2022年8月外文研究报告eservices report

DIGITAL

&TRENDSeServices

–

MarketData

Analysis

&ForecastbyMattMiller,2022Up-to-date

figures

and

in-depth

analyses

of

the

eServices

marketIntroductionWithmore

than

60%

of

the

world

nowconnected

tothe

internet,

the

eServicesmarket

continuestothrive.

Afterasmall

set

backin

2020,

changingconsumerhabitshaveallowed

themarket

to

surpassthe

pre-covid

estimates.

TheOnlineFood

Delivery

segment,

abillion-dollar

industry,hasgainedthemost

traction

afterlockdowns

forced

people

toorder

ininstead

ofgoing

out.IntheDating

Servicessegment,

more

andmore

singlearelonging

forthe

social

connection

theyonce

hadbefore

COVID-19

hit.Ournewest

edition

is

the

OnlineEducationsegment

where

wesee

alot

ofpotential

forgrowth.

Finally,the

event

ticketsmarket,

the

market

hitthehardest,beginsitsrecovery.Thisreport

provides

acomprehensive

overview

of

today’seServices

market

aswellasaprognosis

of

developments

with

detailed

information

on11

different

marketsegments

intheareas

ofEvent

Tickets,DatingServices,

OnlineEducationandOnlineFood

Delivery.

Besides

allrelevant

market

figuresliketotal

and

averagerevenues

andusernumbers

forthe

years

2021

to2027,

we

furthermore

givedetailed

information

on

current

trends,key

players

andimportantbackgroundknowledge

oftheeServices

market.

Thereport

alsoshows

the

impact

oftheRussia-Ukraine

war

on

allsegments

intheeServices

market.2AgendaMarketOutlookOverviewAppendix46DemographicsMarketstructureProductoverviewAuthor112127131148Estimated

marketdevelopmentCOVID-19impactKeyplayer

landscapeBusinessmodels810111315TrendanalysisKey

marketindicatorsSegmentsOnlineFoodDeliveryEventTickets24507294DatingServicesOnlineEducation3The

eServices

market

comprises

4

segments:

Online

Food

Delivery,

EventTickets,

Dating

Services

and

Online

EducationOverview:

segmentsOnline

Food

DeliveryEventTicketDating

ServicesOnline

Education•

Restaurant-to-Consumer

Delivery•

Platform-to-Consumer

Delivery•

MusicEvents•

Sport

Events•

Cinema

Tickets•

Matchmaking•

OnlineDating•

CasualDating•

OnlineUniversity

Education•

OnlinePlatformLearning•

Professional

Certificates4Sources:DigitalMarket

Outlook,

2022China

is

the

leading

country

in

eServices

when

it

comes

to

revenue

with

aboutUS$145.8

billion

in

2021Overview:

summary

andkey

takeawaysSummaryKeytakeawaysWith64%

of

theworld

havingaccess

totheinternet

and

thecurrent

COVID

impacton

international

markets,

consumers

areturningmore

to

online

shopping.TheeServices

market

isone

ofthemajor

markets

impacted

bythisinfluenceonconsumer

behavior.Online

FoodDelivery•

Thesegment

hasaglobal

market

size

of

US$296

billionin2021

and

is

thelargest

segment

withineServices•

China

is

byfartheleading

country

in2027

with

US$208

billion

inrevenueItistono

surprise

thatChinatakesaleadingrole

withintheeServices

market

withamarket

sizeof

aboutUS$211

billion

in2021

toUS$316

billion

in2027.

Thisisduetotheexceptional

revenue

generated

intheChineseOnlineFood

Delivery

market.EventTickets•Thesegment

hasaglobal

market

size

of

US$26

billionin2021

andaCAGR(1)

ofabout28.7%

(2021-27)TheU.S.market

isthesecond

biggestmarket

inthiscomparison

witharevenue

ofUS$121

billion

in2021.

Thisisduetoarelatively

largeOnlineEducationmarketalong

withtherelaxed

COVID

measures

relative

to

other

countries

intheEventTicketsmarket.•MusicEventsgenerates

arevenue

of

US$4

billion

in2021DatingServices•

Thesegment

hasaglobal

market

size

of

US$7

billion

in

2021

andaCAGR(1)

ofWitharevenue

of

US$57

billion

in2021,

theeServices

market

inEuropeis

smallercompared

to

China

andtheU.S.

market.

