Platform Intelligence
Tiki
Tiki a kasuwannin kasuwanci ta yanar gizo 1 na yanki: Kudu-maso-Gabashin Asiya — GMV / rabo / girma / matsayi daga rahoton Top-5 na kowane yanki.
QAs a merchant, what do I need to care about?
Nine dimensions merchants should review before joining:
Merchant snapshot
Dandalin cikin gida na Vietnam, tsaye na lantarki/littattafai da isar da rana ɗaya ta TikiNOW suna da suna mai kyau, amma ƙimar ta faɗi kusan 99%, kaso bai kai 1% ba, masu siyarwa suna fita da yawa — ya dace kawai da ƙanana masu siyarwa na tsaye masu kyau waɗanda suke son gwada ƙanƙara, bai dace a matsayin babban filin yaƙi ba.
Entry requirements
Dandalin cikin gida na Vietnam (an kafa shi 2010), Tiki Corp ne ke sarrafa shi (masu hannun jari na VC, sun taɓa alaƙa da VNG sannan suka rabu); yafi fuskantar masu siyarwa na gida na Vietnam, ana buƙatar bayanan kaya na harshen Vietnam da cancantar asalin gida, shiga ketare iyaka ba shi ne babban hanyar ba. Dandali yana cikin matsin kuɗi, kafin shiga ana buƙatar kimanta dawwamar dandali da haɗarin biyan kuɗi.
Fee structure
Babu amintattun lambobin jama'a na kashi da sauran kuɗaɗe, bisa bisa da jadawalin kuɗaɗen hukuma; a yanayin da Shopee/TikTok Shop suka ƙara kuɗaɗen Vietnam sosai a 2025 kuma ƙanana da matsakaici masu siyarwa suka fita da yawa, yanayin masu siyarwa da ikon ciniki na Tiki suna ƙara raunana, tasirin girman da iyawar tallafi suna da iyaka.
Getting traffic
Yana samun abokan ciniki da tunanin nau'ikan tsaye na lantarki, littattafai, kayan jarirai da sunan TikiNOW na isar da rana ɗaya; kasuwar Vietnam ta riga ta tattara sosai (Shopee kusan 52%, TikTok Shop kusan 41%), kaso na Tiki bai kai 1% ba, kafofin watsa labarai sun ce an kusan fitar da shi daga kasuwa, ƙimar zirga-zirgar halitta da wuraren talla tana da iyaka.
Fulfilment & logistics
Jigilar TikiNOW na isar da rana ɗaya na kansa, sunan saurin isarwa ya taɓa zama fa'idar bambanci; amma girman cibiyar sadarwa da kuɗi suna da iyaka, rufewa da kwanciyar hankali suna da shakku. Kadarorin jigila na TikiNOW ana daukarsu a matsayin ɗaya daga cikin hanyoyin samun kuɗi na juyin.
Payments & settlement
Biyan kuɗi na gida na Vietnam ne jigon (biyan kuɗi a lokacin isarwa, jakunkunan kuɗi na gida da sauransu), sulhu da VND; tsawon lokacin sulhu bisa hukuma.
Compliance
Vietnam tun 2025 ƙa'ida tana ƙara tsananta (rajistar masu siyarwa, raba bayanai na dandali da sauran buƙatu, Vietstock), kuɗin bin ka'ida yana ƙaruwa; a ka'ida hoton dandalin gida yana da fa'ida a ƙarƙashin ƙarfafa ƙa'ida, amma dole a fara warware matsalar rayuwa.
Key risks
1) Ƙimar ta faɗi kusan 99% (daga unicorn na kusan US$1B → zuwa ƙimar matakin US$10M), iyawar tara kuɗi da harsashin faɗaɗa sun ƙare, akwai haɗarin rayuwa na ci gaba da zubar da jini; 2) kaso bai kai 1% ba, kusan manyan biyu na Shopee/TikTok Shop sun fitar da shi; 3) yanayin masu siyarwa yana lalacewa: a kwata na farko na 2025 kusan shaguna 38,000 sun ɓace a Vietnam, ƙanana da matsakaici dandamali sun fara shan wahala; 4) a yanayin manyan biyu, juya yanayin yana buƙatar babban saka hannun jari da ba za a iya ɗauka ba.
Best-fit sellers
Ya dace da: ƙanana masu kasuwanci da suke da sarkar samarwa na gida a Vietnam, waɗanda suke fuskantar nau'ikan tsaye na lantarki/littattafai/kayan jarirai, masu daraja ƙwarewar isar da rana ɗaya, don gwada ƙanƙara, ko amfani da tunanin tsayensa don gwada alama. Bai dace da: masu siyarwa masu neman ƙara siyarwa mai yawa ba, sabbin masu siyarwa na ketare iyaka marasa asalin gida da ƙwarewar sarrafa Vietnam ba.
Sources
research/sections/sea_platforms.md; 各地区电商平台Top5深度研究报告.md 第7章; research/research_findings_top5_ecommerce_india_sea.md; https://vietnaminsiders.com/tikis-rise-and-fall-from-vietnams-billion-dollar-dream-to-a-10-million-struggle/; https://e.vnexpress.net/news/business/data-speaks/shopee-tiktok-shop-squeeze-tiki-almost-entirely-out-of-e-commerce-market-4877173.html; https://english.vov.vn/en/economy/sellers-exit-en-masse-from-e-commerce-platforms-in-early-2025-post1218464.vov; https://en.vietstock.vn/2026/01/e-commerce-market-undergoes-transformation-amid-rising-competition-and-regulation-38-627671.htm; https://theinvestor.vn/tiki-global-no-longer-affiliate-of-vietnam-unicorn-vng-d14451.html
QA waɗanne yankuna Tiki ya shiga Top 5, kuma yaya aka jera shi?
Tiki ya bayyana a jerin Top-5 na yankuna 1: Kudu-maso-Gabashin Asiya.
Faɗaɗa: cikakken teburin bayanai na kowane yanki (GMV / kudaden shiga / rabo / girma / matsayi)
| Yanki | # | GMV / kudaden shiga | Rabo | Girma | Matsayi |
|---|---|---|---|---|---|
| Kudu maso Gabashin Asiya | 5 | ~$0.5B (kimantawa) | <1% | Raba yana raguwa | Dandalin gida na Vietnam (lantarki / littattafai) |
QYaya matsayin gasa ya bambanta bisa yanki?
- Kudu maso Gabashin Asiya（#5）：Dandalin gida na Vietnam (lantarki / littattafai)
QIna wannan shaida ta fito?
Kowane adadi an ɗauke shi daga rahoton Top-5 da binciken majiyoyi na waccan yanki. Babu canji tsakanin yankuna ko sabbin kimar: