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Copyright © 2012 The Nielsen Company. Confidential and proprietary. 1 CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY 판이진 대표이사

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Page 1: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

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CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY

판이진 대표이사

Page 2: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

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AGENDA

CHINA ECOMMERCE LANDSCAPE

ALIBABA APPROACH

THE NIELSEN BIG DATA

SOLUTIONS

1 2 3

Page 3: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

CHINA E-COMMERCE LANDSCAPE

Page 4: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

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UNMATCHED DEMAND IN LOWER TIERS / WEST CHINA - PURCHASING POWER VS. B&M DEVELOPMENT

FREE DELIVERY

DRAMATIC INCREASING OF MOBILE PENETRATION

CHINA’S E-COMMERCE HAS BEEN BOOMING IN RECENT YEARS

2010-2014 eCommerce Retail Sales (Billion US$)

What are the drivers?

Source: Internet Retail Search

127 203

290

462

27 32 36 42

198 227

260 304

2011 2012 2013 2014

China Korea USA

Page 5: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

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HUGE POTENTIAL FOR THE FUTURE ECOMMERCE GROWTH IN CHINA

Note: the value is calculated in general trend by total ecommerce value/ online shopping population

48%

89%

China 2014 Korea 2014

Online Penetration Online Shopping Penetration

55% 65%

China 2014 Korea 2014

1,279

1,690

China 2014 Korea 2014

68%

70%

China 2014 Korea 2014

Source: CNNIC & Statistics Korea

Annual Online Consumption Value * (USD/Person)

Smart Phone Penetration

Page 6: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

THE ALIBABA APPROACH

Page 7: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

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80%

10%

10%

UNLIKE KOREA, CHINA’S ECOMMERCE IS HIGHLY CONCENTRATED BY FEW KEY PLAYERS

Note: Gmarket & Auction has been merged by Ebay Source : Nielsen Koreanclick Behavioral Data (2013.12)

DIVERSED, FRAGMENTED, HIGHLY COMPETITIVE

DOMINANT BY FEW ETAILERS

22%

20%

16%

8%

5%

29%

EBay

EBay

OTHERS

OTHERS

&

Page 8: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

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ALIBABA CLOUD (Data platform and third-party)

1688.COM

(China Wholesale Marketplace)

JUHUASUAN

(Group Buy / Social Commerce)

ALIBABA AS ECOMMERCE PLATFORM

TAOBAO

MARKETPLACE (Online Shopping

Destination)

TMALL.COM (Brand & Retail

Platform)

ALIEXPRESS

(Global Consumer Marketplace)

ALIBABA.COM (Global Wholesale

Marketplace)

ECOMMERCE ECOMMERCE RELEVANT BIZ

DATA PLATFORM

ALIPAY (Payment Service)

CAINIAO (Logistic info

Platform)

ALIMAMA

(Online Marketing

Service)

Page 9: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

ALIBABA / NIELSEN BIG DATA SOLUTIONS

Page 10: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

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ALIBABA LEVERAGES NIELSEN TO HELP SELLERS WIN IN EACH STAGE ONLINE

TEST PRODUCT BEFORE LAUNCH

ONLINE

REACH THE RIGHT AUDIENCE

TRACK SALES

MEASURE MARKETING

EFFECTIVENESS

MULTI TOUCH

ATTRIBUTION

NEW OFFER

ADVISOR

DIGITAL AD

RATING

OMNI CHANNEL

Page 11: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

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HOW ALIBABA LEVERAGE NIELSEN FOR PRODUCT TEST? OPTIMIZATION ONLINE CONSUMER JOURNEY, AIM TO ENHANCE THE CONVERSION RATE AND USER EXPERIENCE

VISIT TAOBAO SEARCHING PAGE

¥ 549.00

Purchase

STORE PAGE REPURCHASE

THUMBNAIL APPEAL

E-CONTENT APPEAL

IMPULSE PURCHASE

CONVERSION TO PURCHASE STORE STICKINESS BRAND LOYALTY

SEARCH EFFECTIVENESS

NOA

45 55 31 6

7 90 80

Brand A Brand A Brand A Brand A

Brand A Brand A Brand A

Page 12: CHINA E-COMMERCE LANDSCAPE & ALIBABA STORY · china e-commerce landscape & alibaba story 판이진 대표이사. 2 agenda china ecommerce landscape alibaba approach the nielsen big

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HOW CHINA SELLERS AND BUYERS USE OMNI CHANNEL?

OMNI

CHINA TOTAL OFFLINE SALES

OMNI CHANNEL

+ CHINA TOTAL ONLINE SALES

ONLINE

13%

+63%

2,285 MARKET SIZE

IMPORTANCE

VAL GROWTH

OFFLINE

87% +1%

15,021 MARKET SIZE

IMPORTANCE

VAL GROWTH

CHOCOLATE

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MTA IDENTIFIES WHICH MEDIA VEHICLE IS MORE EFFECTIVE AND WORTH INVESTING MORE

MTA

Mobile

TV

Radio

ONLINE SALES

OFFLINE SALES

Internet

In Store

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CROSS BOARDER ECOMMERCE JUST

STARTED

CHINA HAS HUGE POTENTIAL

ALIBABA IS GIGANTIC

WE CAN LEAD YOU THE WAY

BE OPEN!

ECOMMERCE IS ALL ABOUT

EXPERIMENT AND INNOVATION

1 2 3

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