电子信息与通信学院 - eic.51taoshi.com
TRANSCRIPT
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电子信息与通信学院
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电子信息与通信学院
About You?
Make some investigations through Wechat later.
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电子信息与通信学院
About me
Teach EC since 2000 in an engineering dept.
A serial entrepreneur in university
Online karaoke in 2012-2015
Teachermate.cn(google classroom) in 2015,
4million users now
Music AI project In 2016
Think different, enjoy innovation and
entrepreneurship in my life
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电子信息与通信学院
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电子信息与通信学院
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电子信息与通信学院
About the class
Is not only about EC, but also about internet,
innovation, entrepreneurship, Hi-tech……
We are talking about China in the past 20 years.
From C2C (Copy to China) mode to CFC
Watch some precious videos and play
jigsaw puzzle(E, T, B)
Finish a BP and give a presentation
Not the textbook
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电子信息与通信学院
Recommended books
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电子信息与通信学院
Anything You know about
China’s Internet Market?
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电子信息与通信学院
Alibaba story 中国梦China Dream
马云,Jack Ma
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电子信息与通信学院
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电子信息与通信学院
The review of last lesson
EC is more than shopping online.
Alibaba has changed everyone's life over the past
20 years.
opportunities and challenges for developing
country
problems – product – merchandise
formula(E, T, B)
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电子信息与通信学院
Alibaba IPO road show(2014.9)
Serve millions of small business
Serveral stories
Alibaba is a lifestyle (Shanghai)
For express, 85% packages from Alibaba
Small business (individual enterprise) sell goods to
customers around the world
Taobao village (new organization)
Save time for white-collar workers (Beijing)
Help entrepreneur by its international platform
Declaration of maturity
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电子信息与通信学院
Alibaba’s dark prequel (part zero)
15 years are not so easy, there is chance and there
is necessity, What trapped Jack Ma in these year?
1995, see the beginning of internet
CTC (Copy to China) did not work well
network infrastructure
user scale
business model
team
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电子信息与通信学院
1995~1999
56kbps, telephone charge ¥0.6/min
China Pages of Jack Ma
Everything were not ready.
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电子信息与通信学院
Alibaba’s story (part I)
It was built in 1999.2.
Business to Business mode
Dr. Cai (Joe蔡崇信) visited the team in 1999.5
and persuaded Goldman Sachs(高盛) to invest
$5 million
Joe helped Alibaba get another $20 million
investment in 2000
revenue model was limited to membership fees
Customer teach Alibaba the right revenue model
Investor Asia Limited VP $700k annual salary
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电子信息与通信学院
Right time,Right place and Right partners
microscopic view
The Internet economy has changed the rules of
the market game. (Netscape, Amazon, Yahoo)
explosion of e-commerce in 1999
macroscopic view
The achievements of China's reform and
opening-up in the past 20 years.
China becomes the factory of the world.
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电子信息与通信学院
A 16-month-old company is worth
$2.9 billion in a day. (1995)
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电子信息与通信学院
改革开放 reform and opening-up
邓小平 Xiaoping Deng
Since 1978
Command Economy Market Economy
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电子信息与通信学院
Yangtze
Pearl
surplus rural labour
SMEs
Social/medical insurance/ pollution/tax/ Labor Protection Act ……
Canton Fair
World Factory
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电子信息与通信学院
The cost of making a shirt
selling price:$14 (Canada)
cost: $5.67
company owner: $0.58
worker: $0.12
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电子信息与通信学院
Canton Fair (广交会) 2 times per year
One of the few official business channels at that time.
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电子信息与通信学院
Suppliers
Manufacturer
End User
Distributor
Retailer
Financing Provider
Publisher
Value-Added Reseller
Corporate Reseller
Challenge of B2B supply chain
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电子信息与通信学院
Roadmap of Classical B2B
1975
1980
1985
1995
2000
2003
Point-to-point connection
VANS
X400
VANS + Interconnect
IP Networks
Internet / Intranet
Extranet
Individual
Nat.
