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Click to edit Master title style,Click to edit Master text styles,Second level,Third level,Fourth level,Fifth level,*,*,Click to edit Master text styles,second level,third level,fourth level,fifth level,-,*,*,*,bc,E-Commerce Knowledge Sharing,E-Commerce,BEJ,bc,E-Commerce,Knowledge Sharing,August 1999,Bain Beijing Office,1,e-commerce,Internet Development,E-Commerce Introduction,Business Impact,Impediments for E-Commerce,Bain eConsulting Experience,Agenda,2,e-commerce,Note:WWW is Worldwide Web,Source:Morgan Stanley U.S.Investment Research:Internet 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 other communications media,setting the stage for revolutionary changes.,U.S.Internet Adoption,3,e-commerce,Note:WWW is Worldwide Web,Source:Morgan Stanley U.S.Investment Research:Internet 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 other communications media,setting the stage for revolutionary changes.,U.S.Internet Adoption,4,e-commerce,Internet User Growth,*,Rest of world includes all non-U.S.countries in 1996-97 and 1999-2003,Source:Computer Industry Almanac;Internet Industry Almanac;Bain analysis,On-line usage is skyrocketing,with future growth being fueled by global penetration.,PRELIMINARY,U.S.,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,U.S.,5,e-commerce,Internet Penetration,Source:Jupiters 1998 Online Shopping Report,Simbas Electronic Marketplace 2002,Forresters 1998 Telecom Strategies,Internet penetration in both consumer and business markets is significant.,CAGR,(1997-2002E),1%,4%,13%,44%,PRELIMINARY,Online as%of Computer Households:,52%,77%,Shopping as%of Online Households:,17%,59%,1,000,employees,100-1,000,employees,100,employees,Percent of U.S.Business(1998),Consumer,Business,6,e-commerce,Internet Development,E-Commerce Introduction,Business Impact,Impediments for E-Commerce,Bain eConsulting Experience,Agenda,7,e-commerce,Industry Value Chain,Business participation occurs in five distinct market segments.,User,Access,Internet,Infrastructure,Intermediaries,Applications,Enablers,Access devices,Internet service providers,Network access equipment,Technology and software enablers,Service enablers,e.g.:,professional services,data management,affiliate programs,Support enablers,e.g.:,payment systems/transaction clearing,distribution,web services,Portals,Web agents(e.g.,BOT),Commerce service providers,Virtual trading communities,Content,Commerce,Communication,Community,Hardware/transmission equipment,Backbone transport,8,e-commerce,Industry Value Chain,Business participation occurs in five distinct market segments.,User,Access,Internet,Infrastructure,Intermediaries,Applications,Enablers,Access devices,Internet service providers,Network access equipment,Technology and software enablers,Service enablers,e.g.:,professional services,data management,affiliate programs,Support enablers,e.g.:,payment systems/transaction clearing,distribution,web services,Portals,Web agents,Commerce service providers,Virtual trading communities,Content,Commerce,Communication,Community,Hardware/transmission equipment,Backbone transport,Nortel Networks,Dell,3Com,American on line,Company examples,Nortel Networks,Lucent,Cisco,Company examples,Microsoft,IBM,Oracle,Yahoo,American on line,Amazon,Dell,9,e-commerce,Industry Value Chain,Internet,Infrastructure,User,Access,Intermediaries,Applications,Enablers,Content,Commerce,Communication,Community,This is E-Commerce!,10,e-commerce,E-Commerce Growth By Segment(United States),Source:IDC;Jupiter;Forrester;Analyst Reports;Bain analysis;eMarketer,PRELIMINARY,However,the vast majority of growth will be drivenby applications.,11,e-commerce,Segment Comparison,Internet traffic drives the perception that E-Commerce is a consumer phenomenon,but the larger revenue opportunities lie in business to business commerce.,Percent of Total,Percent of Total,CAGR,(1998-03E),97.7%,49.6%,Internet Traffic,E-Commerce Revenue,12,e-commerce,Web Business Models,Trading,Buying,Selling,Using the New Medium,Creating the New Medium,Context,Connection,Content,Community,Commerce,Web business models can be sorted according to the benefit they are delivering the user.,User,Benefit:,Current revenue sources:,Connection to the Internet,Finding what you want on the web,User fees,Phone company kickbacks,Hosting charges,Advertising,Hosting,List rental,Co-marketing,Current Major Players:,AOL,UUNet,Work,Home,AOL,Yahoo,Netscape,Excite,Informa-tion,entertain-ment,etc.,Interaction with others sharing same interest,Easier access to things people want to buy,Access to buyers and easier selling relations,Marketplace to buy and sell with other visitors,Advertising,User fees,Advertising,Sales,Buying advantage,Commis-sions,AOL,OneSource,CNN,BBC,AOL,Ya
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