Presentation at Chinnovation event on May 30th, 2017. Describes the leadership position that China achieved in the internet and ecommerce spaces.

1. China: Global E-Commerce Leadership

2. China?

3. China?

4. China?

5. China?

6. China?

7. www.InHsieh.com Digital ChinaProxxima 2017
China?

8. www.InHsieh.com Digital ChinaProxxima 2017
Welcome to the New
Digital China

9. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
B2C Retail E-Commerce
China Sales 2016: US$ 900 billion
18,4% of total Chinese Retail
55% via mobile devices
Source: emarketer 2016

10. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
B2C Retail E-Commerce
China Sales 2016: US$ 900 billion
18,4% of total Chinese Retail
55% via mobile devices
World E-Commerce
China 47%
USA 22%Source: emarketer 2016

11. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
Chinese E-Shoppers
Top 5 Product Categories Sold Online
Home & Gardening
Clothing
Fashion
Information Technology
Media & Entertaiment
#9 Fresh Food
7% of total sales
Source: Global Foundation - Global B2C E-commerce Report 2016, ebit Webshoppers
2016

12. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
Top5 Brazil
Household Appliances
Telecom
Electronic Devices
Information Technology
Home DecorSource: Global Foundation - Global B2C E-commerce Report 2016, ebit Webshoppers
2016
Chinese E-Shoppers
Top 5 Product Categories Sold Online
Home & Gardening
Clothing
Fashion
Information Technology
Media & Entertaiment
#9 Fresh Food
7% of total sales

13. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
Chinese E-Shoppers
Average Annual E-Commerce Spending
United States US$ 1804
China US$ 626
Brazil US$ 350
Source: Statista Digital Market Outlook 2015
B2C Marketshare 2016
24,7% 56,6%
With Taobao (C2C) + Tmal (B2C),
Alibaba has more then 80%

14. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
Most Well Funded E-Commerce of the World >US$ 100 MM funding
Source: CB Insights 2016
29% 36%
14%

15. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM

16. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
Maior IPO da história em capital levantado
Alibaba US$ 21 Bi em 2014
Facebook US$ 16 bi em 2012

17. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
ALIBABA GROUP INVESTMENTS
Guangzhou
Evergrande:
content
+products +e-
commerce
+tickets

18. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
ALIBABA GROUP INVESTMENTS
Guangzhou
Evergrande:
content
+products +e-
commerce
+tickets
Spielberg:
content
+products
+commerce
+tickets

19. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
ALIBABA GROUP INVESTMENTS
Guangzhou
Evergrande:
content
+products +e-
commerce
+tickets
Spielberg:
content
+products
+commerce
+tickets
Yum! China
(KFC/Pizza Hut):
O2O
+payments

20. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
ALIBABA GROUP INVESTMENTS
Guangzhou
Evergrande:
content
+products +e-
commerce
+tickets
Spielberg:
content
+products
+commerce
+tickets
Yum! China
(KFC/Pizza Hut):
O2O
+payments
Mattel:
create new toys for
Chinese market with
Alibaba user data

21. www.InHsieh.com Digital ChinaProxxima 2017
E o Single´s Day (11/11)? Por que importa pro Brasil?
ALIBABAALIBABASingle´s Day (11-11)

22. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
Single´s Day (11-11)
2016: US$ 1 bilhão sales in the first 5 minutes

23. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
Why does it matter for Brazil?
Single´s Day (11-11)

24. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
No Brazilian brand
Single´s Day (11-11)
Why does it matter for Brazil?

25. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
Single´s Day (11-11)
Why does it matter for Brazil?

26. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
Pionner large scale
VR deployment
Why does it matter for Brazil?
Single´s Day (11-11)

27. www.InHsieh.com Digital ChinaProxxima 2017
Entertainment + Ecommerce
viewers to cart convertion: 32%

28. www.InHsieh.com Digital ChinaProxxima 2017
Entertainment (influencer) + Ecommerce
R$ 10 million sales in 2 hours

29. www.InHsieh.com Digital ChinaProxxima 2017
E-Commerce Cross-border
China shopping from the World
US$ 85 billion in 2016

30. www.InHsieh.com Digital ChinaProxxima 2017
Daigou (online purchase agents)
US$ 15 billion sales in 2014

31. www.InHsieh.com Digital ChinaProxxima 2017
Daigou of luxury products
US$ 12 billion in 2014

32. www.InHsieh.com Digital ChinaProxxima 2017
Direct to Consumer (D2C)
Three little squirrels brand:
. 4 years old nuts brand
. started online only
. US$ 73 million sales at 2016 Single´s Day

33. www.InHsieh.com Digital ChinaProxxima 2017
Why does it matter for Brazil?

34. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH /
Companies as business platforms
More then internet companies, these are groups that are actually business platforms that know their customers more then
anyone in the history, by the means of intense use of data and open platforms
Day in the life of a Chinese Mobile Users B.A.T. holdings

35. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH /
B.A.T. holdings
platform is the new engine and data is the new oil

36. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
How will the
digital market puzzle in Brazil
look like in 5 years?

37. STARTUPS CHINESAS – OPORTUNIDADE OU RISCO? POR IN HSIEH / INHSIEH@GMAIL.COM
Maybe disruptive
companies with
Brazilian Chinese
DNA?

38. www.InHsieh.com Digital ChinaProxxima 2017
Presentation available online at:
www.inhsieh.com