alibaba & e-commerce in china
TRANSCRIPT
Alibaba & e-CommerceEd Sander, ChinaTalk
CBA Networking Meeting
March 26th 2015
Ed Sander
September 2014
1990 Hangzhou University
Cebit 2015
Program
• Screening Crocodile in the Yangtze
• Presentation Ed Sander– Alibaba 2008 – Now
– Taobao, Tmall & Alipay
– Online Shopping Market in China
2008 …
Alibaba Ecosystem 2014
Foreign Investments
AliPay
Ali Wang Wang
Brushing
Online Shopping Market
Internet Users
111137
210
298
384
457
513
564
618649
50
118
233
308
356
420
500
557
0
100
200
300
400
500
600
700
05 06 07 08 09 10 11 12 13 14
Mill
ion
s
Internet Users
Mobile Internet Users
48% penetration
No Internet Access
Access, Online Shopping
Access, No Online Shopping
Growth Potential
Growth
Reasons for e-Com Growth
• Weak retail infrastructure & low availability of certain products outside Tier 1 and 2 cities.
– Per-capita retail floor space USA: 2.6 m2
– Per-capita retail floor space Japan: 1.3 m2
– Per-capita retail floor space China: 0.6 m2
• Low car ownership, congested road and less than ideal infrastructure. Delivery is more convenient.
• Discounts; most retailers offer products online at significant discounts.
China’s e-commerce market
#2 JD (Jingdong)
#2 JD (Jingdong)
#3 Suning
#4 VIP
#5 Gome
#6 YHD (Yi Hao Dian)
#6 YHD (Yi Hao Dian)
#7 Dangdang
#8 Amazon.cn
#9 Yixun
#10 Jumei
China’s biggest retailers …
83.4% 69.6% 43.7%
80.9%
Internet Usage per Device
M-commerce
Mobile Shopping Market
Singles Day (11-11-2014)
• Alibaba (Tmall & Taobao): $9.3 billion
– Sales share of mobile devices doubled to 43%
– 10% came from rural customers
• The Netherlands online shopping market
(products): $7,5 billion (2014)
Video Download & Book
Contact
Ed Sander (艾徳)
E-mail: [email protected]: www.chinatalk.nl Phone: +31 6 51 214 206Twitter: @EdSanderWeChat: edsanderLinkedin: nl.linkedin.com/in/edsander/