贝恩咨询-merce.ppt

贝恩咨询-merce.pptmerce Knowledge Sharing August 1999, Bain Beijing Office ? Development ? merce Introduction ? Business Impact ? Impediments for merce ? Bain eConsulting Experience Agenda Radio TV Cable 6 1930 1934 1938 1942 1946 1950 1954 1958 1962 1966 1970 1974 1978 1982 1986 1990 1994 1998 0 25 50 75 100 125 Millions of Users Note: de Web Source: Morgan Stanley . Investment Research: Retail, 5/28/97 Years 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 munications media, setting the stage for revolutionary changes. . Adoption Mobile Phone Fixed Phone Cable 8 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 0 20 40 60 80 100 Millions of Users Note: de Web Source: Morgan Stanley . Investment Research: Retail, 5/28/97 Years 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 munications media, setting the stage for revolutionary changes. . Adoption User Growth * Rest of world includes all non-. countries in 1996-97 and 1999-2003 Source: Computer Industry Almanac; Industry Almanac; Bain analysis 1996 1997 1998 1999E 2000E 2001E 2002E 2003E 60M 100M 147M 187M 236M 300M 380M 482M 0M 100M 200M 300M 400M 500M Millions of On-Line Users On-line usage is skyrocketing, with future growth being fueled by global ration. PRELIMINARY . Europe 78 M 179 M 163 M 148 M 135 M 103 M 55 M 35 M CAGR (1996-1998) (1999 E-2003E) CAGR 57% 27% 50% 15% Asia Rest of World * Worldwide . ration Source: Jupiter ’ s 1998 Online Shopping Report, Simba ’s Electronic Marketplace 2002, Forrester ’s 1998 Strategies ration in both consumer and business markets is significant. CAGR (1997-2002E) Total puter Households Online Households Online Shopping Households 1997 1998 1999E 2000E 2001E 2002E 0M 25M 50M 75M 100M 125M Millions of . Households 1% 4% 13% 44% PRELIMINARY Online as %