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Re:Amazon Quits China Market by product50 on Monday April 22, 2019 @10:34AM (#19719207)
Amazon has literally won everywhere else in the world. But in China they were slow at execution? Does this read right to you? Or maybe there is a regulatory angle which no one is talking about because...China.
Re:Amazon Quits China Market by paganel on Monday April 22, 2019 @11:17AM (#19719535)
> Amazon has literally won everywhere else in the world

I've mentioned it in another comment, too, but Amazon is not present in my Eastern European country (Romania), where Alibaba beats them by a large margin (even though they're also not officially launched here). I've just done a quick search and it seems Amazon is not winning it in Russia either, nor in Ukraine, to say nothing of India. As such, to say that they are winning "everywhere else in the world" is not really true, they're only winning in North America and some Western European countries (too lazy to search what really happens in South America or Africa).

Re:Amazon Quits China Market by helloindia on Tuesday April 23, 2019 @01:03AM (#19725730)
As far as India is concerned, Amazon is definitely giving a strong competition to Flipkart(the Indian counterpart). For most people I know, Amazon is the first go-to store for any online purchase.

It's interesting to see, how Amazon will fare in near future, due to recent change to e-commerce law by Indian govt.

https://www.cnbc.com/2019/02/05/amazon-how-india-ecommerce-l...

Re:Amazon Quits China Market by bad_user on Monday April 22, 2019 @11:45PM (#19725428)
I’m a Romanian. What do you mean Alibaba is beating Amazon in România?

I’d say that’s hyperbole. Neither of them are present here and if I were to guess judging by my own experience, I’d say that Amazon is still more popular.

Do you have hard numbers?

Of course neither of them hold a candle to the local eMag, but that’s only natural.

Re:Amazon Quits China Market by paganel on Tuesday April 23, 2019 @01:16AM (#19725778)
It’s hard to get hard numbers on this but in my circle of acquaintances “you can find it on Alibaba” and variations of this has become almost like a noun, like “I’m going to make a Xerox (i.e. a photocopy) of this paper”. I’ve never heard anything similar concerning Amazon. My acquaintances are mostly non/tech people, 25 to 35 years of age, from Bucharest. Emag is of course a totally different beast but I had chose to ignore it because it didn’t directly concerned the article.

Slightly OT, I’m also curious how come no analyst is mentioning FB marketplace as a competitor to Amazon.

Re:Amazon Quits China Market by product50 on Tuesday April 23, 2019 @01:08PM (#19730615)
I am not talking about literally every country in the world. But most countries that matter, in terms of the combination of their population and GDP, Amazon is there or nearly there in terms of being the top player in the market.
Re:Amazon Quits China Market by hbosch on Monday April 22, 2019 @10:55PM (#19725213)
I have heard from friends in Germany that EBay is much preferred to Amazon.de. Perhaps that isn’t the full truth, but something I found interesting.
Re:Amazon Quits China Market by derda on Tuesday April 23, 2019 @04:02AM (#19726491)
Also just a personal observation, but I don’t see many people using eBay anymore, maybe for some special niches (for example stuff you would find in a Home Depot is often better to get from ebay since it’s probably to large for amazons fulfillment anyways). But in general everyone here orders everything from amazon (if you look in the back of a delivery van it certainly looks like it). Only in fashion they do a very bad job, there is is Zalando all the way here.
Re:Amazon Quits China Market by nottorp on Monday April 22, 2019 @06:33PM (#19723714)
In Romania there's also the local emag, who's doing a pretty good job at filling Amazon's shoes and has been here forever. The Chinese competition is relatively new.

There are rumors Amazon will open officially soon, but they'll have a hard time if you ask me.

[dead]
Re:Amazon Quits China Market by dang on Monday April 22, 2019 @09:08PM (#19724729)
Please don't cross into rudeness in comments here. It's not cool, and isn't necessary.

https://news.ycombinator.com/newsguidelines.html

Re:Amazon Quits China Market by paganel on Monday April 22, 2019 @11:35AM (#19719708)
I'm really surprised about India, that's news to me, I knew about the US and Western Europe situation but that doesn't equate to the rest of the whole world, as I was saying. I have to say that I'm a little skeptical about your claim of them dominating SE Asia, as a quick search drove me to this article from September 2018 [1] where it says that they're about to enter the market in Indonesia (which dwarfs Australia in terms of future potential) after Alibaba had done the same thing.

