【正文】
bc ECommerce Knowledge Sharing August 1999, Bain Beijing Office 1 emerce ? Inter Development ? ECommerce Introduction ? Business Impact ? Impediments for ECommerce ? Bain eConsulting Experience Agenda 2 emerce R adi oTVC abl eW W W 1 92 2 1 92 6 1 93 0 1 93 4 1 93 8 1 94 2 1 94 6 1 95 0 1 95 4 1 95 8 1 96 2 1 96 6 1 97 0 1 97 4 1 97 8 1 98 2 1 98 6 1 99 0 1 99 4 1 99 8025507510 012 5Millions of UsersYears to Reach 50 Million Users: Radio = 38 TV = 13 Cable = 10 WWW = 5 User adoption of the World Wide Web has dramatically outpaced the growth of other munications media, setting the stage for revolutionary changes. . Inter Adoption 3 emerce M o b il e P h o n eF ix e d P h o n eC ab leW W W 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999020406080100Millions of UsersYears to Reach 50 Million Users: Radio = 38 TV = 13 Cable = 10 WWW = 5 User adoption of the World Wide Web has dramatically outpaced the growth of other munications media, setting the stage for revolutionary changes. . Inter Adoption 4 emerce Inter User Growth *Rest of world includes all . countries in 199697 and 19992023 Source: Computer Industry Almanac。 Inter Industry Almanac。 Bain analysis 19 96 19 97 19 98 199 9 E 200 0 E 200 1 E 200 2 E 200 3 E60M1 00M1 47M1 87M2 36M3 00M3 80M4 82M0M1 00M2 00M3 00M4 00M5 00MMillions of OnLine UsersOnline usage is skyrocketing, with future growth being fueled by global peration. PRELIMINARY . Europe 78M 179M 163M 148M 135M 103M 55M 35M CAGR (19961998) (1999E2023E) CAGR 57% 27% 50% 15% Asia Rest of World* Worldwide . 5 emerce Inter Peration Source: Jupiter’s 1998 Online Shopping Report, Simba’s Electronic Marketplace 2023, Forrester’s 1998 Tele Strategies Inter peration in both consumer and business markets is significant. CAGR (19972023E) T o ta lHo us eh ol d sCo m pu te rHo us eh ol d sOnl i neHo us eh ol d sOnl i neS h o pp i ngHo us eh ol d s1997 1998 1999E 2023E 2023E 2023E0M25M50M75M100M125MMillions of . Households1% 4% 13% 44% PRELIMINARY Online as % of Computer Households: 52% 77% Shopping as % of Online Households: 17% 59% C o n n e ct e d t o I n t e rn e tH a v e W e b sit eC o n d u ct S a le s o n I n t e rn e t97%47%21%86%28%9%33%15%4%0%20%40%60%80%100%1,000 employees 1001,000 employees 100 employees Percent of U.S. Business (1998) Consumer Business 6 emerce ? Inter Development ? ECommerce Introduction ? Business Impact ? Impediments for ECommerce ? Bain eConsulting Experience Agenda 7 emerce Industry Value Chain Business participation occurs in five distinct market segments. User Access Inter Infrastructure ` Intermediaries Applications Enablers ? Access devices ? Inter service providers ? Network access equipment ? Technology and software enablers ? Service enablers, .: professional services data management affiliate programs ? Support enablers, .: payment systems/transaction clearing distribution web services ? Portals ?