2023东南亚数字经济报告

Reaching new heights: Navigating the path to profitable growthReference2e-Conomy SEA is a multi-year research programme launched by Google and Temasek in 2016. Bain & Company joined the programme as lead research partner in 2019. The research leverages Temasek insights, Bain analysis, Google Trends, primary research, expert interviews, and industry sources to shed light on the digital economy in Southeast Asia (SEA). The information included in this report is sourced as ‘Google, Temasek, and Bain, e-Conomy SEA 2023’, unless otherwise specified. DisclaimerThe information in this report is provided on an ‘as is’ basis. This document was produced by Google, Temasek, Bain, and other third parties involved as of the date of writing and is subject to change. It has been prepared solely for information purposes over a limited period of time to provide a perspective on the market. It is not intended for investment purposes. All financial analysis is derived or estimated by Bain analysis using both non-Google proprietary and publicly available information. Google has not supplied any additional data for financial analysis, nor does Google endorse any financial analysis made in the report. Where information has been obtained from third-party sources and proprietary research, this is clearly referenced in the footnotes. Projected market and financial information, analyses, and conclusions contained in this report should not be construed as definitive forecasts or guarantees of future performance or results. Google, Temasek, Bain, their respective affiliates, or any other third party involved make no representation or warranty, either express or implied, as to the accuracy or completeness of the information in the report and shall not be liable for any loss arising from the use of this report.SEA’s Digital DecadeTowards asustainabledigital economy8th edition of e-Conomy SEA by Google, Temasek, Bain:Southeast Asia’s digital economy research programme320162017201920232020Unlocking the $200B opportunity in SEAUnprecedented growth for SEA’s $50B internet economySwipe up and to the right: SEA’s $100B internet economyAt full velocity: Resilient and racing aheadThrough the waves, towards a sea of opportunity20212022Roaring ‘20s: The SEA Digital DecadeReaching new heights: Navigating the path to profitable growth2018SEA’s internet economy hits an inflection point2030e-Conomy SEA research methodologyTemasek insights4Bain analysisGoogle TrendsPrimary research¹Expert interviews2& industry sourcesWith contributions fromNotes: All dollar amounts are in USD. Unless otherwise stated, all mentions of “Southeast Asia” or “SEA” in this report refer to these six markets: Indonesia, Malaysia, Philippines, Singapore, Thailand, and Vietnam. (1) Google commissioned Kantar to run the e-Conomy SEA consumer survey. The research was conducted in metro and non-metro cities across Indonesia, Malaysia, Philippines, Singapore, Thailand, and Vietnam. Data collection ran from 10/08/2023 to