Theleading

country

inEurope

withrespecttorevenue

isthe

United

Kingdom.about7%

(2021-27)Online

Education•

Thesegment

hasaglobal

market

size

of

US$149

billionin2021

with

OnlineUniversity

Educationbeing

thelargest

segment5Notes:(1)

CAGR:

Compound

Annual

GrowthRate/average

growthrate

per

yearDigitalMarket

Outlook

2022Sources:Online

Food

Delivery

contributes

the

highest

revenue(2)

share

within

theeServices

market,with

US$296

billion

in

2021Estimated

market

development

(1/2)Global

revenue(2)

forecast

inbillionUS$466455436407+16%(1)3693232962942752552322312051751571491301191058883847574788166655448442615556778888882017201820192020OnlineFood

Delivery202120222023Event

Tickets2024DatingServices202520262027OnlineEducation6Notes:(1)

CAGR:

Compound

Annual

GrowthRate/average

growthrate

per

year(2)

Revenue

figures

refertoGross

Transactional/Merchandise

Value

(GTV/GTM)DigitalMarket

Outlook

2022Sources:China

is

the

leader

in

the

eServices

market

with

US$

195

billion

in

2021,

the

U.S.shows

strong

growth

rates

with

a

CAGR

of

12%

between

2021

and

2027Estimated

market

development

(2/2)eServicesrevenue(2)

forecast

inbillionUS$316+7%(1)+12%(1)238211+10%(1)134121+10%(1)Europe103745720212027202120272021202720212027ChinaU.S.ROW7Notes:(1)

CAGR:

Compound

Annual

GrowthRate/average

growthrate

per

year(2)evenue

figures

refer

to

Gross

Transactional/Merchandise

Value

(GTV/GTM)DigitalMarket

Outlook

2022Sources:Inall

eServicessegments,

the

variety

of

different

service

and

business

models

ishigh

and

changing

fastKey

playerlandscape(1)Selected

eServicescompaniesOnline

FoodDeliveryDatingServicesEventTicketsOnline

Education8Notes(1)

Key

player

overviewdoes

not

representthe

entire

marketDigital

Market

Outlook

2022Sources:Online

Food

Delivery

services

mostly

have

a

commissions-based

businessmodelBusiness

models

(1/2)Commissions-based

business

modelOnlineFood

Delivery

apps

or

platformsare

anaggregator

ofrestaurants

thathavetheirown

delivery

service.

Thecore

of

theirbusinessistoprovide

afacilitythatallows

tomapcustomers

tothe

restaurants

aroundthem.

Customers

canchoose

arestaurant

andthenplacetheirorder.

Iftheorder

getsaccepted

bythe

restaurant,the

food

will

bedelivered

tothe

customer.Restaurants

cansignup

tothe

OnlineFood

Delivery

services

andwill

thenbelistedon

the

platform.

Therestaurant

will

becharged

acommission

fororders

thatweretransmitted

viatheplatformSimilar

business

modelsinthismarketOnlineEventTicket

platforms

and

apps(e.g.,Eventbrite)

pursueasimilarstrategy.These

platformsare

aggregators

of

various

eventsandallow

customers

topurchaseaticket

fortheirevents

online.Consumerpaysthrough

appPlatformkeepscommission

andtransfersresttorestaurantUsually,the

Event

Ticket

platformcharges

the

host

oftheevent

arelatively

smallcommission

fee,

e.g.,Eventbrite

charged

thehosts2.5%

commission

foreach

ticket,plusafixed

feeof

US$0.99

perticket

sold.

Inaddition,Eventbritecharges

apayment

processing

feeof

3%

oftheticket.9Sources:

E,

DThere

are

five

main

strategies

to

generateprofitfrom

Dating

Apps,

also

seenthroughout

the

eServices

MarketBusiness

models

(2/2)Subscriptions/FreemiumIn-apppurchasesPaid

appsInthesubscription

model,

thecontent

islocked.

Acertain

amount

ofcontent

canbeviewed

forfree,

butapaidsubscription

isnecessary

toview

content.Thisstrategy

involves

the

selling

of

virtualor

physicalgoods

withintheapp

itself

tomakeaprofit.

Forexample,

withinseveral

LanguageLearning

apps,trainingor

coaching

sessions

or

videos

canbepurchased.Theuserpaysaspecific

amounttodownload

theapplicationon

theirsmartphone.

Usually,allfeaturesandoptionsarethenavailabletothe

user

and

there

isnoadvertising.FreemiumIn-appAdvertisingWiththisstrategy,theapp

anditsbasicfunctionsareavailableforfree

intheapp

store,

butsome

of

thefeatures

arelocked.

