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???????? (Amazonification)
??? ??? ?? ??? ?
Diagram
1994~1996 2001 2007 2013 ~
Jeff Bezos
Decisions
? ? ?? I
Book Store
Shopping Malls
One Click
Media Biz.
E-BooK, Kindle
AWS, CLOUD
?? II ?? III
Mobile Biz.
AppStore, Tablets
Global Biz.
Contents
3
~ 1994 ~ 1996
Jeff Bezos
Decisions
? ?
4
Source : Google Images
Jeff Bezos
5
Online
BooK Store
Start
??????
??? ?? ???
Internet Biz.
Internet
Biz.
??? ?? ???
e-Commerce
¡° 80?? ?? ??? ?, ¡­ ?? ??
???? ???? ???? ? ? ?
?????. ¡° @Jeff Bezos
e
Commerce
6
Jeff Bezos
Napkin Diagram
7
Great Team ~ Source : Google Images
8
~ 2001 ~
Book Store
Shopping Malls
One Click
?? I
9
Source : Amazon.com: the Hidden Empire - Update 2013
by faberNovel
10
11
IPO
90%
2001
e-Commerce Expansion & Risk Management
12
~ 2007 ~
Media Biz.
Music, Video
E-BooK, Kindle
AWS, CLOUD
?? II
E-reader penetration by brand
E-books Market Share at 22%, Amazon Has 27%
13
14
What Percentage of total sales come from each store ?
2013 eBook Self Publisher Research Survey Results
@Sellbox.com
Source : Tech Trader Daily
May 29, 2013
15
16
1,110 software product listing
24 Categories
700% Increase in 2013
A Valuation of $50B for AWS
17
Source: http://www.theregister.co.uk
Completeness of Solution
Revenue Growth
Mobile Biz.
Tablets
AppStore
Global Biz.
18
~ 2013
?? III
19
20
21
59.6 CAGR
2,000??
4Q, 2013
1,000??
4Q, 2012
Amazon Prime Service
2011.9
22
??? ??? ????(??? ??)
24
???? ???? ??(1) ??? ??? ??? ?? ??
???, ??
???, ???
??, ??
???????
?? ??? ??
E-Book ??
????? ? ??? ??
???, ? ??
E-Book ???? ??
????? ??
E-Book ?? ?????
???? ¨C ??? ??
????
m-Publishing Platform
e-Book Ecosystem
Appstore Platform
Kindle Centric Ecosystem
??, ?? 3rd Party
? & ???
?? User Experience
????? ??
HD ??
e-book 3rd Party
???, ?????
2004 2005 2011 20122009 ¡®13.62013
Joyo(׿Խ¾W)
??
? ??
1???
(180??)
? ??
100???
? ??
60???
? ??
30???
? ? 28? ????
? 500? ? ?? ???
? 11?? ???? ????
~
?????????? 3%??
? ???? ??
40% ????
? 360Buy.com
EC?? E-BooK??
? DnagDang .com
? ?? ???? ?????? ??
? 3? ???? ?? ???? ??
e-Commerce
m-Commerce
? Kindle Fire(HD)
Paper White ??
? ????
? ??? 400?
? ???? 2000?
? ????? 10??
? ???? ??
- 1?????? ¨C
? e-BooK 20% ??
¡¯13.5
? Appstore
OPEN
? ???? 70% 849??
(15?8??)
? iOS, Android?
??? ????? ??
???? 2, 250?
? cloud ???
¡¯12.2
? China Tel.
? C. Unicom
? Tencent
? Baidu
? ?
Amazon China
???? ???? ??(2) ????
2000.11 2004 20092008
¡®11.11
2012
? Amazon JPN
??????
?? 19??
? Sony
???? ???
? ??
4,430??
EC ??
? 1,000? ?? ??
? ?? 2,000??
? ??? ??? 10%
? ??? 75.7%
? ??? 49.4%
? ?? 37.3 %
~
? ?????????????
EC ??
E-BooK????
? 11? ????
? ????
? ??? ??
? ?? 7,300??
? ??? ??? 12%
e-Commerce
m-Commerce
e-BooK
? Kindle Store Open
? White Paper ??
? ??? ???? OPEN
(???????)
¡¯08.3
? Appstore
OPEN
Kindle(HD)??
