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1644451

東協電子商務物流：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

ASEAN E-commerce Logistics - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2025年東協電子商務物流市場規模估計為71.2億美元，預計到2030年將達到140.2億美元，預測期內（2025-2030年）的複合年成長率為14.5%。

東協電商物流-市場-IMG1

當新冠疫情引發東南亞電子商務熱潮時，宅配業者紛紛努力維持並擴大其成功。東南亞的網路零售額從4,950億美元成長至估計的5.81億美元。倉庫的面積通常為 1,000平方公尺，但對平方公尺或 15,000平方公尺的多層倉庫的需求很大。

東南亞有望經歷電子商務的快速成長。東南亞五個國家名列全球成長最快的電子商務市場之列，佔據前十名的一半。東南亞先前在電子商務方面落後，經常活在中國和日本的陰影下。然而，現在幾乎每個國家都擁有行動設備，因此可以存取網路。這五個國家的行動普及率均接近 100%。

據業內人士透露，馬來西亞人口為3280萬。基準年電子商務銷售額與前一年同期比較增15%至63億美元。最受歡迎的市場是Shopee，其次是與京東合作的本地平台PGMall。最受歡迎的市場是京東、Shopee 和 Lazada。主要產品類別為電子產品和個人護理。

雖然電子商務的快速成長有助於開拓這一市場的物流，但由於地理位置複雜，對於東南亞一些國家來說，這仍然是一個挑戰。管理物流營運對於電子商務企業來說是一個挑戰。隨著全球經濟從疫情中復甦、收入水準提高，預計亞洲區域內市場將擴大，同時在電子商務產業的推動下，對快遞物流服務的需求也將隨之擴大。

東協電商物流市場趨勢

電子商務成長推動市場

東南亞電子商務蓬勃發展。該地區的消費趨勢為尋求擴張的線上零售商創造了令人興奮的機會，數位付款領域實現了顯著成長。在產品類別中，電子產品在該地區最受歡迎。電視、智慧型手機、筆記型電腦、USB 記憶棒和行動電源是此類別的暢銷產品。

同時，服飾、時尚配件、嬰兒用品和家具也緊隨其後，這些類別的銷售額在東南亞市場創下了歷史新高。電商平台直播正在東南亞市場迅速擴張。數據顯示，馬來西亞和新加坡電商平台直播觀看時間增加了200%。這一趨勢也蔓延到了菲律賓，那裡 60% 的品牌正在使用直播銷售來吸引更多的客流量。

對社交商務的支援、網際網路的廣泛應用以及對某些產品類型的需求正在推動東南亞國協電子商務的成長。線上通路對於各國國內零售商來說都代表著龐大的商機。雖然這些國家在基礎設施和物流服務方面落後，但透過該管道對產品的需求正在吸引投資者深入市場。

東南亞基礎建設支撐市場

全球對東南亞基礎設施需求的關注度日益提升，對開發中國家來說既是激勵，也是憂慮。七國集團宣布支持2021年美國主導的「重建美好世界」（B3W）舉措，歐盟宣布「全球互聯互通歐洲」基礎設施戰略。

這些舉措旨在解決開發中國家40 兆美元的基礎設施缺口，但由於它們似乎與中國的「一帶一路」計劃競爭，也引發了地緣政治擔憂。東南亞各國政府不希望因投資決策而捲入地緣政治衝突。除了需要大量資金外，東南亞發展中國家的基礎建設也因貧困和持續存在的氣候變遷威脅而面臨更多問題。儘管基礎設施已經改善，但還需要做更多的工作。大多數人口無法獲得電力、安全的飲用水或安全的道路。

