trender inom e-commerce

Trender inom e-commerceErik Kurin, [email protected]@ekurinero

5o 11560miljarder miljarder miljarder

(sek)

Agenda

USA

Sverige

Kina

Introduktion

Mobile ate the world

Sammanfattning

Back to work

E-commerce as % US retail revenue

0 %

2 %

4 %

6 %

8 %

10 %

2004 2006 2008 2010 2012 2014US Ecom AMZN

Source: US Census Bureau, Amazon

“Amazon will account for more than half of 2015 e-commerce growth”Macquarie Research, December 22, 2015

“For every $1 of e-commerce growth, Amazon will take 51 cents, and for every $1 of adjusted retail growth, Amazon will take 24 cents. ”

“Every other retailer is fighting for 49 cents and 76 cents of each dollar”

Amazon Prime“The Amazon Tax”

Amazon Dash

“In the past three months alone, orders have grown more than 75%, to the point where a Dash Button is now pressed more than once a minute. That means at least 1 440 new orders a day”Daniel Rausch, Amazon

Amazon echo

Mobile ate the world

By Peter Hamer [CC BY-SA 2.0]

80xCompute

performance

SOURCE: GSMArena, HTC DREAM/T-Mobile GI, ARMI I handset compared to ARMv8-A based Samsung Galaxy S6 Edge

158xGPU

performance

24xScreen

resolution

5xSensor

functionality

2009 2015

Evolution of smartphone over 5 years

Source: a16z

Annual unit sales (bn)

2020 unit sales

200m + PCs 2bn+Mobile

2020 install base

1.5bn PCs 4-5bn Mobile

Mobile usage

75%+ traffic50%+ sales

Scale and innovation move to mobileHardware, software and service innovation move to an ecosystem with 5-10x the scale

SOURCE: a16z

WhatsApp now 50% bigger than global SMSWhatsApp now doing 30bn messages/day - global SMS is ~20bn

China is the biggest smartphone marketHistoric dominance starting to shift

a16z

Chinese internet users (m)

Chinese dragons

Alibaba Singles Day 11/11

Source: qz.com “Alibaba’s Singles’ Day shopping total was bigger than Facebook’s revenue last year”

WeChat

City Level Usage RatesIn Chinese 1st Tier cities WeChat has pretty much hit complete saturation. In some cases

users are using multiple accounts to get on to WeChat.

Translations: China Channel Data from: Tencent

93%

69%

43%

27%

28%

1st Tier cities

2st Tier cities

3st Tier cities

4st Tier cities

5st Tier cities

WeChat is the most widely used instant messaging or chat app in China, with 68.6% reach among internet users ages 16 to 65 in July 2015. No 2 QQ reached 59.5% of the same population.- Emarketer/TNS “In China, WeChat Is Widely Used"

State of the Messaging App warsEstimated and reported monthly users for selected top messaging apps

Source: dangrover.com “Bots won’t replace apps, better apps will replace apps”

07:00 Wake UpBrowse Moments

08:30 Arrive Near OfficePay for breakfast with WeChat Pay

10:00Work BreakBrowse Moments, send and receive messages

12:45Work BreakShop using JD, chat with friends in group chats

18:00Go Home After WorkPay for groceries for dinner using WeChat Pay

07:45 Leave For WorkRead two articles, play two games

09:00 Start WorkRead unread group chats

12:00Lunch TimeOpen Lucky Moneyand pay for lunch

17:00Getting Off Work Browse Moments

20:00Watch TVRead articles, browse Moments, play games. shop using JD

22:00Before SleeingChat with friends, grab Lucky Money

A Typical Day for a WeChat User

Source: blog.wechat.com “New Data Revealed – What Does it Mean to Live the WeChat Lifestyle? “

Source: youtube.com “Why brands should care about WeChat l Digiday”

Mobile percentage of e-commerce in U.S. and China

Source: reuters.com “WeChat payments rocket as China's Tencent rides gaming wave”

Sverige

Individuals who purchased online in the last 12 month, 2014By age class, as a percentage of Internet users

SOURCE: OECD, ICT Database; Eurostat, Information Society Statistics Database; ITU, World Telecommunication/ICT indicators Database and national sources, July 2015.

Ebarometern Postnord

Source: ehandel.se “Var tredje svensk handlade hälften av klapparna online”

Vilken är den viktigaste orsaken till att du väljer att köpa julklappar på internet istället för att köpa dem i fysisk?

Det är enklare/bekvämare

För att slippa trängas i affären

Det är billigare

För att spara tid

Jag hittar den produkt jag vill ha

Det är större utbud

Varan finns inte där jag bor

Det är lättare att jämföra priser

Den levereras direkt hem till m

ig

Det är långt till affären

Annat, tveksam, vet ej

2 %1 %2 %3 %4 %6 %8 %8 %

15 %

25 %26 %

Bas: Tror att de ska köpa julklappar på internet i år (40%)


Trendbrott, nu tar svenskarnas shopping fart på allvar i mobilen. Under tredje kvartalet handlades hela 5,5 miljoner varor med telefonen.Siffror från Postnord, 2015.

Cognitive load associated with stressful situations

Source: Ericsson Mobility Report MWC Edition February 2016

Source: breakit.se “H&M-ägaren Persson och Klarna-grundare investerar i Budbee”

Source: ehandel.se Paketautomater på väg till 43 butiker när Willys storsatsar

Source: ehandel.se “De flesta kollar på nätet innan de shoppar loss i butik”

Starta din egna e-handel har aldrig varit enklare

x as a service

Market places

Frågor?

Sammanfattning

• Mobil

• Framtidens platformar?

• Personalisering

• Marketplaces

• Frakt

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