Temu’s Global Impact: Growth in Japan, Issues in Vietnam, and Indonesia’s Ban

Enterprise

Discover the rise of China’s Temu in Japan, its challenges in Vietnam, and Indonesia’s government ban. Uncover Asia’s e-commerce dynamics.

1Aroma roasted ★.Dec. 7, 2024 (Sat) 09:16:15.08ID:Qlx+wZTN9
The Chinese e-commerce site “temu” is showing incredible momentum in Japan. They are literally causing “price destruction” in all areas, including home appliances, clothing, cosmetics, and furniture, but there are many areas that raise questions, such as quality and payment security. On social media, after so-called “product review cases” targeting YouTubers came to light, discussions began about the social credibility of the site itself. In fact, temu is expanding rapidly not only in Japan but also in Southeast Asia. Reactions seem to vary from country to country. Masato Yoshikawa, a Chinese economic trend watcher who was once asked by temu for advice on entering the Japanese market, continues from the first article, “It wasn’t just ‘high-value projects’…The contents of the ‘advice’ that the e-commerce site ‘temu’ sent to the author about entering the Japanese market,” and explains the responses of Asian countries that are not well known in Japan. Targeted for criticism in Vietnam
Temu is not only actively expanding into the Japanese market, but also into Southeast Asian markets. In October 2024, the company will enter the Vietnamese market for the first time and is currently expanding its business in major countries in Southeast Asia, including the Philippines, Malaysia, Thailand, and Brunei. It is only natural to target a potential market with a total population of over 600 million, but temu faces a difficult future. The presence of strong local competitors such as Shopee and Lazada, as well as regulatory barriers imposed by governments in various countries, are major factors hindering Temu’s growth. Shopee and Lazada boast an overwhelming share of the Southeast Asian market and have already established consumer trust. In particular, Shopee is based in Singapore and has maintained a high repeat customer rate by developing marketing strategies and user support tailored to the characteristics of each region, as well as a logistics network that is closely tied to the local area. Similarly, Lazada has developed a flexible business model that allows it to utilize its bases in various countries to provide speedy delivery and meet the diverse needs of consumers. When I spoke to a friend living in Vietnam, he immediately replied, “Temu doesn’t yet have the same presence as Shopee.” Shopee has gained the support of “price-conscious consumers” while also running frequent campaigns and thoroughly pursuing convenience on its platform. Temu entered the Vietnamese market in October 2024 but has quickly faced regulatory challenges. The Vietnamese government has taken issue with the fact that Temu began operations without registering its business with the Ministry of Industry and Trade, and has announced that if it does not register by the end of November, it will block access to domestic internet domains and apps. Additionally, authorities have warned consumers to be cautious when making purchases from unregistered platforms. In the month or so since temu’s launch, there has been increased discussion about the service on social media, but many have described it as a disappointment. In particular, the following points have been subject to criticism: ●Disappointing bargains: For consumers who are accustomed to the discounts on Shopee and Lazada, Temu’s unique promotions such as “up to 90% off” do not stand out. ●Slow delivery: Southeast Asian consumers are accustomed to same-day or next-day delivery speeds from Shopee and Lazada, but Temu’s delivery typically takes 6-7 days, making it much less convenient. ●Distrust in quality and safety: There have been multiple reports of some products being different to the photos or being fragile. (Read more below)
Gendai Business
Published on 12/7 (Sat) 7:24.

