Region Deep-Dive
جنوب شرق آسیا
زبانهای اصلی این منطقه: Bahasa Indonesia · Tiếng Việt · ไทย · English · Bahasa Melayu
پلتفرمهای مرتبط ذیل هوش پلتفرم فهرست شدهاند. هر رقم زیر را میتوان در متن منبع گسترشیافته بررسی کرد. هوش پلتفرم.
Qبازار تجارت الکترونیک جنوب شرق آسیا چقدر بزرگ است و چگونه رشد میکند؟
پلتفرم GMV $157.6B (2025، +22.8%، Momentum Works); تجارت الکترونیک گسترده تر e-Conomy SEA ~$181B (2025، از جمله کانال های غیر پلت فرم)
+22.8% (پلتفرم 2025 GMV)؛ یکی از سریعترین مناطق تجارت الکترونیک در جهان (سریعترین تایلند ~+52%)
گسترش: بخش اصلی گزارش جهانی (جزئیات کشور/بازار فرعی و منابع)
5.5 Southeast Asia (one of the world’s fastest-growing ecommerce regions)
- Total size (two definitions):
- e-Conomy SEA (Google/Temasek/Bain): 2024 Southeast Asia digital-economy GMV $263B (+15%), of which ecommerce $159B; 2025 digital economy over $300B, ecommerce about $181B.
- Momentum Works (platform GMV only): 2024 $128.4B → 2025 $157.6B (+22.8%), with top platforms’ share rising to 98.8%.
- Platform landscape: Shopee is #1 (2025 global GMV $127.4B, of which SEA about $66.8B); TikTok Shop is rising fast (Thailand 2025 revenue ฿54.4 billion, about 4× growth, overtaking Lazada into second place); Lazada is third; Tokopedia has been folded into the TikTok ecosystem. Chinese platforms account for about 50% of Southeast Asia ecommerce GMV.
- Source: https://kr-asia.com/tiktok-sea-alibaba-owned-e-commerce-corner-asean-markets ; https://www.baijing.cn/article/55754 ; https://www.yiofong.com/news/2510312802
- Video commerce is the growth engine: 2025 ASEAN-6 ecommerce transaction value crossed $180 billion, pulled mainly by video/live commerce.
- Source: https://dxpress.gelonghui.com/p/3531912
- Country snapshot (2024–2025):
| Country | Size | Growth / key points | Source |
|---|---|---|---|
| Indonesia | 2025 ecommerce over $46B | Southeast Asia’s largest ecommerce market; Shopee dominant, TikTok/GoTo ecosystem linkage | https://www.globaldata.com/media/banking/indonesias-e-commerce-market-surpass-46-billion-2025-forecasts-globaldata/ |
| Vietnam | 2024 ecommerce $25B (+20%) | Ecommerce already >10% of retail; may reach $70B by 2030; TikTok Shop competing hard with Shopee | https://en.baochinhphu.vn/print/viet-nams-e-commerce-market-up-20-in-2024-111250107155234946.htm |
| Thailand | TikTok Shop 2025 revenue ฿54.4 billion (about 4×) | Ecommerce melee: Shopee vs TikTok Shop vs Lazada; TikTok Shop already profitable | https://m.163.com/dy/article/KVU2461H05118A6A.html |
| Philippines | 2024 about $24.5B | May exceed $75B by 2033; Shopee/Lazada/TikTok Shop as the big three | https://www.amz123.com/kx/SIcwmaDI |
| Malaysia | B2C expected $21.42B by 2029 | e-Conomy SEA 2025 says it has ASEAN’s fastest digital-economy growth | https://www.researchandmarkets.com/reports/6191229/malaysia-b2c-ecommerce-market-size-and-forecast |
| Singapore | B2C $16.39B (2024) → $25.5B (2029) | Platform market +21% in 2024, Shopee in the lead | https://www.globenewswire.com/fr/news-release/2026/01/29/3228356/28124/en/Singapore-B2C-Ecommerce-Industry-Report-2025-A-25-5-Billion-Market-by-2029-from-16-39-Billion-in-2024-Size-Forecast-by-Value-and-Volume-Across-80-KPIs.html |
Definition note: Southeast Asia totals exist in two series — e-Conomy SEA (broad definition, including non-platform and services, $181B/2025) and Momentum Works (platform GMV only, $157.6B/2025); Thailand nationwide ecommerce $200–220B is an extremely broad definition, and Malaysia RM937.5B (9M2025) is a national digital-economy statistic — none of these is directly comparable to B2C GMV.
Qپلتفرمهای پنجتای برتر تجارت الکترونیک در جنوب شرق آسیا کداماند و رتبهٔ آنها چیست؟
3 مورد برتر 98.8% را نگه دارید: Shopee (~53%) + فروشگاه TikTok (~29%، برای گرفتن #2 به $45.6B دو برابر شد) + Lazada (~17%)؛ Amazon.sg و Tiki تخمین های دم بلند هستند (ترکیب فقط ~1.2%).
