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缅甸的数字经济浪潮已经来到?

POST TIME:2020-10-16 14:15 READ
缅甸的数字经济浪潮已经来到?,缅甸的数字经济浪潮已经来到?Is Myanmar already embracing a new digital economy?2013年,一份来自麦肯锡的报告揭示了未来缅甸经济发展中的四个先行领域。这些领域包括:
 
1. 数字基础设施的迭代
2. 由农业向制造业转型的产业结构
3. 有序拓展的城市化
4. 成为全球化经济链条的一部分
时至今日,我相信无论是缅甸的公众还是政策制定者都非常清晰的意识到这些宏观经济要素。
 
Ref: Angel List & Internet World Stats在此前的系列文章中,我突出强调了这些基础性要素的重要性。在本文中,我将深入这一话题,透过洞见再次探讨缅甸新兴的数字经济以及这背后对信息技术的巨大需求。
 
基于当今变革的进程以及高达5340万人的市场潜力(据CIA World Factbook 2014),我相信这一领域的进展与我们国家的教育、社会管理、医疗卫生、以及经济的发展息息相关。这并不意味着政治话题不重要,实际上,无论是国家统一、宪政改革还是目前共襄盛举的联邦政府建立都与之相关。事实上这一切都是相互联系的。
 
缅甸数字化的现状与柬埔寨、越南以及泰国等邻国相比,无论是在公立还是私营领域,缅甸的信息通信技术(ICT)分布水平仍然略逊一筹,这种现状在缅甸也是人所共知。2015年11月,《互联网世界统计》(Internet World Stats)的一份报告指出,缅甸的互联网普及率只有13.1%,而与我们对标的国家柬埔寨,在28家网络接入服务商的努力之下,互联网普及率已达31.8%。当然了,对于缅甸这个市场新兴的东南亚国家来说,与2011年只有3%的互联网覆盖率相比,目前的进展算得上质的飞跃。
 
目前,MPT、Ooredoo 和Telenor 在缅甸的互联网服务市场形成三足鼎立的格局。而由 SingTel、 KBZ 和 M-Tel  组成的企业联合已经计划在2016年内将移动互联网基础设施覆盖推向95%的人口。全国范围的2G 和3G 网络覆盖到2018年就会建成,4G 网络的覆盖已经启动。这些进展印证了缅甸目前走向开放的经济发展方向。沿着这一路径前行,未来无论是公立还是私立经济部门的运行都将倚仗移动互联网与信息技术。
 
在缅甸前首都仰光的市中心,我们已经见证了不少科技创业企业通过技术提供了解决社会问题和创造商业机会的平台。根据 Angel List (一家科创公司平台)截至2016年3月的数据,仰光目前有34家科创企业已经完成种子轮融资,这些投资由新加坡和美国的天使投资人领投。
Courtesy of Geek Girls Myanmar: a startup for women entrepreneurs这其中的一些创业公司已经在本土市场站稳了脚跟。作为业界先锋,源于柏林的创业公司house.com.mm 和 motors.com.mm 从2011年登陆至今已经估值倍涨,成为缅甸不动产及汽车交易在线平台的翘楚,创造了无数商机。无论是接受本土教育还是海外深造,在缅甸IT 人才的努力下,越来越多的缅甸科技创业公司走上了成熟的发展道路,成为缅甸数字生态的一部分。以目前风头正劲的科创公司Myanmarbusticket 和 Oway 为例,实际上他们已经成为了今天缅甸访客熟知的品牌。作为电子商业门户,这些科创公司的成功高度依赖缅甸目前蓬勃发展的IT 基础设施。数字浪潮在缅甸的推进由上述情况可见一斑。
 
数字经济与增长前景,麦肯锡的报告进一步指出了经济体拥有强大的信息技术与GDP 贡献具有相关性,这一联系体现在逐渐提高的中产阶级收入水平。世界银行此前开展过一项关于中等收入者情况的调查,该调查数据采集自120个国家,时间跨度从1980年到2002年。调查显示,在这22年间,互联网覆盖率与其对GDP增长的影响直接相关。互联网覆盖率每提高10%将促进年度GDP提高2%-3%的水平。
 
