As the Lunar New Year approaches, China’s tech giants are once again entering a critical battleground.
A decade ago, Tencent reshaped digital payments with WeChat Red Packets, a move famously dubbed a “Pearl Harbor attack” by Jack Ma. Today, the competition has shifted to AI super apps.
The strategies of the three major players are diverging:
- Alibaba is advancing rapidly through ecosystem integration, with its Qwen app surpassing 100 million monthly active users ahead of the holiday season.
- ByteDance leverages massive traffic and a “software-defined hardware” strategy, expanding its AI product Doubao across devices and partnering with the Spring Festival Gala.
- Tencent remains cautious, focusing on internal restructuring, foundational AI models, and infrastructure, while keeping consumer-facing moves understated.
Alibaba CEO Eddie Wu described Qwen’s growth as the result of ecosystem synergy rather than a single product win. ByteDance, meanwhile, continues heavy AI investment, aiming to replicate its proven “super app” playbook.
Whether Tencent can deliver an AI breakthrough comparable to WeChat Pay’s red packet moment remains an open question. One thing is clear: this year’s Spring Festival will be a key moment in China’s AI entrance race.
