Aug 9, 2020
In episode 330, Gareth Nicholson, deputy technology editor on
the technology desk from South China Morning Post (SCMP), joined us
to discuss the China Internet Report 2020 and its impact to the
rest of the world. We discuss the key major trends: the impact of
COVID-19 on China tech and how it transform food delivery, the
accelerated self-reliance of Chinese companies due to the US and
China tensions, the year of 5G for mass adoption in the Chinese
domestic market, live streaming and ecommerce, and finally, why the
Chinese companies are now moving their US listings back to China.
Last but not least, Gareth shared the key trends that he will watch
out for in 2021.
Here are the interesting show notes and links to the
- Gareth Nicholson, deputy Technology Editor on the Technology
desk, South China Morning Post.
our last conversation, what have you been up to?
- China Internet Report 2020 by
South China Morning Post
- Now let’s talk about the report. It’s
SCMP’s 3rd annual report, what are some of the key sections and
themes that the China Internet report has always focused on?
- As we
understand that SCMP has been delivering the China Internet Report
every year since 2016, what are the key themes which the report
have discussed every year till now?
- I love how the report starts off with
‘China in a glance’ which provides readers with a general
background of the Chinese internet space. The graphic comparisons
for the China vs US internet landscapes are helpful. For example, I
didn’t know that China has about 3 times the number of internet
users at 904M in comparison to US’s almost 300 million (298M). Can
you provide us a snapshot on how the Chinese Internet is now
compared with respect to the US?
are now the key players within the Chinese tech ecosystem, as we
notice that Baidu has dropped down to number 11?
#1: Impact of COVID-19 to China Tech Sector
is the impact of COVID-19 on China’s tech sector?
did the Ministry of Industry & Information Technology in China
respond to COVID-19 pandemic? with plans along the 5 themes:
building a strong infrastructure network, applying digital
technology in all sectors, enhancing data security, strengthening
tech innovation and optimizing broader industry
- Trend #2: China Accelerated
Self-Reliance on Tech
the ongoing tension escalating between the US and China, how is
China doing on the path of becoming technologically
are some of China’s major challenges?
is the impact of this move to self-reliance for Huawei and other
are the competencies that Chinese tech firms will need to develop
to bridge the gap between them and the US?
#3: The year of mass adoption for 5G
this the year for mass adoption for 5G?
will be the impact of 5G for Chinese tech in the next two to three
#4: Live Streaming's 3rd Phase in China
- What are the 3 phases of
livestream in China and what’s after the 3rd phase?
#5: China companies listing back at home (Hong Kong and
are seeing a lot of Chinese companies looking to list in HK or
Shanghai. Do you see this a part of the great trend due to the
tensions between the US and China?
the same time, we see accounting scandals for example, Luckin
Coffee and TAL education and this leads to more scrutiny to Chinese
companies, do you think that more and more chinese companies will
delist from the US and move back to China?
- What topics are covered in the pro-report as compared from the
- How do our audience find you?
The show is hosted and produced by Carol Yin (@CarolYujiaYin) and
originally created by Bernard Leong (@bernardleong, Linkedin). Sound
credits for the intro music: Taro Iwashiro, "The Beginning" from
Red Cliff Soundtrack.