2015년 유통백서

1

Contents

1 9

1. 2014 11

1) 2014 11

2) 2014 12

2. 2015 18

1) 2015 18

2) 2015 19

2 23

1. 25

1) 2014 25

2) 2015 28

2. 35

1) 2014 35

2) 2015 38

3. 43

1) 2014 43

2) 2015 49

4. 53

1) 2014 53

2) 2015 59

5. 61

1) 2014 61

2) 2015 66

2

5

3

1.

2.

3.

4.

5.

1.

2.

3.

[ ]

1.

2.

6. 69

1) 2014 69

2) 2015 77

7. TV 81

1) 2014 TV 81

2) 2015 TV 90

3 95

1. 97

2. 112

3. 121

4. 134

5. 144

4 163

1. 165

2. 174

3. 188

4. 203

[ ] 215

1. 217

2. 239

3. 265

3

5 11

13

13

14

15

17

2015 18

25

29

33

34

37

45

50

53

54

54

55

56

57

61

62

63

69

(2012~2013) 70

70

71

71

72

4

72

73

74

() 75

75

76

77

TV ( ) 81

TV 82

T- 83

TV 87

TV 88

89

90

99

99

100

100

(2012~2018) 101

2014 3 101

102

104

105

112

2014 114

2014 115

116

119

(2013) 122

() 126

3 (2013) 126

(2013) 127

(2013) 127

5

(2013) 128

(2013) 128

(2013) 129

(2013) 129

(2013) 130

130

(2013) 131

1 (2013) 132

1 (2013) 132

(2013) 132

(2013) 133

ICSC 146

(2013) (2012~2013) 149

(2013) 149

2014~2016 150

156

157

( ) 158

(2013~2014) 167

2014 176

Apple Pay 184

Top 25 189

Top 10 190

Top 10 191

Top 192

193

14 194

7 194

9 195

206

3 210

3 211

B2C 212

6

5 12

2015 19

( ) 27

2015 8 8 30

PB () () 31

1~2 () 50 () 32

35

36

38

39

40

SPA 41

42

CVS 43

44

PB 46

PB 47

48

/ 48

HMR 49

CU CJ TV 51

52

64

78

TV 85

TV 86

98

103

104

7

113

114

117

118

(2001~2013) 121

123

3 (//) 123

(2005~2014) 124

(2010~2014) 125

() 125

1 (2010~2013) 131

136

138

(2013 ) 152

153

() 154

(2013~2014) 166

1992 2013 174

2014 175

176

20 177

e-Commerce 178

M&A 180

182

183

2014 1 186

Amazon Prime 186

2014 203

204

205

9

1

1. 2014 / 11

2. 2015 / 18

11

1

1. 2014

1) 2014

2014

.

(GDP) 3.3% .

2014 1 11

2,561 54 .

.

.

2014 1.3%

. 2.0% 0.8%

. 0.9% , 2.7% . 2013

2 .

5 ( : %)

2010 2011 2012 2013 2014

3.0 4.0 2.2 1.3 1.3

:

2014 430

3.4% . 2.1%

. 349

3.5% .

71.5% 0.4% .

12

.

. 20% 104.1% 2013

7.8% . 20% 61.6% 2013 0.4% .

5

85

90

95

100

105

110

115

120

2010. 01 2011. 01 2012. 01 2013. 01 2014. 01 2014. 12

:

1)

.

50

. 4

.

2) 2014

2014 (

) 1.4% 267 . 2013 1%

.

1) 2003 1~2014 12 100

, .

13

( : , %)

2011 2012 2013 2014

249,509 260,436 264,034 267,773

8.4 4.4 1.4 1.4

: ( )

2004 -1.6%

,

. 3.4% ,

.

, , .

2012 27 2013 12, 2014 6 .

( , , : %)

2011 2012 2013 2014

1Q 2Q 3Q 4Q

8.4 4.4 1.4 1.4 2.6 1.0 1.3 0.9

11.4 5.4 2.6 -1.6 1.7 -1.5 0.5 -6.1

* 10.9 6.3 2.4 3.4 4.8 5.2 0.7 3.3

8.5 4.8 3.1 0.8 2.1 3.1 -2.8 1.1

17.9 18.3 7.8 8.7 7.9 7.0 6.7 13.1

10.6 11.1 7.2 7.0 7.8 4.3 7.6 8.4

5.2 0.0 -2.5 -1.3 -0.5 -2.7 0.1 -2.1

: ( )

*

, 7.0% , 2013

8.7% .

,

(), 365()

.

14

. 2011 3

2012 ,

.

20~30 ,

, , . SPA ,

,

.

(, : %)

12 18.2 11.6 13.6 8.2 13.7 8.5 13.3 87.2 12.8 100.0

14 19.6 10.1 12.8 7.3 14.4 9.3 12.2 85.7 14.3 100.0

:

,

.

.

.

-3.4% 2012 3 .

,

.

15

2011 2012 2013 2014

2.9% -3.3% -5.0% -3.4%

: , ( )

1~2 , ,

.

.

20 .

10 . , 2013

,

, .

(SSM)

.

.

.

. 2010 2013

( ) 39%, 20%

7%, 3% .

.

16

1~2 , ,

. 2012

2013 7%

.

. ,

, ,

.

365 200~300

.

.

PB . CU 3

1 PB ,

.

TV PC

. TV 9.3 2013 0.3

.

TV

TV , , . ,

TV 6

TV .

PC

PC

. 2014

60% .

17

( : )

2010 2011 2012 2013 2014(E)

TV 5.7 6.5 7.9 9.0 9.3

PC 27.4 31.6 34.0 33.8 32.0

- - 1.8 5.9 13.1

:

2014 .

.

, ,

.

18

2. 2015

1) 2015

.

,

.

3.9% 3.5%

3.7%

.

2015 ( : %)

3.5 3.6

3.7 3.7

3.7 LG 3.9

3.9 3.8

:

50~60 ,

42 .

.

1.9% .

1.2%, 2.5%

0.3% .

.

,

.

. ,

.

19

2) 2015

2.4% 276 .

1.4%

.

.

. ,

.

,

.

2015

14.3%

4.0% 3.8% 3.2%2.3%

1.3%-5.0%

2.4%

: , 2015 (14.12)

*

. , , ,

.

. 3.8%

.

20

,

.

.

,

. F&B

.

(Beacon)

.

.

. ,

.

.

.

,

.

1/3

.

.

21

1~2 ,

.

SSM ,

.

.

.

1 .

/ .

. 1

.

.

.

, ,

.

PB . 2014 PB

14% .

, 1 PB . ,

.

22

PC

PC .

.

.

. , ,

.

,

.

7 TV

. 7

NS

.

23

2

1. / 25

2. / 35

3. / 43

4. / 53

5. / 61

6. / 69

7. TV / 81

25

2

1.

1) 2014

2013 2014 .

2013 -5.0% , 2014 -3.4%

. 2013 .

(, : %)

2011 2012 2013 2014

1Q 2Q 3Q 4Q

3 2.9 -3.3 -5.0 -3.4 -3.3 -2.9 -4.0 -2.9

:

2014

, , ,

4 .

,

.

. 2014

1.7% 2013 2.0% . ,

. 4

. 12

,

.

26

. ,

.

480 .

20 ,

10 . ,

. 2013 7

, .

0~8

0 10 . 12

2 .

.

. 2012 27 2013 12

, 2014 6 .

.

.

, .

, 1, 5, 8

.