The expected investment also doesn't match Alibaba's, the Chinese have apparently come up with $1.1 billion while Amazon is coming with only half of that value, i.e. $600 million. But maybe they're doing better in Thailand or Vietnam.

[1] https://www.entrepreneur.com/article/320410

Re:Amazon Quits China Market by sjwright on Monday April 22, 2019 @11:55AM (#19719901)
As an Australian I can confirm that Amazon launching here was a hotly anticipated disappointment. Amazon US is (was) far more popular in Australia than Amazon AU is now, for many reasons including price and breadth of product.

In order to force use of the AU site they blocked sales from the US site to Australian customers, which caused endless irritation and frustration.

Re:Amazon Quits China Market by robryan on Monday April 22, 2019 @06:31PM (#19723694)
Their excuse for the block was the new GST laws but they have removed that now so the US site can be used.

It seems that the relatively quiet launch and slow growth has been intentional. As long as Amazon maintains a decent level of investment here I think they will continue to grow and possibly eventually be dominant.

Only recently have they ramped up advertising and started putting their listings onto Google Shopping.

Re:Amazon Quits China Market by robryan on Monday April 22, 2019 @06:27PM (#19723656)
SEA seems like a terrible place to run an e-commerce marketplace. A bunch of competition that seems pretty content to run at a loss to try and build market share.
Re:Amazon Quits China Market by product50 on Monday April 22, 2019 @11:56AM (#19719912)
Here you go with the source: https://www.shopify.com/enterprise/global-ecommerce-marketpl...

And Amazon is also big in Brazil, Mexico, Japan etc. I think it is suffice to say that my point wrt Amazon dominating global eComm is fairly well laid out. Well, except for "China".

Re:Amazon Quits China Market by baybal2 on Monday April 22, 2019 @12:10PM (#19720084)
I'm very, very surprised not to see Alibaba/Express/Bao being present in Brazil in their data. And same for the Middle East.

Given that, I greatly doubt the veracity of their research.

Re:Amazon Quits China Market by product50 on Monday April 22, 2019 @12:18PM (#19720142)
Do you have an alternate source? This data is from Shopify who is actually an Amazon competitor.
Re:Amazon Quits China Market by Teever on Monday April 22, 2019 @12:23PM (#19720181)
When I was in Belgium and Holland about 3 years ago Amazon was not available due to some tax dispute with the governments and so it was suggested that I use the German Amazon site instead. The selection was lackluster and Prime was unavailable.

It was quite startling for someone coming from a relatively small city in a sparsely populations part of Western Canada this was quite a surprise.

I had always assumed that given my remote location people that lived in densely populated regions would be better served by Amazon.

Re:Amazon Quits China Market by A2017U1 on Monday April 22, 2019 @12:20PM (#19720164)
> Australia

Absolutely disagree, their service is shockingly slow and the limited range is overpriced. They make up about 0.4% of Australian online sales.

I'm not sure where you got this impression from.

Re:Amazon Quits China Market by robryan on Monday April 22, 2019 @06:33PM (#19723717)
Eventually they will probably have distribution centers in each capital city. Delivery in Melbourne is pretty fast, depending a bit which courier they use. A lot of their orders seem to come via Toll which seems to vary a bit in speed.
Re:Amazon Quits China Market by matz1 on Monday April 22, 2019 @07:28PM (#19724106)
> South East Asia ?

Where ? Certainly not in Indonesia, the largest population in south east asia. Nor in singapore, malaysia or philippines.

Re:Amazon Quits China Market by holoduke on Monday April 22, 2019 @12:08PM (#19720063)
Not here in the Netherlands. Nobody is using Amazon here.
Re:Amazon Quits China Market by wsc981 on Tuesday April 23, 2019 @12:05AM (#19725533)
I am originally from The Netherlands and used Amazon a lot over the last 15 years or so, mainly to buy books. Especially when regarding books, their biggest Dutch competitor (Bol.com) offers much more limited choice.

But I did notice at my last job in The Netherlands that people would often order technical gadgets and the like from Alibaba.

