贝恩咨询-战略分析工具e-commerce

•Years to Reach 50 Million Users:
• Radio =
38
• TV
=
13
• Cable =
10
• WWW =
5
• Note: WWW is Worldwide Web • Source: Morgan Stanley U.S. Investment Research: Internet Retail, 5/28/97
• Commissions
Current Major Players:
• AOL • UUNet • @Work • @Home
• AOL • Yahoo • Netscape • Excite
• AOL • OneSource • CNN • BBC
• AOL • Yahoo • Chemdex • VerticalNet
U.S. Internet Adoption
•User adoption of the World Wide Web has dramatically outpaced the growth of other communications media, setting the stage for revolutionary changes.
•Percent of U.S. Business (1998)
•4% •13%
•44%
•Online as % of Computer Households:
•52%
•Shopping as % of Online Households:
•17%
•77% •59%
• Source: Jupiter’s 1998 Online Shopping Report, Simba’s Electronic Marketplace 2002, Forrester’s 1998 Telecom Strategies
•Company examples
• Nortel Networks • Dell • 3Com • American on line
• Technology and software enablers
• Portals
• Service enablers, e.g.: - professional services
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.
E-Commerce Growth By Segment (United States)
•However, the vast majority of growth will be driven by applications.
• Source: IDC; Jupiter; Forrester; Analyst Reports; Bain analysis; eMarketer
• Service enablers, e.g.: - professional services
• Web agents (e.g., BOT)
- data management
• Commerce service providers
- affiliate programs • Support enablers, e.g.:
• Virtual trading communities
- payment systems/transaction
百度文库
clearing
- distribution
- web services
• Content • Commerce • Communication • Community
Industry Value Chain
•Internet Traffic
•E-Commerce Revenue
•CAGR •(1998-03E)
•97.7%
•Percent of Total •Percent of Total
•49.6%
•Web business models can be sorted according to the Web Business Models
User Benefit:
Current revenue sources:
• Connection to the Internet
• User fees • Phone
company kickbacks • Hosting charges
• Finding what • Informa-tion, • Interaction
• Easier access to things people want to buy
• Access to buyers and easier selling relations
• Sales
• Buying advantage
• Marketplace to buy and sell with other visitors
Industry Value Chain •This is E-Commerce!!!
•Access
•User
•Enablers
Interm•e`diaries
•Applications
• Content
• Commerce
• Communication • Community
•PRELIMINARY
Agenda
• Internet Development • E-Commerce Introduction • Business Impact • Impediments for E-Commerce • Bain eConsulting Experience
Industry Value Chain
•Business participation occurs in five distinct
market segments.
•Internet
•Infrastructure
• Hardware/transmission equipment • Backbone transport
•Company examples
• Web agents
- data management
• Commerce service providers
- affiliate programs • Support enablers, e.g.:
• Virtual trading communities
- payment systems/transaction clearing
•Business participation occurs in five distinct
market segments.
•Internet
•Infrastructure
• Hardware/transmission equipment • Backbone transport
•Access
•Enablers
benefit they are delivering the user.
•Creating the New Medium
•Using the New Medium
•Connection •Context
•Content •Community
•Commerce
•Selling
•Buying
•Trading
•PRELIMINARY
•Internet penetration in both consumer and business markets is significant.
•Consumer
•CAGR •(1997-2002E)
•1%
Internet Penetration
•Business
•>1,000 employees •100-1,000 employees •<100 employees
• Nortel Networks • Lucent • Cisco
•Access
•Enablers
Interm•e`diaries
•Applications
•User
• Access devices • Internet service providers • Network access equipment
•PRELIMINARY
•
Internet User Growth
•On-line usage is skyrocketing, with future growth being fueled by global penetration.
• U.S. • Europe
• Asia • Rest of World*
贝恩咨询-战略分析工具 e-commerce
PPT文档演模板
2020/12/10
贝恩咨询-战略分析工具e-commerce
Agenda
• Internet Development • E-Commerce Introduction • Business Impact • Impediments for E-Commerce • Bain eConsulting Experience
- distribution
- web services
• Microsoft • IBM • Oracle
• Yahoo • American on line
• Content • Commerce • Communication • Community
• Amazon • Dell
•Internet •Infrastructure
U.S. Internet Adoption
•User adoption of the World Wide Web has dramatically outpaced the growth of other communications media, setting the stage for revolutionary changes.
you want on entertain-
with others
the web
ment, etc.
sharing
same
interest
• Advertising • Hosting • List rental • Co-
marketing
• Advertising • User fees
• Advertising
Interm•e`diaries
•Applications
•User
• Access devices • Internet service providers • Network access equipment
• Technology and software enablers • Portals
•Years to Reach 50 Million Users:
• Radio =
38
• TV
=
13
• Cable =
10
• WWW =
5
• Note: WWW is Worldwide Web • Source: Morgan Stanley U.S. Investment Research: Internet Retail, 5/28/97
• Amazon.com • GE TPN
• eBay
• Cisco
• Priceline.com • Amazon.com
• Dell
• Phone Market
• Schwab
• Free-
• Travelcity
markets.com
Agenda
• Internet Development • E-Commerce Introduction • Business Impact • Impediments for E-Commerce • Bain eConsulting Experience
•CAGR
•CAGR
•(1996-1998)•(1999E-2003E)
•Worldwide
•57%
•27%
•35M
•55M
•78M
•103M
•135M
•148M
•163M
•179M
•U.S.
•50%
•15%
• *Rest of world includes all non-U.S. countries in 1996-97 and 1999-2003 • Source: Computer Industry Almanac; Internet Industry Almanac; Bain analysis