? Amazon Data Services
JPN ??(Cloud??)
? AWS(EC2)???
¡¯08.11
? 3??
??
???
????
e-Reader ??
Amazon Japan
2013~ 2011
E-BooK??
¡®13.3¡®12.7 10
? ???
KOBO ?? ????
¡®12.11
Data Center
Open(Big Data)
???? ???? ??(3) ????
e-Reader
?? 37%??
(1? ?? ??)
28
Results!
E-
Commerce(Shopping)
Kindle & MobileSolution & Service
Media(Contents)
Amazon¡¯s Business - Overall
29
IPO
One click Order
200 countries
Appstore Open
e-Commerce Expansion Digital-Commerce Expansion m-Commerce Expansion
Amazon¡¯s Finance(Stock & Biz. History ¡­) 30
Coin
KiVA $775m
2010-2013
Good $150m
Social $94m
Quidsi $540m
Woot $110m
BuyViP $100m
$312m
Amazon¡¯s Investments(M & A) 31
32
Source : The mobile Future Forward
Amazon¡¯s Reputations
CEO¡¯s Reputations
C ??
Source :
???????
www.wikiinvest.com
www.Amazon.com
33
Amazon¡¯s Revenue & Operating Margin
1.1%
4.1%
34
35
Keys ?
Diagram
? ? ?? I ?? II ?? III
Get Big Fast
Customer First
Lower Price & Margin
Utilize One¡¯s Resources to Full Extent
.
.
Ecosystem Formation
Amazon¡¯s Success Points
Jeff Bezos
37
There are two kinds of companies,
those that work to try to charge more
and those that work to charge less.
We will be the second.
Life's too short to hang out with people
who aren't resourceful.
Being customer-focused allows you
to be more pioneering.
If you don't understand the details
of your business you are going to fail.
My own view is that every company
requires a long-term view.
What is dangerous is not to evolve
I¡¯m not near the end of the story.
Work hard, have fun and make history
38
18. '??'? ??? ????? ?? ?
19. AWS? ????? ??? ? ?
20. ??? ???? ???? ??? ????, ??? ??? ?
21. ??? ?????(HD)? ???
???? ???? ??? ? ?
22. ???? ??? ?? ???? ??? ?
23. ???? ???? ??? ???? ???
?? ???? ?? ?
24. ???? ???? ?? ???? ????? ?
25. ???? ??, ?? ????? ¡®???¡¯? ??? ???? ?
26. ??? ??? ????, ?? ????? ????? ??? ?
27. ?? ??? ????, ???? ??????? ??? ????
? ?.
28. ????? ??? ???? ??? ?? ???? ???? ??
? ?????? ???? ???? ???? ?.
29. ? ???? ??? ????, ?????? ???? ??? ?
?? ?? ?? ?? ????, ???? ??? ??? ???? ?.
30. ??? ??? ??? ?? ??? ?.
C ?? 2013.
1. ??? ???? ??? ????? ?? ?
2. ??? ?????? ?? ??? ?? ?? ?
3. ?????? ??? ??? ????
?????? ? ??? ?
4. ?? ?? ??? ?????, ??? ??
?????? ??? ?
5. ? ?????? ?? ??? ??? ??? ?
6. 10? ?? ?? ??? ????? ??? ?
7. ??? ?? ?? ??? ??? ?? ??? ?
8. ???????? ??? ?? ?
9. ?? ??? ???? ??? ??? ??? ?
10. ??? ?? ???? ?? ?
11. ?? ??? ???? ?? ? ??? ??? ?
12. ?? ? 2? ?? IPO? ?? ??? ??? ?
13. ?? ?? 40% ???? ?? ?? ???? ?
14. ?? ??? ??? ?? ?
15. ???? ???? ?? ??? ??? ?
16. ??????? ???? ?? ???
DB? ??? ?
17. ?? ???? ?? ??? ????,
????? ????? ???? ??? ?? ?
Jeff Bezos ???, ????? ? ? 30 ?
39
News 1
40
News 2
https://www.youtube.com/watch?v=98BIu9dpwHU
41
News 3
https://www.youtube.com/watch?v=TkMdM8z6njc
42
Amazon Prime air
43
Amazon Dash
GANGNEUNG-WONJU
NATIONAL UNIVERSITY
Professor Jaehong Choi, Ph.D
??????? ??????