按照以上实例分析,缅甸年轻的企业家、数字市场的经营者、交易员乃至整个民间社会都能够依托和采纳新技术来有效的革新目前的经营模式。线下的传统市场营销模式能够转移至线上。商业模式也会更加侧重于通过直接的沟通向客户交付满意的体验,按需定制的客户关系管理系统也能为交易策略的革新提供助力。
如今,有超过650万的缅甸年轻人每天活跃在Facebook 上,超过了Youtube, Linkedin, Twitter, Instagram 以及 Printeres 上的缅甸用户数量。Statsmonkey 的调查数据显示,Facebook 如今成为了缅甸青年分享信息的首要渠道,无论是政治、商业还是最新的技术趋势。同样,Facebook 也是全国民主联盟(NLD, National League for Democratic)去年竞选活动的主要阵地。即便如此,对缅甸潜力巨大的数字世界来说,仍然还有其他的工具或策略能够用于在线推广商品或者服务,它们只不过暂未被发掘而已。
 
从数字消费者到内容创造者,为了积极的融入数字化工作的环境以及为数字化经济贡献力量,年轻的缅甸人应当使自己从单纯被动的数字内容接收者转向内容的制造者。缅甸的千禧一代已经有了践行这一转变的手段和契机:3G 或 4G 的移动网络接入、以投行为代表涌入缅甸的金融机构、个人信用贷款以及适应经济活动变革的立法浪潮。
 
随着全国光纤网络建设等基础性工作的开展,本土新兴产业也在发育之中。越来越多的视频教材和在线课程提供了本地语言的版本,为那些偏远地区的居民们提供了通过学习和分享在线内容掌握创新能力的机遇。目前,只有少数的年轻人在使用有限的互联网服务提升自己的专业发展,实际上,个人博客、网站以及社交媒体都会是他们实现这一目标的有效手段。
 
同样,青年企业家们也应该学习如何吸引更多的天使投资人、举办定期的创业交流活动或者推介商业想法。这一切都将赋予缅甸青年们更多的生机和活力。科创企业的发起人能与志同道合者们分享创意并且支持社区生态发展。他们甚至还可以介绍或者掩饰用于日常经营的有效技术手段或者工具。无论是A/B 测试工具、Salesforce 的使用、或是将Excel 用于金融分析,这些精炼的课程能够为青年们提供全新的学习机会和挑战。
这类科创社区活动每周都会在遍布全球的科创中心展开,不管是在柏林、伦敦、巴黎、新加坡还是香港。活跃在仰光的创始人、联合创始人或者任何投身于创业一线的年轻人都应该去尝试组织这类每周活动或者月度项目。参与这些常规活动本身以及随着而来的资源网络必将为参与者的事业带来支持和帮助。长此以往,也会从社会和经济两方面推动市场的前行。
 
缅甸的数字经济浪潮已经来到,青年才俊成为引力正是时候。
 
 
Is Myanmar already embracing a new digital economy?
 
Stephen Seng
 
A report from Mckinsey in 2013 outlined 4 areas of priorities to leapfrog Myanmar’s economic developments. These include 1. Transformation in digital infrastructure 2. Sectorial shift from agricultural to manufacturing, 3. Expansion of well-planned urbanization, and 4. a globally-connected economy. I am sure by now both public and policy makers in Myanmar are very much aware of these macro- economic factors.
 
And in my previous articles, I have emphasized the importance of these fundamentals. Again here I would like to deepen insights into a greater need for the use of information technology in leveling up a new digital economy in the country.
 
Given our current scenario and market potential of 53.4 million (CIA World Factbook 2014), I believe this sector is very much relevant to our national developments such as in education, governance, health, and economy. This does not mean that political topics on national reconciliation, constitutional reforms, or our urgent efforts on building a federal state are unimportant. They are in fact all interrelated.
 
Myanmar’s Current Digital Scenario
 
In Myanmar the distribution of ICT in public and private sector is still lower than neighboring countries like Cambodia, Vietnam, and Thailand. Every Burmese is well aware of this difference. A report from Internet World Stats in November 2015 has clearly indicated that Myanmar’s internet penetration is merely 13.1 % as compared to 31.8 % in Cambodia (our relevant metric indicator) with 28 internet service providers in the later. However this is a huge leap for this untapped and emerging South East Asian nation as compared to 3% internet penetration rate in 2011. That is a significant jump.
 
