ASEAN의 E-Commerce 물류 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the ASEAN e-commerce logistics market size was valued at USD 10.25 billion in 2025 and estimated to grow from USD 11.49 billion in 2026 to reach USD 20.37 billion by 2031, at a CAGR of 12.12% during the forecast period (2026-2031).

This report is Segmented by Service (Transportation, Warehousing & Fulfilment, and More), Business Model (B2C, B2B, C2C), Destination (Domestic, Cross-Border), Delivery Speed (Same-Day, and More), Product Category (Foods & Beverages, and More), and Geography (Indonesia, Thailand, Vietnam, Philippines, Malaysia, Singapore, Rest of ASEAN). The Market Forecasts are Provided in Terms of Value (USD).

ASEAN E-commerce Logistics Market Trends and Insights

Accelerated Growth of ASEAN-Based E-Commerce Marketplaces

Shopee's 28.4% social-commerce share and TikTok Shop's viral selling model concentrate traffic on integrated checkout-logistics rails, shifting parcel flows toward venues that can support split payments and real-time tracking. IDC forecasts regional GMV of USD 325 billion by 2028, with digital payments reaching 94%, eliminating cash-handling delays. The end of exclusive deals such as J&T Express-Shopee Indonesia forces carriers to diversify and invest in neutral APIs that accept orders from multiple storefronts. Cross-border marketplace integration worth USD 14.6 billion by 2028 drives demand for multi-currency settlement and harmonised customs workflows. Logistics providers able to plug simultaneously into several mega-platforms capture disproportionate volume as winner-take-all dynamics escalate.

Rapid Expansion of BNPL and Digital Wallets Boosting Checkout Conversion

Digital wallets already settle 34% of logistics-sector invoices and accelerate order frequency by cutting checkout friction. BNPL widens consumer credit access; transaction-level analysis across 1 billion users links the product to higher basket sizes and merchant acceptance in card-scarce markets. In Indonesia, pay-later schemes lift impulsive fashion purchases, whereas COD persists among risk-averse shoppers, obliging carriers to operate dual workstreams for prepaid and cash segments. Wallet usage is set to pass 50% of global e-commerce by 2025, intensifying working-capital complexity for last-mile firms that settle funds to merchants, couriers, and platforms in near real time.

Fragmented Customs Clearance Rules Across ASEAN Single Window

Only nine members exchange ASEAN Customs Declaration Documents, forcing carriers to juggle redundant paperwork that erodes same-day and next-day promises. Vietnam's 2025 traffic rules lifted logistics costs 10% and cut on-time rates below 90%. SMEs lacking dedicated brokers struggle most, curbing export participation. Divergent requirements from ISO 9001 mandates to country-specific licensing delay broader harmonisation and keep cross-border fulfillment expensive.

Other drivers and restraints analyzed in the detailed report include:

1. Government-Funded National Logistics Corridors
2. Rising Cross-Border Social-Commerce Flows Within CLMV
3. Chronic Middle- and Last-Mile Labor Shortages in Tier-2/3 Cities

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Transportation accounts for 62.55% of 2025 revenue, anchoring the ASEAN e-commerce logistics market size amid the archipelago geography of Indonesia and the Philippines. Road fleets leverage trans-Java and pan-Thailand highways to trim line-haul latency, while rail gains share following the China-Laos link that slashes Kunming-Vientiane lead time. Air freight remains the go-to for high-value electronics, and sea lanes support bulk cross-border orders. The ASEAN e-commerce logistics market share of warehousing & fulfillment, though smaller, grows swiftly as dark-store grids inside Jakarta, Bangkok, and Ho Chi Minh City shorten promise windows to two hours. Automated picking lifts throughput 50-60%, and AI slotting blends same-day SKUs with slower movers. Value-added services kitting, custom labels present niche margins as platforms seek differentiated unboxing.

The segment outlook favors transport firms that digitalize fleets, integrate parcel-level visibility, and hedge fuel price swings via electric light-commercial vehicles. Fulfillment operators investing in mezzanine robotics amortize capex over accelerating parcel density. Market entrants may piggyback government corridors rather than replicate network depth, adopting asset-light models that subcontract middle mile while owning customer-facing tech.

B2C maintains 68.20% of 2025 value thanks to Shopee, Lazada, and Tokopedia scale, underpinning predictable line-haul and hub capacity. Checkout digitalization at 94% removes COD float, simplifying cash cycles. Yet C2C, buoyed by TikTok Shop's viral engines, logs an 8.77% CAGR, forcing carriers to master doorstep pickup and variable parcel sizing. Same-day SLA expectations transfer platform urgency onto lightly formalized sellers.

Hybrid logistics APIs that accept C2C waybills while reserving space on B2C trunk routes unlock utilisation gains. B2B, though the smallest slice, matures as wholesalers digitize replenishment and experiment with BNPL credit, creating steady pallet flows into provincial depots.

