Credit Suisse also expects more competition from domestic rivals like Tencent, Sohu, Taobao and Alibaba.
In a series of posts since Saturday to his account on Tencent Holding Ltd.
Last year, the Shenzhen-based Tencent bought small video game maker Riot Games of Los Angeles.
Sina, for example, is emerging as a serious competitor to Tencent and Baidu in China.
FORBES: Will You Shut Up About This Being Another Internet Bubble Already?
It could even be a company from outside the U.S. such as Tencent, he said.
FORBES: Among Top Four Internet Companies, Is Apple Most Vulnerable?
Tencent has a big ambition for WeChat and envisioned it to be a social mobile platform.
FORBES: WeChat By Tencent: From Chat App To Social Mobile Platform
Developer Activision has teamed up with Chinese internet service provider Tencent on the free-to-play title.
Mainly Tencent and the other major Internet brands from China stepping into its market.
FORBES: China's YY Eats Meat To Prep For Going Public on NASDAQ
It's being geared to become Vietnam's Tencent or Shanda, two runaway success stories from China's early start-ups.
Other features will probably persist, for example the dominance of three digital conglomerates, Alibaba, Baidu and Tencent.
Internet data centers Facebook, Google, MSN, Yahoo, TenCent, Baidu, et al. are another 20%-plus of the market.
FORBES: Intel Is Alive And Well: An Interview With CEO Paul Otellini
The result is Chinese internet companies like Tencent, and Baidu, cannot help but become world leaders.
In China, app makers face competition from local apps built by companies like Tencent Holdings Ltd.
Either Baidu or Tencent could upend the market by steering consumers directly to hotel and airline websites.
Consolidation is underway as sector leaders such as Baidu, Alibaba and Tencent acquire smaller, innovative companies.
Microblogging tools from Sina and Tencent should be used to identify where there are problems to be corrected.
Tencent has been slow to tap it for revenues, preferring to cross-subsidise from games and other revenue sources.
FORBES: Putting A Price On Sina Weibo, China's Answer To Twitter
Tencent is well known in China for its instant messenger program QQ, with more than 600 million accounts.
Tencent is a wildly popular and successful Chinese firm with a huge social network, instant-messaging and online gaming.
Tencent QQ is already a wildly popular instant messaging platform in China, with over 700 million active users.
FORBES: WeChat By Tencent: From Chat App To Social Mobile Platform
Tencent's games from massive online role-playing games to first-person shooters and casual games are among the most-played in all categories.
Now that Tencent, Alibaba and Shanda are all expanding outside China, how will they look at online advertising?
The other leading microblog, called Tencent Weibo, now also requires new users to register with their real name.
The field is increasingly crowded, with gaming firms like Perfect World and Internet conglomerates like Tencent going head-to-head.
FORBES: Game Boy: Billionaire William Ding Lei Has A Few Fantasies Of His Own
The big Asian players such as RenRen, Tencent, DeNA, Gree and others are investing significantly in the US markets.
FORBES: Android Apps Closing The Revenue Gap With iOS Apps Rapidly
By comparison, Tencent is an entrepreneurial company that probably has few if any former MIIT officials in its ranks.
Tudou faces competition not only from Youku but also other China Internet companies like Baidu, Tencent, Sina and Shanda.
FORBES: Tudou CEO Gary Wang On Online Video, Mobile and Producing Original Content
Some people have multiple microblog accounts: Tencent has its own QQ-branded Weibo service.
FORBES: Putting A Price On Sina Weibo, China's Answer To Twitter
You go through any big Chinese airport now you see Tencent Weibo ads.
FORBES: Why the "Winner Takes All" Strategy Doesn't Always Work
Sina introduced the microblogging weibo to its online services in 2009 to try to catch up with rival Tencent.
应用推荐