VIETNAM E-COMMERCE
NEED FOR SPEED
By Alexandre Dardy – CEO Lazada Vietnam
Indonesia
LAZADA GROUP
Malaysia
Philippines
Singapore
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Confidential
Thailand
Vietnam
1
Perspective on Ecommerce
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E-COMMERCE AT A GLANCE
$ 4.07B
Vietnam eCommerce revenue in 2016
47M
30%
39M
39%
INTERNET
CUSTOMERS
GROWTH
RATE
MOBILE INTERNET
USERS
SHOPPING ONLINE
45% of Vietnam
internet users
Average YOY growth from 2015 - 2020
Number of Smartphones with Internet
connection 2016
% of internet users
Shopping online 2016
FUNDAMENTALS ARE IN PLACE FOR AN EXPLONENTIAL GROWTH
GDP growth
Consumer Confidence
+6% YoY, it $260bil in 2020
Top 10 countries in the world
Large Population
96.5bil in 2020
Increase Income
In 2020, +26% vs. 2017
Source: tradingecomonics.com, report 2017
More Connection
+65mil internet user by 2020
Smartphone Penetration
Expect to hit 70% population
The Growth of MCommerce
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VIETNAM IS REALLY A MOBILE FIRST MARKET
CELLPHONE
SMARTPHONE
SHOP ONLINE
Source: Google, Wearesocial Jan, 2017
SHOP ON
COMPUTER
LAPTOP &
DESKTOP
SHOP ON MOBILE/
TABLET
TABLET
CONSUMERS CONNECT MORE AND MORE VIA MOBILE
Source: GWI Vietnam Report Mar, 2017
AND SPEND MORE TIME AS WELL
Souce: GWI Vietnam Report Mar, 2017
LAZADA HAS LAUNCHED OUR APP SINCE 2013
NOW, MOBILE CONTRIBUTES MORE THAN 70% OUR BUSINESS
ORDER DISTRIBUTION BY PLATFORM
App
App
JAN
Souce: Lazada data
FEB
MAR
APR
MAY
M-site
M-site
JUN
JUL
Desktop
Desktop
ersion
AUG
SEP
OCT
NOV
DEC
MOBILE OVERPERFORMS DESKTOP
# of Order on Mobile vs PC/ Laptop
– Days of the week –
Mon
Mon
Tue
Tues
Wed
Wed
Thu
Thurs
Fri
Fri
Sat
Sat
Sun
Sun
PC/Laptop
Desktop
Mobile
Mobile
# of Order on Mobile vs PC/ Laptop
– Hours of the day –
1
2
3
4
5
6
7
8
9
10
11
12
Mobile
Mobile
Source: Lazada data
13
14
15
Desktop
PC/Laptop
16
17
18
19
20
21
22
23
24
PEOPLE INTERACT MORE ON MOBILE THAN DESKTOP
MOBILE vs PC/LAPTOP
Source: Lazada data
NOT JUST FOR CONSUMERS, WE ALSO HAVE APP FOR SELLERS
M-COMMERCE WILL CONTINUE TO EXPLODE.
Mobile internet penetration is increasing.
Faster and Cheaper.
3G/4G hit +60% penetration by 2020
Mobile payment is growing fast.
+15% online payment by 2020
M-COMMERCE IS THE FUTURE OF E-COMMERCE
Location Promotion
Livestreaming
Voice Shopping
Virtual Reality
Virtual Search
Barcode Shopping
Thank you!
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