Ecommerce Landscape in Asia-Pacific: Drivers, Market Players, and Telcos’ Role


Summary

Increased mobile internet and smartphone penetration along with the proliferation of alternative payment methods are three important factors driving ecommerce adoption in Asia-Pacific (APAC), particularly in less developed markets. Ecommerce activities can be categorized in various forms although the most common one looks at the business-consumer flow. From this perspective, B2C ecommerce has become the most common type. It is estimated that ecommerce (B2C) transactions in APAC generated a combined $1.6 trillion in 2018. China alone contributed $1.2 trillion to this total, followed distantly by Japan with $162.8 billion.

The increasing availability of connected mobile devices, such as smartphones and tablets, is one of the main growth drivers for ecommerce activities globally. This trend is particularly strong in emerging APAC markets, where many accessed the Internet for the first time via smartphones. In 2018, m-commerce’s share of total ecommerce in China, Thailand, Indonesia, Vietnam, Philippines and Malaysia exceeded 50%. Increasing competition across the ecommerce ecosystem is driving a wave of horizontal integration, investment and M&A activity, a trend that began with the largest ecommerce players in the region, but is now spreading to many segments and players.

Telecom operators in APAC have been key enablers in this process by providing mobile connectivity services and stimulating the use of connected devices such as smartphones. Telcos in developed APAC markets like South Korea, Japan, Hong Kong, and Taiwan have launched fairly successful ecommerce platforms alongside b2b marketing and planning services. Meanwhile, emerging market telcos are focused on connecting people to ecommerce and providing payments services.

The report "Ecommerce Landscape in Asia-Pacific: Drivers, Market Players, and Telcos’ Role", looks at the ecommerce market landscape in the APAC, examining the main growth drivers and players in it. Special attention is put on understanding the role that telcos play in the ecommerce value chain. This report also includes a brief definition and categorization of the main types of ecommerce, as well as market insights for the largest markets in the region. Finally, we include two case studies: one example of a developed market telco’s ecommerce service offering and one analyzing the ecommerce services of an emerging market telco.

The report provides an in-depth analysis of the following -

  • Section 1: Definition and ecommerce market context in Asia Pacific: provides a general overview, looking at key market insights and growth trends and providing an overview of the main ecommerce players in the region. This section also analyzes in detail the main growth drivers, and examines the role that telecom operators play in the ecommerce value chain
  • Section 2: Case studies; includes two case studies on key ecommerce players: one example of a developed market Telco’s ecommerce service offering and one analyzing the ecommerce services of an emerging market telco



Companies mentioned: 11 Street, AIS, Alibaba, Ant Financial , FlipKart, Gcash, Globe, Go Jek, Grab, KKR, Lazada, Master Card, PLDT, Rabbit Line Pay, Rakuten, SK Planet, SK Telecom, Taiwan Mobile, Tencent, Uber, Voyager Innovations


Scope

  • The Asia Pacific ecommerce market is very heterogeneous, with very differentiated levels of development between Developed APAC and Emerging APAC regions: GlobalData estimates that the B2C ecommerce market in developed APAC generated $299 billion in 2018, 72.3% of which corresponded to the Japanese and South Korean markets.
  • The increasing availability of connected mobile devices, such as smartphones and tablets, is one of the main growth drivers for ecommerce activities globally. This trend is particularly strong in emerging APAC markets, where many accessed the Internet for the first time via smartphones. In 2018, m-commerce’s share of total ecommerce in China, Thailand, Indonesia, Vietnam, Philippines and Malaysia exceeded 50%.
  • GlobalData identifies that increasing competition across the ecommerce ecosystem is driving a wave of horizontal integration, investment and M&A activity, a trend that began with the largest ecommerce players in the region, but is now spreading to many segments and players.




Reasons To Buy

  • This Insider Report provides a comprehensive examination of the main trends taking place in the Asia Pacific ecommerce market, helping executives fully understand market dynamics, formulate effective product development plans, and optimize resource allocation and return on investment.
  • The report includes examples on strategies adopted by ecommerce players that illustrate the findings of the report; this will help the reader understand both the challenges confronted in the real world and the strategies employed to overcome those challenges.
  • With more than ten exhibits, the report is designed for an executive-level audience, to help to understand the ecommerce market, analyzing key trends, and strategies.