Tag Archives: Google

Latest News of Google in China, overview of the Business expert on Chinese market Doug Young

INTERNET: Baidu Rejigs Maps in Face of Competition

Bottom line: Baidu’s reorganization of its mapping unit reflects growing competition in the space, and could ultimately end in a shuttering of the service if its usage continues to decline. 

Baidu mapping service charts new direction

The wheels of restlessness at online search leader Baidu (Nasdaq: BIDU) are grinding into motion once more, with word that the company has made a major shift in its popular mapping division. Company watchers will know the restlessness to which I refer is a direct reference to Baidu’s founder Robin Li, who is famous for getting into new businesses, only to tire of and ultimately jettison them after just a few years.

In this case it’s probably far too early to say if that’s the case for Baidu’s mapping unit, which has been one of its most popular products for quite some time, thanks in no small part to its dominance in online search. The problem is that Baidu has failed to keep pace with more nimble competition, most notably from the Alibaba-owned (NYSE: BABA) AutoNavi. What’s more, an equally large potential rival is looming in the form of global giant Google (Nasdaq: GOOG), which has recently begun updating its previously dormant China mapping service. Read Full Post…

INTERNET: Google Re-lands on China Map

Bottom line: Google has quietly resumed updates of its China mapping service in a bid to tap the booming local market for location-based services.

Google resumes China mapping updates

Are they or aren’t they? That’s the question going through everyone’s minds these days about Google’s (Nasdaq: GOOG) stealth return to China, following reports that the company has quietly re-launched its previously dormant mapping service in the market. In this case there are quite a few conflicting signals, including the one coming from Google itself, which says nothing has changed with its mapping service.

I was a bit surprised at Google’s definitive statement, since I can say with certainty that the company has indeed resumed updating its popular mapping service following a dormant period of at least a few years after shuttering its China-based search service in 2010. Last year there was similar word that Google’s map site had resumed service in China, and I went and checked the URL at the time. Read Full Post…

INTERNET: Google Launches China AI Lab, Still No App Store

Bottom line: Google’s launch of a China AI lab marks the latest step in its campaign to curry favor with Beijing, which could give it a 50-50 chance of being allowed to sell its Pixel phones and open a China Google Play store in 2018.

Google’s China return like watching grass grow

Chronicling Google’s (Nasdaq: GOOG) slow march back to China has been a bit like watching grass grow these days. It’s been a painfully slow process, including the latest announcement that the company will open an artificial intelligence (AI) lab here in Beijing.  Put more cynically, one might call this the world’s longest brown-nosing exercise in the brief history of the Internet, due to unique conditions that prompt many to say that Beijing is in some ways creating its own made-in-China 1.1 version of this medium of the 21st century.

That internet version 1.1 includes features like China’s notorious firewall that filters out sites that Beijing doesn’t like for the vast majority of the country’s more than 700 million web surfers. A corollary of that is that anyone who operates an officially-registered website inside China tacitly agrees to abide by the nation’s vague laws that require all operators to self-police their sites for sensitive content. Read Full Post…

INTERNET: Twitter Tweets Indecisively Around China

Bottom line: Twitter’s conservative approach to China reflects a broader indecision at the company that is limiting its growth potential.

Twitter shackled by indecision in China

While social networking giant Facebook (Nasdaq: FB) actively flirts with China in a bid to enter the world’s largest Internet market, the smaller, struggling Twitter (NYSE: TWTR) seems unable to make up its mind. That seems to be the key takeaway from a new interview on the prickly subject of China between Maya Hari, Twitter’s Asia Pacific chief, and Caixin, a well-respected Chinese financial media that also happens to be my current employer.

This particular message seems to be a recurrent theme with Twitter, which, like Facebook, doesn’t like China’s strict self-censorship policies but also finds it hard to ignore such a big market. In Facebook’s case, the company has made it quite clear it’s willing to tolerate China’s self-censorship policies for a chance to build a presence in the market, most likely through a future joint venture with a local partner. Read Full Post…

INTERNET: Google, Apple and More Flock to China Internet Pow-Wow

Bottom line: Attendance of Google’s CEO at China’s premier Internet event marks a continuation of its slow return to China, while appearances by top Apple, Qualcomm and Microsoft executives are more expected.

Western tech execs hobnob at Internet conference

As we head into the new week, the headlines are filled with the latest words of wisdom on the future of the Internet from some of China’s leading company chiefs, who were all in the scenic city of Wuzhen for a major conference that kicked off over the weekend. But equally interesting were the guest list of foreign big-wigs in attendance,  which included top executives from Google (Nasdaq: GOOG), Apple (Nasdaq: AAPL), Microsoft (Nasdaq: MSFT), Cisco (Nasdaq: CSCO) and Qualcomm (Nasdaq: QCOM), among others.

This is the third year for the show, which I previously pooh-poohed as a show of pageantry without too much substance. But it does appear to be gaining a bit of traction over time, and I suppose I should grudgingly admit that perhaps China should have a greater say in the development of the Internet and that these major players are at least partly right to be attending in high-profile roles. After all, China is easily the world’s largest Internet market with more than 700 million users. Read Full Post…

MULTINATIONALS: Whatsapp Bows, Microsoft Visits, Google Plays

Bottom line: Whatsapp has likely been permanently blocked in China, while Satya Nadella’s visit to Xiaomi underscores Microsoft’s growing ties  with the company, and Google’s China AI push is mostly PR.

