The tech giants Alibaba and Tencent compete on many fronts. This case focuses on three areas where they have competed very hard: new retailing, mobile payment, and ride-hailing. At the beginning of 2018, Alibaba and Tencent were gathering retail investments in bids to battle each other for shoppers' digital wallets. Key to the battle is China's mobile payment market, worth more than 200 trillion RMB, where Alibaba and Tencent are going head to head. The giants are not only directly competing in the payment platform area but also extensively fighting in other areas, such as ride-hailing, where they invested in and supported Didi and Kuaidi, respectively. To enhance understanding, this case also briefly goes through the history of the two giants. The purposes, methods, and consequences of their platform competition deserve an in-depth discussion
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Case Study|
February 26 2024
Platform Competition in China: Alibaba vs. Tencent
Zhiyong Yao;
Zhiyong Yao
School of Management, Fudan University
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Yixuan Huang
Yixuan Huang
School of Management, Fudan University
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This case was prepared by Professor Zhiyong Yao, IMBA student Kun Lin and Yixuan Huang, School of Management, Fudan University, based on research and public information. Cases are developed as the basis for class discussion and public reading. Cases are not intended to serve as endorsements, sources of primary data, or illustrations of effective or ineffective management.
Publisher: Emerald Publishing
Received:
March 22 2023
Revision Received:
January 30 2024
Online ISSN: 2632-7635
Copyright © School of Management, Fudan University
2024
School of Management, Fudan University
Licensed re-use rights only. No part of this publication may be reproduced, copied, stored, transmitted or sold in any form or by any means without the permission of School of Management, Fudan University. To request permission to reproduce materials, please call +86-21-2501 1383, or email to case@fdsm.fudan.edu.cn. For more case information, please go to http://case.fdsm.fudan.edu.cn/. This case is sponsored by Fudan Premium Fund of Management.
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Article history
Received:
March 22 2023
Revision Received:
January 30 2024
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Citation
Yao Z, Lin K, Huang Y (2024;), "Platform Competition in China: Alibaba vs. Tencent". Management School Fudan University, Vol. ahead-of-print No. ahead-of-print. https://doi.org/10.12156/FUDAN.CASE202219010
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