独家

伯恩斯坦:到2025年,facebook可以打开2万亿美元的数字市场

根据经纪公司伯恩斯坦(Bernstein)的一份报告,到2025年,信实工业(Reliance Industries)和Facebook可以共同开启印度的数字生态系统,整体潜在市场规模将达到2万亿美元。

伯恩斯坦:到2025年,facebook可以打开2万亿美元的数字市场
新德里消息:依赖产业和脸谱网根据经纪公司的一份报告,到2025年,印度的数字生态系统的整体潜在市场将达到2万亿美元伯恩斯坦

Bernstein说:“RIL和FB正在建立一个生态系统(约10项关键服务),每个都足够大(总可用市场超过50亿美元),为消费者提供重要的离散服务。”“该平台的核心服务是零售/商业(1.3万亿美元)、支付(7000亿美元)、内容/广告/其他(700亿美元),到2025年,整体潜在市场规模将超过2万亿美元。”

伯恩斯坦表示,印度拥有第二大互联网用户(6亿+),增长最快的电子商务(30%+复合年增长率),第二大智能手机用户(7亿+)和深度支付网络(每月15亿笔交易)。“平台方法可以解锁数字生态系统。”

电子商务/零售
根据该报告,到2025年,电子商务在整个零售业中的份额预计将从4%增加到10%,因为该行业将继续加速,2018-25年的复合年增长率约为30%+。该券商补充称,信实零售在食品杂货领域的领导地位,进入电子商务(JioMart),而强大的供应链将使公司处于领导地位。

该公司表示:“我们预计JioMart最终将成为一个综合商务平台,并包括其他类别——电子产品、时尚和服装。”

支付
伯恩斯坦说,WhatsApp业务将允许商家使用WhatsApp支付登录,同时它可能成为一个捆绑商业解决方案、支付/金融科技和媒体/内容的“超级应用”。

到2025年,UPI在数字支付中的整体份额预计将增加到50-55%,而银行卡将占40-45%。报告称:“随着信实的新商业战略,基拉纳商店正在采用mPoS,以促进跨渠道的交易。”

广告/奥特
数字广告支出约为15亿美元,预计将强劲增长32%。“Jio共享多个OTT应用程序,如JioCinemas(用于视频)和JioSaavn(用于音乐),普及率正在提高。预计2025年OTT市场收入将达到60亿美元。”


关注并与我们联系脸谱网LinkedinYoutube
Mukesh Ambani owned Reliance Jio unveiled its Fiber to the home (FTTH) internet offering JioFiber on September 5 entering the wired telecom segment for the first time after it disrupted the wireless market with Jio almost four years ago.<\/p>","title":"What is JioFiber?","titleseo":"what-is-jiofiber","slideseolocationalt":"slide-shows\/everything-you-wanted-to-know-about-reliance-jios-fibre-broadband-service-jiofiber\/what-is-jiofiber","prominentcolor":"","imgtype":"21"},"slideshows":[{"msid":"71312124","mstype":0,"denmarkslideshow":1,"strimg":"","thumbid":"71312809","secname":"Everything you wanted to know about Reliance Jio's fibre broadband service - JioFiber","secnameseo":"everything-you-wanted-to-know-about-reliance-jio-s-fibre-broadband-service-jiofiber","msname":"What is JioFiber?","artdate":1569498612,"caption":"","msnameseo":"what-is-jiofiber","secmsname":"Everything you wanted to know about Reliance Jio's fibre broadband service - JioFiber","secmsnameseo":"everything-you-wanted-to-know-about-reliance-jio-s-fibre-broadband-service-jiofiber","seolocationalt":"everything-you-wanted-to-know-about-reliance-jios-fibre-broadband-service-jiofiber\/what-is-jiofiber"}],"filters":[],"url":"\/\/www.iser-br.com\/news\/reliance-facebook-can-unlock-2-trillion-digital-market-by-2025-bernstein\/76301692","content":"
\"Reliance-Facebook<\/figure>New Delhi: Reliance<\/a> Industries and Facebook<\/a> can together unlock India\u2019s digital ecosystem with an overall potential addressable market of $2 trillion by 2025, according to a report by brokerage firm Bernstein<\/a>.

\u201cRIL & FB are building an ecosystem (~10 key services) each big enough ($5 billion + Total Available Market) to provide important and discrete services to the consumer,\u201d Bernstein said. \u201cThe core services of the platform are retail\/commerce ($1.3 trillion), payments ($700 billion), content \/ advertising \/others ($70 billion) with an overall potential addressable market of $2 trillion + by 2025.\u201d

Bernstein says India has the second largest internet users (600 million +), fastest growing ecommerce (30%+ CAGR), second largest smartphone users (700 million +) and a deep payments network (1.5 billion transactions\/ month). \u201cA platform approach can unlock the digital ecosystem.\u201d