2018年东南亚网络经济报告（英文）.pdf

e-Conomy SEA 2018 Southeast Asia’s internet economy Scope Acknowledgments e-Conomy SEA is a multi-year research project by Google We would like to acknowledge the insights shared by and Temasek to shed light on the internet economy in internet economy companies and industry experts who Southeast Asia. This year’s research covers four key participated in this research, particularly the contribution sectors of the internet economy: Online Travel (Flights, of teams at Golden Gate Ventures, Monk’s Hill Ventures, Hotels, Vacation Rentals); Online Media (Advertising, Openspace, Wavemaker, and Jungle Ventures for Gaming, Subscription Music and Video on Demand); Ride providing data and insights on venture capital Hailing (Transport, Food Delivery); and e-Commerce investments in Southeast Asia. (First-Hand Goods). It does not include other sectors of the internet economy that are still in the early stages of development or lack reliable data sources, such as Education, Financial Services, Healthcare, and Social Commerce. Our research covers the six largest markets in Southeast Asia: Indonesia, Malaysia, Philippines, Singapore, Thailand, and Vietnam. All monetary values are expressed in U.S. dollars unless specified otherwise. Sources e-Conomy SEA leverages Google Consumer Barometer, Temasek research, industry expert interviews, and third-party sources, to provide the best available estimates and projections of the internet economy metrics and trends. 2 Introducing e-Conomy SEA 2018 In May 2016, Google and Temasek released “e-Conomy SEA — Unlocking the $200B digital opportunity in Southeast Asia,” a foundational research study that shed light on the fast-growing internet eco