Tounlock

these

features,theusers

haveto

payaprice

to

beableto

usepremiumfeatures.Advertising-funded

apps

are

free

ofcharge

fortheuser

and

aimto

gatherinformation

aboutthe

users.Thisdatacanbesold

toapp

publisherswho

thenplacetargeted

adswithintheapp.By

selling

data-driven

advertising

space,app

providers

canmonetizetheirapp.10Sources:DigitalMarket

Outlook

2021The

integration

of

eServices

in

different

environments

is

a

step

towards

moreindividualized

experiencesTrend

analysis(1/2)Social

networksWe

expect

anincreasing

integration

of

social

networks

(e.g.

Meta)

into

eServices

platforms

and

agrowing

convergence.

Anexample

are

ticketing

platforms,where

afew

online

ticket

providers

already

cooperate

withsocial

media

organizations.Ticketmaster,

forexample,

provides

aninteractive

mapthatrelates

to

Meta’s

platform

Facebook.

When

auser

loadsaseatmapontotheTicketmaster

site,theuser

will

see

where

intheconcert

venuetheirFacebook

friendsare

sitting.Inaddition,we

expect

onlinedating

toconverge

with

social

networks.

Datingportalswill

beless

focused

on

finding

apartnerforlifeandplacemore

emphasis

on

meeting

new

people

instead.Meta

iseven

rolling

out

itsown

dating

features.IoTenvironmentTheInternet

of

Things

(IoT)

isone

of

thehottopicswhen

itcomes

to

digitalizationanddisruptivechangesto

traditionalindustries.

Withtheuseofsmart

algorithms

suchasmachine

learning

tools,

eServices

become

more

individualized.

Onemaintrend

regarding

theIoTiscontrol

viadevices

like

smart

speaker

or

wearables

with

smart

assistantssuchasSiri,Alexa

orCortana.Ontheone

hand,

those

assistantsoffer

anotherpossibility

tomakefood

delivery

orders

or

buyevent

tickets,ontheotherhand,

they

offer

ahigherlevel

of

AI

tolearn

certain

patternsandpreferences

of

theusers

tomakeproposals

forevents

or

foodorderings

basedon

theirusagebehavior.11Sources:DigitalMarket

Outlook

2021New

delivery

and

technology

trends

could

make

the

market

faster

and

moresecureTrend

analysis(2/2)Innovative

delivery

methodsOnemajor

trend

withintheOnlineFood

Delivery

segment

are

innovationsregarding

delivery

methods,

suchasdrones,

robotsandself-driving

cars.

Anexample

isDomino’s

Pizza,whois

currently

testing

aself-driving

pizza

delivery

robot

and

adeliverydrone

called

DRU.

But

notjustproviders

of

OnlineFood

Delivery

services,

alsokey

techplayers

likeAmazon

andGoogle

areexperimenting

with

drones

tomaketransportation

easier

andmore

convenient.However,

before

drones

canbewidely

established,aviation

authoritiesmust

passregulations

thatallow

food

delivery

bydrones.

Thefirstregulations

on

unmannedaircraftsthatarealready

inplaceset

some

basicguidelinesfor

commercial

droneoperators,

butsome

uncertainties

remain.Blockchain

technologyThemost

frequently

usedbuzzword

withinFinTech

isalready

reaching

outfor

othermarkets.

Blockchain

isadistributed

ledgertechnology

thatautonomously

records

peer-to-peer

transactionsacross

decentralized

computers.

Information

iswritten

inblocksthatare

visibletoeveryone.

Ablockchain

canbecharacterized

as

avalue-exchange

protocol.TheEventTickets

market

hasaproblem

with

widespread

fakeand

duplicatetickets.

Several

newly

developed

solutionsfromtheblockchain

environment

may

come

outwith

new

protocols

forsmart

ticketing.Security

issuesare

alsoacommon

probleminthefield

of

Dating

Services.

