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1、Opportunities for Growth in Southeast Asia Education MarketsJun LinSenior AdvisorEdTech Asia Ltd.Southeast Asia Overview10 Nations:ASEANPopulation:689 millionGDP:$3.9 trillion(8%CAGR 2000-2023,USD)%of Global population:9%(1.2%CAGR 2000-2023)General Trends and Characteristics:Strong intra-trade excee
2、ds external tradeStability despite political turnoverRegional mobility rapidly increasingYouthful tech enabled populationsEducation Market Populations:Higher Education 7,000 Higher Education institutions with 12 million currently enrolled students.K-12-130 million currently enrolled students with si
3、gnificant out of school populations near 5%in some countries.Southeast Asia OverviewGeneral Trends and Characteristics:Rising affluence/increasing expendable incomeGrowth of consuming households at middle tierStrong value on education attainmentIncreasing engagement in non-core subjectsSteady and st
4、rong GDP growthPayment and Spending Trends:Increase use of e-wallets and“super-apps”Increase of non-urban digital consumersHigh variation of propensity to pay for education3%$113,100 SGD*Southeast Asia is the worlds fastest growing mobile wallet market,expected regional growth of 311%by 2025.Rapidly
5、 evolving mobile payment ecosystem will facilitate more EdTech adoptionDominant All-in-one App:MoMoMobile Wallet Apps:Viettel PayZalo PayMocaVietnamSingaporeIndonesiaDominant All-in-one App:GrabMobile Wallet Apps:WeChat PayAliPayPayLahNetsRevolutDominant All-in-one App:GoToMobile Wallet Apps:OvoLink
6、 AjaGoPayDana*Opportunities for”in-app”EdTech integration across rapidly evolving“super-apps”with similar features to WeChat.Source:Bloomberg,Desktop research,GSMA Source:Desktop research,Bangkok Post Southeast Asia K-12 Schools Market GrowthConsolidation of rural public schoolsGrowth of urban priva
7、te schools Expansion of affordable K-12 private schools(APS)and/or mid-tier price pointsConsiderable growth in use of peripheral educational products and services amongst schoolsIncreasing interest in intra-regional tertiary destinationsConsiderable inflow of Chinese students to Singapore,Thai and M
8、alaysian international schoolshttps:/ the 715 non-Thai students at Singapore International School in Bangkok are Chinese citizensSource:EdTech Asia research*Global Higher Education LMS Market 20-30%CAGR to 2030|16 Billion USD est.37 Billion USD by 2030 Next Gen LMS (many providers)Higher Education L
9、MS(legacy providers)Next Gen Advantages:Social integrationLearning analyticsEfficient accessibility*Personalisation*Data management&security*Lower cost*More integrationsSource:Desktop research,JMD Edu Source:Image by Freepik3%Entering New Education Markets-ASEANLocalisation(cost+content+complexity)P
10、ricing/propensity to payTransparencyPolitical/regulatory environmentRate of change/time to marketMarket readiness/positioningBest solution vs.pre-established relationsPartnership exclusivityBrand value associationSocietal culture,influencersPerceived value of education Source:Desktop research,EdTech
11、 AsiaTutoring+Test PrepSingapore MathsSTEM&Future Skills LMSLanguageMatching&MarketplaceAssessmentAdmissionsEarly EnglishMathsAdmin and CommunicationsPaymentsProfessional Development(PD)Test Prep OnlyEarly YearsPersonalizationNational PlayerSoutheast Asia PlayerInternational PlayerSingaporeIndonesia
12、IndonesiaVietnamThailandPhilippinesMalaysiaCambodiaMyanmarLaosBruneiExisting PlayersStrategy TrendsPredominant Sub-segmentsSource:EdTech Asia research 3%Online tutoring-Core subjects(Early years&K-12)CountryMarket consolidationCompetitive landscapeLocalization difficultyChinese/India efforts?PricingSingapore?Vietnam?Indonesia?MidMidHighSingapore is least consolidated marketIndonesia is most consolidated market|Thank you谢 谢