Digital Economy - E-Commerce and M-Commerce Insights

Synopsis

E-Commerce and m-commerce have become very important areas of focus for mobile operators, Internet media players, financial institutions and payment processing firms alike. Governing bodies are also recognising the importance of this sector – in early 2012 the European Commission (EC) outlined 5 priority areas it wanted to improve in order to increase e-commerce growth and its contribution to the GDP.

The e-commerce sector has become very competitive and different types of players are vying for position. A number of key developments have occured, particularly in the mobile digital wallet space and with websites which offer “deals of the day”. New social media concepts such as Facebook Credits and Pinterest may also offer future e-commerce opportunities.

The following report includes industry insights and information on the e-commerce and m-commerce sectors. The report includes selected information on the leading trends in this sector and provides examples and statistics, where available.

The report is designed to provide current observations which may assist investors, analysts and industry participants in making investment and business decisions. It includes case studies written by BuddeComm’s senior analysts that provide a market overview of a developed market (USA) and an emerging market (China).

Latest developments:

In early 2012 the European Commission (EC) announced its goal by 2012 is to double e-commerce sales in order to increase the Internet contribution to the GDP; in late February 2012 Facebook announced a partnership with mobile operators which will streamline Facebook’s mobile billing practices; Retailers have been slow to tap into the new opportunities emerging from the new practice of customers bringing online devices into their stores.

Companies mentioned in this report:

FeliCa; M-PESA; Google Wallet; PayPal; Orange; eBay; Amazon; Facebook.

Financial information includes:

Global e-commerce revenue; online retail sales and annual change in the USA; estimated value of B2C e-commerce market in China; estimated value of C2C e-commerce market in China.

Table of Contents

• 1. Synopsis
• 2. Market summary
  • 2.1 Global e-commerce market
  • 2.2 Global m-commerce market
    • 2.2.1 Mobile devices rise in popularity
  • 2.3 Security still a key issue
• 3. Market insights
  • 3.1 Underlying trends
  • 3.2 E-payments
  • 3.3 Key m-commerce sectors
    • 3.3.1 NFC and M-Wallets
    • 3.3.2 Mobile payments apps
    • 3.3.3 Mobile entertainment apps
    • 3.3.4 Auctions
    • 3.3.5 Mobile location shopping and marketing
    • 3.3.6 Mobile vouchers, coupons and loyalty cards
    • 3.3.7 Still waiting for in-store e-shopping
    • 3.3.8 Can m-payment services be profitable in developing countries?
  • 3.4 Internet banking (E-banking) and Mobile banking (M-banking)
    • 3.4.1 Online banking
    • 3.4.2 M-banking
    • 3.4.3 Mobile money transfer services
  • 3.5 Evolving e-commerce business models
  • 3.6 Internet based content still relies on advertising
    • 3.6.1 Advertising models
    • 3.6.2 Move from ARPU to penetration
    • 3.6.3 Permission based marketing
    • 3.6.4 Social networks will play a key role
  • 3.7 Cloud computing and e-commerce
• 4. Case studies
  • 4.1 E-commerce in the USA
  • 4.2 M-commerce in the USA
  • 4.3 E-commerce in China
    • 4.3.1 Overview
    • 4.3.2 China’s e-commerce progress
    • 4.3.3 China’s e-commerce volumes
    • 4.3.4 China’s e-payment systems
  • 4.4 M-commerce in China
  • 4.5 FeliCa in Japan
• 5. Related reports

• Table 1 – Worldwide telecom statistics at a glance – 2012
• Table 2 – Global e-commerce revenue – 2009 - 2013
• Table 3 – Visitors to top fifteen web properties worldwide – June 2010; March 2011
• Table 4 – Worldwide smart phone mobile device sales by quarter – 2009 – Q1 2012
• Table 5 – Worldwide advertising spending- all mediums – 2008 - 2012
• Table 6 – Worldwide online advertising spending – 2007 - 2012
• Table 7 – Fastest growing e-commerce sectors in the USA – 2008 - 2010
• Table 8 – Online retail sales and annual change in the USA – 2003 - 2010
• Table 9 – Mobile banking users in the USA – 2007 - 2010
• Table 10 – Breakdown of e-commerce users in China – 2009
• Table 11 – Estimated value of B2C e-commerce market in China – 2005 - 2011
• Table 12 – Estimated value of C2C e-commerce market in China – 2005 - 2011

• Exhibit 1 – Digital economy – key developments
• Exhibit 2 – Popular online activities
• Exhibit 3 – European Commission e-commerce five priorities - 2012
• Exhibit 4 – Mobile devices tipping point
• Exhibit 5 – Overview of PayPal
• Exhibit 6 –Mobile Apps examples across various sectors
• Exhibit 7 – M-Commerce – key developments
• Exhibit 8 – M-PESA
• Exhibit 9 – Money transfer services
• Exhibit 10 – Groupon
• Exhibit 11 – Definition: Cloud computing
• Exhibit 12 – Subway introduces SMS ordering
• Exhibit 13 – China’s dominant e-commerce site