluding a 15.2% drop last year that sent it below 10 million users for the first time since 2011.

Prime Video鈥檚 success in Japan can be attributed to Amazon鈥檚 ecommerce and video bundle, especially in the early days. But Netflix is gradually chipping away at the leader with its increasingly robust content library, especially as more households shift their time spent away from linear TV. But the catch-up will be slow; the gap will narrow from 5.9 million viewers in 2023 to 5.5 million in 2027.

So the technical play here of the year is to continue the harmonious blend of interaction and e-commerce functionality, creating that dynamic user-friendly shopping experience. Marcus Johnson:. So do we expect... Because our definitions, a lot of the time... I know there's two. It's once a month. Some definitions, it's once a year, but say it's once a month.

Merchants have continued to sell products on TikTok, but transactions are being rerouted to shopping sites like Tokopedia and Shopee for completion, according to Tech in Asia. Predictions. TikTok may choose to launch a standalone ecommerce app in Indonesia. Introducing a separate online shopping platform may revive its ecommerce business in the country.

Indonesia has become a hotbed for ecommerce and social media, and sub OTT has momentum in Southeast Asia鈥檚 largest market as well. In 2024, the country will post the world鈥檚 fastest sub OTT viewer growth among the countries that we break out. That said, penetration will still be very low (15.5% of internet users), and Indonesia has a long way to go before it will become a core sub OTT market.

So the US is bigger overall, but then in terms of e-commerce, China's e-commerce sales are at nearly 3 trillion this year, whereas in the US it's only about 1 trillion this year for total retail e-commerce sales. Man-Chung, can you expand on that forecast a little bit? Man-Chung Cheung:.

Asia-Pacific is well represented in the top 10, with the presence of Taiwan and South Korea along with China, Australia, and New Zealand. However, Japan and the countries of Southeast Asia are at the opposite end of the rankings. Digital transformation is at very different stages across the region.

TikTok will lean into actionable entertainment and ecommerce in 2023. Brazil will be a key focus. User growth there has been so remarkable that TikTok decided to move up the launch of TikTok Shop from late 2023 to H1 2023. Kwai is now a significant rival to TikTok. It has been quietly amassing users in the background.

We're also joined by senior analyst based in New York City and he covers retail and e-commerce for us. He's called Blake Dros. Blake Droesch (02:26):. Hey Marcus. How's it going? Marcus Johnson (02:27):. Hello? Hello. Very good sir. And we finally have one of our directors of reports editing. He is based in mid to upstate New York, depending on who you ask, it's Rahul Charter. Rahul Chadha (02:40):.

At 79.1% of the population, the usage rate in Canada ranks second worldwide among the countries we forecast鈥攂ehind only South Korea. Social media and video apps have driven mobile usage up. There are 24.5 million mobile social media users in Canada this year, according to our estimates, equal to 95.4% of social media users.

In Thailand, some parts of China, and South Korea, for example, when you greet someone, it's very common to ask them, "Hi, have you eaten?" And the polite response, no matter your level of hunger is to say, "Yes, I have. Thank you very much for asking." The greeting norms in Poland, meanwhile, are a little more brutal. Ask a Pole, "Hi, how are you?"

On today's episode, we discuss the implications of the Federal Trade Commission thinking Amazon tricked customers into signing up for automatically renewing Prime subscriptions, whether it makes sense for companies to force livestream shopping on Americans, if speciality stores really work, the impact of Facebook and Instagram restricting news access in Canada, whether reduced inflation can save the day, what a real work-life balance looks like, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, vice president of Briefings Stephanie Taglianetti, and analyst Evelyn Mitchell-Wolf.