User

canbecome

victimsof

onlinedatingfraud.Blockchain

technology

could

help

companiesoffer

strong

incentives

forgood

behavior

suchas

undergoing

averification

process

or

addingmore

detailstoaprofile.12Sources:DigitalMarket

Outlook

2022Several

key

market

indicators

are

responsible

for

a

growing

digital

infrastructureKey

market

indicators:

digitalinfrastructureoverviewInternetUsersConnection

Speed64.1%

of

global

population

usingtheinternet

on

amonthlybasis.Increasing

internet

penetration

buildsthebaseforusingdigitalmedia.23.57

Mbits/sistheglobalaverage

internet

connection

speed.Asconnection

speeds

improves,

services

suchashigh-qualityvideos

and3D

simulation

become

available.Broadband

SubscriptionsSmartphone

Penetration16.2

subscriptionsper100

Capitawas

theglobal

numberforbroadbandsubscriptions,which

is

acrucial

indicatortoestablish

digitalservices.63.6%

of

global

populationusesmartphone

on

amonthly

basis.13Sources:DigitalMarket

Outlook

2022Internet

penetration

is

especially

high

in

some

European

countries,

but

China

isbehindKey

market

indicators:

internet

penetrationInternetpenetration

in202192%92%92%91%88%84%Ø81%Europe76%72%61%Ø

65%GlobalJapanUKSouth

KoreaU.S.GermanyFranceBrazilChinaIndia14Sources:DigitalMarket

Outlook

2022From

a

global

perspective,

broadband

subscriptions

and

connection

speed

arecontinuously

increasingKey

market

indicators:

mobile

broadbandsubscriptionsandaverage

connection

speedGlobal

mobile

broadband

subscriptionsandaverage

connectionspeed112.9109.4105.4101.096.290.985.078.571.563.643.739.535.331.327.423.620.317.214.411.92017201820192020202120222023202420252026Mobile

broadbandsubscription

per

100

capitaAvgconnection

speed

inMbits/s15Sources:DigitalMarket

Outlook

2022Over

70%

of

the

Chinese

population

own

a

smartphoneKey

market

indicators:

smartphone

penetrationSmartphone

penetration

in202192%92%91%87%82%80%76%Ø78%72%Europe61%Ø64%GlobalUKSouth

KoreaU.S.GermanyJapanFranceBrazilChinaIndia16Sources:DigitalMarket

Outlook

2022Several

key

market

indicators

are

responsible

for

a

growing

digital

infrastructureKey

market

indicators:

digitalinfrastructureoverviewInternetUsersConnection

Speed64.1%

of

global

population

usingtheinternet

on

amonthlybasis.Increasing

internet

penetration

buildsthebaseforusingdigitalmedia.23.57

Mbits/sistheglobalaverage

internet

connection

speed.Asconnection

speeds

improves,

services

suchashigh-qualityvideos

and3D

simulation

become

available.Broadband

SubscriptionsSmartphone

Penetration16.2

subscriptionsper100

Capitawas

theglobal

numberforbroadbandsubscriptions,which

is

acrucial

indicatortoestablish

digitalservices.63.6%

of

global

populationusesmartphone

on

amonthly

basis.17Sources:DigitalMarket

Outlook

2022The

US

leads

the

way

with

the

highest

GDP

per

capita

at

US$

68,111,

followedby

Germany

and

the

UKKey

market

indicators:

GDPper

capitaGross

domestic

productpercapitaUS$

in202168,11147,71442,45141,62339,61234,517Ø31,332EuropeØ12,40911,83211,787Global2,544U.S.GermanyUKFranceJapanSouth

KoreaChinaBrazilIndia18Sources:DigitalMarket

Outlook

2022Per-head

consumption

expenditure

in

the

U.S.

is

nearly

10

times

higher

than

inChinaKey

market

indicators:

consumer

spendingConsumerspending

percapitaUS$

in202146,167.324,458.723,417.321,553.121,114.915,211.9Ø14,898Europe7,031.4Ø7,361Global4,895.81,506.2U.S.U.K.GermanyFranceJapanSouth

KoreaBrazilChinaIndia19Sources:DigitalMarket

Outlook

2022China

andIndia

make

up

almost

40%

of

the

world’s

populationKey

market

indicators:

populationPopulation

inmillionin20211,451.81,393.4332.9215.4125.683.968.265.451.3ChinaInidaU.S.BrazilJapanGermanyUKFranceSouth

Korea20Sources:DigitalMarket

Outlook

2022Women

tend

to

live

longer

than

men,

as

shown

by

the

gender

split

inpercentage

of

total

populationKey

market

indicators:

populationdistribution

bysex

and

agegroupGlobal

age

groupsbygender

in2021MaleFemale0.2%0.1%

90-940.2%0.4%0.7%85-8980-8475-7970-7465-6960-6455-5950-5445-4940-4435-3930-3425-2920-2415-1909-1405-0900-040.4%0.6%0.9%1.2%1.4%1.7%1.8%2.0%2.1%2.5%2.5%2.9%3.1%3.2%2.9%3.0%3.1%3.6%3.5%3.9%3.8%3.7%3.7%3.8%4.0%4.1%4.2%3.9%3.9%4.1%4.2%4.4%4.4%21Sources:

