1) Chinese e-commerce homepage UX analysis.

I took screenshots of Taobao, Pinduoduo and JD’s homepage and ran them through a translation layer so it’s not perfect. But I’ll explain what they are

Let’s go through each of them in turn. Taobao first:
2)With super apps, the landing page should be thought of a the control panel.
As such top two rows are leading to other Alibaba products - these include Tmall (more upscale Taobao), Tmall international (overseas goods), Tmall supermarket, Flying pig (travel booking) and grocery
3) There’s also functions like voucher, gold coins (loyalty points) and categories.

You also the see the prompt message at the top, which always highlight the deals of the week for you to browse.

There’s also the live-streaming portal, which is TikTok like.
4) E-commerce platforms also realise that they are half entertainment platforms. As such the rest of the screen is then partly AI curation suggestions based on your (or my in this case) purchase and browsing history. The AI is very good, I mostly just buy off what they suggests
5) This is also precious advertising inventory space and merchants will pay to be displayed to relevant consumers (esp on Taobao who doesn’t take transaction fees on the platform)
6) Pinduoduo Home Screen.

We see the similar two role button front page. The small circle prompt is my outstanding buying groups that I’ve been invited to participate in
7) PDD’s features are more driven towards getting additional bargains. We can see time limited discounts, vouchers, goods for under 9RMB (<$1). But also newer products like PDD finance and pharmacy.
8) Things that get top billing is still Duoduo Groceries and the billion subsidies which are newer strategic areas for PDD. Billion subsidies is where PDD have verified higher end goods that’s subsidised, in a bid to move up the consumer perception and value chain
9) They have a button specifically for live-streaming section of the platform. Which highlights how much of a distribution channel this medium has become.

And unlike Taobao, they have a single row recommendation screen. Potentially since their SKUs are less varied
10) PDD’s edge has been their gamification element, the large red button at the end of screen says ‘shake for cash’. A game to get the user’s attention
11) JD’s home page. They are known for their electronics and it’s not a surprise that gets repeated billing throughout the page.

But you can also see that they call other categories like groceries, supermarket (FMCGs) and clothing
12) JD’s differentiation has been their 1P logistics, as such they offer 1hour home delivery as an option.

We’re seeing repetition of subsidies, coupons and live-streaming portals here as well.
13) similar to how Facebook, Twitter, Amazon all have a menu selection on the left side of the homepage. The Chinese mobile landing have converged on the two rows of buttons.
I know to the western viewer these UX looks very cluttered, but one gets used to it quickly
14) Afterall, in the age of superapps, I don’t really want to click through different links.

Something else is that all these platforms have visual / camera search built in. Alongside with the AI curation, it signals to me that they are covering both high and low intent buying

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More from @lillianmli

18 Mar
1) I want to talk about something that deviates from my normal tweets. I've been hesitant about expressing this since I am not an Asian American.

But I want to talk about Chinese culture's implicit acceptance of pain in exchange for survival. And how that makes us silent.
2) A recent article came out about Viya (China's most success livestreamer who can command 37m viewers per stream). She sleeps 4-5 hours every day and spends the rest of that time working, rarely has time for her kids or a break. She's getting surgery for her vocal cords rn.
3) The article stresses the tough lives these livestreamers live and in fact, the tough lives everyone lives in China. Eating bitterness is taken as given. The cost of not just doing business but surviving.
Read 9 tweets
12 Mar
1) Let's talk about @AcquiredFM's episode on Meituan. Fan disclaimer: I'm a big fan, my Substack is partly inspired by their process.

I thought the episode was good, I have a few different interpretations and a more cautious outlook:
2) My first reframing is the proxy war between Tencent and Alibaba. Meituan, PDD and Didi all have to grow-up in the shadows of this dynamic. It's almost impossible to be neutral.
This means that whatever Meituan did with one, it affected their dynamic with the other.
3) Alibaba is a traffic taker (since it is focused on conversion at the end of the funnel) while Tencent is a traffic giver.
This means that for Ali, Meituan was only there to give them more traffic, whereas Tencent was driving volume to the apps
Read 17 tweets
10 Mar
1) AliCloud is finally profitable 12 years after its inception. Posting topline rev of $1.78bn and EBITDA of $3.7m in Q3 2020. In comparison, it took AWS 20 years to reach profitability.

However, interesting times ahead - some facts and thoughts on the state of cloud in China:
2) Don't get me wrong, Alicloud is doing well. Gartner rated them as being the global top 3 for IaaS in market share in 2020.

It just took them billions of investment to get there and unclear how much more billions in the future
3) Alicloud will invest an additional RMB 200 billion in the next three years. Tencent will invest RMB 500 billion in the next five years to build multiple million-level servers. Baidu will scale to 5 million units in 10 years, equivalent to an investment of RMB 300 billion
Read 11 tweets
9 Mar
1) Ok, Chinese tech watercooler news - On 6th March, the Alibaba intranet got a ~5,000-word post from an employee who quit the next day.

His blistering and funny critique of Alibaba’s culture failings has been causing a ruckus. Zhihu, Mai Mai and intranets have been blowing up
2) Fractions are appearing inside Alibaba, taking different sides of the argument (there is a donkey fraction).

It is a really funny, post and here are some choice excerpts:
3) "When we joined Alibaba, we all had expectations. No matter what we thought about Alibaba afterwards. On the outside, we all had some admiration for the company. This caused my first confusion as I entered Alibaba. Such a sizable company, but why the constant anxiety?"
Read 18 tweets
8 Mar
1) Let's talk about the story of Youzan, an e-commerce back-end SaaS platform for omnichannel retail, implied market cap of $12.2Bn.

Their founder is legendary, high-school dropout turned artist turned Alipay PM turned founder.

Imo it's the Chinese Salesforce, not Shopify
2) So while Youzan's founder is called Ning Zhu, he goes by the moniker White Crow (白鸦 aka Bai Ya). In homage to a parable where a white crow chooses freedom and starving to death over a lifetime of cushy cage-dwelling.
3) He grew up in the poorest county in Henan. After dropping out of secondary school, he worked a series of odd jobs, including peddling clothes and construction work but eventually returned to education and got a degree in art and design.
Read 15 tweets
5 Mar
1) Let's talk about my framing for e-commerce product strategy.

It answers why in Chinese tech there is a fanatic fixation on internet traffic. Why every consumer app become a super-app.

Ubiquitous in Chinese tech but also prevalent in Facebook, Shopify and Google' strategy.
2) Every player is always working on owning the awareness-to-fulfilment funnel (or customer journey). This is a descriptive product strategy that builds on a foundational ethos of "owning the user".
3) Relative to western consumer tech companies, who tend to focus on “serving a function” as their core mission, Chinese companies tend to focus on “owning the user” as their core mission (though the initial wedge into the consumer is always through a function.
Read 12 tweets

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