?? ? ? ?
smart_phone@naver.com, smart_phone@daum.net
www.facebook.com/MobileChoi
@smartphone_choi
44

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??? ??? ????(??? ??)

  • 2. Diagram 1994~1996 2001 2007 2013 ~ Jeff Bezos Decisions ? ? ?? I Book Store Shopping Malls One Click Media Biz. E-BooK, Kindle AWS, CLOUD ?? II ?? III Mobile Biz. AppStore, Tablets Global Biz. Contents
  • 3. 3 ~ 1994 ~ 1996 Jeff Bezos Decisions ? ?
  • 4. 4 Source : Google Images Jeff Bezos
  • 5. 5 Online BooK Store Start ?????? ??? ?? ??? Internet Biz. Internet Biz. ??? ?? ??? e-Commerce ¡° 80?? ?? ??? ?, ¡­ ?? ?? ???? ???? ???? ? ? ? ?????. ¡° @Jeff Bezos e Commerce
  • 6. 6
  • 7. Jeff Bezos Napkin Diagram 7 Great Team ~ Source : Google Images
  • 8. 8 ~ 2001 ~ Book Store Shopping Malls One Click ?? I
  • 9. 9 Source : Amazon.com: the Hidden Empire - Update 2013 by faberNovel
  • 10. 10
  • 12. 12 ~ 2007 ~ Media Biz. Music, Video E-BooK, Kindle AWS, CLOUD ?? II
  • 13. E-reader penetration by brand E-books Market Share at 22%, Amazon Has 27% 13
  • 14. 14 What Percentage of total sales come from each store ? 2013 eBook Self Publisher Research Survey Results @Sellbox.com
  • 15. Source : Tech Trader Daily May 29, 2013 15
  • 16. 16 1,110 software product listing 24 Categories 700% Increase in 2013 A Valuation of $50B for AWS
  • 19. 19
  • 20. 20
  • 21. 21 59.6 CAGR 2,000?? 4Q, 2013 1,000?? 4Q, 2012 Amazon Prime Service 2011.9
  • 22. 22
  • 24. 24
  • 25. ???? ???? ??(1) ??? ??? ??? ?? ?? ???, ?? ???, ??? ??, ?? ??????? ?? ??? ?? E-Book ?? ????? ? ??? ?? ???, ? ?? E-Book ???? ?? ????? ?? E-Book ?? ????? ???? ¨C ??? ?? ???? m-Publishing Platform e-Book Ecosystem Appstore Platform Kindle Centric Ecosystem ??, ?? 3rd Party ? & ??? ?? User Experience ????? ?? HD ?? e-book 3rd Party ???, ?????
  • 26. 2004 2005 2011 20122009 ¡®13.62013 Joyo(׿Խ¾W) ?? ? ?? 1??? (180??) ? ?? 100??? ? ?? 60??? ? ?? 30??? ? ? 28? ???? ? 500? ? ?? ??? ? 11?? ???? ???? ~ ?????????? 3%?? ? ???? ?? 40% ???? ? 360Buy.com EC?? E-BooK?? ? DnagDang .com ? ?? ???? ?????? ?? ? 3? ???? ?? ???? ?? e-Commerce m-Commerce ? Kindle Fire(HD) Paper White ?? ? ???? ? ??? 400? ? ???? 2000? ? ????? 10?? ? ???? ?? - 1?????? ¨C ? e-BooK 20% ?? ¡¯13.5 ? Appstore OPEN ? ???? 70% 849?? (15?8??) ? iOS, Android? ??? ????? ?? ???? 2, 250? ? cloud ??? ¡¯12.2 ? China Tel. ? C. Unicom ? Tencent ? Baidu ? ? Amazon China ???? ???? ??(2) ????