Complete Report Scope:

• By Service
  • Transportation
    • Road
    • Rail
    • Air
    • Sea
  • Warehousing and Fulfilment
  • Value-Added Services (Labelling, Packaging, Kitting)
• By Business Model
  • B2C
  • B2B
  • C2C
• By Destination
  • Domestic
  • Cross-border (international)
• By Delivery Speed
  • Same-day (less than 24 h)
  • Next-day (24-48 h)
  • Standard (3-5 days)
  • Others (more than 5 days)
• By Product Category
  • Foods and Beverages
  • Personal and Household Care
  • Fashion and Lifestyle (accessories, apparel, footwear)
  • Furniture
  • Consumer Electronics and Household Appliances
  • Other Products
• By Country
  • Indonesia
  • Thailand
  • Vietnam
  • Philippines
  • Malaysia
  • Singapore
  • Rest of ASEAN (Cambodia, Laos, Myanmar, Brunei)

List of Companies Covered in this Report:

1. JandT Express
2. Ninja Van
3. Deutsche Post DHL Group
4. Shopee Xpress
5. Lazada Logistics
6. Kerry Express
7. Flash Express
8. Best Express
9. FedEx Corporation
10. UPS Inc.
11. Pos Indonesia
12. JNE Express
13. TIKI
14. Giao Hang Nhanh
15. LBC Express
16. GD Express
17. aCommerce
18. SF International
19. CJ Logistics
20. Yusen Logistics

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Accelerated growth of ASEAN-based e-commerce marketplaces
  • 4.2.2 Rapid expansion of BNPL and digital wallets boosting checkout-conversion
  • 4.2.3 Government-funded national logistics corridors (e.g., Indonesia TOL Laut)
  • 4.2.4 Rising cross-border social-commerce flows within CLMV sub-region
  • 4.2.5 On-demand dark-store networks enabling 2-hour delivery windows
  • 4.2.6 Gen-AI-driven route-optimisation lowering per-parcel cost by >12 %
• 4.3 Market Restraints
  • 4.3.1 Fragmented customs clearance rules across ASEAN single window
  • 4.3.2 Chronic middle- and last-mile labour shortages in tier-2/3 cities
  • 4.3.3 Under-insurance of high-value parcels increasing risk-premiums
  • 4.3.4 Escalating urban congestion taxes on commercial vehicles
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Demand and Supply Analysis
• 4.8 Industry Attractiveness
  • 4.8.1 Porter's Five Forces
  • 4.8.2 Threat of New Entrants
  • 4.8.3 Bargaining Power of Buyers
  • 4.8.4 Bargaining Power of Suppliers
  • 4.8.5 Threat of Substitutes
  • 4.8.6 Competitive Rivalry
• 4.9 Reverse / Return Logistics Insights
• 4.10 Impact of Geo-Political Events on Supply Chain Shifts

5 Market Size and Growth Forecasts (Value)

• 5.1 By Service
  • 5.1.1 Transportation
    • 5.1.1.1 Road
    • 5.1.1.2 Rail
    • 5.1.1.3 Air
    • 5.1.1.4 Sea
  • 5.1.2 Warehousing and Fulfilment
  • 5.1.3 Value-Added Services (Labelling, Packaging, Kitting)
• 5.2 By Business Model
  • 5.2.1 B2C
  • 5.2.2 B2B
  • 5.2.3 C2C
• 5.3 By Destination
  • 5.3.1 Domestic
  • 5.3.2 Cross-border (international)
• 5.4 By Delivery Speed
  • 5.4.1 Same-day (less than 24 h)
  • 5.4.2 Next-day (24-48 h)
  • 5.4.3 Standard (3-5 days)
  • 5.4.4 Others (more than 5 days)
• 5.5 By Product Category
  • 5.5.1 Foods and Beverages
  • 5.5.2 Personal and Household Care
  • 5.5.3 Fashion and Lifestyle (accessories, apparel, footwear)
  • 5.5.4 Furniture
  • 5.5.5 Consumer Electronics and Household Appliances
  • 5.5.6 Other Products
• 5.6 By Country
  • 5.6.1 Indonesia
  • 5.6.2 Thailand
  • 5.6.3 Vietnam
  • 5.6.4 Philippines
  • 5.6.5 Malaysia
  • 5.6.6 Singapore
  • 5.6.7 Rest of ASEAN (Cambodia, Laos, Myanmar, Brunei)

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 JandT Express
  • 6.4.2 Ninja Van
  • 6.4.3 Deutsche Post DHL Group
  • 6.4.4 Shopee Xpress
  • 6.4.5 Lazada Logistics
  • 6.4.6 Kerry Express
  • 6.4.7 Flash Express
  • 6.4.8 Best Express
  • 6.4.9 FedEx Corporation
  • 6.4.10 UPS Inc.
  • 6.4.11 Pos Indonesia
  • 6.4.12 JNE Express
  • 6.4.13 TIKI
  • 6.4.14 Giao Hang Nhanh
  • 6.4.15 LBC Express
  • 6.4.16 GD Express
  • 6.4.17 aCommerce
  • 6.4.18 SF International
  • 6.4.19 CJ Logistics
  • 6.4.20 Yusen Logistics

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-need Assessment