Industry Standards
EDI Translation Services
EDIFACT
Web EDI
Simpl-EDI
EDI Outsourcing XML-EDI
ebXML Web Services - SOAP
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电子信息与通信学院
RosettaNet
Dialog
Alphabet
Grammar
Words
Sound
Business Process
Telephone
Business Process
Telephone
DIALOG PIP™
Ro
setta
Net
Framework
Dictionary
eBusiness Process
XML
Internet
Ecom Application
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电子信息与通信学院
Process PO Send PO Customer
Send PO Supplier
Process Sales Order
Customer Supplier
Receive PO
Acknowledge
Send PO
Acknowledge
Send PO
Response
Close
Send PO
Receive PO
Response
Send PO
Response
Acknowledge
Receive PO
Send PO
Response
Receive PO
Response
Acknowledge
Receive PO
Check
Customer
Check
Credit
Check
Availability
Create Sales
Order
Receive PO Acknowledge
Send PO Acknowledge
Send PO Response
Close
Receive PO Request
Select Supplier
Generate RFQ
Send RFQ
Select RFQ Response
Send PO
Close
Send PO
Receive PO Response
Send PO Response
Acknowledge
Receive PO
Send PO Response
Receive PO Response
Acknowledge
Receive PO
Check Customer
Check Credit
Check Availability
Create Sales Order
Private process (Company -specific)
Public process (Standard)
Public process (Standard)
Private process (Company -specific)
PO
CRM
SCM
ERP
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电子信息与通信学院
Suppliers
3 rd Party Logistics Company
Delivery Replenishment
Physical Goods Movement
Information Flow
Legend:
3.Inventory
Reporting
(PIP®4C1)
3.Inventory
Reporting
(PIP®4C1) 4.Shipment
Receipt (PIP®
4B2)
4.Shipment
Receipt (PIP®4B2)
7. Consumption Reporting (PIP® 4B2)
8.Invoice (PIP® 3C3)
2. Forecast Acceptance (PIP® 4A5)
1. Notify of Forecast (PIP®4A2)
5,6.Request and
Fulfill Demand
(PIP® 3B2)
5,6.Request and
Fulfill Demand
(PIP® 3B2)
Seagate
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电子信息与通信学院
Why could Alibaba win the war with
eBay?(part II)
Taobao was the result of the passive defense
action.
There is no C2C environment in 2003 in China.
Taobao is suitable for China.
“Free” is a business model in internet in China.
Alibaba has a lardge number of SMEs customers
Yahoo’s financial support
Successful experience in part I
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电子信息与通信学院
YARD SALE
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电子信息与通信学院
Engel's coefficient
The proportion of income spent on food
The lower the coefficient, the richer the country
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电子信息与通信学院
My personal experience in 2000
I live with my parents, the salary was no more than
¥2000
Just had a debit card, international payments must be
made through a bank, no online payment channels
China Post Express only express documents (a week
from Wuhan to Beijing), mail-order goods may two
weeks.
There was no credit system for individuals and
businesses, only shop in physical stores, buy only
what is useful and hope to last for many years.
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电子信息与通信学院
Why could Alibaba win the war with
eBay?(part II)
Taobao was the result of the passive defense
action.
There is no C2C environment in 2003 in China.
Taobao is suitable for China.
“Free” is a business model in internet in China.
Alibaba has a lardge number of SMEs customers
Yahoo’s financial support
Successful experience in part I
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电子信息与通信学院
Suitable for China
B S
T
B S
Credit Rating
Paid Listing
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电子信息与通信学院
International trade to domestic economy
SMEs working hard for foreign purchasers for
high profit (large order)
Domestic demand has sustainable growth
Some individuals of SMEs make micro-business
on internet platform (little business)
More and more SMEs took part in domestic
market
Domestic market is activated
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电子信息与通信学院
Timeline of Alibaba
1999-2003:Alibaba for B2B
2003-2009:SARS, Taobao, 2004alipay, defeat
eBay, express, network……
2009-2012:Double 11 shopping festival (2009,
¥50m-2020, ¥860b)
2012-now:Tmall, Mobile Internet
Payment/Logistics/Credit/Custom
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电子信息与通信学院
2006’s data in China
Number of internet users scale of online shopping market
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电子信息与通信学院
37.21tr
4.5% 860b 29%
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电子信息与通信学院
Is Taobao the final state?