  • 27. 2000.11 2004 20092008 ¡®11.11 2012 ? Amazon JPN ?????? ?? 19?? ? Sony ???? ??? ? ?? 4,430?? EC ?? ? 1,000? ?? ?? ? ?? 2,000?? ? ??? ??? 10% ? ??? 75.7% ? ??? 49.4% ? ?? 37.3 % ~ ? ????????????? EC ?? E-BooK???? ? 11? ???? ? ???? ? ??? ?? ? ?? 7,300?? ? ??? ??? 12% e-Commerce m-Commerce e-BooK ? Kindle Store Open ? White Paper ?? ? ??? ???? OPEN (???????) ¡¯08.3 ? Appstore OPEN Kindle(HD)?? ? Amazon Data Services JPN ??(Cloud??) ? AWS(EC2)??? ¡¯08.11 ? 3?? ?? ??? ???? e-Reader ?? Amazon Japan 2013~ 2011 E-BooK?? ¡®13.3¡®12.7 10 ? ??? KOBO ?? ???? ¡®12.11 Data Center Open(Big Data) ???? ???? ??(3) ???? e-Reader ?? 37%?? (1? ?? ??)
  • 29. E- Commerce(Shopping) Kindle & MobileSolution & Service Media(Contents) Amazon¡¯s Business - Overall 29
  • 30. IPO One click Order 200 countries Appstore Open e-Commerce Expansion Digital-Commerce Expansion m-Commerce Expansion Amazon¡¯s Finance(Stock & Biz. History ¡­) 30 Coin
  • 31. KiVA $775m 2010-2013 Good $150m Social $94m Quidsi $540m Woot $110m BuyViP $100m $312m Amazon¡¯s Investments(M & A) 31
  • 32. 32 Source : The mobile Future Forward Amazon¡¯s Reputations CEO¡¯s Reputations C ??
  • 34. 34
  • 36. Diagram ? ? ?? I ?? II ?? III Get Big Fast Customer First Lower Price & Margin Utilize One¡¯s Resources to Full Extent . . Ecosystem Formation
  • 37. Amazon¡¯s Success Points Jeff Bezos 37 There are two kinds of companies, those that work to try to charge more and those that work to charge less. We will be the second. Life's too short to hang out with people who aren't resourceful. Being customer-focused allows you to be more pioneering. If you don't understand the details of your business you are going to fail. My own view is that every company requires a long-term view. What is dangerous is not to evolve I¡¯m not near the end of the story. Work hard, have fun and make history
  • 38. 38 18. '??'? ??? ????? ?? ? 19. AWS? ????? ??? ? ? 20. ??? ???? ???? ??? ????, ??? ??? ? 21. ??? ?????(HD)? ??? ???? ???? ??? ? ? 22. ???? ??? ?? ???? ??? ? 23. ???? ???? ??? ???? ??? ?? ???? ?? ? 24. ???? ???? ?? ???? ????? ? 25. ???? ??, ?? ????? ¡®???¡¯? ??? ???? ? 26. ??? ??? ????, ?? ????? ????? ??? ? 27. ?? ??? ????, ???? ??????? ??? ???? ? ?. 28. ????? ??? ???? ??? ?? ???? ???? ?? ? ?????? ???? ???? ???? ?. 29. ? ???? ??? ????, ?????? ???? ??? ? ?? ?? ?? ?? ????, ???? ??? ??? ???? ?. 30. ??? ??? ??? ?? ??? ?. C ?? 2013. 1. ??? ???? ??? ????? ?? ? 2. ??? ?????? ?? ??? ?? ?? ? 3. ?????? ??? ??? ???? ?????? ? ??? ? 4. ?? ?? ??? ?????, ??? ?? ?????? ??? ? 5. ? ?????? ?? ??? ??? ??? ? 6. 10? ?? ?? ??? ????? ??? ? 7. ??? ?? ?? ??? ??? ?? ??? ? 8. ???????? ??? ?? ? 9. ?? ??? ???? ??? ??? ??? ? 10. ??? ?? ???? ?? ? 11. ?? ??? ???? ?? ? ??? ??? ? 12. ?? ? 2? ?? IPO? ?? ??? ??? ? 13. ?? ?? 40% ???? ?? ?? ???? ? 14. ?? ??? ??? ?? ? 15. ???? ???? ?? ??? ??? ? 16. ??????? ???? ?? ??? DB? ??? ? 17. ?? ???? ?? ??? ????, ????? ????? ???? ??? ?? ? Jeff Bezos ???, ????? ? ? 30 ?
  • 44. GANGNEUNG-WONJU NATIONAL UNIVERSITY Professor Jaehong Choi, Ph.D ??????? ?????? ?? ? ? ? smart_phone@naver.com, smart_phone@daum.net www.facebook.com/MobileChoi @smartphone_choi 44