規劃不善和交通擁擠的城市會對日常生產力造成影響、浪費燃料並增加壓力。此外，國際貨幣基金組織（IMF）發現，各國因效率低下而浪費了約三分之一的基礎建設支出。

同時，到2023年，東南亞基礎設施領域的投資將會增加。例如，2023年3月，亞洲基礎設施投資銀行（亞投行）向塞拉亞東南亞能源轉型和數位基礎設施基金（該基金）提供了超過1.2億美元資金。該投資旨在加強該地區的綠色能源轉型和技術支援的基礎設施發展，同時也有望改善亞洲的跨境數位連結性。此外，AP Moller 集團計劃於 2023 年 2 月向南亞和東南亞的各個基礎設施平台投資超過 7.5 億美元。因此，該地區基礎設施行業的成長預計將為物流物流服務提供者創造巨大的商機。

東協電商物流產業概況

由於全部區域物流服務的需求正在快速成長，東協電子商務物流市場格局變得分散，迫使企業加強競爭力以抓住機會。因此，國際參與者正在進行策略性投資，在該地區建立物流網路，包括開設新的物流中心和智慧倉庫。一些主要的公司有 JNE Express、LBC Express、GD Express、Kelly Express、Ninja Van 和 Best Express。為了保持成本競爭力，開展線上業務的公司更願意與第三方宅配業者合作，而不是僱用內部送貨人員。因此，全球公司都在積極投資，以利用該地區的成長機會。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第 1 章 簡介

  • 調查前提條件
  • 研究範圍

第2章調查方法

  • 分析方法
  • 研究階段

第3章執行摘要

第4章 市場動態

  • 當前市場狀況
  • 市場動態
    • 驅動程式
      • 電子商務領域的成長
    • 限制因素
      • 複雜產品退貨
    • 機會
      • 增加對數位基礎設施的投資
  • 價值鏈/供應鏈分析
  • 波特五力分析
    • 新進入者的威脅
    • 購買者/消費者的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭
  • 洞察技術趨勢和自動化
  • 政府法規和舉措
  • 供應鏈/價值鏈分析
  • 電子商務市場洞察
  • 聚焦－電子商務物流的關鍵樞紐
  • 了解逆向/退貨物流
  • COVID-19 市場影響

第5章 市場區隔

  • 按服務
    • 運輸
    • 倉庫和庫存管理
    • 附加價值服務（標籤、包裝等）
  • 按業務
    • B2B（企業對企業）
    • B2C（企業對消費者）
  • 目的地
    • 國內的
    • 國際/跨境
  • 按產品
    • 服裝與時尚
    • 家電
    • 家電
    • 家具
    • 美容及個人保健產品
    • 其他（玩具、食物等）
  • 按國家
    • 新加坡
    • 泰國
    • 越南
    • 印尼
    • 馬來西亞
    • 菲律賓
    • 其他東南亞國協

第6章 競爭格局

  • 市場集中度概覽
  • 公司簡介
    • Deutsche Post DHL Group
    • United Parcel Service
    • FedEx Corporation
    • Pos Indonesia
    • PT Jalur Nugraha Ekakurir（JNE Express）
    • PT Global Jet Express（J&T Express）
    • J&T Express
    • Flash Express
    • Best Express
    • Kerry Express
    • PT Citra Van Titipan Kilat（TIKI）
    • Giao Hang Nhanh
    • Ninja Van
    • LBC Express
    • GD Express Sdn Bhd*
  • 其他公司

第7章：市場的未來

第 8 章 附錄

  • 宏觀經濟指標（按活動分類的 GDP 分佈、運輸和宅配業的經濟貢獻）
  • 貿易統計 - 按產品、原產國和發送國分類的進出口統計
簡介目錄
Product Code: 72043

The ASEAN E-commerce Logistics Market size is estimated at USD 7.12 billion in 2025, and is expected to reach USD 14.02 billion by 2030, at a CAGR of 14.5% during the forecast period (2025-2030).

ASEAN E-commerce Logistics - Market - IMG1

When COVID-19 caused a surge in e-commerce throughout Southeast Asia, delivery companies struggled to sustain and expand their success. Southeast Asia's internet retail value increased from USD 495 billion to an estimated USD 581 million. Warehouses were typically 1,000 sq. mt. in size, but demand was for multi-level warehouses that could be 10,000 or 15,000 sq. mt.

