3. 3ecommerceIQ.asia | @ecomIQ
ASEAN’s Growth in the Last 5 Years
Source: We Are Social, Euromonitor, East Ventures, 2015
2010 2015
Internet Population 150M 225M
Internet Penetration 25% 36%
Social Platform FB, Hi5, BBM FB, LINE, Instagram, Twitter, Path
Mobile Choice
Feature Phone,
Blackberry, IPhone
Android, iPhone, BB
Ecommerce Revenue 1Bn 7Bn
Payment Method Bank transfer Transfer, COD, Credit card, e-Wallet, e-banking
Ecommerce Model B2C retail, C2C Forum B2C retail, B2C Marketplace, C2C Classified, B2B
Mobile Commerce 0% 30%
4. 4ecommerceIQ.asia | @ecomIQ
ASEAN ecommerce market potential
Significant growth potential in ASEAN ecommerce benchmarked against other regions
Ecommerce
as % of total
retail sales 2014
Smart phone
Penetration 2014
Nominal
GDP
2014
Nominal
GDP
CAGR 14-
18E
Population
2014
% of young population 2015
(defined as age 15-34 )
8.4%
57%
17,419
USDbn
4.3%
319m
27%
US
0.5 - 1%
36-50%2
2,410
USDbn
6.9%
548m
34%
ASEAN1
ASEAN landscape
• High population and high proportion
of young demographics
• Increasing affluence
• Lower smartphone penetration
• Low ecommerce as a % of retail sales
1.5%
12
%
2,073
USDbn
11.3%
1,267
m
34%
India
8.5%
70%
10,3
30
USDb
n
7.5%
1,36
8m
23%
China
5.7%
66%
1,44
3
USDb
n
1.5%
24m
27%
Australia
6.2%
46%
4,61
5
USDb
n
(1.8%
)
127m
21%
Japan
5. 5ecommerceIQ.asia | @ecomIQ
Ecommerce Growth in China
Source:: UBS Research, Nielsen, Comscore, PWC HK, ATKearny, researchandmarkets.com, Dailysocial, smu.edu.sg, E-commerce.org.sg
Unit ID SG PH VN TH MY China US
Population M 248 5.2 95 88 67.5 28.9 1350 315
# Online M 75 3.9 33 31 32 18 513 246
% Online % 30% 74% 34% 35% 46% 63% 38% 79%
# Social Media Users # 66 3.6 38 24 27 17 NA 167.8
# Online Buyer # 5.6 1.8 5.8 13.2 14.5 10.5 164 184
Online Buyer % 7.5% 46% 18% 42% 45% 58% 32% 75%
Retail Seller USD B 134 31 34 108 139 51 2,380 4,700
B2C Online Market USD B 0.9 1.1 0.4 0.5 1.1 0.7 190 343
E-commerce % Retail % 0.7% 3.5% 1.1% 0.5% 0.6% 1.4% 8% 9%
Spending per person USD 252 917 172 42 365 68 726 1,864
10X
6. 6ecommerceIQ.asia | @ecomIQ
Indonesia’s Online Market Potential
Online sales to offline sales comparison in Indonesia, 2013–2018
Ecommerce Sales in Indonesia
Source : Ecommerce the new booming sector (EY, 2015)
13. 13
Reports
Sector Reports
Customized Reports
Audits & Diagnostics
• Business Insider
• L2
• Economist Intelligence Unit
• Nielsen
• Facebook IQ
• E-Marketer
• Forester Research
• Euromonitor
• AT Kearney
• We Are Social
• Accenture
• Management Consulting
• Banks
Content
The Portal
The Newsletter
• Internet Retailer
• Business Insider Insights
• L2
• Stratechery
Events
- Clinics & Workshops
- Conferences
• L2
• E-tailer
• Tech in Asia
• Echelon
• Last Mile Fulfillment
• IRX
Information Landscape is Lacking
No one specialized on ecommerce in Southeast Asia
18. “Indonesia is Southeast Asia’s fastest growing online
market, but with ecommerce at less than 1% of total
retail sales, there remains so much opportunity from
brands to traditional retailers to tap into that other
99%.
“We’ve created the Masterclass as a deep-dive into
some of the biggest ecommerce pain-points facing
the region and to help businesses skip the costly
learning curve.”
Felicia Moursalien
Head of ecommerceIQ and Director of Research, aCommerce
