시장보고서
상품코드
1199643

ASEAN의 E-Commerce 물류 시장 : 성장, 동향, COVID-19의 영향, 예측(2023-2028년)

ASEAN E-Commerce Logistics Market - Growth, Trends, Covid-19 Impact, and Forecasts (2023 - 2028)

발행일: | 리서치사: Mordor Intelligence Pvt Ltd | 페이지 정보: 영문 | 배송안내 : 2-3일 (영업일 기준)

※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문 목차를 참고해주시기 바랍니다.

ASEAN의 E-Commerce 물류 시장은 예측 기간 중 7.2% 이상의 CAGR로 추이할 것으로 예상되고 있습니다.

목차

제1장 서론

  • 조사의 전제조건
  • 조사 범위

제2장 조사 방법

  • 분석 방법
  • 조사 단계

제3장 주요 요약

제4장 시장 인사이트의 힘 학

  • 현재의 시장 시나리오
  • 시장의 개요
  • 시장 역학
    • 촉진요인
    • 억제요인
    • 비지니스 기회
  • 밸류체인/공급망 분석
  • Porter's Five Forces 분석
    • 신규 진출업체의 위협
    • 구매자/소비자의 교섭력
    • 공급 기업의 교섭력
    • 대체품의 위협
    • 경쟁 기업간 경쟁 관계
  • 기술 동향과 자동화
  • 정부 규제와 구상
  • 공급망/밸류체인 분석
  • COVID-19가 시장에 미치는 영향
  • E-Commerce 시장에 관한 인사이트
  • 스포트라이트 : E-Commerce 물류의 주요 기반
  • 리버스/리턴 물류에 대한 인사이트
  • 축제 시즌 중 E-Commerce 딜리버리

제5장 시장 세분화

  • 서비스별
    • 운송
    • 창고·재고 관리
    • 부가가치 서비스(라벨링, 포장 등)
  • 비지니스별
    • B2B(기업간)
    • B2C(기업 대 소비자)
  • 목적지별
    • 국내
    • 국제/크로스보더
  • 상품별
    • 패션·의류
    • CE(Consumer Electronics)
    • 가전제품
    • 가구
    • 미용·퍼스널케어 제품
    • 기타 제품(완구, 식품 등)
  • 국가별
    • 싱가포르
    • 태국
    • 베트남
    • 인도네시아
    • 말레이시아
    • 필리핀
    • 기타 ASEAN

제6장 경쟁 구도

  • 시장 집중도 개요
  • 기업 개요
    • Deutsche Post DHL Group
    • United Parcel Service
    • FedEx Corporation
    • Pos Indonesia
    • PT Jalur Nugraha Ekakurir(JNE Express)
    • PT Global Jet Express(J&T Express)
    • J&T Express
    • Flash Express
    • Best Express
    • Kerry Express
    • PT Citra Van Titipan Kilat(TIKI)
    • Giao Hang Nhanh
    • Ninja Van
    • LBC Express
    • GD Express Sdn Bhd
  • 기타 기업

제7장 시장의 미래

제8장 부록

  • 거시경제 지표(활동별 GDP 분포, 운송·쿠리어 산업의 경제에 대한 기여도)
  • 무역통계 - 제품별, 원산국·발송국별 수출입 통계
KSA 23.02.20

The ASEAN E-commerce Logistics Market is anticipated to register a CAGR of more than 7.2% over the forecast period.

When COVID-19 caused a surge in e-commerce throughout Southeast Asia, delivery companies struggled to sustain and expand their success. Southeast Asia's internet retail value increased from USD 495 billion to an estimated USD 581 million. Warehouses were typically 1,000 sq. mt. in size, but demand was for multi-level warehouses that could be 10,000 or 15,000 sq. mt.

Southeast Asia is poised for rapid growth in e-commerce. Five Southeast Asian countries are among the world's fastest-growing e-commerce markets, accounting for half of the top ten. Southeast Asia was previously an e-commerce laggard, digitally overshadowed by China and Japan. However, nearly all of them now have mobile devices and, as a result, internet access. The five countries' mobile penetration rates are all close to 100%.

According to industry sources, Malaysia has a population of 32.8 million people. E-commerce sales in the base year were USD 6.3 billion, up 15% from the previous year. Shopee is the most popular marketplace, followed by PGMall, a local platform that collaborates with JD. The most popular marketplaces are JD, Shopee, and Lazada. The main product categories are electronics and personal care.

Even though the rapid growth of e-commerce is driving logistics development in this market, this remains a challenge for a few countries with complex topography in Southeast Asia. Logistics operation management is a challenge for e-commerce businesses. As economies recover from the global pandemic and income levels rise, the intra-Asian market is expected to expand, with a corresponding increase in demand for express logistics services propelled by the thriving e-commerce sector.

ASEAN E-commerce Logistics Market Trends

Expanding E-commerce Drives Demand for Logistics Market

Southeast Asia is experiencing a surge in e-commerce. Consumer trends in the region are creating exciting opportunities for online retailers looking to expand due to massive growth in the digital payments sector.

Among product categories, electronics are the most popular in the region. TVs, smartphones, laptops, USB drives, power banks, and other items are among the best-sellers in this category.

On the other hand, clothing, fashion accessories, baby products, and furniture are not far behind, with Southeast Asian markets experiencing higher-than-ever sales in these segments. Live streaming for e-commerce platforms is rapidly expanding in the Southeast Asian market. Statistics show live streaming hours on e-commerce platforms increased by 200% in Malaysia and Singapore. The trend spread to the Philippines, where 60% of brands use live selling to attract more customers to their stores.