Whatsapp booted from China?

A couple of the big high-tech multinationals are in the headlines as we head into the next-to-last month of the year, which seems like a good opportunity to review where these companies stand heading into the second term of President Xi Jinping and also as Donald Trump gets set to make his first China visit. One of those headlines involves Google (Nasdaq: GOOG), and comes in a soft-ish report pointing out the company is actively pushing its artificial intelligence (AI) development software in China.

Next there is Microsoft (Nasdaq: MSFT) CEO Satya Nadella, who is in China this week where he paid a visit on recovering smartphone maker Xiaomi. I’m not a huge fan of Microsoft’s strategy in general. But its growing ties with Xiaomi do look like an interesting new approach that could ultimately pay off nice dividends under Nadella’s 3-year-old leadership at the software giant.  Read Full Post…

SMARTPHONES: HTC Ties Up With Google, or Does It?

Bottom line: Google’s purchase of HTC’s Pixel assets is a sign of no confidence in HTC’s chances of longer-term survival as an independent smartphone maker.

Google’s HTC purchase: reason for optimism or pessimism

Everyone is giving their two cents about the big new tie-up between Taiwan smartphone maker HTC (Taipei: 2498) and Google (Nasdaq: GOOG), so I figured I’d weigh in as well on this deal that has quite a few threads. From where I sit, the deal marks the latest distress sign coming from an overcrowded smartphone field here in China, even though HTC is technically based in Taiwan.

Equally or even more interesting is the question of whether Google is a white knight riding to HTC’s rescue, or rather trying to protect its own interests from what it sees as a fast-sinking ship. I tend to think the case might be the latter, which I’ll explain shortly, even though both Google and HTC would probably vehemently deny such a conclusion. Read Full Post…

INTERNET: Google Steps Up Beijing Dance With AI Drive

Bottom line: Google’s campaign to build a China-based artificial intelligence team is at least partly designed to woo Beijing, as part of its broader effort to get permission to open a China-based Google Play app store.

Google Play edging towards China?

In the latest signal of its move back to China, Internet titan Google (Nasdaq: GOOG) is apparently on a hiring spree in Beijing that looks aimed at building up an artificial intelligence (AI) team in the world’s largest online market. This particular move doesn’t come as a huge surprise, and seems to be part of Google’s recent obsession with the world’s biggest Internet market.

The backstory is that Google quit China seven years ago, at least for its core search business that is the backbone of its operations in other markets, due to a dispute over Beijing’s tough policies requiring all sites to self-police themselves for sensitive content. But over the last two or three years Google has had a change of heart, realizing it really can’t afford to ignore an Internet market that has 750 million users. Read Full Post…

IPOs: Alibaba-Backed Logistics Firm Stumbles Towards IPO Gate

Bottom line: Best Inc is likely to make its New York IPO in the next two weeks, but its shares will price in the middle of their range and debut weakly due to stiff competition in the logistics sector.

Best Inc. raises IPO target

It’s been a quiet year so far for major Chinese IPOs in New York, but all that looks set to change soon with several major offerings coming down the pipeline. One of those is in the headlines as we head into the end of August, with word that Best Inc, also known as Best Logistics, is driving towards a New York offering that will raise up to $1 billion. That deal was first announced in June, so it’s a bit unclear why it has taken so long to jump back into the headlines with this boosted fund-raising target.

Based on what I’m hearing from one of my sources, the US securities regulator is giving extra scrutiny to a group of fintech companies that are all lining up to list in New York before the end of the year, due to the newness of the business type. Best Inc doesn’t really fall into that group, as it’s in a traditional business that’s thriving due to China’s e-commerce boom. What’s more, this company is also backed by e-commerce giant Alibaba (NYSE: BABA), and counts the former head of Google (Nasdaq: GOOG) China as its chief. Read Full Post…

SMARTPHONES: Brick-and-Mortar Xiaomi Eyes 2017 Comeback

Bottom line: Xiaomi stands a better than 50 percent chance of stabilizing this year and reversing its 2-year-old decline, based on its push into brick-and-mortar retailing and positive reviews for its newest higher-end model.

Xiaomi builds up brick-and-mortar presence

Blame it on the Internet. That seems to be the message coming from Xiaomi, the smartphone maker that’s in a bit of an identity crisis, trying to explain its rapid descent over the last 2 years following a meteoric rise in 2014. A couple of other reports are also saying the company is preparing to roll out its own processor later this year, and have charismatic chief Lei Jun criticizing rival Huawei for lacking the “internet sensibility” needed to succeed in the online era. Read Full Post…

INTERNET: Google Seeks Partner for China Return

Bottom line: Google will get permission from Beijing to open a Chinese version of its app Play Store later this year, most likely through a joint venture with NetEase or Tencent.

Google, NetEase talk China Play Store JV

The glacial return to China for Internet titan Google (Nasdaq: GOOG) is making its debut in the 2017 headlines, with word that the company is in talks to open a Chinese version of its app store with online game giant NetEase (Nasdaq: NTES). That tidbit nicely sets the stage for what’s likely to be a banner year for Google and possibly US Internet rival Facebook (Nasdaq: FB) in their race to see who can be first to plant a tent pole in China. Read Full Post…