1 4.6%

13.4% . 2 (2)

, , (AI)

. 2

11.5%, 13% . 3

. 4 ,

. 5 ,

,

27

. 6

, ,

. 14.7%,

13.3% . 7

,

. 8 ,

, . 8

3.2%, 8.6% . 9

, , (2

) . 9

10.1% , 6.6% . 10 TV,

, ,

0.9%

( ) ( : , %)

:

28

2) 2015

.

GDP 50%

.

.

2015 2014

. 2014 2.8~3.3%

2015 3.4~3.8%

.

.

.

2) .

. GDP 250% (credit)

. 2015

.

. 2015

2014

.

2015

. 2014 3.4~3.5%

2015 3.5~3.9% .

2014 1.7~2.0% 2015 2.3~3.5% .

2)

.

29

. 1,000

160%

. 2015 6

. 2015

,

.

( : %)

KDI

14(E) 15(F) 14(E) 15(F) 14(E) 15(F)

3.5 3.9 3.4 3.8 3.4 3.5

2.0 3.5 1.7 3.0 1.7 2.3

: (2014.10), (2014.12), KDI(2014.12)

, , ,

. 12

. ,

. , ,

.

.

.

.

12

. 2014

120%

. (new normal) .

,

.

30

.

. ()

()

. .

50% .

8 ,

, , ,

.

2015 8 8

, ( )

/ (, , )

(, )

(, )

( , )

( )

(, )

[8 ] [8 ]

/

/

( , )

:

2015 ,

, PB , . 2015

31

2014 .

.

.

.

.

2014 7 .

, 236 , , ,

350 .

QR

.

.

PB () ()

( : %) ( : %)

: 3( 2014 7 4 )

(NB : National Brand) 20

60% (PB : Private Brand)

. PB

. ( )

(Aldi) (Lidl) PB 90% .

32

(Tesco) (Walmart) PB

50% . PB

.

.

515% .

1519%

.

,

. , ,

. ,

12

. 12

50% . 50

50% .

( )

.

1~2 () 50 ()

:

. 489

. 1 20

33

1 10 .

. ,

.

( : )

2010 2011 2012 2013 2014(E)

437 445 470 483 489

: , 2014 (2014 )

2015

, ,

.

. 1 1

2 .

20% .

, 140%

.

, ,

, . 2014 9

, 1 25

100 . 26% 55%

100 .

34

( : )

2010 2011 2012 2013 2014(E) 2015(F)

PC3,100 6,600 10,150

12,040 13,200 14,000

1,210 2,900 5,400

3,100 6,600 10,150 13,250 16,100 19,400

:

1519%

. 6~7

SKU 3~4 SKU .

400~500

150~200.

. 2015

2014

.

. NB

PB

. PB ,

, .

PB .

.

. 45

2 1020% .

PB

. , ,

1550% .

.

.

, 30%

.

35

2.

1) 2014

2014 3% . 2000 3%

.

2013 2014

. 2014 4

2015

.

: , ()

36

.

. , ,

2040 .

50 40

.

, ,

.

.

.

( : %, )

: ,

37

vs.

2014

. IMF

. 2015 .

, 2014

.

( : , %)

2010 2011 2012 2013 2014(E) 2015(F)

24.8 27.6 29.1 29.8 29.3 30.2

- 11.4 5.4 2.6 -1.6 1.6

7.5 7.9 8.7 9.9 11.2 13.2

- 5.7 10.1 13.8 13.1 18.0

: , ,

.

2030 .

.

.

, , 2030

. 30

.

. 30

.

.

200 .

.

2030

.

38

//

(10~13 CAGR)

: , , ,

,

.

.

2) 2015

.

.

. .

.

39

.

.

.

, ,

.

F&B

.

. F&B

.

2015

.

40

( : %)

:

.

. SPA . 2015

5 SPA

. .

2030 3040 .

.

.

41

SPA

.

(Showroom)

.

.

, , , ,

.

.

(Beacon)

.

.

.

.

43

3.

1) 2014

2008 2012 15.6%

.

2013, 2014 .

.

CVS

: ( )

.

(10~20) 20

. 1989

2014

.

,

44

.

: JAPAN CONBIN, Planet Retail,

2014

, ,

. PB

,

.

2014 , PB ,

,

.

45

.

, .

,

, , ,

, ,

.

,

.

.

, ,

.

CU

( CU )

/,

GS25

/ , //

/

:

46

PB

2014 PB .

.

PB .

Data

.

PB

, SNS PB . PB

SNS

PB .

(Modisumer) SNS

PB

. PB

.

47

PB

CU GS25 7-11

1 1 1 1 1

:

2014 .

, SKU

. 2015

.

,

.

. 2014 .

CU .

POP

.

() .

.

. CPTED(Crime

Prevention Through Environmental Design)

.

48

CU GS25 7-11

:

, .

,

,

.

.

/

:

49

2) 2015

2014 Player , , PB

2015 .

, 1 , ,

. 2015

, , ,

.

1 .

. 1 , 5

HMR .

HMR

.

HMR

HMR (/ )

: BGF

50

.

.

,

.

.

. AMAZON LOCKER

.

(Beacon)

.

, (Omni-Channel) .

CU

, ,

GS25 ,

7-11

,

:

.

. .

51

PB ,

.

CU CJ , TV

CU

. PB

.

CU CJ TV

2014 2015 .

TPO(Time, Place, Occasion)

.

52

2015 2014 , ,

.

.

, ,

.

53

4.

1) 2014

2000

2013 8,865 5 2.0% . 8 4

5 5.2%, 24 4 11.2%

.

2006 2008 2010 2011 2012 20131)

(%)

() 7,122 8,060 8,341 8,277 9,047 8,865 2.0

()

52,981 63,824 69,348 73,361 79,806 80,369 5.2

7.44 7.92 8.31 8.86 8.82 9.07 2.9

(10)

12,279 15,636 19,828 22,315 23,765 24,401 11.2

1.72 1.94 2.38 2.70 2.63 2.75 8.4

1) 5

: , (2006~2009, 20112013)/(2010).

,

. 2000

2013 72,391 5 3.4%

132,862 1.9% . 10 3

6.8% .

.

54

2006 2008 2010 2011 2012 20131)

(%)

()

96,922 87,271 79,193 76,043 73,101 72,391 -3.4

()

163,477 146,507 135,581 132,989 128,604 132,862 -1.9

1.69 1.68 1.71 1.75 1.76 1.84 1.9

(10)

6,639 7,715 8,982 9,421 9,961 10,325 6.8

0.068 0.088 0.113 0.124 0.136 0.143 12.5

1) 5

: , (2006~2009, 20112013)/(2010).

2014 36 76 0.76%

. ,

. 2014 4

. SSM

.

1)

( : 10, %)

2010 2011 2012 2013 2014

(14)

24,752 27,564 29,056 29,800 29,322 -1.6

38,059 42,190 44,838 45,905 47,474 3.4

29,910 32,463 34,066 35,066 35,351 0.8

7,809 9,203 10,884 11,728 12,744 8.7

100,553 105,815 105,794 103,108 101,749 -1.3

29,170 32,275 35,859 38,427 41,133 7.0

230,251 249,509 260,436 264,034 267,773 1.4

1)

: ,

55

2014

.

.

( ) 1/4 2/4

3/4 .

.

.

