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Is the opportunity really so big in southeast Asia?
2018-04-12 View: 3504
Is the opportunity really so big in southeast Asia?
Recently one of the big news is that by the middle of last month, alibaba to south-east Asia's biggest B2C electric business platform Lazada an extra $2 billion of investment, to raise its stake to 83%, the company also announced ali internal heavyweights, founder of the ant gold suit Peng Lei will become Lazada CEO. On Monday (April 9) ali suddenly announced Peng Lei outgoing ant gold take chairman, focus on management of southeast Asia electricity Lazada, ali to expand electric dealer market in southeast Asia's ambition and determination can be seen. You may have heard of the fierce fighting in the e-commerce market in southeast Asia. What is the market? Let's have a chat with merton today.
Rapid development but still huge market space.
Although in the previous years, southeast Asia main electric dealer market annual growth of more than 20%, especially in the recent two years, alibaba, tencent, amazon and facebook successively in different forms and more investment on the market, but we have to say that in southeast Asia electric dealer market still have a lot of space to mining.
Let's look at a set of data: the entire southeast Asia has a population of 640 million, Indonesia has a population of more than 260 million, is one of the most potential market of southeast Asia country, but until now, the electricity sales of southeast Asia in the society as a whole accounted for only between 1% and 2% of retail sales, including in Indonesia, the social total retail sales of electricity accounted for only 1.2%, compared with China's electricity accounted for 15.5% of total retail sales of social consumer goods has reached the commercial space is how much of southeast Asia market is obvious.
Next, we will analyze and forecast the major forces in the southeast Asian e-commerce market.
Alibaba series
The last two years, alibaba is leave no room for this electric dealer market in southeast Asia, announced in August last year, 110 million jinling Tokopedia, plus announced last month to Lazada an extra $2 billion of investment, we believe that the layout of the alibaba in southeast Asia has become clear:
Electricity business main body, through southeast Asia's largest B2C electrical goods brand Lazada, Indonesia's largest C2C electrical goods brand Tokopedia electric business platform, such as through a variety of incentives education market, obtain more electricity users.
Electronic payment: by the ant gold combined Lazada HelloPay (merger) in April last year, the alibaba in China pay a lot of technology transfer to southeast Asia, and to the body of the Lazada processing countries pay licence the tricky questions and so on; At the same time, in the form of strategic cooperation, the successful payment concept, technology and operation of China are transferred to local partners to form a combination of user payment scenarios. Such as the ant gold suit last month announced with Indonesia Emtek group launched the electronic wallet DANA, 50 million Indonesian BBM (BBM Indonesia for blackberry communications products, the world's largest market for Indonesia one of the most important communication APP) users with digital payments and financial service experience.
Self-built logistics system and regional logistics system: to Lazada key logistics company resources (such as alibaba stake in SingPost), on the basis of the electric business development of the logistics business in southeast Asia, the transferability of rookie logistics system for the time is right.
Traffic entrance: market initial stage, the business is not accepted by the mass users, have important traffic entrance had hit every day the conditions of the user, which can not only promote the electric business APP, can also put the latest operations synchronous to the user. On the other hand, controlling the flow pipeline can not only guarantee the quality of the promotion, but also save a lot of the promotion cost of users to the third-party traffic platform. Alibaba's UC browser and UC news have been rooted in Indonesia for many years, and in particular the UC browser has more than 50% market share in Indonesia, which is already an important traffic portal for Indonesian users.
Cloud services: ali cloud into southeast Asia has more long, based on Singapore began to other markets by expanding on March 15, (such as in Indonesia open online), believe on the basis of Lazada and other existing business, ali cloud in southeast Asia also can have.
It is believed that alibaba, which has already laid out e-commerce platform, electronic payment, logistics system, traffic entrance and cloud business, will be an important force in the future of e-commerce in southeast Asia.