Re:Amazon Quits China Market by sabas123 on Tuesday April 23, 2019 @06:47AM (#19727261)
AFAIK amazon only sells (e)books in the Netherlands
Re:Amazon Quits China Market by evandijk70 on Tuesday April 23, 2019 @09:23AM (#19728305)
Amazon.uk and Amazon.de (and even Amazon.us) will ship orders to the Netherlands, although you pay a fee for transport.
Re:Amazon Quits China Market by adventured on Monday April 22, 2019 @03:36PM (#19722084)
> and it seems Amazon is not winning it in Russia either, nor in Ukraine

Russia is a very protected hyper nationalistic market, in exactly the same way China is. Their culture is segregated off from much of Europe in terms of being 'westernized.' Instead of westernized, it's a quasi separate, rather differentiated Russian culture (all the way down to the music). It's why Russia has Mail.ru, VK and Yandex, instead of eg Google dominating on search.

Ukraine is a partial extension of what is dominate in Russia, so for example VK and Yandex are very popular in Ukraine as well. Most of Ukraine fluently speaks Russian, and they've been culturally and politically dominated by Russia for a long time. This is why there has been a push by some prominent nationalist politicians in Ukraine recently ("Army, language, faith") to emphasize their own culture and language, and de-emphasize Russian culture and language. If you go to Kharkiv - Ukraine's second largest city, near the border with Russia - the people there often can't speak their native Ukrainian (they can usually read it), everything is in Russian.

Re:Amazon Quits China Market by PakG1 on Monday April 22, 2019 @10:43AM (#19719282)
Living and working in China and having experienced Amazon's competitors, yes, that does read completely right to me. Amazon is crushing it at everything back home. I don't hesitate to buy many things from Amazon when at home. But in China, the jd.com and taobao.com experience is way better than what I experience from Amazon when I'm at home.
Re:Amazon Quits China Market by product50 on Monday April 22, 2019 @11:25AM (#19719606)
Well you don't know why they haven't been able to execute quickly. Maybe that approval they need to start a service wasn't given? Maybe the partnership they needed from the local delivery channel was delayed? Maybe the sellers were restricted to sell only on domestic companies?
Re:Amazon Quits China Market by adinobro on Monday April 22, 2019 @11:57AM (#19719922)
JD and TMall have about close to 1,000 distribution points in the major cities with at least 10,000 delivery people each. Same day delivery is standard (order before 10am and it arrives by 6pm) for a lot of products. Install and building furniture at your home is also a common feature. Two day delivery is slow.

Amazon isn't willing to invest the money and for most products on their site they still don't stock products locally. Half the time I find products on their site I have to wait 2/3+ weeks for it to be imported.

There is nothing stopping them having local stock but ... they don't.

Re:Amazon Quits China Market by PakG1 on Monday April 22, 2019 @01:21PM (#19720716)
I don't think it's logical for them to have local stock. That would require a HUGE capital investment to build up infrastructure and distribution points to go head to head with the locals. I bet Amazon's CFO looks at that and then tells Bezos, "Hey, these numbers are completely irrational, let's spend the money elsewhere where we'll have a better return on investment, please."
Re:Amazon Quits China Market by tracker1 on Monday April 22, 2019 @06:56PM (#19723881)
Amazon is used to building out localized infrastructure AFTER demand has been proven. In China, local competition already exists and that's why they are getting their asses handed to them. It also seems like Amazon.cn isn't given the leeway they should have been given for local execs to make those kinds of calls. They (Amazon) do a lot right, but that doesn't mean their approach is always right.
Re:Amazon Quits China Market by HatchedLake721 on Monday April 22, 2019 @02:27PM (#19721380)
It’s been logical to do it in a domestic market to become a market leader but it’s illogical to do it in a new market?
Re:Amazon Quits China Market by jlarocco on Monday April 22, 2019 @10:09PM (#19725026)
I think there's something to the OP's point.

Amazon's infrastructure roll out paid off in the United States because there was little competition. They rushed out infrastructure and cornered the online shopping and delivery market. Walmart and the other big stores had an entirely different business model and their warehouses and infrastructure took time to adjust and catch up, with Amazon still in the lead.

In China, the local competitors already have a significant head start on their infrastructure, and Amazon would be playing catch up in a relatively unfriendly market. It could take them forever to recoup the investment, if they ever did.

Unfortunately, they can't compete without that infrastructure in place, so what else can they do but leave?

Re:Amazon Quits China Market by product50 on Monday April 22, 2019 @02:38PM (#19721531)
Yeah - and Jeff seems to be the type of guy who is like, you are right CFO. We are here for the short term - let us do what you are saying?!

China is the biggest eComm market in the world! If there was an opportunity for Amazon to penetrate (regulations being the biggest challenge), Amazon would have totally gone for it.