( : 10 , %)

2013 2014

1/4 2/4 3/4 4/4 1/4 2/4 3/4 4/4 1/4 2/4 3/4 4/4

63,839 65,283 65,455 69,456 65,469 65,941 66,273 70,089 1.29 -1.83 0.17 -6.1

7,284 7,303 6,528 8,684 7,407 7,197 6,563 8,153 4.91 5.12 0.64 3.3

1) 119,074 11,002 12,219 11,609 11,601 11,571 12,308 11,992 2.65 2.70 -3.04 1.1

8,475 8,617 9,485 8,487 8,656 8,886 9,223 8,584 6.01 5.49 5.49 13.1

2,576 2,985 3,212 2,954 2,779 3,194 3,428 3,341 -0.20 -2.38 0.04 8.4

25,313 25,836 24,676 27,280 25,196 25,142 24,707 26,702 8.27 4.17 7.53 -2.1

9,114 9,539 9,333 10,440 9,826 9,949 10,042 11,315 2.6 1.0 1.03 0.9

1) SSM (

[ 3,000 , 47121(), 47129(

), 47190( )])

: ,

,

.

.

.

.

.

.

, ,

.

56

( : %)

2001(B) 2005 2010 2012 2013(A)(B)

(A)

20.3 29.2 31.4 30.5 31.3 54.2

12.6 18.5 25.2 23.8 25.2 100

7.7 10.7 6.2 6.6 6.1 -20.8

1)

24.0 27.1 23.9 19.8 20.4 -15

11.9 19.1 17.9 16.0 17.6 47.9

12.1 8.1 5.9 3.8 2.8 -76.9

34.7 30.0 32.8 31.6 28.8 -17

20.1 19.7 21.2 24.7 23.6 17.4

14.7 10.3 11.6 6.9 5.2 -64.6

1)

38.9 37.8 37.5 28.2 22.4 -42.4

10.7 12.6 15.2 16.7 15.2 42.1

28.2 25.2 22.3 11.5 7.2 -74.5

1) , 165~3,000 , 165

: , (2003~2012)/(2005)/(2010)

. 2000

.

.

.

.

.

.

2010 2013 ,

, .

.

2010 2013 39% 20%,

16% . 7%, 3% .

57

.

.

.

2010 2011 2012 2013

100.0 104.5 107.0 107.9

100.0 103.2 107.9 115.7

100.0 104.9 104.1 102.9

100.0 102.4 105.8 107.0

100.0 112.1 129.6 138.9

100.0 94.9 91.8 87.8

100.0 101.1 107.6 119.6

: , /

SSM

1996 ,

. 2000

. 2000

(SSM)

.

, 2010.11.24

500m SSM

. 2011.6.30

500m 1km

. 2012.1.17

.

2013 1 23 .

58

SSM . 2013 1

10 , 2

.

.

30

. ,

55

.

. 2014 12

6

.

.

.

.

.

. 2014 1

.

. 2015

.

, 2010

2014 12 10,819 .

,

59

.

2014 12 30

6 .

3) 2015

.

2) 2015

2015

. , 1 ,

. ,

, ,

.

,

.

,

.

. ,

,

. ,

, .

, 1+1, 2+1

.

.

2015

.

,

.

.

3) e- .

60

(2013.10),

, ,

(KOSIS). (2006~2009, 2011~2013), (2010).

(KOSIS).

, (, )

, (, 2010=100)

61

5.

1) 2014

2013 1,502(/ 1,372)

764(50.9%), 608(40.5%), 130(8.7%). 2005

158, 2006 108, 2008 48, 2010 15, 2012 9

2010

.

( : )

2005 2006 2008 2010 2012 2013

1,660 1,610 1,550 1,517 1,511 1,502

: 2013

1,000 22 1.5%,

500~1,000 34 2.3%, 100~500

447 29.8%, 100 999 66.5%

96.3% 100

2/3

. 18.2%(274), 0.7%(10),

24.5%(368), 56.6%(850)

.

1.9%(29), 5.3%(80

), 26.8%(402), 66.0%(991)

92.8% .

68.3%(1,026), 17.6%(265),

14.0%(211) . 91.3%(1,371),

8.7%(131)

. 39.9%(599),

38.3%(576), 21.8%(327) .

62

,

64%, 68%

.

2013 210,437

186,636 .

25.0%, 63.7%, 9.3%, 2.0%

. 0.8%

1.5% .

1

26.0% . 24.3%,

14.5%, 11.0%, 10.8%, 9.3%, 4.1%

. , / , .

( : %)

/

11.2 6.2 8.6 10.8 24.3 9.3 11.0 14.5 4.1 100

: , 2013

351,240 0.8% .

54.2%, 45.8% .

2013 55.2 2012 55.0, 2010 53.7

.

1.6 0.1 .

61.1%, 24.1%, 10.0%,

4.9% .

,

.

63.1%,

63

34.1%

. 60.4% 2012 57.3%.

2010 50.2% .

2013 20.7 2012 21.1 1.9%

. 2011 2012

4.5%, 2010 2011 7.9%

.

( : )

2005 2006 2007 2008 2009 2010 2011 2012 2013

32.7 29.8 26.7 25.9 24.7 24.0 22.1 21.1 20.7

: , 2013

9 2014 1 12 100

. 2, 3, 5, 8, 11

(2014 4) 4 31.9

.

4 5

4, 5

. 2014 4 ,

.

64

1 2 3 4 5 6 7 8 9 10 11 12

2013 42.2 50.2 55.0 61.7 65.5 57.0 47.9 41.6 68.6 58.1 67.3 53.1

2014 57.3 63.3 86.7 54.8 65.5 59.3 48.2 65.5 103.8 75.9 81.7 73.6

: ,

,

2014 1

. 62

.

ICT(Information & Communication Technology)

, ICT ,

, UCC ,

.

2013 51 2014 65 .

ICT

,

POS ,

ICT

ICT .

65

2013

2014 ,

,

.

,

, , ,

5

.

, ,

2014 3

2014 500 , 150

.

2012 (SSM)

2014 12 6

,

.

, ,

.

,

, ,

140

10 .

2014 7

, ,

66

5 100

.

2002

2013 3

. ()

2014 10 .

.

2015 2017

, , 375

.

2) 2015

, ,

. 1

,

.

2014 2015

.

(60.0%), (50.0%),

(35.0%), (32.5%), (25.0%),

.

2013

1.9% , 2012 4.5% , 2011 7.9%

.

67

.

2015 ,

, ,

.

.

1,696,

1,126 2,822 35%

.

, ,

,

. ICT

, ,

, .

1 1

70 .

,

.

2008 //

2015 32 87

. , , ,

, , ICT

.

,

5 K-pop , , Made in Korea

, .

68

,

.

.

, , 2014.10

, 2015 , 2014.12

, 2013 2014 , 2013.1~ 2014.12

, 2013 , 2013.12

, , , 2014.3.13

, , , 2014.07.17

, , , 2014.9.22

, , !, 2014.9.23

, , 2014.10.15

, , 2014. 11.27

, , 2014.12.12

, - , , 2014.12.22

, , , 2014.12.31

, 2822 , 2015.1.2

69

6.

1) 2014

2010 27.4 2014 45.1

. 2011 15.6% 2013

10.9% .

2014 2015

.

. ,

.

( : )

2010 2011 2012 2013 2014(F) 2015(F)

()

273,700 316,300 357,800 396,800 451,000 522,500

(%)

- 15.6% 13.1% 10.9% 13.7% 15.9%

: ( )

. , 2012 2 4,617

2013 2 7,942 13.5% .

2012 2 2,388 2013 2 2,992 2.7% .