Southeast Asia is poised for rapid growth in e-commerce. Five Southeast Asian countries are among the world's fastest-growing e-commerce markets, accounting for half of the top ten. Southeast Asia was previously an e-commerce laggard, digitally overshadowed by China and Japan. However, nearly all of them now have mobile devices and, as a result, internet access. The five countries' mobile penetration rates are all close to 100%.

According to industry sources, Malaysia has a population of 32.8 million people. E-commerce sales in the base year were USD 6.3 billion, up 15% from the previous year. Shopee is the most popular marketplace, followed by PGMall, a local platform that collaborates with JD. The most popular marketplaces are JD, Shopee, and Lazada. The main product categories are electronics and personal care.

Even though the rapid growth of e-commerce is driving logistics development in this market, this remains a challenge for a few countries with complex topography in Southeast Asia. Logistics operation management is a challenge for e-commerce businesses. As economies recover from the global pandemic and income levels rise, the intra-Asian market is expected to expand, with a corresponding increase in demand for express logistics services propelled by the thriving e-commerce sector.

ASEAN E-commerce Logistics Market Trends

E-commerce growth is driving the market

Southeast Asia is experiencing a surge in e-commerce. Consumer trends in the region are creating exciting opportunities for online retailers looking to expand due to massive growth in the digital payments sector. Among product categories, electronics are the most popular in the region. TVs, smartphones, laptops, USB drives, power banks, and other items are among the best-sellers in this category.

On the other hand, clothing, fashion accessories, baby products, and furniture are not far behind, with Southeast Asian markets experiencing higher-than-ever sales in these segments. Live streaming for e-commerce platforms is rapidly expanding in the Southeast Asian market. Statistics show live streaming hours on e-commerce platforms increased by 200% in Malaysia and Singapore. The trend spread to the Philippines, where 60% of brands use live selling to attract more customers to their stores.

The support of social commerce, internet penetration, and demand for some product categories drives the growth of e-commerce in ASEAN countries. The online channel has created a huge opportunity for domestic retailers in various countries. Even though these countries lag in infrastructure and logistics services, the demand for products through the channel is luring investors to dive deeply into the market.

Infrastructure development in south-east Asia supporting the market

The growing global interest in Southeast Asia's infrastructure needs has been exciting and concerning for developing countries. The G7 announced its support for the US-led 'Build Back Better World' (B3W) initiative in 2021, while the European Union unveiled its infrastructure strategy, dubbed 'Globally Connected Europe.'

These initiatives aim to address developing countries' USD 40 trillion infrastructure gap, but they also raise geopolitical concerns by appearing to compete with China's Belt and Road Initiative. Southeast Asian governments do not want to be caught in a geopolitical crossfire over investment decisions. Apart from the massive amounts of capital required, infrastructure in developing Southeast Asian countries suffers more due to poverty and the ever-present threat of climate change. While the infrastructure has improved, more is needed. The majority of the population lacks access to electricity, safe drinking water, and safe roads.

Cities with poor planning and traffic congestion alone cost them a daily loss of productivity, wasted fuel, and increased stress. In addition, the International Monetary Fund (IMF) discovered that countries waste roughly one-third of their infrastructure spending due to inefficiencies.

Meanwhile, in 2023, Southeast Asia witnessed an increasing number of investments in the infrastructure sector. For instance, in March 2023, the Asian Infrastructure Investment Bank (AIIB) granted more than USD120 million to the Seraya Southeast Asia Energy Transition and Digital Infrastructure Fund (the Fund). This investment is aimed at enhancing the region's transition to green energy and technology-enabled infrastructure development, which is also expected to improve cross-border digital connectivity within Asia. Moreover, in February 2023, A.P. Moller Group planned to invest more than USD 750 million in various infrastructure platforms in South and Southeast Asia. Thus, the growing infrastructure sector in the region is expected to create a huge opportunity for e-commerce logistics service providers.

