acommerce echelon indonesia 2015

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The Future For Asia’s E- commerce Scene aul Srivorakul, Group CEO of aCommerce

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Page 1: aCommerce Echelon Indonesia 2015

The Future For Asia’s E-commerce ScenePaul Srivorakul, Group CEO of aCommerce

Page 2: aCommerce Echelon Indonesia 2015

The Market

Page 3: aCommerce Echelon Indonesia 2015

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The Alibaba effect: The largest IPO creates an Ecommerce investment frenzy in Asia

$25B IPO

Page 4: aCommerce Echelon Indonesia 2015

Ecommerce Deal Volume in Asia

Investors don’t want to miss out on the next BIG THING (China)

Page 5: aCommerce Echelon Indonesia 2015

The rapid growth of e-commerce in India

Page 6: aCommerce Echelon Indonesia 2015

India warehousing requirementsInfrastructure will demand a large proportion of investment in e-commerce

Page 7: aCommerce Echelon Indonesia 2015

Next Game Changers in 2025 (Frost & Sullivan)

Page 8: aCommerce Echelon Indonesia 2015

Ecommerce Deal Share in Asia

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Ecommerce is the highest value generating sector Out of the 82 current “unicorns,” 18 are in Asia, and 9 are in Ecommerce

Company Sector Country Valuation (US$ Billion)Xiaomi Hardware China 46.00Flipkart Ecommerce India 10.60Meituan Ecommerce China 7.00Snapdeal Ecommerce India 5.00Kuaidi Transportation China 4.00Vancl Ecommerce China 3.00Coupang Ecommerce Korea 2.00Dianping Restaurant Reviews China 2.00TrendyGroup Fashion Hong Kong 2.00Koudai Shopping Ecommerce China 1.40Lazada Ecommerce Singapore 1.20Sogou Search China 1.20Lashou Group Ecommerce China 1.10Olacabs Transportation India 1.00GrabTaxi Transportation Malaysia 1.00Mogujie Ecommerce China 1.00Xunlei File Sharing China 1.00Yello Mobile Mobile Korea 1.00

In S.E. Asia, 5 of 10 biggest funding rounds are in 2014 in Ecommerce

• aCommerce (US$10.7M)• Luxola (US$10M)

• Redmart (US$23M)• Tokopedia (US$100M)

• Lazada (US$249M)• Zalora (US$120M)

Page 10: aCommerce Echelon Indonesia 2015

Increasing regional trade in Asia

ASEAN’s Position • Strong economic growth

• Centrally located between India and China

• A population of 618m

• Located close to major trade networks

• Strong growth in consumer demand

• Growing e-commerce

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ASEAN’s market potential is MASSIVE

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ASEAN is at an Inflection point for E-commerce

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Growing Marketplaces & E-tailers in S.E. Asia

Country B2C Marketplaces

B2C Multi-brand

Retailers

B2C Private Sales &

Daily deals

C2C Marketplaces & Classifieds

Singapore

Thailand

Indonesia

Philippines

Page 14: aCommerce Echelon Indonesia 2015

Trends

EngagementData

Monetization

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Ecommerce evolving into a customer-acquisition strategy for a BIGGER internet horizontal play

Amazon | Apple | Google | Facebook | Ebay | Alibaba | Rakuten | Tencent | Baozun | DaumKakao | LINE | Yahoo | Microsoft | Disney | Garena

Ecommerce Internet Companies

Page 16: aCommerce Echelon Indonesia 2015

Media (Content)News, Blogs, Portals, Community, Video, Social Networks,

Apps, Forums, Ratings & Reviews

Marketing (Ads)Adnetworks, Affiliate, Social, RTB, Video, Retargeting,

Search, Display, Text, Native Platforms

Commerce (Sales)Ecommerce, Verticals, Digital Goods, Subscription,

Flash, Vouchers Marketplaces, Payments

Logistics (Fulfillment)In-store Pick up, Cross-Border, O2O,

Warehousing, Delivery, COD

Ecommerce Internet Monetization Funnel

Page 17: aCommerce Echelon Indonesia 2015

• Rakuten acquires Webgistics (Logistics), LinkShare (Advertising) and Viki (Media)

• Paytm (Payments) building out horizontal marketplace, and FlipKart acquires Adiquity (Adveristing)

• Snapdeal acquires FreeCharge (Payments) and also rumored to be buying Komli (Advertising), Invests GoJavas (Logistics)

• Tencent (Media & Gaming) partners with JD.com (Ecommerce) JD.com sets up MVNO (Infrastructure)

• Alibaba invests in InTime Malls (O2O), acquires Adchina (Advertising) and investing in Youku (Media), Singpost (Logistics)

• Google acquiring BufferBox Lockers (Logistics) and launching Google Express Same-day Delivery (Logistics)

Moving up/down the value chain

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BIG companies testing Ecommerce

LINE Groceries & Prompt Pay

Twitter Buy Button

Facebook Buy Button

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Ecommerce Landscape

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Commerce Landscape (LUMA)

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China Online Market: B2C vs C2C

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Alibaba Leads… but not in all categories

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China Ecommerce Channels

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Increase complexity and Fragmentation

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(CROSS BORDER TRADE)

(PRICE COMPARISON)

MultiChannel Ecommerce Explosion & Opportunity

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Lazada Group traffic source

Desktop is 50% and quickly dropping

M-commerce is BIG, but different behaviorLess browsing & impulse buying, higher spend in commodities

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Cross Border Trade Fastest growing segment in Ecommerce

Fedex Acquires Bongo

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Delivery firms in China get into e-commerce

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Source: Mastercard Online Shopping Survey 2013

Over the next 5 years, 65% of transactions will start online and finish offline

Online-to-Offline (O2O)

Matahari | Macy’s | InTime

Page 30: aCommerce Echelon Indonesia 2015

Source: aCommerce Google Analytics Data, Feb-May18 2014

Type of payment options

Transactions by devices

65 %

COD CREDIT CARD

35%

60%

Desktop Mobile Tablets

35%

5%

Payment Options & Transactions by Devices

Page 31: aCommerce Echelon Indonesia 2015

Market CapWoman targeted site

$2B (2014)

Raises $100M (2014)

Vertical “Woman” Ecommerce

Raises $100M (2015)

Raises $37M (2015)

Page 32: aCommerce Echelon Indonesia 2015

China B2C Market in 2013 764B Yuan ($32B USD)

China B2B Market in 2013 7,100B Yuan ($1,170B USD)

B2B vs B2C in China 32TIMES

BIGGER

Page 33: aCommerce Echelon Indonesia 2015

B2B vs B2C in Korea

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B2B Ecommerce is $250M Market in Indonesia

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Ecommerce everywhere will change everything

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Internet aCommerce is changing MARKETING

Transaction

Customer ProductMarketing

Sales

ContentLocation

Transactions

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Internet aCommerce is changing RETAIL

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Internet aCommerce is changing FULFILMENT

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Internet aCommerce is changing PAYMENTS

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Internet aCommerce is changing DELIVERY

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Thank [email protected]