.

, 2012 2,229 2013 4,950

122.1% .

70

(2012~2013)( : , %)

2012 2013

22,388 22,992 2.7

2,229 4,950 122.1

24,617 27,942 13.5

: 2013

. ,

82%,

20% .

, 252%,

52%, .

.

( : : , : %)

2006 44,440 99 84 15

2007 42,984 124 99 25

2008 48,432 111 89 22

2009 58,631 111 87 24

2010 88,772 89 74 15

2011 114,117 105 85 20

2012 121,333 89 67 22

2013 126,788 88 69 19

:

) : , CJ, GS SHOP, ,

71

( : : , : %)

2006 119,188 240 210 30

2007 145,072 355 322 33

2008 172,329 220 197 23

2009 195,076 374 329 45

2010 228,561 214 173 41

2011 292,774 184 46 46

2012 345,625 570 432 138

2013 358,363 273 213 60

:

) : , INT,

20052010

. 2000

.

2012 12% 2013 4% 8%

. 2011 21%

2012 14% 2013 13% .

( : )

2010 149,100 124,600

2011 180,100 136,200

2012 205,000 152,770

2013 232,070 164,700

2014 270,700 181,,200

2015 324,300 198,220

: 2014 ,

72

2011 21% 9%

2012 14% 12%

2013 13% 8%

2014 17% 10%

2015 20% 9%

: 2014 ,

.

( 3, : )

2010 2011 2012 2013 2014(F) 2015(F)

PC(A)500 10,000

12,500 17,200 19,600 21,000

(B) 4,500 14,200 28,500 54,000

(C) 500 10,000 17,000 31,400 48,100 75,000

(B/C) - - 26.5% 45.2% 59.3% 72.0%

: 2014 ,

2014 60%

. .

(lock-in effect)

. ,

.

.

2014

. 2009

36 2014(9 ) 4 10 .

73

.

( : )

20131/4

20132/4

20133/4

20134/4

20141/4

20142/4

20143/4

(A)

7,848,122 7,907,089 7,932,832 8,250,186 7,648,674 7,374,327 7,495,685

(B)

1,127,409 1,347,944 1,729,427 2,354,853 2,822,315 3,207,780 3,882,982

B/A 14% 17% 22% 29% 37% 43% 52%

: (2014)

.

2013 6 4

. 2011 ,

. ,

6 3

,

.

,

.

74

( : )

2007 2008 2009 2010 2011 2012 2013

2,416,323 2,857,432 2,670,405 3,445,134 4,065,637 5,576,817 6,418,903

2,713,990 2,995,591 3,523,871 4,248,110 4,869,290 5,609,523 6,280,654

1,485,456 1,709,747 1,958,714 2,572,266 3,043,936 3,655,369 4,278,521

2,325,681 2,465,900 2,683,130 3,116,795 3,238,228 3,751,205 4,104,898

: (2014)

SPA ,

,

. ,

.

2014 , T-Mall,

.

, , ,

.

.

(SEO)

, /

. 2010

()

. 2014

. , 2010 2 7,400

2013 10 4,000 5 .

75

() ( : )

2010 27,400

2011 47,200

2012 70,700

2013 104,000

: 2014 ,

,

.

,

.

.

.

.

(2011)

(2002), (2004)

Qoo10

(2008), (2011), (2013)

11 (2009), (2013)

:

.

. EC

DGG ,

24 K-Mall24

. ,

.

.

76

4 . 1

, , ,

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. 3 .

4

.

1

24, ,

10%

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(4) 10~12%

(, , ) , ,

()

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Platform)

CBT, GEP

4.5%

11 () 6~12%

(15), 20~30%

, 2.5~10%

2

3 ,

11~15%

,

5%

, , , ,

4~6.5%

3

T-MALL .( , )

5~6%

, ,

6~25%

4

, , ,

:

77

2012 1 8,170 2013 5 9,070

.

.

( : )

2012 339,600 18,170

2013 337,700 59,070

2014 319,600 132,300

2015 297,900 224,620

: (2014)

.

, , ,

.

2) 2015

2015 1

. 2000

,

.

2015

.

,

78

.

: ( ... 15.1.12)

2014

. 2015

, ,

.

.

.

.

79

.

.

.

, , 3 .

TV , ,

. ,

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2 / 3

. 1990

.

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.

CJ

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.

,

.

. ,

.

2015 ,

, ,

.

80

.

. 30

. (FDS : Fraud Detect

System)

.

2014

2015 ,

.

.

,

.

81

7. TV

1) 2014 TV

1995 2 TV 20 2014

9 2,900 2.3% . 1996

(335 ) 277 .

, 2013

. TV ,

.

TV ( )( : )

2009 2010 2011 2012 2013 2014(F) 2015(F)

TV(6)

TV

42,500(21.0%)

49,400(16.2%)

54,300(9.9%)

63,400(16.8%)

63,400(0.0%)

62,000(-2.2%)

62,000(0.0%)

TV

2,300-

3,000(30.4%)

4,500(50.0%)

6,000(33.3%)

8,100(35.0%)

8,200(1.2%)

8,400(2.4%)

IPTV100-

2,400(0.0%)

4,300(79.2%)

7,500(74.4%)

16,400(118.7%)

19,800(20.7%)

21,000(1.6%)

44,900(22.0%)

54,800(22.0%)

63,100(15.1%)

76,900(21.9%)

87,900(14.3%)

90,000(2.4%)

91,400(1.6%)

T-Commerce100-

600(500%)

800(33.3%)

900(12.5%)

1,600(77.8%)

1,700(6.3%)

2,500(47.1%)

TV 45,000(22.0%)

55,400(23.1%)

63,900(15.3%)

77,800(21.8%)

89,500(15.0%)

91,700(2.5%)

93,900(2.4%)

2,000

-1,400

(-30.0%)1,400(0.0%)

1,400(0.0%)

1,300(-7.1%)

1,200(-7.7%)

1,200(0.0%)

47,000(18.0%)

56,800(20.9%)

65,300(15.0%)

79,200(21.3%)

90,800(14.6%)

92,900(2.3%)

95,100(2.4%)

: (2014), 2014

( )

TV ,

. 2014

TV . TV

TV . TV

82

TV . , TV

IPTV(Internet Protocol TV) T-

TV .

TV .

TV

1995 2 TV 2001 3

, 2012 1

6 . CJGS, ,

NS 2, 2, 2 .

2012 , CJ 1 GS

NS

.

TV

CJ GS NS

CJ GS SHOP NS

1995. 8 1995. 8 2001. 9 2001. 9 2001. 11 2012. 1

310 328 168 400 600 1,000

TV, T-, , M-,

: (2014)

T-

T- Television Commerce e-Commerce on TV

TV (, 2004) . T-

, ,

83

( ), ( ) . TV

.

T-

CJ TVOshop

- 2008

- 2012 2,000

GS GS SHOP

NS NS T-Shop

Lotte T-Mall

TV

KTH T 17, TV 20

() & T 16

SK () BTV VOD

() TV

() TV

: (2014)

2003 Skylife T- (GS

, ) 2014 5 2

. T- 2013 1,600 2014 1,700

.

T- .

, ,

, T- ,

, .

TV T- . 2013 12

TV, IPTV, TV T-

18,343,000 . VOD , TV

T-

84

. .

ARPU() ,

T- T-

.

,

2013 TV 9 800 . 8

7,300 4.4% . TV

TV, T-, IPTV .

TV

. TV

.

2014 , TV

.

,

.

NS TV

2 GS

. , TV

6

.

85

TV

. 2015

,

. ( 7

) .

7

, , TV

TV .

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86

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7

TV TV

. 7

, ,

,

.

2003 CJ TV ,

, .

.

TV 4 10 20

. 1, 2 CJ GS , NS

.

TV CJ

. TV

.

87

TV

CJ

CJ(2004. 3 ) CJ(2008. 11 ) CJ(2008. 11 )

03. 8( )

CJ(2009. 9 ) 03. 3

CJ(2011. 1. 27 ) 11. 1

SCJ(2011. 7 ) 10. 3 SCTV

S"CJ(2012. 6 ) 11. 11 GMM Grammy

MCJ(2012. 12 ) 12. 5 MediaSa

ACJ(2013. 10 ) 13. 1 ABS-CBN

(2005. 1 ) ( MOMO1, 2, 3 )

04. 8 () (FMT)

(2010. 8 ) (, , )

10. 8

Lotte Datviet(2011. 11 )

GS

Huimai(2012. 4 )

Homeshop18(2009. 11 )

True Select(2011. 10 )

VGS SHOP(2012. 11 )

MNC SHOP(2012. 12 )

MNG SHOP(2013. 5 )

GO SHOP(2015. 1 ) 2014. 2

(2011. 7 )

2015

NS , (2009), (2011) , ,

: (2014),

,

TV TV . TV

. TV 2010 (2012 ) TV

.

TV . TV

, ,

88

. TV

.

TV ( : )

CJ GS

2008 2009 2010 2011 2012 2013 2008 2009 2010 2011 2012 2013

5,424 6,442 7,110 8,947 10,773 12,607 5,982 6,939 7,992 9,061 10,196 10,491

5,161 5,799 NA NA NA 12,557 5,340 6,059 6,605 7,459 8,608 9,202

873 1,024 1,208 1,309 1,388 1,572 819 991 1,191 1,095 1,357 1,566

289 786 928 884 1,226 1,083 555 583 972 1,924 1,107 1,303

2008 2009 2010 2011 2012 2013 2008 2009 2010 2011 2012 2013

4,139 5,157 5,814 7,116 7,605 7,999 3,067 4,341 5,498 6,360 6,701 7,768

4,071 5,016 5,740 6,902 7,449 7,849 3,037 4,213 5,363 6,250 6,650 7,477

859 1,201 1,321 1,545 1,528 1,448 452 692 861 1,008 738 753

591 955 1,374 1,520 1,040 1,955 415 670 738 874 669 661

NS

2008 2009 2010 2011 2012 2013 2008 2009 2010 2011 2012 2013

2,398 2,743 2,858 2,927 3,088 3,471 NA NA NA 41 2,075 3,382

2,165 2,428 2,499 2,903 3,471 3,400 NA NA NA 41 2,668 3,368

544 594 583 702 3,026 695 NA NA NA 177 211 784

237 582 409 499 397 546 NA NA NA 158 232 643

: (DART)

CSR

2014 () () .

. ,

. , (SSM)

. , ,

3 .

89

( : , %)

()

1() 2() 3()

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, (3.9)

, (3.2)

(19) 478 , (9.0)

, (5.0)

, (4.4)

(12) 589 , (7.5)

, (3.4)

, (3.2)

TV(5) 106 (7.5), (2.8)

(1.9)

(4) 215 , (4.2)

(2.8), (1.9)

(5) 124 , (4.8)

, (3.2)

(3.2)

(3) 144 (6.3) (3.5)

, (2.8)

(5) 105 , (10.5)

(4.8) , (4.8)

:

. TV

.

, TV CSR(Corporate Social Responsibility,

) .

( ) .

41.6% . 47

.

2013 1,116 10

. (74%), (11%), (5%) , /

(27%), (14%), //( 8%) .

90

( : , )

2012 2,845 213,324 39 9,199 5,060 484,683 7,944 707,206

2013 3,807 330,716 21 7,744 7,331 701,578 11,159 1,040,038

2014 14 1,522 134,181 6 1,835 3,439 342,755 4,967 478,771

(%)

28 28 25 36 66 72 52 56

:

.

(50.5%), AS (34.6%), (32.4%) .

TV

.

2) 2015 TV

7

2015 TV . 6 TV

7 .

. TV

(2002, 2012)

.

TV

. TV 7

100% 20%

. ,

. 7

91

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TV .

. TV (

)

. TV .

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. 7

TV

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.

TV

.

,

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.

2015 , NS, 3

.

. , ,

, TV

.

, ,

TV .

92

.

.

. (, , ,

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), (, ) .

TV

. 2014

.

TV CSR

. , TV TV

. 2014

, TV

. 2015 TV ,

.

,

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21 . ,

TV

.

,

, ()

. TV ,

.

. 2015

2015 10 .

, ,

TV

.

93

.

TV

. TV ,

.

.

,

-TV

.

(2014), !, (2014. 5. 20)

(2014), 2015,

(2014), Retail 4.0

RETAIL CEO REPORT Vol. 14

(2014), TV

(2009), TV , ()

, GS , 2014. 10. 14

, 47 , 2014. 12. 24

, ?, 2014. 11. 13

(2009), TV ,

(2013), TV 1 ,

(2014), ,

(2013), 2013

(2014), 2014

LG(2011), , LG

News 1, [2015 ] ,

2014. 12. 22

Newspim, [2014-] , , 2014. 12. 24

95

3

1. / 97

2. / 112

3. / 121

4. / 134

5. / 144

97

3

1.

.

.

Mobile First .

, ,

, . (Marshall

McLuhan) 1964

.

, (Always on, Always Nearby)

, ,

. PC

.

.

1)

2014 13 , 2012

1 8,000 2 7 . 2014 55

98

, 23.8% . , TV

45 1,000 29.1%

.

123.3%

.

( : )

:

2013 2

. 7 2,300

PC 1,800, 1 8,100

11% .

(Cannibalization)

. PC

2011 3 2.4

.

99

( : /)

12. 3 12. 6 12. 9 12. 12 13. 3 13. 6 13. 9 13.12 14. 3 14. 6 14. 9

APP 91 111 189 206 208 218 226 234 227 215 219

PC &

17 20 24 27 28 29 32 32 31 34 33

: KT ,

2014 20% .

PC 50%

.

,

. , 40~50

20~30

.

20~30

. 2 3

.

10 20 30 40 50 60

Mobile 10% 18% 35% 26% 10% 2%

PC 8% 19% 29% 24% 17% 3%

TV 11% 20% 26% 24% 17% 4%

:

100

10 20 30 40 50 60

Mobile Only 25% 27% 22% 21% 4% 1%

TV + Mobile 9% 17% 38% 26% 9% 1%

3 Screen 5% 12% 34% 30% 15% 4%

:

. 11 2,056 2013 6

1000 1 5 2 .

1,500 . , 2010 500

2013 3 4,000 . 2014

48,000~5 . 3

70%

.

10 8 11 1 11 7 12 5 13 6 14 11

1.9 60 300 525 1,037 2,056

:

. G 35~40%, 28~30%

. 2013 20% , 12

30% . . G

11 199% . 11 12

40% . 55%

101

133% .

. 11(11), G9(G), ()

, .

.

2)

3

. 2014 578 37.2%

. 19%

1.2% 2012 2 . 2014 3

17% PC 14%,

4% .

(2012~2018)

2012 2013 2014(F) 2015(F) 2016(F) 2017(F) 2018(F)

(billion)

$24.78 $42.13 $37.79 $76.41 $98.12 $114.50 $132.69

82.6% 70.0% 37.2% 32.2% 28.4% 16.7% 15.9%

11.0% 16.0% 19.0% 22.0% 25.0% 26.0% 27.0%

0.6% 0.9% 1.2% 1.5% 1.9% 2.1% 2.4%

* Note : includes products or services ordered using the internet via mobile device, regardless of the method of

payment or fulfillment; excludes travel and event tickets; includes sales on tablets

: eMarketer.com, April 2014

2014 3

Total Discretionary Retail E-Commerce M-Commerce

+3% +14% +17%

: Dept. of Commerce, ComScore e-Commerce & m-Commerce Measurement

102

. 2/3 66%

.

, ,

. 65

PC 80%

. PC

.

18~24 25~34 35~44 45~54 55~64 65

Desktop Only 17% 11% 15% 23% 18% 68%

Multi-Platform 50% 70% 73% 66% 69% 27%

Mobile Only 33% 19% 12% 11% 13% 5%

: com-Score, Media Matrix Multi-Platform

3)

. 2014 8,282

( 146 862) , 2,740 ( 48 3,308

) 202.3% .

30% 2013 14.5% 2 .

3~4

2014 2 2015

. 2017 60%

.

103

: iResearch 2014.12

4)

2014 2 413( 18 6,300)

51.6% .

2013 -10.19% .

2013 11 1,600 12%

. ,

. 2017 2013 2 20

.

104

( : )

: 2014.07

Main Channel

Main Channel ,

. (Real Asset) ,

.

, ,

.

2014 12 , 58.6% 2012

2.5 . PC

40~50 , .

50% .

2012 2013 2014

23.8% 43.2% 58.6%

: KT (2014.12)

105

60% , 30 36%, 6

31%, 32% . 30

, (13%), (11%), (10%),

(8%), (7%) 30

.

(63%) (20%) 3 .

, .

30 6

60% 36% 31% 32%

47% 28% 17% 18%

63% 20% 17%

44% 38% 18%

7% 11% 12% 8% 10%

4% 15% 17% 9% 13%

:

35%

2.5 .

53% 34% .

,

31.6% . 90% 1

50% 1 .

.

106

,

. , , , , , ,

, , , .

.

- (Marshall Mcluhan) , 1964

2010

. 75% , 25%

, 41% .

KT ( 5, , 2014) 2014

9 , ( ) 3

39(219). 2012 3

131(91) 2 6 2.4 .

20 441(281) , 10 359(239), 30

340(220), 40 39(189), 50 231(151) .

. 2008

2013 ,

30% 39% 17% 25% .

.

2014 1,000 .

1/5 , 20~30

40% .

,

, .

, 11 11

69 .

18.5% . 912

14%, 710 12.2% . 7

10, 59 11 68% .

2539 82% .

107

, ,

, .

2015

.

, .

PC

. 2015

.

.

, 2014 . , G

, 11 ,

. , PG,

. 2014 43

2015 .

. ,

.

.

,

. 2015

.

108

- 30%

(Source : MoPowered)

- 10 1% (Source : Amazon)

- 57% , 41%

(Source :

Google)

-

(Source : Google)

2014 (Curation) .

CJ, 11,

.

. , , ,

2015

(Data-Driven Marketing) .

2015

.

,

.

, . 2014

1.5 ,

5,000 . ,

FTA ,

.

109

20~30

2015 .

(Omni-Channel) 2014 .

,

,

. , , , ,

. Seamless

. , ,

,

.

(Always on, Always Nearby)

.

,

.

, PC ,

PC .

. PC

2015 3

.

1990 PC 10

2014

. PC 10

.

(Multi-Channel)

(Engagement) (Omni-Channel) .

110

2015 1

,

.

.

.

Understanding the Mobile Shift : Obsession with the Mobile Channel Obscures

the Shift to Ubiquitous Computing - Tim Walters, Ph.D., 2012.11

Understanding Media - Marshall McLuhan, 1964

2014.11

5, - KT & , 2014.12

, 2014.06

, 2014.08

, ? , 2014.11

? ? , 2014.11

, vs - , 2014.12

20142015 : , - , 2014.12

: -

, 2014.12

-, 2014.12

vs - , 2014.12

US Retail Mcommerce Sales 2012-2018 - eMarketer, 2014.04

State of the U.S. Online Retail Economy in Q3 2014 - conScore, 2014.11

2014 China Mobile Shopping Report iResearch, 2014.12

111

( 24) - , 2014.07

2060 : e

, 2014.09

2014 2014.12

2013.08

, 2014.05

iPhone Addiction study - Professor Tanya Luhrmann. Stanford University, 2010.08

5, - KT, 2014.12

2014 e-Commerce - , 2014.07

11 69 - , 2014.08

50 Must-Know Mobile Commerce Facts & Statistics - Mobify, 2013.10

, - , 2014.06

2014 , 2014.12

2015 , 2014.12

112

2.

2014

2014 4)

.

, ,

.

, .

(2013)

(67%), (37.8%), (35%),

(20.3%) .

.

(, )

() Polo Ralph Lauren T-Shirt 78,829 113,000

() Advanced Night Repair(1.7oz)

111,240 155,000

() TV UN60FH6200FXZA

1,568,905 2,935,780

: (2014)

4) Cross border e-Commerce , 2 ,

,

.

113

3 .

:

(Amazon, Ebay, Diaper

)

:

((malltail), (amoo21)

)

: ,

(

(wizwid), (njoyny) )

:

2014 1,553 , 154 ( 1 6,940)

. , 57%

2012 39% .

114

( : , %)

:

(73.5%) , (10.9%), (5.4%),

(3.7%), (2.4%) . 2010 19 2014 38

. FTA

15

( +) 200

. Amazon, Ebay

,

.

2014 ( : , %)

11,412 1,697 839 568 365 219 124 109 197 15,530

73.5 10.9 5.4 3.7 2.4 1.4 0.8 0.7 1.3 100

:

1 200 97%

, 0.3% 1,000 5

767% .

115

, , , ,

, , ,

. , , , ,

, , , 82% .

2014 ( , %)

2,962 2,112 2,039 1,692 1,674 1,264 578 353 2,856 15,530

19 14 13 11 11 8 4 2 18 100

:

400

.

.

, , , K-POP

.

,

.

FTA

.

,

.

.

, , ,

. ,

.

.

116

() - , - , . () 2,500 () 200 () DHL Express, UPS, U.S. Postal Service, Fedex

() - , , (), 1(1)

- , . () , (, ,

5 ) ,

() , (, 1 1,000/TV, , 20 )

() DHL, EMS (), (), () ,

() 20 () 1 , , , PC () JISA.com, JP MallTail, Goopping

.

() - , , - EU , . () () 150 () ,

() , . () () EU / EU 45 / () .

() , . () EU (-EU FTA ), 80 () Parcelforce, DHL, UK mail

() , ,

(/) .

() , () 100( 200) 2,000 () 15 (- FTA 200 ) () ,

: KOTRA(2015), ,

117

2014

,

.

2014

55 .

( : )

:

2014 4 6

15 .

(DHL), (Fedex),

EMS , 15

. EMS

/

.

118

2015

(2014) 1

87 4, 74.9%

. 2018

8 , , ,

.

: 10~13 , 14

(2014),

,

.

, , ,

.

, ,

119

. /,

.