中国産爆安EC「Temu」がベトナムで問題に、インドネシアでは政府が「ブロック」…日本人が知らないアジアの実情(現代ビジネス) - Yahoo!ニュース
中国発のECサイト「Temu」が日本で破竹の勢いをみせている。家電や衣類、コスメや家具などあらゆる分野で文字通り「価格破壊」を起こしているが、品質や決済面でのセキュリティなど、疑問に挙がる部分も少な
3Anonymous Donburako.Dec. 7, 2024 (Sat) 09:17:52.38ID:bcrIdAst0
Don’t nurture China. Don’t fund its invasion of Asia.
4Anonymous Donburako.Dec. 7, 2024 (Sat) 09:18:21.31ID:suYxSPod0
On the other hand, Rakuten has made English its official language, but has not expanded into overseas markets.
10Anonymous Donburako.Dec. 7, 2024 (Sat) 09:20:12.16ID:cpgc+Yhm0
>>4
It’s a thing at Japanese companies
English is already fluent with AI translation machines
so you’d be better off studying something else
And Japland is a paradise for idiot college graduates who want to learn English but can’t program lol
I’ve already spent 2 million yen on shopping at temu lol
I bought a 4TB Semi SSD for 8000 yen cheaper than the Amazon sale lol.
37Anonymous Donburako.Dec. 7, 2024 (Sat) 09:26:25.96ID:KaW+qxhA0
>>4
Seriously, what’s the point of that lol
Well, I don’t know if they want to secure talented foreign talent by creating an easy-to-work environment for foreign workers, but they’re just holed up in Japan, and as an online shopping platform they’re not easy to use, have no competitiveness, and no growth potential. And most of all, the Japanese economy itself is in steady decline, the yen is depreciating, and the external value of the yen is plummeting, so how many foreign workers are going to bother to work at Rakuten? That’s it.
7Anonymous Donburako.Dec. 7, 2024 (Sat) 09:19:36.17ID:Zd7HyjW30
This is a classic example of bad money driving out good money.
11Anonymous Donburako.Dec. 7, 2024 (Sat) 09:20:13.34ID:3TSfRtYx0
Indonesia and Vietnam could do the same thing because they can save on shipping costs.
13Anonymous Donburako.Dec. 7, 2024 (Sat) 09:20:31.83ID:+7q7w4eh0
A typical example of “cheap means bad”.
16Anonymous Donburako.Dec. 7, 2024 (Sat) 09:21:34.41ID:H6bo+Ate0
When I watch YouTube, I get a lot of ads, and I really hate the intimidating content and aggressive language they use, like throwing things or using rough language.
17Anonymous Donburako.Dec. 7, 2024 (Sat) 09:22:04.73ID:ZVo0A+400
Temu is entertained by shady online commercials. I can’t believe there are people who are fooled by them lol.
20Anonymous Donburako.Dec. 7, 2024 (Sat) 09:22:08.34ID:mLVWLvLR0
It seems to come out a lot. I’ve never stepped on it though, it seems so suspicious.
21Anonymous Donburako.Dec. 7, 2024 (Sat) 09:22:29.55ID:9mA9CFTH0
What should we do about this? They were highlighting it on the NHK program.
57Anonymous Donburako.Dec. 7, 2024 (Sat) 09:29:55.55ID:UdCfVPtu0
>>21
NHK is in deep league with China
and they’re just diverting the money they receive from the people lol.
78Anonymous Donburako.Dec. 7, 2024 (Sat) 09:35:28.52ID:NLh4EsMM0
>>21
Is it because NHK has a Chinese station?
22Security Guard [lv.15] [Seedling].Dec. 7, 2024 (Sat) 09:22:37.60ID:ANdr9kaO0
Be careful, that liar is a Chinese brute.
23Anonymous Donburako.Dec. 7, 2024 (Sat) 09:23:14.61ID:3TSfRtYx0
Japs are outdated if they deny Amazon.
52Anonymous Donburako.Dec. 7, 2024 (Sat) 09:28:47.91ID:bzYRBL3N0
>>23
What kind of pig is clinging to that obsolete thing?
25Anonymous Donburako.Dec. 7, 2024 (Sat) 09:24:21.15ID:oasRd85c0
Japan is below Vietnam.
32Anonymous Donburako.Dec. 7, 2024 (Sat) 09:25:46.34ID:jdtMLO9d0
>>25
Then go back to Vietnam.
27Anonymous Donburako.Dec. 7, 2024 (Sat) 09:25:00.99ID:jdtMLO9d0
Is this profitable?
38Anonymous Donburako.Dec. 7, 2024 (Sat) 09:26:28.88ID:ZIcvFm2w0
>>27
That much personal information is turned into money
The way these places handle personal information is very suspicious
Well, even if card information is stolen, it’s usually the card company that loses
If they do this too much, it seems like the credit rating of the card company will go down.
28Anonymous Donburako.Dec. 7, 2024 (Sat) 09:25:22.40ID:mLVWLvLR0
It’s full of suspicious stuff, but after reading the reports of inferior or irrelevant products being sent, I figured they were just sending me stuff anyway.
29Anonymous Donburako.Dec. 7, 2024 (Sat) 09:25:22.57ID:syqRwPV20
Most of them are fakes with just a nice exterior, so if you know that from the beginning and buy it as a toy, that’s one thing, but if you buy it just for the cheap price, you’re a fool.
31Anonymous Donburako.Dec. 7, 2024 (Sat) 09:25:40.77ID:EBBSmvU80
“Have you downloaded temu yet?”