The support of social commerce, internet penetration, and demand for some product categories drives the growth of e-commerce in ASEAN countries. The online channel has created a huge opportunity for domestic retailers in various countries. Even though these countries lag in infrastructure and logistics services, the demand for products through the channel is luring investors to dive deeply into the market.

Infrastructure development in south-east Asia supporting the market

The growing global interest in Southeast Asia's infrastructure needs has been exciting and concerning for developing countries. The G7 announced its support for the US-led 'Build Back Better World' (B3W) initiative in 2021, while the European Union unveiled its infrastructure strategy, dubbed 'Globally Connected Europe.'

These initiatives aim to address developing countries' USD 40 trillion infrastructure gap, but they also raise geopolitical concerns by appearing to compete with China's Belt and Road Initiative. Southeast Asian governments do not want to be caught in a geopolitical crossfire over investment decisions.

Apart from the massive amounts of capital required, infrastructure in developing Southeast Asian countries suffers more due to poverty and the ever-present threat of climate change. While the infrastructure has improved, more is needed. The majority of the population lacks access to electricity, safe drinking water, and safe roads.

Cities with poor planning and traffic congestion alone cost them a daily loss of productivity, wasted fuel, and increased stress. In addition, the International Monetary Fund (IMF) discovered that countries waste roughly one-third of their infrastructure spending due to inefficiencies.

ASEAN E-commerce Logistics Market Competitor Analysis

The ASEAN e-commerce logistics market landscape is fragmented as the demand for logistics services is growing rapidly across the region, and companies are becoming more competitive to capture this opportunity. As a result, international players are making strategic investments to establish a regional logistics network, such as opening new distribution centers and smart warehouses. Some leading players include JNE Express, LBC Express, GD Express, Kerry Express, Ninja Van, and Best Express. To maintain cost competitiveness, companies that operate online prefer to work with third-party courier providers instead of hiring in-house delivery staff. As a result, global companies are actively investing in targeting growth opportunities in the region.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

  • 2.1 Analysis Method
  • 2.2 Research Phases

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS DYNAMICS

  • 4.1 Current Market Scenario
  • 4.2 Market Overview
  • 4.3 Market Dynamics
    • 4.3.1 Drivers
    • 4.3.2 Restraints
    • 4.3.3 Opportunities
  • 4.4 Value Chain / Supply Chain Analysis
  • 4.5 Porter's Five Forces Analysis
    • 4.5.1 Threat of New Entrants
    • 4.5.2 Bargaining Power of Buyers/Consumers
    • 4.5.3 Bargaining Power of Suppliers
    • 4.5.4 Threat of Substitute Products
    • 4.5.5 Intensity of Competitive Rivalry
  • 4.6 Technological Trends and Automation
  • 4.7 Government Regulations and Initiatives
  • 4.8 Supply Chain/Value Chain Analysis
  • 4.9 Impact of COVID-19 on the Market
  • 4.10 Insights into the E-commerce Market
  • 4.11 Spotlight - Key Hubs for E-commerce Logistics
  • 4.12 Insights into Reverse/Return Logistics
  • 4.13 E-commerce Deliveries During Festive Season

5 MARKET SEGMENTATION

  • 5.1 By Service
    • 5.1.1 Transportation
    • 5.1.2 Warehousing and Inventory Management
    • 5.1.3 Value-added Services (Labeling, Packaging, etc.)
  • 5.2 By Business
    • 5.2.1 B2B (Business-to-Business)
    • 5.2.2 B2C (Business-to-Consumer)
  • 5.3 By Destination
    • 5.3.1 Domestic
    • 5.3.2 International/Cross-border
  • 5.4 By Product
    • 5.4.1 Fashion and Apparel
    • 5.4.2 Consumer Electronics
    • 5.4.3 Home Appliances
    • 5.4.4 Furniture
    • 5.4.5 Beauty and Personal Care Products
    • 5.4.6 Other Products (Toys, Food Products, etc.)
  • 5.5 By Country
    • 5.5.1 Singapore
    • 5.5.2 Thailand
    • 5.5.3 Vietnam
    • 5.5.4 Indonesia
    • 5.5.5 Malaysia
    • 5.5.6 Philippines
    • 5.5.7 Rest of ASEAN

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration Overview
  • 6.2 Company Profiles
    • 6.2.1 Deutsche Post DHL Group
    • 6.2.2 United Parcel Service
    • 6.2.3 FedEx Corporation
    • 6.2.4 Pos Indonesia
    • 6.2.5 PT Jalur Nugraha Ekakurir (JNE Express)
    • 6.2.6 PT Global Jet Express (J&T Express)
    • 6.2.7 J&T Express
    • 6.2.8 Flash Express
    • 6.2.9 Best Express
    • 6.2.10 Kerry Express
    • 6.2.11 PT Citra Van Titipan Kilat (TIKI)
    • 6.2.12 Giao Hang Nhanh
    • 6.2.13 Ninja Van
    • 6.2.14 LBC Express
    • 6.2.15 GD Express Sdn Bhd
  • 6.3 Other Companies

7 FUTURE OF THE MARKET

8 APPENDIX

  • 8.1 Macroeconomic Indicators (GDP Distribution by Activity, Contribution of Transport/Courier Industry to Economy)
  • 8.2 Trade Statistics - Export and Import Statistics by product and by country of origin/destination
비교리스트
0 건의 상품을 선택 중
상품 비교하기
전체삭제