China’s Mobile E-Commerce Market Overview and Predictions : April 2018

JD secured over 50% market share, Honor and Xiaomi took a lead by sales volume.

   New Delhi, Hong Kong, Seoul, London, Beijing, San Diego, Buenos Aires –

 May 24th, 2018

According to data from Counterpoint’s Channel Monitor service, China became the world’s largest mobile e-commerce market in 2017, with more than 120 million mobile phones shipped to customers through e-commerce channels during the year. In China, e-commerce channels account for nearly 30% of the mobile phone market. In big cities like Beijing, where e-commerce is highly developed, this number is more than 50% and continues to grow.

James Yan, Research Director at Counterpoint Research said, “The flourishing e-commerce market in China can be attributed to strong support from retailers, pressure from the Chinese government and a preference for online shopping among consumers. Chinese e-commerce vendors actively innovate and create new channels and service models to continuously improve the efficiency of online channels. This is ably supported with the encouragement of the Chinese government. Chinese consumers are among the most eager to adopt e-commerce across all markets worldwide. Nevertheless, Chinese consumers are also demanding and critical of e-commerce channels and services, which also drives innovation.”

Mr. Yan added, “According to Counterpoint’s April e-commerce channel data, JD. com led the market. With a share of 50%, JD. com has more than twice the market share of its nearest rival, Tmall.”

In terms of competitive landscape among e-commerce channels for mobile devices, JD. com and Tmall are the biggest e-commerce players. JD. com has attracted and retained many online mobile phone users through its consumer electronics e-commerce brand channel concept, that it has established over the past few years. JD. com also continues to expand its territory through the acquisitions of Yi Xun and YHD. As the most complete e-commerce platform, Tmall has established good recognition among mobile phone users.

Exhibit 1: China’s Mobile Ecommerce Market Share by Platform – April 2018

   China's Mobile E-Commerce Market Share in April 2018

Source: Counterpoint Channel Monitor Service – April 2018

Summary Analysis of e-commerce Channels:

  • The top three e-commerce platforms (JD. com, Tmall and Suning) took a 78% share of the overall mobile handset e-commerce market. We expect to see some internal structural changes in these platforms in the future, but overall, they are relatively stable.
  • JD. com gained popularity among large vendors like Apple and Huawei, as well as smaller players such as OnePlus and 360 Mobile Phones, by acquiring other platforms, increasing marketing spend and improving service efficiency. According to Counterpoint’s data, the mobile phone shipments of JD. com reached close to 60 million in 2017.
  • JD saw better sales results in the mid-to-high end mobile phones in April, especially the Huawei P20 series, while Tmall performed better in terms of low-to-mid-end mobile phones. In addition, the third-party stores on the Tmall platform saw even better sales results and they were widely welcomed by many vendors and stores.
  • Branded mobile phone stores have become an important part of the ecommerce landscape. Among them, Apple, Xiaomi and Huawei’s Vmall were the best performers, taking a combined more than 10% market share. When Apple launches new iPhones, the Apple online store sees a strong uptick in activity from customers.
  • In the “others” category, we find a large number of small installment ecommerce platforms. New entrants such as Pinduoduo and JMEI still have a long way to go.

Exhibit 2: China’s Mobile Ecommerce Market Share by Brand – April 2018

  China's Mobile E-Commerce Market Share in April 2018

Source: Counterpoint Online Channel Monitor Service – April 2018

Our Performance Analysis of Brands and Models in e-commerce Channels:

  • The top four brands (Xiaomi, Honor, Apple and Huawei) account for 65% of the market.
  • Apple and Huawei saw better sales results on JD. com, while Xiaomi and Meizu performed better on Tmall.
  • Meizu remained in the fifth spot with the popularity of the Meizu Metal.
  • Apple led the market by sales volume in April, thanks to a greater than 7% discount of iPhone 8 and iPhone 8 Plus in ecommerce channels.
  • As April was the first month for Huawei to unveil its P20 Series, it launched a number of online advertising and customer inflow promotion activities in e-commerce channels, especially with JD. com, which helped to rapidly increase its sales volume.
  • Xiaomi also stimulated its sales growth in April by putting more promotion efforts in e-commerce channels, especially with Xiaomi’s branded website and with Tmall, for its low-end Redmi 5A and Note 5, as well as the flagship product Mix2s.
  • Surprisingly, OPPO saw a rapid increase and secured the 10th spot with its new flagship product R15, although it was seldom promoted in e-commerce channels.
  • The Top 10 bestselling products took more than a third of the overall e-commerce market.

