iResearch recently released its China Internet Data Report in Q2 2013, giving us a glimpse of China internet performance in Q2.
Online Markets and Online Advertising
As you can tell from the chart above, Mobile won over PC devices on internet segment markets growth, such as shopping, searching, marketing(searching excluded) and game. Online shopping and searching on mobile devices both had a YoY growth as high as 181%, out performed PC devices which only had 39% and 28.6% YoY growth.
Chinese online advertising had a relatively stable market structure, Baidu and Taobao were the two giant in online ads market. Baidu’s revenue from advertising in Q2 reached 7.56 billion yuan(1.23 billion USD), followed by Taobao with 5.61 billion yuan(909 million USD).
Qihoo’s 360, Taobao and Sohu had pretty high QoQ growth rate.
Online shopping was the driving power of E-Commerce, had the highest YoY growth rate of 45.3%. B2B was still the biggest part in E-Commerce, with 2 trillion yuan(324 billion USD) revenue in Q2 which was 80% of total E-Commerce revenue.
B2C grew twice faster than C2C in Q2 2013. B2C had a 77.4% of QoQ growth rate, while C2C QoQ growth rate was only 31.8%.
Mobile shopping had a strong growth trend in Q2, with 8.6% QoQ growth while shopping on PC dropped 91.4% compared to Q1, 2013.
Chinese online shopping markets were led by Tmall with 50.8% market share and Jingdong with 17.1% share, the competition in the second-tier B2C enterprises were tense.
Online Video Market
Online video providers’ revenue mainly came from advertising,with 75.28% share, during which video ads was the biggest. Besides, copyright licensing distribution occupied 8.61% share, and video value added service occupied 4.3%.
Third Party Payment Market
Alipay occupied 49% of China third party payment market, followed by Tenpay with 20% and Unionpay with 10%?
Alipay was the top app in China mobile third party payment with 66 million monthly users and 20.4% MoM increase rate. However, Bestpay, Lakala,cmpay and yeahka competed with each other fiercely in Q2 2013.
Mobile Internet Market
Mobile shopping surpassed mobile value added service in Q2, becoming the biggest mobile segment market with 38.5% share.