Tencent is
In southeast Asia have two appliance merchant company boasts a market first, is a natural Lazada, another is the SEA (pre-ipo called Garena) its Shopee, of course you may know, tencent holds a 39.7% stake in the SEA. In addition, jd.com, which holds the largest stake in tencent, has grown to become an important player for southeast Asian e-commerce players. Ink teng some members of the flow field in Jakarta in 2016, witnessed tencent in the department of jingdong started business in Indonesia's menacing at that time, the early market fry high prices for Indonesia's important media advertising, the mainstream media have emerged a large number of Indonesia JD. ID online promotion. In addition, tencent has invested directly or invested in the companies in e-commerce business such as go-jek, Traveloka, Pomelo Fashion and Tiki. Vn, and further increased its control over the regional market.
amazon
China's tech giants are threatening, and how can amazon sit back?
In December 2017, amazon finally won't be able to sit down, launching Prime membership service in Singapore to provide free direct mail service for all kinds of products for Singapore users. Singapore users to buy goods on the amazon has long, used to only spend $125 can avoid international postage, but online Prime membership, you just need to pay $99 a year with one year free mail service. In addition, we need to mention amazon cloud services (AWS) in southeast Asia has a large market advantages, the future whether amazon chose to buy local electricity company, decided to its electric business platform directly into the southeast Asian market, to complete the layout of the amazon cloud services can provide great support for it.
It is worth mentioning that many friends think that amazon is in southeast Asia at the moment, but this is the consistent strategy of amazon. As the American company, amazon is in big market development in developing countries, there are some policy limitations need breakthrough, so in the meantime, amazon will through various means, such as price comparison platform to get to know the habits of the local users, with the products and SKU, sellers of ecological system and so on. Once the issue of government access is resolved, amazon will move forward quickly and strategically - more than a year in the Middle East, which has been confirmed again. Amazon is also in the midst of a build-up in southeast Asia - and it is likely to be unmanageable, according to Mr Moten.
facebook
The online trading mall (C2C) of facebook, which was previously reviewed, finally landed in Singapore in February, following the launch of Thailand last July. Emarketer survey found that in southeast Asia still has 30% of the users through social media sites complete electrical business transactions, a large number of sellers through facebook and them release product information and photos, buyers take a fancy to satisfied with the goods, the two sides contact good offline cash to complete the transaction. In such a strong user behavior under the basis of ink teng believes that if the facebook can make good use of their own 3 d product advantage (user open the facebook every day and sets a number of southeast Asia, and online time is very much), dimension reduction against competitors, also have the opportunity to become one of the most important aspects of the electrical contractor southeast Asia.
Market forecast summary
It is too early to say who will win in a market where e-commerce accounts for only 1% to 2% of total retail sales. In this primitive market environment in southeast Asia, even the temporarily leading Lazada and Shopee play the role of the seeker, not the conqueror. Wrestling, a leader in the next few years, we believe that the pattern of the market will gradually clear, ali, tencent, amazon and facebook has a chance to become one of the most important aspects of the market, and some of the local players such as Carousell, Bukalapak may have to choose sides.
Market opportunity analysis
Giant began to layout, the market and education the user is not a bad thing, for small and medium-sized players in domestic precedent, in all categories electric business platform is about to mature stage, vertical electrical contractor has ushered in the golden period of development. It is not hard to imagine that the whole category electricity invested heavily, the education market and set up electric business infrastructure, and in many categories and can't do a very fine agriculture, then the vertical electric business is to market of new players in the field of choice.
Write in the last
Has a large population base, extremely young population structure, and the faster the speed of economic growth in recent years, southeast Asia market has always been considered of electricity industry and a potentially fertile soil, but the challenge is: southeast Asia's politics, economy, culture, religion, language and other relatively fragmented; There is still a lot of room for improvement in e-commerce infrastructure; Insufficient number of e-commerce practitioners; Online payment penetration is low; Political instability in some countries and so on. But as the giants take the lead, and the players continue to invest, moteng believes that the e-commerce market will continue to grow. In the next few years, it will be the golden period for the development of e-commerce in southeast Asia, and the emergence of the vertical e-commerce will be ushered in before the e-commerce platform of the whole category is ripe. Ink teng vc think both as a domestic entrepreneurial teams and investors, and at this stage to find a good position to hustle, find a market sense, cultivating regional electricity traders, are the most important.
