1、Travel,Logistics&InfrastructureE-commerce is entering a new phase in Southeast Asia.Are logistics players prepared?Changing consumer and merchant habits are creating opportunities for logistics companiesif they can cater to new needs and meet more exacting standards.by Sal Arora,Fox Chu,Stanislav Me

2、lnikov,and Lizzie Zhang December 2022 Somyot Techapuwapat/Getty ImagesWhile growth of Southeast Asias e-commerce market has accelerated since the mid-2010s,the COVID-19 pandemic has propelled it into an new phase.From 2016 to 2021,the total value of e-commerce sales grew fivefold,or 40 percent,annua

3、lly.And e-commerces share of all retail sales surged to 20 percent,from 5 percent.This new stage of Southeast Asias e-commerce market isnt just a matter of increased value.Across the subcontinent,more people are buying a wider array of products online across more diversified channels.To accommodate

4、this expanded range of fulfillment demands,the regions supply chains are shifting.New logistics capabilities will likely be required,and incumbent logistical players and new entrants who possess them will stand to reap the biggest value from these shifts.This article provides an overview of Southeas

5、t Asias e-commerce growth trajectory for the next few years.Using Chinas experience as a reference point for how Southeast Asias e-commerce landscape will evolve,well delve into the implications of changing customer and merchant behaviors for the logistics sector.Finally,well explore key domestic an

6、d cross-border opportunities for logistics players to seize.E-commerce is rising slowly across Southeast Asia,but there is a long runway for growth In the past few years,most e-commerce markets in Southeast Asia passed their inflection points,where big upticks in e-commerce growth were witnessed(Exh