SNS in China, Everyone Increases... but Facebook
Every social network system is growing in China... except facebook, because as we told you before, facebook is blocked in china.
When I see the hard time google is having to gain market shares against baidu (which has about 70% market share here in china), I think facebook is not likely to get back in the competition. When facebook will be accessible again, it will be too late. Specially because chinese users won't go from xiaonei or kaixin001 to facebook if they already have their contacts in these two sns.
Facebook, to get back in the game, will have to buy one of these sns (maybe xiaonei, because xiaonei is a copy of facebook, so users won't have difficulties to adapat to facebook's interface).
Another thaught is... if these sns become bigger and stronger, won't they try to compete with facebook in other countries?
Once more, local players are doing better in china than international ones (I know, with a little help ;o) but still, i think that if you want to be in the chinese market... the best thing you could do is ... coming to China.