ASEAN E-commerce Logistics Industry Overview

The ASEAN e-commerce logistics market landscape is fragmented as the demand for logistics services is growing rapidly across the region, and companies are becoming more competitive to capture this opportunity. As a result, international players are making strategic investments to establish a regional logistics network, such as opening new distribution centers and smart warehouses. Some leading players include JNE Express, LBC Express, GD Express, Kerry Express, Ninja Van, and Best Express. To maintain cost competitiveness, companies that operate online prefer to work with third-party courier providers instead of hiring in-house delivery staff. As a result, global companies are actively investing in targeting growth opportunities in the region.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

  • 2.1 Analysis Method
  • 2.2 Research Phases

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS DYNAMICS

  • 4.1 Current Market Scenario
  • 4.2 Market Dynamics
    • 4.2.1 Drivers
      • 4.2.1.1 Growing E-commerce Sector
    • 4.2.2 Restraints
      • 4.2.2.1 Complicated Product Returns
    • 4.2.3 Opportunities
      • 4.2.3.1 Increasing Investments in Digital Infrastructure
  • 4.3 Value Chain / Supply Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Threat of New Entrants
    • 4.4.2 Bargaining Power of Buyers/Consumers
    • 4.4.3 Bargaining Power of Suppliers
    • 4.4.4 Threat of Substitute Products
    • 4.4.5 Intensity of Competitive Rivalry
  • 4.5 Insights into Technological Trends and Automation
  • 4.6 Government Regulations and Initiatives
  • 4.7 Supply Chain/Value Chain Analysis
  • 4.8 Insights into the E-commerce Market
  • 4.9 Spotlight - Key Hubs for E-commerce Logistics
  • 4.10 Insights into Reverse/Return Logistics
  • 4.11 Impact of COVID-19 on the Market

5 MARKET SEGMENTATION

  • 5.1 By Service
    • 5.1.1 Transportation
    • 5.1.2 Warehousing and Inventory Management
    • 5.1.3 Value-added Services (Labeling, Packaging, etc.)
  • 5.2 By Business
    • 5.2.1 B2B (Business-to-Business)
    • 5.2.2 B2C (Business-to-Consumer)
  • 5.3 By Destination
    • 5.3.1 Domestic
    • 5.3.2 International/Cross-border
  • 5.4 By Product
    • 5.4.1 Fashion and Apparel
    • 5.4.2 Consumer Electronics
    • 5.4.3 Home Appliances
    • 5.4.4 Furniture
    • 5.4.5 Beauty and Personal Care Products
    • 5.4.6 Other Products (Toys, Food Products, etc.)
  • 5.5 By Country
    • 5.5.1 Singapore
    • 5.5.2 Thailand
    • 5.5.3 Vietnam
    • 5.5.4 Indonesia
    • 5.5.5 Malaysia
    • 5.5.6 Philippines
    • 5.5.7 Rest of the ASEAN

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration Overview
  • 6.2 Company Profiles
    • 6.2.1 Deutsche Post DHL Group
    • 6.2.2 United Parcel Service
    • 6.2.3 FedEx Corporation
    • 6.2.4 Pos Indonesia
    • 6.2.5 PT Jalur Nugraha Ekakurir (JNE Express)
    • 6.2.6 PT Global Jet Express (J&T Express)
    • 6.2.7 J&T Express
    • 6.2.8 Flash Express
    • 6.2.9 Best Express
    • 6.2.10 Kerry Express
    • 6.2.11 PT Citra Van Titipan Kilat (TIKI)
    • 6.2.12 Giao Hang Nhanh
    • 6.2.13 Ninja Van
    • 6.2.14 LBC Express
    • 6.2.15 GD Express Sdn Bhd*
  • 6.3 Other Companies

7 FUTURE OF THE MARKET

8 APPENDIX

  • 8.1 Macroeconomic Indicators (GDP Distribution by Activity, Contribution of Transport/Courier Industry to Economy)
  • 8.2 Trade Statistics - Export and Import Statistics by product and by country of origin/destination