Japan

leads

in

urban

population

share

at

92%

of

the

population

living

in

largecitiesKey

market

indicators:

urbanpopulationUrban

population

sharein202192%87%84%83%81%81%77%Ø75%Europe63%Ø57%Global35%JapanBrazilUKU.S.FranceSouth

KoreaGermanyChinaIndia22Sources:DigitalMarket

Outlook

2022AgendaMarketOutlookOverviewAppendix46DemographicsMarketstructureProductoverviewAuthor112127131148Estimated

marketdevelopmentCOVID-19impactKeyplayer

landscapeBusinessmodels810111315TrendanalysisKey

marketindicatorsSegmentsOnlineFoodDeliveryEventTickets24507294DatingServicesOnlineEducation23SEGMENTSOnline

Food

Delivery•

Overview•

Market

Drivers•

Market

size•

Key

playerlandscapes•

Company

profiles•

Start-upanalysis•

Deep

dives•

User

numbers•

Average

revenue

per

user•

Penetration

rateOnline

Food

Delivery:products

and

servicesOverview:

market

scopeRestaurant-to-Consumer

Delivery:Platform-to-Consumer

Delivery•

Onlinemeal

order

and

delivery

bothcarried

out

by

aplatform

(e.g.

Deliveroo)•

Meals

ordered

online

which

aredirectly

delivered

bythe

restaurant,

no

matter

ifordered

viaaplatform(e.g.

Delivery

Hero)

or

arestaurant

website

(e.g.

Domino’s)•

Onlineorders

thatarepicked

upinthe

restaurant25The

Online

Food

Delivery

market

is

segmented

into

two

business

models

withdifferent

delivery

methodsOverview:

customer

journeyWhen

usinganaggregation

service

likeJustEator

Deliveroo,

thecustomer

candecide

between

avariety

ofrestaurantsthatarenear

thedeliverylocation

(GPS

located

or

bydefining

anaddress).

Thefood

is

thenusuallychosen

inaneCommerce-likeshoppingsetAfterthecheckout,

the

customerneeds

to

choose

apaymentmethod.

Attheend,customers

areinformed

how

long

thedelivery

willtake,based

ontheaddressandthecapacityof

therestaurant.TheRestaurant-to-ConsumerDelivery

segment

includesthedelivery

ofmeals

carried

outdirectly

bytherestaurants(e.g.Domino’s)PLATFORM/WEBSITE/APPRESTAURANT/FOODPAYMENTMETHODCHECKOUTDELIVERYThePlatform-to-Consumer

DeliveryCustomers

canchoosebetween

platformaggregation

services

(e.g.Deliveroo)

thatcollect

themenusof

differentMost

OnlineFood

Delivery

servicesoffer

apersonalized

account,socustomers

havetologinor

registerwith

theiruserdatabefore

or

afterthecheckout.

Additionally,couponcodes

canbeentered

foramarket

segment

focuses

on

onlinedelivery

services

thathandlethedelivery

themselves

(e.g.

Deliveroo).Theplatformwill

pick

up

themeal

attherestaurant

and

deliver

ittothecustomer.restaurants,or

theycanusethewebsite

of

thepreferredservice/restaurant

(e.g.Domino’s).discount.26Sources:DigitalMarket

Outlook

2022Convenience

is

one

of

the

main

reasons

to

order

food

onlineOverview:

customer

benefit

andmarket

developmentCustomer

BenefitMarket

sizeandfuturedevelopmentThemainreason

forordering

food

onlineis

thatitisconvenient.

Customers

donot

Theglobalrevenue

intheOnlineFood

Delivery

segment

amountstoUS$296

billionneed

toplacetheirorders

byphone,asthisbearsthepotential

to

result

inwrongdeliveries

duetomisunderstandings.

Sucherrors

are

ratherunlikely

when

itcomestoonlineorders.in2021.Aglobalcomparison

shows

thatmost

of

the

revenue

isgenerated

inChina

withUS$142

billion

in2021.Anotherreason

infavorof

OnlineFood

Delivery

isthatitsaves

time.

Thecustomerdoes

notneed

to

cook

or

gooutandpickupfood

from

somewhere.