This big market wind is sure to come, card good position, wait for the momentum to take off is the best choice.
Recently one of the big news is that by the middle of last month, alibaba to south-east Asia's biggest B2C electric business platform Lazada an extra $2 billion of investment, to raise its stake to 83%, the company also announced ali internal heavyweights, founder of the ant gold suit Peng Lei will become Lazada CEO. On Monday (April 9) ali suddenly announced Peng Lei outgoing ant gold take chairman, focus on management of southeast Asia electricity Lazada, ali to expand electric dealer market in southeast Asia's ambition and determination can be seen. You may have heard of the fierce fighting in the e-commerce market in southeast Asia. What is the market? Let's have a chat with merton today.
Rapid development but still huge market space.
Although in the previous years, southeast Asia main electric dealer market annual growth of more than 20%, especially in the recent two years, alibaba, tencent, amazon and facebook successively in different forms and more investment on the market, but we have to say that in southeast Asia electric dealer market still have a lot of space to mining.
Let's look at a set of data: the entire southeast Asia has a population of 640 million, Indonesia has a population of more than 260 million, is one of the most potential market of southeast Asia country, but until now, the electricity sales of southeast Asia in the society as a whole accounted for only between 1% and 2% of retail sales, including in Indonesia, the social total retail sales of electricity accounted for only 1.2%, compared with China's electricity accounted for 15.5% of total retail sales of social consumer goods has reached the commercial space is how much of southeast Asia market is obvious.
Next, we will analyze and forecast the major forces in the southeast Asian e-commerce market.
Alibaba series
The last two years, alibaba is leave no room for this electric dealer market in southeast Asia, announced in August last year, 110 million jinling Tokopedia, plus announced last month to Lazada an extra $2 billion of investment, we believe that the layout of the alibaba in southeast Asia has become clear:
Electricity business main body, through southeast Asia's largest B2C electrical goods brand Lazada, Indonesia's largest C2C electrical goods brand Tokopedia electric business platform, such as through a variety of incentives education market, obtain more electricity users.
Electronic payment: by the ant gold combined Lazada HelloPay (merger) in April last year, the alibaba in China pay a lot of technology transfer to southeast Asia, and to the body of the Lazada processing countries pay licence the tricky questions and so on; At the same time, in the form of strategic cooperation, the successful payment concept, technology and operation of China are transferred to local partners to form a combination of user payment scenarios. Such as the ant gold suit last month announced with Indonesia Emtek group launched the electronic wallet DANA, 50 million Indonesian BBM (BBM Indonesia for blackberry communications products, the world's largest market for Indonesia one of the most important communication APP) users with digital payments and financial service experience.
Self-built logistics system and regional logistics system: to Lazada key logistics company resources (such as alibaba stake in SingPost), on the basis of the electric business development of the logistics business in southeast Asia, the transferability of rookie logistics system for the time is right.
Traffic entrance: market initial stage, the business is not accepted by the mass users, have important traffic entrance had hit every day the conditions of the user, which can not only promote the electric business APP, can also put the latest operations synchronous to the user. On the other hand, controlling the flow pipeline can not only guarantee the quality of the promotion, but also save a lot of the promotion cost of users to the third-party traffic platform. Alibaba's UC browser and UC news have been rooted in Indonesia for many years, and in particular the UC browser has more than 50% market share in Indonesia, which is already an important traffic portal for Indonesian users.
Cloud services: ali cloud into southeast Asia has more long, based on Singapore began to other markets by expanding on March 15, (such as in Indonesia open online), believe on the basis of Lazada and other existing business, ali cloud in southeast Asia also can have.
It is believed that alibaba, which has already laid out e-commerce platform, electronic payment, logistics system, traffic entrance and cloud business, will be an important force in the future of e-commerce in southeast Asia.
