Isimo Sokuhweba Nge-E-commerce Somhlaba Wonke ngo-2025: Ama-Amazon Leads, Amapulatifomu Akhulayo Ayanda, kanye Nabadlali Bendabuko Babhekene Nezinselele

Abaholi Bemakethe Bagcina Ukubusa

I-Amazon iyaqhubeka nokuba ngumholi ongaphikiswana naye kwezentengiselwano ze-e-commerce zomhlaba wonke. Njengoba ine-GMV emangalisayo engamaRandi ayizigidi eziyizinkulungwane ezingama-720 kanye nokukhula okungu-9% unyaka nonyaka (imali engenayo yekota yokuqala ka-2025), ipulatifomu igcina ithuba layo lokuncintisana ngokutshalwa kwezimali okukhulu kwezobuchwepheshe ($23 billion kwingqalasizinda yezobuchwepheshe) kanye nenethiwekhi yayo ye-FBA logistics eyinkimbinkimbi. Imakethe ye-Amazon isalokhu inamandla kakhulu emikhiqizweni yasekhaya ehlakaniphile, eye yabhekana nesilinganiso sokukhula esingu-200%. Imodeli yepulatifomu "yokusungula umkhiqizo omusha", egcizelela ukuqonda kwesidingo, intuthuko yokudala, ukuqinisekiswa komkhiqizo, ukukhula kwesikali, kanye nokuthuthukiswa okuphindaphindiwe, isize abathengisi, ikakhulukazi abathumeli bangaphandle baseShayina, ukuthi baphumelele kakhulu. Ngonyaka odlule, abathengisi baseShayina ku-Amazon babone ukwanda okungu-20% kwemikhiqizo ethengiswa emhlabeni jikelele kanye nokukhula okungu-60% kwabathengisi okungaphezu kwezigidi eziyi-10 zamaRandi ekuthengisweni kwaminyaka yonke.

I-Walmart igcina isikhundla sayo esinamandla njengomdlali wesibili ngobukhulu ngamaRandi ayizigidigidi ezingama-648.1 ku-GMV, isebenzisa ukuba khona kwayo okubanzi kokuthengisa ukuze ithuthukise ukunikezwa kwayo ku-inthanethi. Le nkampani okwamanje ihlola imodeli "yesitolo esikhulu sedijithali" ehlose ukuhlanganisa ithrafikhi eku-inthanethi kanye ne-inthanethi, okungenzeka inikeze abathengisi abaku-inthanethi ukufinyelela kumakhasimende e-Walmart ayizigidi ezingama-270 angaxhunyiwe ku-inthanethi masonto onke. Le ndlela ye-omnichannel, ehlanganiswe nokwengezwa kokumbozwa kokulethwa ngosuku olulandelayo kanye nokukhululwa kwekhomishini yezigaba ezifana namathoyizi nezimpahla zezilwane ezifuywayo, inegalelo ekwenzeni i-Walmart ihehe abathengisi baseShayina abengeziwe ngo-60% ngo-2024 uma kuqhathaniswa nonyaka odlule.

Amapulatifomu Asafufusa Athuthuka Kakhulu

Amapulatifomu amaningana abonise ukukhula okuphawulekayo futhi aguqula izingxenye zomhlaba wezohwebo nge-inthanethi:

I-TikTok Shop ivele njengomdlali wezohwebo kwezenhlalo onamandla, ifinyelele ku-$50 billion ku-GMV ngokukhula okumangalisayo okungu-208% unyaka nonyaka okuqoshwe ngesikhathi somcimbi wokuthengisa waseMexico. Impumelelo yale nkundla eNingizimu-mpumalanga ye-Asia naseLatin America ikhombisa amandla okuhlanganisa ukuzijabulisa nokuthenga. Kodwa-ke, ibhekene nezinselele ezinkulu zenqubomgomo ezimakethe zaseNtshonalanga, ikakhulukazi eYurophu naseNyakatho Melika.