2015

.

2014 .

2015 7

.

,

, ,

.

()

() 500 1,500

() ,

Kmall24 () CBT 100 ,

() -

KOTRA

B2C () : / : : : , EU

()

() , ()

:

120

- , 2013.8.5

- , 2014.10.24

, 2014 - , 2015.1.23

KDB, , 2014.7.6

- , 2014

2 ... - , 2014.11.24

() 37 - , 2014.11.5

- KOTRA, 2015.1.9.

7 - , 2015.2.10

121

3.

2000

. 2003 2

2010 5 .

2010 1

2013 9,818 .

2014 11 1 , 2020

1 UNWTO(World Tourism Organization) 1990

5 .

(2001~2013)( : )

:

60%

1,2 . , , , ,

122

, , 2011

.

2012

1 , 2013 26% 1,286

.

(2013)( : 10 US$)

2012 2013

1 102.0 128.6

2 83.5 86.2

3 81.3 85.9

4 42.8 53.5

5 UK 51.3 52.6

6 39.1 42.4

7 35.0 35.2

8 28.0 28.4

9 26.4 27.0

10 22.2 25.1

: UNWTO

SARS 2003

. 2009 2012

1 . 2013 9.3%

1,217 , 2014 16.6%

1,400 .

123

( : )

:

3 (//) ,

2012 31.6%

. 2013

35.5% . 2014

43.1%

.

3 (//)

:

124

2000

2007 100 . 2010

2011 200

2013 400

. 2014 613 ,

600 .

, 2010

50% . 2014

77.9%.

(2005~2014)( : )

:

, 7~8 . 8

, 2012 8 35.9 2013 8

64.2 . 2014 8 75.8

70 . 1~2, 1

.

125

(2010~2014)( : )

:

1)

, 2000 6 : 4

. 2011

2014 6 : 4

.

()( : %)

:

126

20~30 , 40 > 50 >

20 . , 30~40

20 50 .

()( : %)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

0~20 7.5 8.4 8.9 7.8 6.8 7.1 7.2 8.5 9.7 9.9

21~30 23.1 24.3 23.2 23.8 24.6 23.7 25.2 24.9 24.0 24.4

31~40 29.7 29.3 27.0 26.5 26.4 25.1 23.4 22.9 22.7 22.8

41~50 23.3 22.2 22.9 22.3 22.5 22.9 22.6 22.3 20.7 18.2

51~60 10.5 10.2 12.9 13.8 13.7 14.2 14.4 13.8 14.5 15.0

61 5.9 5.7 5.0 5.8 6.1 7.0 7.2 7.7 8.3 9.7

:

2) 5)

3 1 74.3%

.

1 30.9% 4 37.4%

.

3 (2013)( : %)

1 2 3 4

74.3 12.2 4.9 8.7

30.9 17.6 14.1 37.4

67.4 12.2 7.4 13.0

60.3 13.9 8.0 17.7

: 2013 (2014)

5) , 3 , , .

127

// 59.5%

, (13.4%) .

52.2% , / (21.7%)

.

(2013)( : %)

//

/

59.5 13.4 8.7 8.5 8.0

45.7 16.7 22.2 9.7 2.7

16.2 52.2 0.6 21.7 8.3

48.2 23.4 10.6 9.7 5.9

: 2013 (2014)

53.8% ,

42.8% . (67.7%) >

Air-tel(17.0%) , 98.0%

.

(2013) ( : %)

Air-tel

53.8 42.8 3.4

67.7 15.3 17.0

98.0 1.8 0.2

66.2 27.7 6.1

: 2013 (2014)

62.2%

. (56.2%) > /(31.0%) > ,

(19.0%) . / (67.7%)

(64.8%) .

/ 42.2% , /(37.6%),

(33.3%) .

128

(2013)( : %, )

/

/

/

,

62.2 31.0 56.2 12.7 14.5 19.0 11.5 6.4

64.8 67.7 13.6 15.8 16.9 7.8 17.1 16.2

20.9 21.9 33.3 37.6 42.2 7.6 9.6 13.5

61.0 41.3 39.0 18.0 17.7 14.8 11.7 10.3

: 2013 (2014)

82.8% ,

(47.7%), (23.2%) .

(73.4%) (56.6%), (15.4%)

. , (43.3%)

, (40.0%), /

(26.8%) .

(2013)( : %, )

1 2 3 4 5

(82.8)

(47.7)

(23.2)

(20.4)

/ (13.0)

(73.4)

(56.6)

(15.4)

/(14.1)

(11.6)

(43.3)

(40.0)

/(26.8)

(23.5)

(18.9)

(70.9)

(39.0)

(18.4)

(17.6)

(16.6)

: 2013 (2014)

. ,

, / .

129

(2013)( : %)

1 2 3 4 5

(37.5)

(12.3)

(10.6)

(8.2)

/(3.6)

(27.8)

(17.4)

/ /(8.4)

(7.7)

/(5.7)

(24.5)

/(10.9)

(10.9)

(10.5)

(7.4)

(29.7)

(10.9)

(10.3)

(7.7)

(5.9)

: 2013 (2014)

63.3% ,

(52.2%) > (35.6%) .

(60.0%) , (34.0%)

(28.0%) . ,

(43.3%) (42.0%) .

(2013)( : %, )

/N

()

/

63.3 52.2 33.4 19.9 28.3 35.6 19.0 21.9 22.2 13.0

60.0 34.0 13.0 28.0 9.6 8.3 21.0 6.9 12.2 7.7

34.9 29.3 43.3 24.8 28.9 18.6 34.6 35.1 18.7 42.0

58.9 45.8 31.6 26.5 25.5 24.3 23.8 20.4 19.6 17.5

: 2013 (2014)

, , .

, ,

.

130

(2013)( : %, )

79.3 17.2 35.1 9.5 7.0 8.8 2.5 3.2

75.0 10.4 3.5 20.2 2.5 2.4 3.3 1.9

82.2 27.4 7.1 26.2 8.2 11.5 8.4 8.0

80.9 17.9 16.7 15.6 9.2 7.8 4.0 3.8

: 2013 (2014)

, 56.3%

, (52.7%) (45.2%)

. (65.4%) ,

(46.9%) (42.5%) .

(2013)

56.3 45.2 24.8 36.8 52.7 31.3 35.3 21.3 13.4 10.0

46.9 42.5 65.4 28.5 8.0 26.3 19.9 22.5 33.8 9.0

39.7 73.4 59.4 66.2 40.2 61.6 53.7 59.5 38.0 27.2

50.3 49.9 43.1 42.0 37.2 36.9 35.5 30.6 25.1 12.6

: 2013 (2014)

. (41.8%)

(16.9%) (13.9%) ,

(33.7%) (28.7%) (21.9%)

. (48.5%)

(25.0%) .

131

(2013)( : %, )

41.8 2.3 13.9 16.9 9.9 1.2 3.4 2.1 1.7 1.9

33.7 28.7 9.1 3.3 12.2 21.9 16.2 6.7 3.3 1.7

48.5 25.0 9.1 7.1 7.7 3.6 7.1 0.7 1.6 3.4

45.2 13.5 12.8 11.8 10.1 7.5 7.5 3.2 2.5 2.5

: 2013 (2014)

2013 1 2,271.9, 2010

. 3 1

.

1 (2010~2013)( : US)

: 2010~2013 (2011~2014)

2013 1 2,523.5

1 931.2

. 1,431.3 (340.4)

(344.4) .