Top 10 Bestellers in April 2018 in China's Mobile E-Commerce by Market Share

Source: Counterpoint Online Channel Monitor Service – April 2018

Based on the analysis of the ecommerce industry over the past few years and their industry experience, Counterpoint analysts give the following predictions:

  • High-standard and oligopolistic competition: JD and Tmall have already set a very high standard for ecommerce channels and services, therefore, it is difficult for foreign players and other large players to expand their territory in China market. For example, Amazon can hardly reach the service standard of second-day delivery set by JD. com.
  • Competition on price for now and value for future: After years of e-commerce shuffle, we expect e-commerce platforms will put more efforts into improving services and added value.
  • Precision marketing shifts from a marketing gimmick to a basic configuration: More and more ecommerce platforms will leverage their own platform data and learning capabilities to combine social and communication resources. In order to achieve real precision marketing, these platforms will use precision algorithms, data mining and AI technologies to provide customers with intelligent and accurate recommendations. This will enable vendors to communicate more effectively with customers.
  • Cross-border ecommerce: As consumer behaviour changes over time, cross-border services will become a new growth point.
  • Combine offline resources with online channels to achieve synergy effects: The ecommerce platform must integrate offline resources to complement and support each other.
  • The global ecommerce platform is advancing towards becoming an ecosystem. For example, Amazon sells not only goods, but also book content, intelligent hardware, etc. Going forward, China’s e-commerce platforms will shift focus from sales of purely physical goods to omnichannel + services + virtual goods operations.
  • New players on China’s e-commerce platform: Although it is very difficult for new players to enter the China market, there are still opportunities to exploit new market segments, such as second-hand and installment-payment segments.


Analyst Contacts:

James Yan闫占

+86 15810182576

Tarun Pathak
+91 9971213665

Mengmeng Zhang

+86 18611804269

Flora Tang

+852 5545 2529

Counterpoint Research
+852 8191 4813



Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customized work on the above topics is provided for high precision projects.

Apple Snack Pack


Understanding iPhone

Term of Use and Privacy Policy

Counterpoint Technology Market Research Limited


In order to access Counterpoint Technology Market Research Limited (Company or We hereafter) Web sites, you may be asked to complete a registration form. You are required to provide contact information which is used to enhance the user experience and determine whether you are a paid subscriber or not.
Personal Information When you register on we ask you for personal information. We use this information to provide you with the best advice and highest-quality service as well as with offers that we think are relevant to you. We may also contact you regarding a Web site problem or other customer service-related issues. We do not sell, share or rent personal information about you collected on Company Web sites.

How to unsubscribe and Termination

You may request to terminate your account or unsubscribe to any email subscriptions or mailing lists at any time. In accessing and using this Website, User agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this Website. The Company may terminate User’s access to this Website at any time for any reason. The terms hereunder regarding Accuracy of Information and Third Party Rights shall survive termination.

Website Content and Copyright

This Website is the property of Counterpoint and is protected by international copyright law and conventions. We grant users the right to access and use the Website, so long as such use is for internal information purposes, and User does not alter, copy, disseminate, redistribute or republish any content or feature of this Website. User acknowledges that access to and use of this Website is subject to these TERMS OF USE and any expanded access or use must be approved in writing by the Company.
– Passwords are for user’s individual use
– Passwords may not be shared with others
– Users may not store documents in shared folders.
– Users may not redistribute documents to non-users unless otherwise stated in their contract terms.

Changes or Updates to the Website

The Company reserves the right to change, update or discontinue any aspect of this Website at any time without notice. Your continued use of the Website after any such change constitutes your agreement to these TERMS OF USE, as modified.
Accuracy of Information: While the information contained on this Website has been obtained from sources believed to be reliable, We disclaims all warranties as to the accuracy, completeness or adequacy of such information. User assumes sole responsibility for the use it makes of this Website to achieve his/her intended results.

Third Party Links: This Website may contain links to other third party websites, which are provided as additional resources for the convenience of Users. We do not endorse, sponsor or accept any responsibility for these third party websites, User agrees to direct any concerns relating to these third party websites to the relevant website administrator.

Cookies and Tracking

We may monitor how you use our Web sites. It is used solely for purposes of enabling us to provide you with a personalized Web site experience.
This data may also be used in the aggregate, to identify appropriate product offerings and subscription plans.
Cookies may be set in order to identify you and determine your access privileges. Cookies are simply identifiers. You have the ability to delete cookie files from your hard disk drive.