Ebay (C2C) is for non-standard goods
Amazon (B2C) more efficiency
Tmall is more like Amazon
Taobao may be a transition state, individual agent
of B2C
Efficiency
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电子信息与通信学院
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电子信息与通信学院
Jeff Bezos Founded in 1995.7 and its market value($6b) is
more than the sum of Barnes and Noble
Jeff is the youngest VP of company in Wall Street
He used his parents’ pension ($300k) to start up
Amazon
He chose books to sell
Rate of internet-user increase is 2300%
3m kind of book and $82b market
There is no big brother in the market (12%)
Book selling is more acceptable (list 20 goods)
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电子信息与通信学院
Income | Deficit 1996: 15.6m -6m 1997: 148m -30m 1999: 1600m -720m 2001: 2700m -1400m …… 2015: turn losses into gains
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电子信息与通信学院
Dash Button
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电子信息与通信学院
The review of last lesson
Amazon is pure B2C business in America.
Alibaba is gradually expanding its B2B business
into the B2C field.
From 0 to 1 of B2C market in China (37 trillion)
Different development patterns in different
environments
Is Taobao the final state?
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电子信息与通信学院
Is Taobao the final state?
Ebay (C2C) is for non-standard goods
Amazon (pure B2C) is more efficiency
Taobao is a of B2C variant (individual agent)
Efficiency
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电子信息与通信学院
JD 1998, ¥20k, sell CD writer(low-profit)
2001-2003, from distributor to retailer
(ITSmallShop), SARS, Cdbest, o2o retail,
2005, B2C ★Quality goods
2006, $10m (is most like Amazon in China),
2007 from IT to more category, Self-built
logistics, ★2-11 policy
2010,$256m investment
market value $120b ( 59th in Top 500)
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电子信息与通信学院
Tmall of Alibaba
Came out from Taobao since 2012
The real meaning of B2C platform of Alibaba.
Brand flagship store
100% quality guarantee products
Return without any reason in 7 days
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电子信息与通信学院
SF Express 1993, ¥100k, PRD(Pearl River Delta) to
HongKong(50k+ SMEs)
Branch belongs to franchisee
1997, 70% market
2002, turn to self-operational pattern
★ Small and light goods
Quick(2009, two plane)
2011, ¥15b, 2021, ¥500b
★ Two rules
Contract an area
piece wage
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电子信息与通信学院
JD local inventory
JD 3rd party seller
SF Express
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电子信息与通信学院
卷皮网
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电子信息与通信学院
贝贝
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电子信息与通信学院
Live streaming sales
14 hours sales 12 hours sales
500 million people took part in the live streaming sales in 20th, Nov
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电子信息与通信学院
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电子信息与通信学院
PDD social e-commerce
Was built in 2015
In 2018, PDD was listed on NASDAQ with
$24b market value.
In 2020, PDD has 500 million users with $72b
market value.
Analysis:
social power
serve the potential users
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电子信息与通信学院
Meituan takeaway service
2010, started with group buying
2013, added hotel reservation and
food delivery services
2015, purchase Dianping.com
for local catering information
service
Local living service (takeway
service) 500k riders, 250m users,
2m merchants and 18m orders/d
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电子信息与通信学院
Conclusion
For developing countries, the development of
e-commerce is a curve pattern
E-commerce may start differently, but the
destination is efficiency
For standard commodities, regional or vertical
market has no future
Flow is the essence of e-commerce
Centralization and decentralization are two
sides of the same coin
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电子信息与通信学院
Thank You!