Myanmar currently is serviced by MPT, Ooredoo, and Telenor. A consortium of SingTel, KBZ, and M-Tel has already planned to construct mobile infrastructure to cover 95% of the population at the end of 2016. A nationwide rollout of 2G and 3G would complete in 2018 while introducing 4G service is already taking place. This development proves the country is orienting towards an open economy where public and private sectors would solely function on mobile and internet technology.
 
In downtown Yangon, the nation’s former capital, we already see a handful of Startups serving as platforms for solving social problems and creating business opportunities. According to Angel List (a platform for Startups) Yangon now hosts 34 Startups with seed funding coming from Singaporean and American angel investors. (Data as of March 2016)
 
Some of the Startups already have a strong foothold in the local market. Berlin based startups like house.com.mm and motors.com.mm were early pioneers to Myanmar in 2011. Today both are turning as multimillion worth companies playing and creating business opportunities for acquiring real estate and selling and buying of automobiles online. More Startups are also following similar pattern as both native and foreign trained Burmese IT talents are building the ecosystem. Name a few leading Startups likeMyanmarbusticket or Oway, chances are that every visitor to the country would be familiar with these brands. They are all e-commerce portals and strongly rely on robust IT infrastructure. And these are glimpses of Myanmar embracing digital economy.
 
Digital Economy and Prospects for Growth
 
As Mckinsey further indicates a link between strong information technology in an economy and input for GDP, there indicates a gradual rise of income among middle class. The World Bank conducted a survey on middle income earners from 120 countries from 1980 to 2002. In a span of 22 years it discovered direct co-relation between a 10% increase in internet broadband and its impact on GDP growth from 2% -3% annually.
 
Based on these case studies, young entrepreneurs, digital marketers, traders, and the entire civil society in Myanmar could reflect and adopt innovative ways to operate their daily business effectively.  The traditional offline marketing campaigns could now go online and the sales strategies could align more with delivering customer happiness through direct communication and by employing different customer relationship management systems.
 
Today more than 6.5 million young Burmese are active every day on Facebook, surpassing other social media platforms like Youtube, Linkedin, Twitter, Instagram, and Pinteres. Survey from Statsmonkey shows Facebook as No.1 leading source of sharing information on politics from business to the latest trends in technology. Obviously it also served as a major campaign channel forNLD (national league for democratic)led government for its election in November, 2015. However there are still different online marketing strategies and tools for promoting one’s products and services. They are yet to be explored.
 
Digital Consumers to Content Producers
 
To enter actively into the digital workforce and contribute to the economy, the young Burmese could transform themselves from being merely passive consumers of media content to individuals who actively create them. To do so, the millennial already have necessary technical infrastructure, access to 3G-4G mobile network, and upcoming financial institutions such as investment banking and access to credit loan, and strong legislation for economic activities.
 
With groundwork already taken place such as nationwide fiber optic installation by Benchachinda Holding Company, chances are that more home grown businesses will also emerge. More visual mentoring and different online courses would appear using local language. It could be that a person on a remote area would learn to create something completely new by replicating from what is taught and shared on the internet.Currently very few young people have only used a greater functionality of personal blogs, websites, and other social media for their professional development.
 
Or say young entrepreneurs could learn to attract more seed funding from investors and organize regular Startup Meetups and introduce more business ideas. This would give a more vibrancy and energy among the youth. Startup founders could also exchange their innovative ideas among other like minded people and support the ecosystem community. Or they could even introduce and demonstrate available technical tools for operating their business efficiently. Any crash courses on  AB testing tools, Salesforce, Excel for financial analysis would provide new learning curves for the young.
 
The sort of ecosystem events are taking place weekly in global startup hubs like Berlin, London, Paris, Singapore and Hongkong. Similarly founders, co-founders, or any young spirit from any Startups in Yangon could initiate and organize the weekly or monthly program. Engaging in these regular activities and networking would surely help support one another and in the long run create more social and economic impact in the market. It is time the young talent become the driving forces behind the digital economy.
 
Translated by Rao Xi of MyanmarOB.com, from Stephen Seng’s article, Is Myanmar already embracing a new digital economy?
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