TiEA_SEA_ Internet_Taiwan_Jamie_16Q2

東南亞，臺灣的最後⼀班列⾞
SEA, Taiwan‘s Last Hope
Jamie Lin, Chairman of TiEA
277 Member Companies
US$ 10B+ Total Gross Merchandise Value
Presence in 20+ Countries
Selected Member Companies
Company
Business
US Counterpart
Google
#1 Search
PChome
#1 Online Retail (B2C)
Amazon
Momoshop
#2 Online Retail (B2C)
Amazon
Yahoo
#1 Portal / #3 Online Retail (B2C)
ETToday
#1 Native News
BuzzFeed
UDN
#1 Professional News
NYTimes
Ruten
#1 Auction Platform (C2C)
eBay
104
#1 Job Service
Monster
Pixnet
#1 Blogging Platform
Tumblr
Gamer
#1 Gaming Forum
GameSpot
iPeen
#1 Local Reviews
Yelp
i-Part
#1 Dating
Tinder
EZTABLE
#1 Table Booking
OpenTable
The End of Greater China
China’s Economic Reform
Import Substitution
But more importantly,
The Rise of Internet
Internet >> SMC
Google > all $10B+ SMCs combined!
>
PC Value Chain
Hardware
OS
Brand
Channel
PC Value Chain
PC
Taiwan GDP
Hardware
PC
OS
PC
Brand
PC
Channel
PC Value Chain
PC
Taiwan GDP
Hardware
PC
OS
PC
Brand
Smartphone Value Chain
H/W
OS
Brand
Channel
PC
Channel
PC Value Chain
PC
Taiwan GDP
Hardware
PC
OS
PC
Brand
Smartphone Value Chain
H/W
TW
OS
Brand
Channel
PC
Channel
PC Value ⇠⇠ Internet / EC / Content Value
H/W
Internet
Advertising
EC
Gaming
OS, Brand, Channel
SP Value ⇠⇠ Internet / EC / Content Value
H/W
Internet
Advertising
OS, Brand, Channel
EC
Gaming
PC Value ⇠⇠ Internet / EC / Content Value
TW
H/W
Internet
Advertising
EC
Gaming
SP Value ⇠⇠ Internet / EC / Content Value
TW
H/W
Internet
Advertising
EC
Gaming
That’s why Google > all $10B+ SMCs combined!
>
That’s why….
We need our own
Internet Giants, too
But Taiwan’s market alone is
too small
That’s where China came into play
But we failed!
Now we can’t afford to miss
Southeast Asia, again
Population
2016
2036
China
1.4B
1.4B
SEA
0.6B
0.9B
Taiwan + SEA + Internet =
Greater SEA Digital Economy
Internet in Taiwan
23M Population
17M Smartphone Users
15M Facebook / LINE Users
World’s #1 Smartphone Penetration %
World’s #1 in Smartphone Minutes per User
World’s #4 in Google Play Revenue
World’s #7 in Facebook Penetration
One of the World’s Most Diverse Users
EC in Taiwan
US$ 20B Total Gross Merchandise Value
17% Retail Penetration
World Leading EC Penetration
17% in Taiwan
12% in China
10% in US
1-4% in SEA
Taiwan can be the US for SEA
0. Besides most advanced
digital economy
1. Biggest Market
Southeast Asia vs. China vs. Taiwan
TW
23.1
17.0
73.7%
15
17
116.7
Taiwan’s EC Market is larger
than all of SEA EC combined
2. Best IPO Market for
Mid-Cap Internet Companies
3. Better Higher Education,
Especially Computer Science
4. Cultural Exporter
5. Taiwanese / Chinese Network
We can’t afford to miss SEA,
again
We can’t afford to miss Internet,
again
東南亞，臺灣的最後⼀班列⾞
SEA, Taiwan‘s Last Hope
Jamie Lin, Chairman of TiEA