Region Deep-Dive
韓國
呢個地區 Top 語言：한국어 · 日本語 · English · 中文 · Français
相關平台見平台情報。全部數字同結論都可以喺下面展開原文查證。 平台情報.
Q韓國電商市場規模有幾大？增長趨勢點樣？
2024 年網購交易額 ₩242.3 萬億（約 $165.9B，+5.8%，創紀錄）；移動電商佔比極高（~80%+）
+5.8% (2024)；手機主導
展開：全球格局報告原文（含分國家／子市場明細同來源）
5.2 Japan & South Korea
Japan: - 2024 B2C ecommerce about ¥26.1 trillion (+5.1%) (METI survey); ecommerce penetration only about 9.78% — the lowest among major markets, with ample room to grow. - Source: https://www.meti.go.jp/english/press/2025/0826_003.html ; https://en.jasec.or.jp/single-post/expansion-of-japan-s-e-commerce-market-size - Platforms: Amazon Japan, Rakuten, Yahoo! Shopping as the big three; Mercari (C2C) and ZOZOTOWN (fashion) as vertical leaders.
South Korea: - 2024 online-shopping transaction value ₩242.3 trillion (about $165.9B, +5.8%, a record); mobile ecommerce share is extremely high (~80%+). - Source: https://en.yna.co.kr/view/AEN20250204001900320 - Platforms: Coupang and Naver are in a "death match" (both set records in 2024); AliExpress and Temu combined sales in Korea are approaching ₩4 trillion. - Source: https://www.kedglobal.com/us/e-commerce/newsView/ked202501210003 ; https://www.56ok.com/topic/detail-593930-temu-aliexpress-hit-3b-in-south-korea-rival-local-ecommerce.html
Q韓國嘅 Top 5 電商平台係邊啲？市場地位點樣？
Coupang-Naver 雙雄 '死鬥'；新世界×阿里合資（AliExpress+Gmarket）成為第三極；11Street 老牌開放市場；Temu 新增安裝第一排第 5；Kakao Commerce 近榜候選。
展開：Top5 平台深度報告原文（GMV／收入／用戶／定位明細表）
5.2 South Korea
Ranking basis: Coupang by official revenue; Naver by group revenue + transaction standing; ranks 3–5 by users/new installs and strategic standing (no official GMV).
| Rank | Platform | Company | Key data | Positioning & strengths |
|---|---|---|---|---|
| 1 | Coupang | Coupang Inc | 2025 net revenue $34.5B (a record, about ₩49T); 2024 $30.9B (+24%); Q4'25 profit −97% (data-breach event) | 1P retail+Rocket Delivery next-day+Rocket Growth seller services; strong in fresh/grocery; about 32 million MAU |
| 2 | Naver Shopping | Naver Corp | 2025 group revenue ₩12T+ (about $9.1B, a record); ecommerce revenue share first exceeded 30% | Search+shopping aggregation (open market); Naver Pay; AI shopping; "death match" with Coupang for Korea #1 |
| 3 | AliExpress Korea + Gmarket | Alibaba International + Shinsegae JV | JV launched October 2025 (conditional KFTC approval in September); Gmarket rebooted with Alibaba AI/network | Cross-border low price (AliExpress) + local open market (Gmarket); "three Chinese dragons" applying pressure |
| 4 | 11Street | SK Square | Users growing fast (2025); no GMV disclosure ⚠️ | Veteran Korean open market (general merchandise) |
| 5 | Temu | PDD Holdings | Dec 2025 #1 in new app installs; MAU climbing fast; no official data ⚠️ | Ultra-low-price cross-border; local logistics/seller footprint |
| Near-list | Kakao Commerce | Kakao Corp | KakaoTalk shopping ecosystem | Alternative #5 candidate |
⚠️ Definition and conflict notes: Coupang 2024 growth +24% (USD, official) vs +29% (KRW, Chinese media); "Korea ecommerce $1.38T" (a Chinese restatement of Statista) is a methodology mismatch and has been excluded; 11Street/Temu have no official GMV.
Sources (selected): Coupang FY25 — https://www.upi.com/Top_News/World-News/2026/02/27/Coupang-posts-record-sales-Q4-profit-tumbles-97/3151772239820/ ; Naver — https://www.digitaltoday.co.kr/en/view/48297/naver-commerce-revenue-share-and-user-growth-drivers ; Coupang-Naver death match — https://www.kedglobal.com/e-commerce/newsView/ked202501210003 ; Shinsegae-Alibaba JV — https://www.reuters.com/sustainability/boards-policy-regulation/south-korea-conditionally-approves-aliexpress-shinsegae-unit-joint-venture-2025-09-18/ ; Statistics Korea — https://en.yna.co.kr/view/AEN20250204001900320
Q有咩值得關注嘅動態？
- 新世界×阿里合資 2025.10 啓動（KFTC 附條件批准），Gmarket 借阿里 AI/網絡重啓
- Coupang Q4'25 利潤 -97%（數據泄露事件）；同 Naver 爭韓國第一
- AliExpress 同 Temu 喺韓合計銷售額向 ₩4 萬億逼近
- '韓國電商 $1.38T' 係方法論錯配口徑，已經排除；11Street/Temu 冇官方 GMV 數據
Q關鍵洞察係咩？
- Coupang（自營物流）同 Naver（開放聚合）兩種模式 '死鬥'
- 中國平台（AliExpress/Temu）喺韓合計銷售額逼近 ₩4 萬億
- 第 3–5 名按用戶／新增安裝同戰略地位排名（冇官方 GMV）