战略分析工具 e-commerce.ppt

bc,E-Commerce Knowledge Sharing,August 1999, Bain Beijing Office,,,Internet Development E-Commerce Introduction Business Impact Impediments for E-Commerce Bain eConsulting Experience,Agenda,Note: WWW is Worldwide Web Source: Morgan Stanley U.S. Investment Research: Internet Retail, 5/28/97,Years to Reach 50 Million Users:Radio = 38TV = 13Cable = 10WWW = 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,Note: WWW is Worldwide Web Source: Morgan Stanley U.S. Investment Research: Internet Retail, 5/28/97,Years to Reach 50 Million Users:Radio = 38TV = 13Cable = 10WWW = 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,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.,,,U.S.,,Europe,78M,179M,163M,148M,135M,103M,55M,35M,CAGR,(1996-1998),(1999E-2003E),CAGR,57%,27%,50%,15%,,Asia,,Rest of World*,Worldwide,U.S.,Internet Penetration,,Source: Jupiter’s 1998 Online Shopping Report, Simba’s Electronic Marketplace 2002, Forrester’s 1998 Telecom Strategies,Internet penetration in both consumer and business markets is significant.,CAGR (1997-2002E),1%,4%,13%,44%,Online as % of Computer Households:,52%,77%,Shopping as % of Online Households:,17%,59%,,>1,000 employees,100-1,000 employees,,Percent of U.S. Business (1998),Consumer,Business,,,Internet Development E-Commerce Introduction Business Impact Impediments for E-Commerce Bain eConsulting Experience,Agenda,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,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,Industry Value Chain,,Internet Infrastructure,User,,Access,`,Intermediaries,Applications,Enablers,Content Commerce Communication Community,E-Commerce Growth By Segment (United States),Source: IDC; Jupiter; Forrester; Analyst Reports; Bain analysis; eMarketer,,However, the vast majority of growth will be driven by applications.,,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,Web Business Models,Web business models can be sorted according to the benefit they are delivering the user.,,,Internet Development E-Commerce Introduction Business Impact Impediments for E-Commerce Bain eConsulting Experience,Agenda,,The Internet is a major discontinuity that will redefine the strategic landscape in every industry.,Craft Based Economy,Industrial Revolution,Mass Production,,,Internet / Information Revolution,,,S u p p l i e rs,D I s t r I b u t o r s,M a n u f a c t u r i n g,R e s e l l e r s,Cu s t o m e r s,,,,,Internet Impact Internet Revolution,Internet Impact Impact Overview,,These result in dramatic changes across company relationships with customers, suppliers, employees and other stakeholders.,Impact Overview Customer Relationship Management Evolution,,Description:,Example:,Customer Relationship Management Evolution (Benefits of E-Commerce Model),,A is a compelling example of an E-Commerce customer relationship model.,Efficient purchase process quick log-in search by title, subject, author read reviews, recommendations one-click ordering receive books by mail Superior selection and availability Adjacent product offerings e.g., music, video, others Value-added services reviews proactive, tailored recommendations,。