Whilewaitingforthefood

to

arrive,

customers

canusethetimeefficiently.China

isfollowed

bythe

U.S.,which

hasarevenue

of

US$57

billionin2021.Revenues

inEurope

are

thesmallest

inthiscomparison

with

US$36

billion

in2021.TheU.K.istheleadingcountry

inEurope

with

revenues

of

US$14

billionin2021.Inaddition,OnlineFood

Delivery

services

offer

aneffortless

ordering

process

bystoring

payment

card

detailsalong

with

contactdetails

aswell

asinformation

onfavorite

restaurantsandprevious

orders.We

anticipateChina

tohaveanannualgrowth

rateof7%

(2021-27).

This

will

resultinamarket

volume

of

US$208

billionby2027.Europe

isexpected

to

haveanannual

growth

rateof

8%

(2021-27)

and

atotalmarket

volume

of

US$58

billion

by2027.Anothermajor

advantagethatOnlineFood

Delivery

services

offeristhatcustomerscanmake

informed

choices

anddiscover

new

kindsof

cuisines.

TheOnlineFoodDelivery

companies'

aggregate

menusandcooperate

withavariety

ofrestaurants,TheU.S.isgrowing

slightlyfasterthan

Europe,

at9%

annually.

We

anticipatetheproviding

customers

with

anincreased

numberof

choices.

Furthermore,

customers

U.S.tohaveamarket

volume

of

US$97

billionby2027canspecifically

choose

certain

restaurantsor

dishes

over

others

based

oncustomer

reviews.27Sources:DigitalMarket

Outlook

2022Improving

the

ordering

experience

and

working

on

innovative

delivery

methodsare

two

major

trendsOverview:

assumptionsandtrendsAssumptionsTrendsWhile

thepopularity

ofonline

ordering

isgrowing

fast,

aconsiderable

shareof

food

Soon,we

will

see

stronger

competition

between

in-house

and

third-party

deliveryorders

arestill

placedover

thetelephone.

Thisstillmeans

untapped

potential

fortheOnlineFood

Delivery

market.services,

withmore

companies

offering

bothhealthier

andhigh-quality

food,

evenprepared

bywell

known

chefs.ThePlatform-to-Consumer

Delivery

sub-segment

was

animmature

market

afewyears

agobut

now

accountsfor55%

of

totalrevenue

within

theOnlineFoodDelivery

segment.

Thisismainly

duetogrowing

adoption

ofthePlatformtoConsumer

businessmodel

inChinaaswell

as

Europe.

Itisassumed

thattheseservices

will

furtherexpandtheirbusinesses

incapitalcities

and

increase

deliverycoverage.Many

OnlineFood

Delivery

companies

focuson

data-driven

user

experienceoptimization.

They

leverage

technology

andharnessdatabyusingpersonalizedprofiles,

recommendations

or

digitaltrackingalong

theprocess

from

thepreparation

to

thefinaldelivery.Optimizing

theuserexperience

isstrongly

connected

to

thedelivery

process,

whichiswhy

we

predict

to

see

more

innovation

regarding

new

delivery

methods.

Over

thepastyear,Food

Delivery

companies

haveinvested

inself-driving

cars,drones

andIntheU.S.,UberEATS

isthefastest-growing

meal

delivery

service,

reaching

out

toindustryleader

GrubHub.Regarding

restaurant

chains,Domino’s

Pizza

istheglobal

robots

to

make

transportation

easier

and

more

convenient.

Astheinnovationleader.leader

within

thisarea,

many

companies

intheU.S.

aretesting

autonomousvehicles.

Anexample

is

UberEatsowned

Postmates

recently

invested

into

arobotics

company,

Serve

Robotics,

to

develop

sidewalk

food

delivery

robots.

Theserobots

areautonomous

andhavebeen

inuseinLos

Angels

neighborhoods

since2018.Alibaba-backed

Ele.me

and

Tencent-backed

Meituan

aretheleadingcompanies

inChina'sOnlineFood

Delivery

sector.Delivery

Hero

and

JustEatT

aremarket

leaders

inEurope.28Sources:DigitalMarket

Outlook

2022Platform-to-Consumer

will

be

the

leading

category

with

revenuesof

US$466billion

in

2027Market

sizes:

globalRevenue(2)

forecast

inbillionUS$466455162436156+16%(1)3234071463691331642961081152328815760130513032942801054426123720818814497786220172018201920202021202220232024202520262027Platform-to-Consumer

DeliveryRestaurant-to-Consumer

Delivery29

No