Podcast note: 33. E-Commerce in other countries

This blog is the note and review about the podcast for 再谈出海电商的全球机遇— in 疯投圈.

Podcast link

年輕人口

1. 日本中位數約44歲
2. 美國中位數約38歲
3. 中國中位數約38歲
4. 印度中位數約28歲

Mobile Internet grows fast in India

1. mobile grow fast in India
2. India skip PC era and go to mobile internet era
3. FB grows 4 times in India in 1 year due to the growth of mobile internet in India
4. 80% 上網的人用mobile

payment approach in India

1. 75% cash on shopping

物流比 payment更容易

1. 資本密集
2. 大電商都consider India market
3. payment require consumers want to use (consumer behavior)

服裝供應商 之後會跑去東南亞？

1. 第二名是歐盟
2. 勞動力成本 佔 服裝行業成本 很低 (還有倉儲成本, 供應鏈協調能力)
3. Zara (fashion industry -> change fast -> response fast -> supply chain in Euro)
4. 服裝業最怕賣不出去 -> 最想優化庫存成本 -> 怕cash 短缺

中東

1. Youtube >> Facebook
2. Since they have much more free time
3. There, women are rich and only stay at home -> free time
4. It is popular for clothing, they dress at home and they have big houses.

中東 v.s. 印度

1. $70, 80 per bill
2. human cost higher than India (they are rich, although most are from India)
3. PC is popular than India, not only mobile
4. women shopping and men pay

越南

1. young people
2. energetic 創業家精神多
3. many Chinese business, local business

越南 v.s. 泰國

1. Vietnam is like China
2. Thailand is more tourism, agriculture
3. Most Asian countries become strong due to their industry (manufacturing)
4. 中國工廠外遷首選越南
5. 人口年齡中位數: Thailand 38 yr, Vietnam: 26 yr, China (36yr)
6. Capita Vietnam (2566), Thailand (7,273)
7. population: Thailand(69M), Vietnam(95M)

Indonesia, Philippines:

1. population Indonesia(267M)
2. but there are so many islands -> 物流成本高 (Philippines same)
3. mobile network is hard to cover

potential growth for countries

1. population
2. medium of age
3. infrastructure (mobile network, transportation) -> 印度 泰國 越南
4. 巨頭佈局 -> America covers India more