Current status of Chinese e-commerce Ali Temu

With the entry of Chinese e-commerce companies such as Ali Temu,

Domestic e-commerce companies in crisis

I thought it was, but surprisingly

Looking at the numbers so far,

It is said that they failed to take over the Korean distribution market.

1. Number of monthly active users (MAU)

Temu passed 11th place, but fell back to 4th place.

At the beginning of this year, everyone expected Temu to finish in third place.

Ali Temu MAU falls for 2 consecutive months

2. Payment estimate

Ali Temu falls behind even Timon in estimated payment amount

Ali Temu has more users.

More people actually purchase Timon.

3. Purchase conversion rate

Coupang: 7~8%

Korean e-commerce average: 1.3%

Ali Temu: 0.2~0.3%

Even if there are many people who download the app

Few people actually make a purchase

The reason is analyzed in the video, but

What do you women think is the reason?

Additionally, Coupang responded to Ali Temu

They say they are recruiting low-cost wholesalers from China.

https://www.youtube.com/embed/ZSaLF-rLXVg?enablejsapi=1