Download - E-Commerce Trends in China 2013 - 2014
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E-commerce Trends in China 2013-2014E-commerce Trends in China 2013-2014E commerce Trends in China 2013 2014E commerce Trends in China 2013 2014Ed Sander
BCECC May 2014Ed Sander
BCECC May 2014BCECC May 2014BCECC May 2014
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Today’s Agenda
1 E-Commerce – Alibaba
Social Media in China – Sina’s Weibo2
M-Commerce – Tencent’s WeChat3
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Internet UsersInternet Users
564618
600
700
oene
n
Internet Users
46% penetration
457513
564
500
600
Milj
298
384
300
400
137
210200
300
111137
100
02005 2006 2007 2008 2009 2010 2011 2012 2013
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The major players: BATThe major players: BAT
http://graphicsweb.wsj.com/documents/chinas-internet
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Sales & Profit (Billion USD)Sales & Profit (Billion USD)
9 913
12,00Sales 2012
Sales 2013
7,952
9,913
8,00
10,00 Sales 2013
Net Profit 2012
Net Profit 2013
4 899
6,893
5,1296,00
,
3,582
4,899
3,558
2,543
4,00
1,671 1,492,056
1,689
0 00
2,00
0,00Baidu Alibaba Tencent
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E-CommerceE Commerce
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Online Shopping Transaction Valuepp g
Billion RMB
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Some 2013 statisticsSome 2013 statistics
• 302 million Chinese were shopping online.Th l l f i 10• The total volume of e-com transactions > 10 trillion RMB
• Online retail: 1.850 billion RMB, making it the biggest e-com market in in the world.
• Analysts: “By 2020 China’s e-commerce market will be bigger than USA, Great Britain, Japan, gg , , p ,Germany and France combined.”
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B2C Market 2013B2C Market 2013
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Online Shopping Transaction Structurepp g
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AlibabaAlibaba
International B2BInternational B2B
C2C ( ll b i )C2C (small businesses)
B2C (1st & 2nd tier cities)(1st & 2nd tier cities)
I t ti l B2CInternational B2C
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Alibaba statisticsAlibaba statistics
• 24,000 employees (more than Yahoo + Facebook).I 2012 $170 billi i l ( 2% f Chi ’ GDP) t• In 2012 $170 billion in sales (=2% of China’s GDP) went through Taobao & Tmall platforms.
• 2012: 36 7 million users >2 8 million sellers >5 900• 2012: 36,7 million users, >2,8 million sellers, >5.900 product categories.
• Alibaba's accounts for >60% of the packages delivered in• Alibaba s accounts for >60% of the packages delivered in China.
• Taobao + Tmall cover 80% of the total e-com market inTaobao Tmall cover 80% of the total e com market in China and receive 100.000.000+ daily visitors.
• Value is estimated between $136 and $245 billion.$ $
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Double 11 2013Double 11 2013
• 402 million visitors to Tmall (2/3e of allnetizens)
• €4 3 billion sales on Alibaba platforms€4,3 billion sales on Alibaba platforms (3x USA’s Black Friday)C• Compare: – €1,2 billion sales on Jingdongg g– e-commerce Belgium 2013 = €1,8 billion.
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AlibabaAlibaba
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Sina WeiboSina Weibo
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Sina WeiboSina Weibo
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Sina WeiboSina Weibo
• Only 5% of Weibo users post original content (H K U i it ’ W ib )(Hong Kong University’s Weiboscope).
• Weibo has many zombie accounts for celebrities and brands, automated spam accounts, and many users who just repost other users’ content.
• The number of highly active users who post the most had declined 74 percent between March p2012 and December 2013 (East China Normal University).y)
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WeChat: ChatsWeChat: Chats
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WeChat Voice MessagingWeChat Voice Messaging
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WeChat: SocialWeChat: Social
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WeChat: SocialWeChat: Social
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WeChat: AccountsWeChat: Accounts
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WeChat: m-commerceWeChat: m commerce
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WeChat: Taxi bookingWeChat: Taxi booking
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WeChat: StickersWeChat: Stickers
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WeChat: StreetviewWeChat: Streetview
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WeChat: Location BasedWeChat: Location Based
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WeChat: ScannerWeChat: Scanner
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WeChat: Vending MachinesWeChat: Vending Machines
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WeChat: QR Code ShopsWeChat: QR Code Shops
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WeChat registered UsersWeChat registered Users
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WeChat Monthly Active UserseC at o t y ct e Use s
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M-CommerceM Commerce
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Internet UsersInternet Users
564618
600
700
oene
n
Internet Users
46% penetration
457513
564
420
500500
600
Milj Mobile Internet Users
298
384
308356
420
300
400
137
210
118
233
200
300
111137
50
118100
02005 2006 2007 2008 2009 2010 2011 2012 2013
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Global Mobile Internet Penetration
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M-Commerce statisticsM Commerce statistics
• Since mid 2013 more people are shoppingth h th i t h (81%) th tthrough their smartphone (81%) than a computer (70%).
• During Double 11 2013: 127 million consumersspent €653 billion on Taobao Mobile.
• This is 560% higher than in 2012 and covers 21% of Taobao’s transactions.
• 2/3rd (400 million) of China’s netizens shoppedon Taobao Mobile in 2013on Taobao Mobile in 2013.
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M-Commerce GrowthM Commerce Growth
• High growth rates for m-commerce are expected in 2014 because of:– new means of mobile paymentnew means of mobile payment– penetration of smartphones in the
countryside (where few stores are located)countryside (where few stores are located)– Increase in 3G coverage
I i WIFI h– Increase in WIFI hotspots– O2O tools
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China Mobile Shopping Market 2013pp g
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LaiwangLaiwang
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LaiwangLaiwang
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China’s most visited sitesChina s most visited sites
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The major players: BATThe major players: BAT
http://graphicsweb.wsj.com/documents/chinas-internet
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ContactEd Sander
E mail: ed@failsafe nlE-mail: [email protected]: www.failsafe.nl / www.chinatalk.nlPhone: +31 6 51 214 206T i @EdS dTwitter: @EdSanderLinkedin: nl.linkedin.com/in/edsander/
Download the ‘ChinaTalk’ e-book (Dutch) for free at failsafe.nl.