This is a company why, 5 yrs back, committed $5B to India when eComm there was/still is totally burgeoning.

Re:Amazon Quits China Market by hopler on Monday April 22, 2019 @09:29PM (#19724855)
5 yrs ago was 7 yrs after Flipkart cloned Amazon in India by former Amazon employees.
Re:Amazon Quits China Market by product50 on Tuesday April 23, 2019 @12:10AM (#19725557)
And 5yrs ago was 2yrs after Amazon launched in India. Anyways, Amazon is dominating eComm in India and it seems like the early lead which Flipkart had didn't count for much.
Re:Amazon Quits China Market by adinobro on Monday April 22, 2019 @06:22PM (#19723602)
This was already standard in China at least 7 years ago.
Re:Amazon Quits China Market by JamesBarney on Monday April 22, 2019 @11:10AM (#19719481)
I'm curious is this because jd.com is far ahead of American Amazon or because Chinese Amazon is far behind American Amazon?
Re:Amazon Quits China Market by zzh8829 on Monday April 22, 2019 @11:23AM (#19719580)
Having lived in both China and US/Canada, I would say jd and taobao is far ahead of American Amazon. Some key differentiators include delivery speed, UI/UX, product offerings and the ability to chat with merchants instantly.
Re:Amazon Quits China Market by cthalupa on Monday April 22, 2019 @03:15PM (#19721891)
Amazon has same day delivery and prime now in a lot of the US - I can get the same order before 10 get before 18 from Amazon in my town.

I don't have a ton of experience with UI/UX on JD or TMall, but my experience with alibaba and aliexpress hasn't left me particularly impressed there. But I also have no problem with Amazon's interface and experience in general, which I know lots of people don't like.

Product offerings have never been an issue for me. The overwhelming majority of my online purchases come from Amazon, and the ones that haven't made recently have been pretty niche - handmade Japanese chef knives, limited run board games, manufacturer direct audio equipment...

I can get assembly for furniture, etc., as an add-on for a lot of purchases on amazon, which someone mentioned as a differentiator in another thread.

I can't talk to the merchants instantly, but I don't know that I really want or need to. I rarely have a question for them, and when I have, I generally don't want to get bogged down in a live chat or phone call or whatever, so the email system on Amazon works fine for me.

Re:Amazon Quits China Market by tracker1 on Monday April 22, 2019 @06:58PM (#19723892)
What you are talking about is a US experience... it's not like that in China from Amazon. They haven't built out locally, and have neglected to acknowledge local competition and invest in local infrastructure properly.
Re:Amazon Quits China Market by cthalupa on Monday April 22, 2019 @08:32PM (#19724522)
> What you are talking about is a US experience...

Correct.

Because that's what this comment thread is about.

Grandparent: >I'm curious is this because jd.com is far ahead of American Amazon or because Chinese Amazon is far behind American Amazon?

Parent: > I would say jd and taobao is far ahead of American Amazon

The question was whether or not JD and Taobao in China are better than Amazon is in America. Not whether or not Amazon in China is as good as JD and Taobao are in China.

Re:Amazon Quits China Market by doktrin on Monday April 22, 2019 @03:22PM (#19721950)
> Amazon has literally won everywhere else in the world.

Disagree. I live in northern europe and haven't used Amazon since moving here. Every single product is "doesn't ship to your location" etc., there are domestic and local competitors that are superior - to say nothing of the China based suppliers, and of course amazon has sub-par customer service even in the US - but there at least their infrastructure and product catalogue let them carry the day without breaking a sweat.

I'm sure that if you live in a market that is well served by Amazon.co.uk or Amazon.de they offer a user experience that's at least broadly similar to that in the US, but e-commerce is an evolving beast. As far as I can tell amazon hasn't changed meaningfully in the last 5 or 6 years (and their website is famously, almost comically, static), only a matter of time before someone else starts beating them at their own game even in core markets.

Re:Amazon Quits China Market by ksec on Tuesday April 23, 2019 @06:53AM (#19727289)
Can you name me where it has "won"? Apart from US, UK, Germany, Not entirely sure about Canada, Italy, France, Spain. And I can give you India as they are fighting hard.

China, South Korea, Japan, Taiwan, Hong Kong ( Doesn't even have a presence ) Most of SEA, Australia, Holland, Denmark, Sweden, Finland. all of these failed in one way or another or is in no way the majority online market leader.