I-Temu, naphezu kwezingcindezi zakamuva ezivela ezinqubweni zentela zase-US eziholele ekwehleni okungu-58% kwabasebenzisi baseMelika ngoMeyi 2025, ibonise ukuqina okumangalisayo. Le nkundla ikhule yaya emazweni angu-50 kusukela yethulwa ngo-2022 futhi yaqopha ukwanda okungu-69% kokulandwayo ngo-2024. EYurophu, abasebenzisi be-Temu abasebenza njalo ngenyanga badlula izigidi ezingu-115 engxenyeni yokuqala ka-2025, kanye nokukhula okuphawulekayo eFrance, eSpain naseRomania. Isu lamanani elinamandla lale nkundla kanye nezici zokwabelana ngomphakathi ziyenze yakwazi ukuthola isabelo semakethe esikhulu ngokushesha.

Ochwepheshe Besifunda Ababamba Isabelo Semakethe

Ngaphandle kwabadlali bomhlaba wonke, amapulatifomu amaningana esifunda asungule izikhundla eziqinile ezimakethe zawo:

I-OZON ibonise ukusebenza okuhle kakhulu emakethe yaseRussia, ifinyelele ku-$10.16 billion ku-GMV ngokukhula okungu-65% unyaka nonyaka (Q1 2025). Njengeplatifomu ehamba phambili ye-e-commerce yasekhaya yaseRussia, izuze ochwepheshe bezokuthutha bendawo kanye nokuqonda okuthandwa ngabathengi besifunda.

ENingizimu-mpumalanga ye-Asia, iShopee iyaqhubeka nobuholi bayo nge-GMV engamaRandi ayizigidigidi ezingama-83, yize ibhekene nokuncintisana okwandayo okuvela kubadlali besifunda kanye namapulatifomu omhlaba wonke anda emakethe.

I-Mercado Libre iyaqhubeka nokubusa ukuhweba nge-inthanethi eLatin America, ifinyelela amaRandi ayizigidigidi ezingama-24 ku-GMV ngo-2024.

Amapulatifomu Abhekene Nezinselele

Nakuba amanye amapulatifomu echuma, amanye abhekene nezimo ezibucayi:

I-eBay ibonakala ibhekene nobunzima bokukhula, iqopha ukwehla okungu-0.8% kwemali engenayo yekota yokuqala ka-2025 naphezu kokugcina i-GMV enkulu yamaRandi ayizigidigidi ezingama-64. Imodeli yendabuko yendali yesikhulumi ibhekene nezinselelo ezivela ezindleleni zesimanje ze-e-commerce, yize igcina amandla ezigabeni ezithile ezifana nezinto eziqoqwayo nezinto ezingavamile.

Izimakethe zendabuko, ikakhulukazi eShayina, zibhekene nezinselelo eziphawulekayo. I-Taobao ibone ukwehla okungu-18.3% kwabathengisi abasebenzayo. Imibiko yezimboni ikhombisa ukuthi isilinganiso sezindleko zokuthengwa kwamakhasimende ku-Taobao sikhuphuke ngo-47% engxenyeni yokuqala ka-2025, safinyelela ku-78 RMB ngekhasimende elisha. Lokhu kucindezele izinzuzo zabathengisi abaningi, kanti izinzuzo ezijwayelekile zehle ngamaphesenti angu-8.3 eminyakeni emihlanu, okushiya abathengisi abaningi benenzuzo engaphansi kuka-5%.

