Year end inventory of cross-border e-commerce in 2022: Temu rises, and TikTok Shop kills Alibaba and Tencent

The small players were basically cleared, and the market share became more and more concentrated.
From "Made in China" to "Sold by Chinese", cross-border e-commerce has been changing since its birth.
The main forms of China's cross-border e-commerce include domestic e-commerce, represented by Lazada, TikTok Shop and Temu, and the B To C platform model.
Through their rich e-commerce operation experience and resources, they attempt to replicate domestic success overseas.
There are also old brand cross-border e-commerce big sellers represented by Aoji, Youkeshu, Tongtuo and Saiwei Times, who achieved brutal growth in the early stage by large-scale distribution on third-party platforms.
There are also independent import overseas shopping platforms represented by foreign docks and honey shoots, and the C to C mode of taking goods with buyers has been favored by users.
This year, the players' seating of cross-border e-commerce has changed.
Pinduoduo's Temu has emerged as a new force overseas.
TikTok Shop has been moving around the world.
Old brand cross-border e-commerce sellers continue to be affected by the aftermath of Amazon's "big cleaning", and the import overseas shopping platform is about to disappear.
The year 2022, when globalization was interfered by epidemic, geography, localization and other factors, will be over.
Looking back on this year, cross-border e-commerce has been turbulent.
The platform Temu under Pinduoduo, which was just launched in September this year, has become a dark horse in the cross-border e-commerce North American market.
Low price has become the password to open the door to the American market.
"Who can tell me what happened to Temu? Is their boss a stupid X who can't do business? I don't understand.
A sweater is shipped from China for only 2.44 dollars, free of mail?" The foreigner's shock obviously stems from his ignorance of Pinduoduo.
The low price strategy that has been verified once in China is also applicable in the North American market.
A large number of thick coats less than $5, iPhone shells less than $2, and sneakers less than $10 bring explosive user growth to Temu.
Not to mention the magic "Pinduo has arrived".
According to the data of the analysis company Sensor Tower, in less than four months, Temu has installed 10.8 million times in the United States, becoming the most downloaded mobile application in all categories in the United States from November 1 to December 14.
Temu effectively copied the business model of Pinduoduo in China, allowing American users to experience a real "zero yuan purchase".
Compared with Shein's online celebrity shopping model, a large number of KOLs have been invited to promote the platform, while Temu continues to spread crazily by directly using "cutting a knife".
As long as the more people download the APP through the invitation link, the more rewards the inviter will get.
Temu is becoming the second growth curve of Pinduoduo, supporting the second trump card of future market value growth space.
Alibaba, which is also making efforts to go to sea, will focus on logistics network construction this year, focusing on brand upgrading.