Unique Research · Insight / Map · June 14, 2022 · Full rewrite — not a stub
Unique Capital / Unique Research map of TikTok ecosystem service providers (follow-on to 2022 go-global marketing map). Framing: TikTok MAU >1B across 150 countries / 75 languages; ’21 DAU ~600M vs Douyin DAU 100M with ¥1T GMV — TikTok ecom GMV cited as high as ~¥6B → theoretical ~1,000× upside. MAU 55M early’18 → 1B Sep’21 (~17×, CAGR ~117%). SEA focus: 6 of 7 Shop countries in SEA; SEA ecom $150B by ’25 vs $5B ’15.
Map clusters (full vendor lists + logos in CN images — attach on ingest): live/KOL ops (e.g. SSG / Jiaoge Pengyou), Amazon/ops SaaS (4Kmiles), media buying (Nativex, Titanium), CS (Jishiyu), SEA digital (PONGO), brand go-global agencies, data platforms (UTen), logistics, and official-certified partners. Thesis: Douyin playbooks partly reusable, larger upside abroad.
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