china global ecommerce leadership
TRANSCRIPT
China: Global E-Commerce Leadership
China?
China?
China?
China?
China?
www.InHsieh.com Digital ChinaProxxima 2017
China?
www.InHsieh.com Digital ChinaProxxima 2017
Welcome to the New Digital China
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
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
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
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
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%
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%
STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]
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
STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]
ALIBABA GROUP INVESTMENTS
Guangzhou
Evergrande:
content
+products +e-
commerce
+tickets
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
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
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
www.InHsieh.com Digital ChinaProxxima 2017
E o Single´s Day (11/11)? Por que importa pro Brasil?
ALIBABAALIBABASingle´s Day (11-11)
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
STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]
Why does it matter for Brazil?
Single´s Day (11-11)
STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]
No Brazilian brand
Single´s Day (11-11)Why does it matter for Brazil?
STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]
Single´s Day (11-11)Why does it matter for Brazil?
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)
www.InHsieh.com Digital ChinaProxxima 2017
Entertainment + Ecommerce
viewers to cart convertion: 32%
www.InHsieh.com Digital ChinaProxxima 2017
Entertainment (influencer) + Ecommerce
R$ 10 million sales in 2 hours
www.InHsieh.com Digital ChinaProxxima 2017
E-Commerce Cross-border
China shopping from the World
US$ 85 billion in 2016
www.InHsieh.com Digital ChinaProxxima 2017
Daigou (online purchase agents)
US$ 15 billion sales in 2014
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Daigou of luxury products
US$ 12 billion in 2014
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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
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Why does it matter for Brazil?
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
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
STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]
How will the
digital market puzzle in Brazil
look like in 5 years?
STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / [email protected]
Maybe disruptive
companies with
Brazilian Chinese
DNA?
www.InHsieh.com Digital ChinaProxxima 2017
Presentation available online at:www.inhsieh.com