“No, not yet.”
This is a crappy ad that assumes everyone has to download it.

54Anonymous Donburako.Dec. 7, 2024 (Sat) 09:28:54.89ID:Qlx+wZTN0
>>31
This is the next crappy ad after “It’s already normal.”
33Anonymous Donburako.Dec. 7, 2024 (Sat) 09:25:58.73ID:xr2NW7+40
Japan is worse than Vietnam. This is what happens when you don’t vote and lose the LDP, Komeito, or the Constitutional Democratic Party.
35Anonymous Donburako.Dec. 7, 2024 (Sat) 09:26:07.55ID:bcrIdAst0
There is no company in Japan that can compete with Amazon. I wonder if someone like MonotaRO will wake up.
49Anonymous Donburako.Dec. 7, 2024 (Sat) 09:28:23.17ID:mLVWLvLR0
>>35
I don’t want them to wake up because I was told I couldn’t do the job and was trashed at a part-time job interview
This time, I’m sorry, that’s fine
I wonder if they don’t understand what you’re saying as a customer?
50Security Guard [lv.16].Dec. 7, 2024 (Sat) 09:28:39.62ID:nqRnvHXn0
>>35
That place is for businesses,
so they don’t deliver on weekends.
36Anonymous Donburako.Dec. 7, 2024 (Sat) 09:26:16.02ID:xR/jD2i10
The key point is that it’s not free; if it were free I would be suspicious, but for some reason I feel reassured that it might be okay if there is even a small cost involved.
41Anonymous Donburako.Dec. 7, 2024 (Sat) 09:27:26.74ID:50XEZml00
I noticed that temu has been added to the shortcuts on Chrome’s homepage…
42Anonymous Donburako.Dec. 7, 2024 (Sat) 09:27:41.17ID:thMAE1+c0
I’m too scared to lay hands on Tim.
43“” Guard [lv.7] [Sprout].Dec. 7, 2024 (Sat) 09:27:55.57ID:7GQFT/LP0
Buying from Temu, which is worse than AliExpress or Taobao, seems like a mental disability.
48Anonymous Donburako.Dec. 7, 2024 (Sat) 09:28:20.49ID:1sAdvibI0
Which is worse, temu or seein?
55Anonymous donburako rolling around.Dec. 7, 2024 (Sat) 09:29:32.67ID:kjdKKVIo0
I don’t use temu

I do use amazon
Either way it’s a Chinese company lol.

56Anonymous donburako rolling around.Dec. 7, 2024 (Sat) 09:29:32.84ID:EPM0hMG80
The “90% off” here just means they raised the price by 90% and then lowered it lol.
58Anonymous Donburako.Dec. 7, 2024 (Sat) 09:30:17.30ID:uB1dX5cf0
There’s a trap for anything suspicious.
Reference: https://asahi.5ch.net/test/read.cgi/newsplus/1733530575

Other languages: 中国産爆安EC「Temu」がベトナムで問題に、インドネシアでは政府が「ブロック」…日本人が知らないアジアの実情, El extremadamente barato ”Temu” de China se ha convertido en un problema en Vietnam, y el gobierno lo ha ”bloqueado” en Indonesia… La realidad de Asia que los japoneses desconocen.

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