One of the problem with online world is that most International news outlet are really US focused and they publish article saying the world when they meant Western World, US focus, EU secondary, and largely ignore Asia, Africa and South America.

Re:Amazon Quits China Market by evandijk70 on Tuesday April 23, 2019 @06:37AM (#19727206)
Amazon is not available in the Netherlands. There is already a large party, bol.com, that through deals with the post-office can deliver same-day delivery throughout the Netherlands, provided the order came in before 2pm. Otherwise, they provide next-day delivery.

They were acquired by the largest super market chain (Albert Heijn), so now you can pick up packages at the super market throughout the day and in the evening. I think both of these advantages are difficult to match by amazon, and they were probably the reason that amazon chose not to enter the Dutch market.

Just because Amazon has 'won' in most places, does not mean they can not be beaten by a player who knows the local market and has better connections.

Re:Amazon Quits China Market by wsc981 on Tuesday April 23, 2019 @12:02AM (#19725516)
I don't believe Amazon is really well known in Thailand either. I live in Thailand and from what I've seen people tend to buy stuff online at shops like Alibaba, Central [0], Lazada [1], Shoppee [2], perhaps some others as well. I think Amazon is virtually unheard of here, except by expats.

---

[0]: https://www.central.co.th/en/

[1]: https://www.lazada.co.th

[2]: https://shopee.co.th

Re:Amazon Quits China Market by jimmydef on Monday April 22, 2019 @10:13PM (#19725049)
This is a false statement. Amazon is completely outcompeted by equivalent firms such as Alibaba-owned Lazada here in southeast asia. I think the only place Amazon has "won" is in North America and Western Europe. But sure, continue thinking that it's the evil Chinese making things unfair for Amazon. This is complacency that caused Japanese cars to overtake American cars in the 60s.
Re:Amazon Quits China Market by duchenne on Tuesday April 23, 2019 @01:09AM (#19725754)
> Amazon has literally won everywhere else in the world.

FWIW, Amazon is also quite small in South Korea, which is the #1 country in ecommerce spend per capita.

There, the market is fragmented into many players big and small, and the delivery times are much shorter than in the US. For instance, if you order on Martet Curly before 11pm, you get fresh grosseries delivered the next day in the morning.

Re:Amazon Quits China Market by profalseidol on Tuesday April 23, 2019 @02:04AM (#19725975)
> Amazon has literally won everywhere else in the world.

Amerikan exceptionalism! In my country, Amazon doesn't even exist. And we use several different ones. The song "We're all living in Amerika" doesn't apply anymore you know?

Re:Amazon Quits China Market by Tsubasachan on Monday April 22, 2019 @04:53PM (#19722876)
Not true.

https://www.bol.com/nl/

Amazon isn't some kind of god. If someone else is cheaper, faster and already well established they can be beaten.

Re:Amazon Quits China Market by apexalpha on Tuesday April 23, 2019 @06:11AM (#19727080)
There are many countries where Amazon is out competed by local companies that simply sprung up earlier.
Re:Amazon Quits China Market by ClassyJacket on Monday April 22, 2019 @09:51PM (#19724962)
>Amazon has literally won everywhere else in the world.

Amazon is practically non-existent in Australia.

Re:Amazon Quits China Market by chillacy on Monday April 22, 2019 @06:43PM (#19723794)
Ebay has been a lot more dominant relative to Amazon for awhile in UK, FR, DE, AU
Re:Amazon Quits China Market by throwaway44562 on Monday April 22, 2019 @03:21PM (#19721941)
Amazon is definitely not winning in Taiwan.
Re:Amazon Quits China Market by seemuch on Monday April 22, 2019 @06:26PM (#19723646)
That is hardly a convincing evidence. The IT industry in China is the only one in the world that is comparable with that in US. In a lot of areas, it is even better than US. I think online shopping can be counted as one of the areas. No other counties is capable of providing the level of competition as the Chinrse market does. Be responsible to your own loss, please. That’s what grownups do.
Re:Amazon Quits China Market by dunstad on Monday April 22, 2019 @10:18PM (#19725061)
Honestly they're not doing great here in Japan. Usually I order stuff from the .com version because .jp is really lacking. Most people who live here and speak Japanese natively just order from the separate online stores of Japanese businesses I believe.
Re:Amazon Quits China Market by ionised on Tuesday April 23, 2019 @08:02AM (#19727722)
Why do you think Amazon has 'won' elsewhere in the world?