Tencent is
In southeast Asia have two appliance merchant company boasts a market first, is a natural Lazada, another is the SEA (pre-ipo called Garena) its Shopee, of course you may know, tencent holds a 39.7% stake in the SEA. In addition, jd.com, which holds the largest stake in tencent, has grown to become an important player for southeast Asian e-commerce players. Ink teng some members of the flow field in Jakarta in 2016, witnessed tencent in the department of jingdong started business in Indonesia's menacing at that time, the early market fry high prices for Indonesia's important media advertising, the mainstream media have emerged a large number of Indonesia JD. ID online promotion. In addition, tencent has invested directly or invested in the companies in e-commerce business such as go-jek, Traveloka, Pomelo Fashion and Tiki. Vn, and further increased its control over the regional market.
amazon
China's tech giants are threatening, and how can amazon sit back?
In December 2017, amazon finally won't be able to sit down, launching Prime membership service in Singapore to provide free direct mail service for all kinds of products for Singapore users. Singapore users to buy goods on the amazon has long, used to only spend $125 can avoid international postage, but online Prime membership, you just need to pay $99 a year with one year free mail service. In addition, we need to mention amazon cloud services (AWS) in southeast Asia has a large market advantages, the future whether amazon chose to buy local electricity company, decided to its electric business platform directly into the southeast Asian market, to complete the layout of the amazon cloud services can provide great support for it.
It is worth mentioning that many friends think that amazon is in southeast Asia at the moment, but this is the consistent strategy of amazon. As the American company, amazon is in big market development in developing countries, there are some policy limitations need breakthrough, so in the meantime, amazon will through various means, such as price comparison platform to get to know the habits of the local users, with the products and SKU, sellers of ecological system and so on. Once the issue of government access is resolved, amazon will move forward quickly and strategically - more than a year in the Middle East, which has been confirmed again. Amazon is also in the midst of a build-up in southeast Asia - and it is likely to be unmanageable, according to Mr Moten.
The online trading mall (C2C) of facebook, which was previously reviewed, finally landed in Singapore in February, following the launch of Thailand last July. Emarketer survey found that in southeast Asia still has 30% of the users through social media sites complete electrical business transactions, a large number of sellers through facebook and them release product information and photos, buyers take a fancy to satisfied with the goods, the two sides contact good offline cash to complete the transaction. In such a strong user behavior under the basis of ink teng believes that if the facebook can make good use of their own 3 d product advantage (user open the facebook every day and sets a number of southeast Asia, and online time is very much), dimension reduction against competitors, also have the opportunity to become one of the most important aspects of the electrical contractor southeast Asia.
Market forecast summary
It is too early to say who will win in a market where e-commerce accounts for only 1% to 2% of total retail sales. In this primitive market environment in southeast Asia, even the temporarily leading Lazada and Shopee play the role of the seeker, not the conqueror. Wrestling, a leader in the next few years, we believe that the pattern of the market will gradually clear, ali, tencent, amazon and facebook has a chance to become one of the most important aspects of the market, and some of the local players such as Carousell, Bukalapak may have to choose sides.
Market opportunity analysis
Giant began to layout, the market and education the user is not a bad thing, for small and medium-sized players in domestic precedent, in all categories electric business platform is about to mature stage, vertical electrical contractor has ushered in the golden period of development. It is not hard to imagine that the whole category electricity invested heavily, the education market and set up electric business infrastructure, and in many categories and can't do a very fine agriculture, then the vertical electric business is to market of new players in the field of choice.
Write in the last
Has a large population base, extremely young population structure, and the faster the speed of economic growth in recent years, southeast Asia market has always been considered of electricity industry and a potentially fertile soil, but the challenge is: southeast Asia's politics, economy, culture, religion, language and other relatively fragmented; There is still a lot of room for improvement in e-commerce infrastructure; Insufficient number of e-commerce practitioners; Online payment penetration is low; Political instability in some countries and so on. But as the giants take the lead, and the players continue to invest, moteng believes that the e-commerce market will continue to grow. In the next few years, it will be the golden period for the development of e-commerce in southeast Asia, and the emergence of the vertical e-commerce will be ushered in before the e-commerce platform of the whole category is ripe. Ink teng vc think both as a domestic entrepreneurial teams and investors, and at this stage to find a good position to hustle, find a market sense, cultivating regional electricity traders, are the most important.
This big market wind is sure to come, card good position, wait for the momentum to take off is the best choice.