Izitayela Eziyinhloko Ezibumba Isimo Sezentengiselwano Ze-E-commerce Zomhlaba Wonke

Izitayela eziningana ezibalulekile zichaza isimo se-e-commerce ngo-2025:

Ukuhlanganiswa Kobuhlakani Bokwenziwa: I-AI isibe yinto ehlukanisa kakhulu amapulatifomu amakhulu. Ukusetshenziswa kwe-AI yi-Amazon kuyo yonke "i-flywheel yayo yokusungula umkhiqizo" kunike amandla abathengisi ukusheshisa ukuthuthukiswa komkhiqizo nokuthuthukisa ukuphendula kwemakethe. Amathuluzi aqhutshwa yi-AI asetshenziswa ukubikezela isidingo, izincomo ezenziwe ngezifiso, kanye nokwenza ngcono uchungechunge lokuhlinzekwa kwempahla kuwo wonke amapulatifomu amakhulu.

Ukuguquguquka Kwemakethe Yesifunda: Izimakethe ezisafufusa zibhekene nokukhula okusheshayo kwezentengiselwano ze-e. I-Latin America ibone ukwanda okukhulu kakhulu, lapho imisebenzi yaseMexico ye-TikTok Shop ifinyelela ukukhula kwe-GMV okungu-208% ngesikhathi somcimbi wokuphromotha. Imakethe yezentengiselwano ze-e-Russia nayo ikhule kakhulu, iqhutshwa amapulatifomu afana ne-OZON.

Ukuthuthukiswa Kwezinto Zokusebenza Nokugcwaliseka: Amakhono okuphatha izinto athuthukile abe yinzuzo ebalulekile yokuncintisana. Inethiwekhi ye-FBA ye-Amazon, ukuhlanganiswa kwe-omnichannel ye-Walmart, kanye nokutshalwa kwezimali kwamapulatifomu asafufusa emakhonweni okufeza izinto zesifunda konke kugxile ekuthuthukiseni isivinini sokulethwa kanye nokuthembeka.

Izinselele Zenqubomgomo Nezokulawula: Ukuhweba nge-inthanethi okudlula imingcele kubhekene nobunzima obukhulayo bokulawula. Izinqubomgomo zentela zase-US zithinte amapulatifomu afana ne-Temu ne-SHEIN, kuyilapho i-TikTok Shop ibhekene nokungaqiniseki kwenqubomgomo ezimakethe zaseNtshonalanga. Lezi zinselelo ziqhuba amapulatifomu ukuthi ahlukanise ukugxila kwawo kwezindawo futhi athuthukise imisebenzi yendawo.

Umbono Wesikhathi Esizayo

Isimo se-e-commerce somhlaba wonke siyaqhubeka nokukhula ngokushesha, ngezindlela eziningana ezibonakalayo:

Ukuhlanganiswa kubonakala sengathi kungenzeka phakathi kwabadlali abaphakathi njengoba ubukhulu buba yinto ebaluleke kakhulu ekutshalweni kwezimali kwezobuchwepheshe kanye nokuncintisana. Ubuchwepheshe buyakhula, ngamapulatifomu agxila kakhulu ezimakethe ezithile zezindawo, izigaba zomkhiqizo, noma izingxenye zabathengi ukuze bazihlukanise. Ukutshalwa kwezimali kwezobuchwepheshe, ikakhulukazi ku-AI kanye ne-logistics, kuba yinto ebalulekile enquma inzuzo yokuncintisana. Ukuziphatha kwabathengi kuya ekuhwebeni kwezenhlalo kanye nokuhlangenwe nakho kokuqala kweselula kushintsha amasu nezici zepulatifomu.

Njengoba sibheke engxenyeni esele ka-2025 nangale kwalokho, imakethe ye-e-commerce yomhlaba wonke cishe izoqhubeka nokufaka inhlanganisela yezinkunzi zomhlaba wonke, ompetha besifunda, nabadlali abakhethekile. Impumelelo izoncika kakhulu ekhonweni lepulatifomu lokuhlanganisa ubuchwepheshe kulo lonke ulwazi lokuthenga, ukuzulazula ezindaweni eziyinkimbinkimbi zokulawula, nokuletha inani eliphakeme kubathengi nabathengisi ezimakethe eziningi.