china global ecommerce leadership

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China: Global E-Commerce Leadership

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Page 1: China Global Ecommerce Leadership

China: Global E-Commerce Leadership

Page 2: China Global Ecommerce Leadership

China?

Page 3: China Global Ecommerce Leadership

China?

Page 4: China Global Ecommerce Leadership

China?

Page 5: China Global Ecommerce Leadership

China?

Page 6: China Global Ecommerce Leadership

China?

Page 7: China Global Ecommerce Leadership

www.InHsieh.com Digital ChinaProxxima 2017

China?

Page 8: China Global Ecommerce Leadership

www.InHsieh.com Digital ChinaProxxima 2017

Welcome to the New Digital China

Page 9: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

B2C Retail E-Commerce

China Sales 2016: US$ 900 billion

18,4% of total Chinese Retail

55% via mobile devicesSource: emarketer 2016

Page 10: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

B2C Retail E-Commerce

China Sales 2016: US$ 900 billion

18,4% of total Chinese Retail

55% via mobile devices

World E-Commerce

China 47%

USA 22%Source: emarketer 2016

Page 11: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Chinese E-ShoppersTop 5 Product Categories Sold Online

Home & Gardening

Clothing

Fashion

Information Technology

Media & Entertaiment

#9 Fresh Food

7% of total sales

Source: Global Foundation - Global B2C E-commerce Report 2016, ebit Webshoppers

2016

Page 12: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Top5 Brazil

Household Appliances

Telecom

Electronic Devices

Information Technology

Home Decor Source: Global Foundation - Global B2C E-commerce Report 2016, ebit Webshoppers

2016

Chinese E-ShoppersTop 5 Product Categories Sold Online

Home & Gardening

Clothing

Fashion

Information Technology

Media & Entertaiment

#9 Fresh Food

7% of total sales

Page 13: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Chinese E-Shoppers

Average Annual E-Commerce SpendingUnited States US$ 1804

China US$ 626

Brazil US$ 350

Source: Statista Digital Market Outlook 2015

B2C Marketshare 2016

24,7% 56,6%

With Taobao (C2C) + Tmal (B2C),

Alibaba has more then 80%

Page 14: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Most Well Funded E-Commerce of the World >US$ 100 MM funding

Source: CB Insights 2016

29% 36%

14%

Page 15: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Page 16: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Maior IPO da história em capital levantado

Alibaba US$ 21 Bi em 2014 Facebook US$ 16 bi em 2012

Page 17: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

ALIBABA GROUP INVESTMENTS

Guangzhou

Evergrande:

content

+products +e-

commerce

+tickets

Page 18: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

ALIBABA GROUP INVESTMENTS

Guangzhou

Evergrande:

content

+products +e-

commerce

+tickets

Spielberg:

content

+products

+commerce

+tickets

Page 19: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

ALIBABA GROUP INVESTMENTS

Guangzhou

Evergrande:

content

+products +e-

commerce

+tickets

Spielberg:

content

+products

+commerce

+tickets

Yum! China

(KFC/Pizza Hut):

O2O

+payments

Page 20: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

ALIBABA GROUP INVESTMENTS

Guangzhou

Evergrande:

content

+products +e-

commerce

+tickets

Spielberg:

content

+products

+commerce

+tickets

Yum! China

(KFC/Pizza Hut):

O2O

+payments

Mattel:

create new toys for

Chinese market with

Alibaba user data

Page 21: China Global Ecommerce Leadership

www.InHsieh.com Digital ChinaProxxima 2017

E o Single´s Day (11/11)? Por que importa pro Brasil?

ALIBABAALIBABASingle´s Day (11-11)

Page 22: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Single´s Day (11-11)

2016: US$ 1 bilhão sales in the first 5 minutes

Page 23: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Why does it matter for Brazil?

Single´s Day (11-11)

Page 24: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

No Brazilian brand

Single´s Day (11-11)Why does it matter for Brazil?

Page 25: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Single´s Day (11-11)Why does it matter for Brazil?

Page 26: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Pionner large scaleVR deployment

Why does it matter for Brazil?

Single´s Day (11-11)

Page 27: China Global Ecommerce Leadership

www.InHsieh.com Digital ChinaProxxima 2017

Entertainment + Ecommerce

viewers to cart convertion: 32%

Page 28: China Global Ecommerce Leadership

www.InHsieh.com Digital ChinaProxxima 2017

Entertainment (influencer) + Ecommerce

R$ 10 million sales in 2 hours

Page 29: China Global Ecommerce Leadership

www.InHsieh.com Digital ChinaProxxima 2017

E-Commerce Cross-border

China shopping from the World

US$ 85 billion in 2016

Page 30: China Global Ecommerce Leadership

www.InHsieh.com Digital ChinaProxxima 2017

Daigou (online purchase agents)

US$ 15 billion sales in 2014

Page 31: China Global Ecommerce Leadership

www.InHsieh.com Digital ChinaProxxima 2017

Daigou of luxury products

US$ 12 billion in 2014

Page 32: China Global Ecommerce Leadership

www.InHsieh.com Digital ChinaProxxima 2017

Direct to Consumer (D2C)

Three little squirrels brand:

. 4 years old nuts brand

. started online only

. US$ 73 million sales at 2016 Single´s Day

Page 33: China Global Ecommerce Leadership

www.InHsieh.com Digital ChinaProxxima 2017

Why does it matter for Brazil?

Page 34: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Companies as business platformsMore then internet companies, these are groups that are actually business platforms that know their customers more then

anyone in the history, by the means of intense use of data and open platforms

Day in the life of a Chinese Mobile Users B.A.T. holdings

Page 35: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

B.A.T. holdings

platform is the new engine and data is the new oil

Page 36: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

How will the

digital market puzzle in Brazil

look like in 5 years?

Page 37: China Global Ecommerce Leadership

STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]

Maybe disruptive

companies with

Brazilian Chinese

DNA?

Page 38: China Global Ecommerce Leadership

www.InHsieh.com Digital ChinaProxxima 2017

Presentation available online at:www.inhsieh.com