WeChat moment ad is unlikely to steal Baidu?s search ad market share because the data system in China is fragmented. Search data, e-Commerce purchasing data, and social data are in the hands of Baidu, Alibaba, and Tencent, respectively, and they cannot be shared across. It is hard for WeChat to learn users? purchasing behaviour and search behaviour, thus, it is hard to steal e-Commerce and search ad revenues unless WeChat comes up with more powerful search and e-Commerce functions. However, our speaker believes WeChat?s in-content search may challenge Baidu in the future if the new generation of mobile internet users form the habit to search within WeChat
Online Payments
WeChat is more mainstream than competitors due to its higher user engagement on the platform. Recently, Alipay service account started to gain presence as it offers subsidies to merchants to issue coupons. In addition, many users prefer Alipay because they are more familiar and used to Ali?s online payment system. On the contrary, Baidu Connect has less traffic compared to WeChat and Alipay
