Tencent is Eyeing Overseas Markets as the Chinese Tech Market Fast Approaches Maturity
随着中国科技市场趋于成熟，腾讯正加速布局海外市场
Tencent’s recent Analyst Day and subsequent Ecosystem Summit this month was the vehicle used by the company to announce it is looking beyond China in earnest to expand and deploy its cloud and software solutions. Two regions were highlighted as key expansion areas: South-East Asia ex-China and Middle East & Africa.
腾讯在本月举行的分析师日及随后举办的生态峰会上明确表示，公司正认真地将视线投向中国以外的市场，计划在全球范围内扩展并部署其云和软件解决方案。腾讯重点瞄准两个区域：东南亚（不含中国）以及中东和非洲。
Tencent states its cloud business has grown significantly since 2021 with over 10,000 overseas customers in 30 industries across 80+ markets. Year-on-year, the Asia-Pacific region business for Tencent cloud grew more than 50%, and business from the MEA region grew 85%.
腾讯表示，自 2021 年以来，其云业务取得显著增长，目前在 80 多个市场、30 个行业拥有超过 1 万家海外客户。同比来看，亚太地区的腾讯云业务增长超过 50%，而来自中东和非洲地区的业务增长则达 85%。
For Africa, Tencent is advertising itself as a digital inclusion facilitator, incubating African entrepreneurship. Its recent launch of Orange MEA’s ‘Max it,’ an app that mimics the Tencent Weixin super app with over one billion users, is a sign that the company is looking to replicate and grow its business abroad in partnership with willing telcos. For Orange MEA, the partnership with Tencent Cloud is a step toward offering relevant services to both Orange and non-Orange subscriber businesses and end users, with ‘Max it’ hosting mini apps – such as subscription management, e-wallet, and e-commerce – that will simplify business, customer, and lifestyle functions by consolidating them on one app platform. The service is currently rolled out to six markets and will be deployed to other countries including Jordan where Orange operates.
在非洲市场，腾讯将自己定位为“数字普惠的推动者”，并致力于孵化非洲本地的创业生态。最近，腾讯协助 Orange MEA 推出“Max it”应用，该应用模仿腾讯拥有超过 10 亿用户的微信超级应用，这也标志着腾讯正尝试通过与愿意合作的电信运营商共建，把其成熟模式复制到海外市场。对于 Orange MEA 来说，与腾讯云的合作意味着可以向 Orange 和非 Orange 用户提供更相关的数字服务。“Max it”内置小程序体系，包括订阅管理、电子钱包与电商等功能，将商业、客户和生活服务统一整合进同一平台。目前该服务已在六个市场上线，并将推广至包括约旦在内的其他 Orange 运营国家。
Tencent is also setting up a cloud region in Saudi Arabia in 2025 to add to the 21 it already has, ensuring closer presence to the edge for businesses and companies in the Middle East. It already conducts business with some players there: The UAE ‘Tamm’ e-government platform consolidates over 700 services, built on the Tencent Cloud’s mini-program platform; Abu Dhabi’s department of culture and tourism digital ambassador is powered by WeChat, hosted on Tencent Cloud; and Mobily, which tapped Tencent Cloud to launch ‘Go Saudi’ to revolutionize the Saudi digital landscape to strategically diversify its enterprise business solutions to AI, cloud, and big data.
腾讯还计划在 2025 年于沙特阿拉伯设立新的云区域，使其全球云区域数量增至 22 个，以便为中东企业提供更接近边缘的计算能力。腾讯已在当地与多家机构合作，例如：阿联酋的“Tamm”电子政务平台整合了超过 700 项服务，基于腾讯云的小程序平台构建；阿布扎比文化与旅游部的数字大使使用微信技术并托管于腾讯云；沙特运营商 Mobily 与腾讯云合作推出“Go Saudi”，旨在推动沙特数字化生态转型，将其企业业务拓展至 AI、云与大数据。
Beyond telcos, Tencent is heavily penetrated in the Chinese electric vehicle industry and is now wooing foreign electric vehicle manufacturers to conduct business in China with Tencent Cloud technology. Tencent’s ambitions cover a wide range of industries, including healthcare, gaming, banking, manufacturing, and mining. Thus far, Tencent has assisted AstraZeneca, Mercedes-Benz, Toyota, and Walmart to expand into China.
除了电信行业外，腾讯在中国新能源车产业中深度参与，如今也开始吸引海外电动车制造商通过腾讯云技术进入中国市场。腾讯的业务野心覆盖多个行业，包括医疗、游戏、银行、制造和采矿。目前，腾讯已协助阿斯利康、梅赛德斯–奔驰、丰田和沃尔玛拓展其在中国的业务。
As Tencent is a software company, it is unclear how, when, or if the US ire that has targeted Huawei hardware in recent times will fall on Tencent. Certainly, the company feels it is less vulnerable and has already expanded by establishing cloud regions to Silicon Valley, California (US); Virginia (US); and Frankfurt (Germany) – Huawei’s cloud regions in Europe and North America are in Dublin (Ireland); Istanbul (Turkey); and Mexico City (Mexico). Tencent has been somewhat strategic in its expansion thus far by quietly embedding itself in the tech ecosystems of governments and companies before any unfavorable legislation or regulation can hinder its international growth prospects.
作为一家软件公司，目前尚不清楚美国近年来对华为硬件的打压力度是否会同样落到腾讯身上。但腾讯显然认为自己相对更不易受到影响，并已在美国加州硅谷、美国弗吉尼亚州以及德国法兰克福设立云区域——相比之下，华为在欧洲和北美的云区域位于爱尔兰都柏林、土耳其伊斯坦布尔以及墨西哥墨西哥城。迄今为止，腾讯在全球扩张过程中采取了相对策略性、低调的方式，优先悄然嵌入政府与企业的技术生态中，以避免潜在的不利法规阻碍其国际发展前景。