گسترش: بخش اصلی گزارش پنجتای برتر (جداول GMV / درآمد / کاربران / جایگاه)
7. Southeast Asia
Ranking basis: by Momentum Works Ecommerce in SEA 2026 platform GMV (CY2025 total $157.6B, +22.8%; top 3 hold 98.8%). Another definition, e-Conomy SEA (Google-Temasek-Bain), puts 2025 ecommerce at about $181B (including non-platform channels) — the two definitions must not be mixed. Ranks 4–5 are estimates (Momentum Works only publishes granularity for the top three; the long tail totals only ~1.2%).
| Rank | Platform | Company | GMV 2025 | Share | Positioning & strengths |
|---|---|---|---|---|---|
| 1 | Shopee | Sea Ltd | Southeast Asia $83.2B; global $127.4B (+26.8%) | ~53% | Mass market+gamification+owned logistics (SPX)+SeaMoney; Indonesia share 54% |
| 2 | TikTok Shop (incl. Tokopedia Indonesia) | ByteDance | Southeast Asia $45.6B (about 2×); global about $64B | ~29% | Live/content commerce; after the 2023 Indonesia ban, acquired ~75% of Tokopedia for $1.5B and integrated operations |
| 3 | Lazada | Alibaba | about $26.9B (derived: 98.8%×157.6−83.2−45.6) | ~17% | Alibaba flagship; owned logistics; overtaken by TikTok Shop into third; Vietnam Lazada+Tiki only 3% left |
| 4 | Amazon.sg | Amazon | about $1–2B (est.) | <1.5% | Singapore-focused; Prime Now/Fresh |
| 5 | Tiki | Tiki Corp | about $0.5B (est.) | <1% | Vietnam local platform (electronics/books); share declining |
⚠️ Definition and conflict notes: 1. Two total-size definitions: Momentum Works platform GMV $157.6B (2025) vs e-Conomy SEA ecommerce $181B (including non-platform) — cite the series when quoting. 2. TikTok Shop SEA $45.6B (TNGlobal "~2x") differs from some media "+132%" and Indonesia-only $13.1B (MOCA) (the latter may understate or exclude Tokopedia volume). 3. Do not mix Shopee Southeast Asia $83.2B with global $127.4B; Lazada GMV is a derived estimate (Alibaba does not disclose). 4. "Chinese platforms about 50% of SEA GMV": TikTok Shop (~29%)+Lazada (~17%) ≈46%, plus Temu/Shein (not in the platform GMV series) approaches 50% — partially supported. 5. Country divergence: Indonesia 2025 platform GMV $57.7B (Shopee 54%), growth slowing (Ministry of Trade: ecommerce only +2.2%); Vietnam Top4 platform sales 429 trillion dong (+34.8%), TikTok Shop share up to ~41%; Thailand the fastest growth (~+52%, second-hand).
Sources (selected): Momentum Works — https://thelowdown.momentum.asia/new-report-southeast-asias-platform-ecommerce-reaches-us157-6b-in-2025-with-top-platforms-expanding-share-to-98-8/ ; TikTok Shop SEA — https://technode.global/2026/02/11/tiktoks-southeast-asia-doubles-gmv-year-on-year-to-45-6b-in-2025/ ; Shopee Indonesia — https://www.chwang.com/news/204507076900 ; Vietnam TikTok Shop share — https://zxchuhai.com/202510/44968.html ; Indonesia GMV — https://zxchuhai.com/202604/46514.html
Qچه چیزی ارزش پیگیری دارد؟
- TikTok Shop SEA GMV دو برابر شد و به $45.6B رسید و از Lazada سبقت گرفت. سهم ویتنام به ~41% افزایش یافت
- واگرایی کشور: پلت فرم اندونزی GMV $57.7B (Shopee 54%) کاهش رشد (فقط تجارت الکترونیک +2.2%)؛ سریعترین تایلند (~+52%)
- پلتفرم های چینی حدود 46– 50% از SEA GMV را تشکیل می دهند (TikTok Shop ~29% + Lazada ~17%، به علاوه Temu / Shein به 50% نزدیک می شود)
- این دو تعریف را با هم ترکیب نکنید: Momentum Works $157.6B (فقط پلتفرم ها) در مقابل e-Conomy SEA $181B (از جمله غیرپلتفرم)
Qبینشهای کلیدی چیست؟
- 3 نگه دارنده 98.8% ; پنجرههای تازه وارد در حالت عمودی، تجارت الکترونیک محتوا و خدمات محلی هستند
- فروشگاه TikTok سریعترین پلت فرم SEA در حال رشد است (~2x)
- تجارت الکترونیک ویدیویی/ پخش زنده موتور رشد SEA است (تجارت الکترونیک ASEAN-6 2025 از $180B فراتر رفت)
Qاین شواهد از کجا میآید؟
اسناد پژوهشی زیربنایی این منطقه (با URL کامل منابع):