132

1 (2013)( : US$)

2,523.5 1,431.3 386.1 344.5 95.4 95.8

931.2 340.4 265.5 147.1 48.9 64.2

1,462.0 344.4 545.1 419.9 74.9 38.8

1,610.5 706.0 399.6 278.8 74.0 59.0

: 2013 (2014)

2013 1 1,987.5

(1,139.8) .

1,220.9 ,

509.7 .

1 (2013)( : US$)

1,987.5 1,220.9 623.5 86.4 35.3 8.2

1,139.8 421.5 509.7 111.7 31.7 28.7

1,799.7 983.4 672.1 83.6 29.7 11.0

: 2013 (2014)

*

/ 73.1% ,

(40.8%) > (32.7%) . 50.4%

, /(43.0%) > (32.1%) .

(2013) ( : %, )

/

/

/

73.1 40.8 32.7 13.5 18.9 9.3 14.8 11.0 7.2 3.7

43.0 32.1 50.4 13.0 6.9 18.1 11.2 5.7 9.8 5.9

11.9 37.1 21.8 12.4 3.0 7.9 4.5 13.5 4.9 12.4

50.1 38.5 34.6 14.4 12.9 12.8 10.5 9.2 6.7 5.8

: 2013 (2014)

133

60.7%

, (42.8%) > (30.1%) .

45.7% , (27.2%) > (24.3%)

. (27.4%), (25.3%)

.

(2013)( : %, )

42.8 60.7 26.7 26.0 30.1 16.6 7.4 3.7 2.3 0.7

45.7 22.0 27.2 20.8 24.3 19.1 17.0 14.6 6.1 1.2

19.0 3.6 27.4 12.3 14.0 25.3 17.5 8.8 14.0 17.2

41.4 32.9 26.2 24.9 23.9 18.5 12.5 9.4 6.3 3.7

: 2013 (2014)

,

. ,

. () , 2014

.

, ,

.

.

134

4.

2014 9 5 ,

, .

,

.

,

.

,

. 2007

260 2009 230 ,

.

. 20%

, 2013 280 .

.

,

. 2012

.

PC

.

2014 45

, 2015

.

.

, .

.

135

2012 2 , 5

.

3 . 3

2014 ,

. 2012 2

, DM

,

.

2012 ,

.

. , 2

. 1,600 , 300 ,

200 .

.

.

, , 2013 .

2

1 , 2014 1

.

DM 35~40% ,

. .

2012 ,

.

.

.

2015 .

,

.

136

. 2013

.

.

: (http://youtu.be/c3h0eKGfUfI)

,

SK 2014 9 .

, . 2013

. ,

, .

2014 IT ,

, .

, .

.

2014 9 .

, .

, ,

.

.

.

.

,

.

.

137

.

.

2030

, , , , , 2030 10

. &

, 1~2 , , ICT

. 18 18

. 18

,

, .

.

: O2O

2005 4 (CLUE) 10

O2O . 2005 O2O

, .

. O2O

1 . ,

CRM(), POS() . 2

CRM POS(), ERP(

) .

,

.

.

100 . 100

1

. 6 30 .

.

CRM

138

. 2005

2G .

CRM

, LMS( )

. 90%

, 10%

. 25~30%

.

,

.

.

.

.

, .

, .

!

3 .

.

,

.

,

1:9 ,

.

.

. 2015

.

139

.

, .

.

. !

POP . IKEA .

, .

, .

.

,

! .

.

,

,

.

.

.

, .

,

. ,

, .

.

.

.

,

.

. 2005

2015

.

:

2014 9

1 . 1 A,B,C

140

, 100m . 250

40 1 . 1 A,B,C

50 .

, .

MD

. 2014

IoT, , , .

2014 3

, . IoT

,

. ,

. ,

,

.

. 1

.

.

1 1 ,

2~6 .

, 1

. ,

, CRM

.

,

.

.

.

.

,

141

. . 2015

.

.

,

.

, ,

2015

. ,

, . ,

. , POS(

) .

,

.

.

.

.

.

,

, .

,

.

2015 PC .

PC

.

. .

142

,

.

. 2014

. .

.

.

,

. 1~2

.

.

.

,

. ,

.

, .

.

.

, .

.

24 .

. ,

24 .

143

, .

, , ,

.

, ,

.

, .

.

, .

.

, 30 , 1

. 20 15 , 10 2 .

.

2014 .

. ,

, .

, , .

, . 3

.

. 2015 .

2014 . O2O M2O

. O2O Online to Offline

M2O Mobile to Offline .

, .

, .

20 45 .

.

,

.

144

5.

, , , ( )

.

.

.

19

.

.

.

, , ,

. (shopping precinct)

. , ,

(enclosed)

(mall)

(open-air retail complexes) .

. (

) (

) .

,

.

.

.

145

.

New South China Mall

892,000. Golden Resources Mall

680,000, SM Megamall 542,980,

SM City North EDSA 504,900,

1 Utama 465,000. 1986~2004

.

Plaza at King of Prussia Court at King of Prussia

.

Mall of

America .

.

Mal Taman Anggrek, Kelapa Gading Mall

Pluit Village , Berjaya Times Square, SM

City North EDSA, SM Mall of Asia SM Megamall .

Bashundhara City.

ICSC

ICSC(International Council of Shopping Centers) 8

. 8 , , ,

, / , , /

. (Airport Retail

Centers) . /

37

.

146

ICSC

Neighborhood center

-

-

- 2,800~13,900

- 1 4.8km

-

Community center

- , .

- ,

- , L, U

- 9,300~32,500

- 1 4.8~9.7 km

Regional center

- 24km

- 37,000~74,000

-

- ,

.

- .

Superregional center

- 74,000

- ,

- 40km

/

Fashion/specialty center

-

- 7,400~23,200, 8.0~24km

Power center

-

- 23,000~56,000

- 1 8~16km

/

Theme/festival center

-

-

- 7,400~23,200

Outlet center

-

- ,

- 1936 , 1974 Vanity Fair(

)

- 1979

: http://en.wikipedia.org/wiki/Shopping_mall

147

(dead malls)

. 1980 (enclosed malls)

(open-air shopping malls) . 1990

140 . 2001

(greyfield), (dead mall)

.

2007

. 2008 2012 3 City

Creek Center Mall( Salt Lake City). 1990

, .

.

.

.

.

1960 Mafco Company ,

1975 Water Tower Place

. , ,

8 .

. ,

.

. Underground city of Montreal( 32km),

PATH system of Toronto( 27km) Plus 15 system of

Calgary( 16km) .

148

.

.

. 2008

.

.

( , , ,

) .

.

50% , 30% .

1,400 , 300

. , ,

.

, , ,

, , , .

,

, , 4 10

.

.

(Cushman&Wakefield) , 2012~2013

, 1,650 ( 6,390)

7% .

, , , , .

, 2016

.

149

(2013) (2012~2013)

2013

() 8.1 8.0 30.7

() 3.7 3.5 14.4

GDP() 2.1% 0.6& 5.5%

() 2.4% 1.1% 4.9%

: Oxford Economics, Cushman & Wakefield Retail Research

2012~2013

(GLA; )

29.2 1,006

23.2 819

0.7 19

5.3 168

11.6 350

23.1 303

20.4 230

2.7 73

63.9 1,659

: Cushman & Wakefield Retail Research, Shopping Centers, 5,000

51

47,000 9 2,450 .

74% 81% .

, . 6

.

(2013)

(GLA; )

686.8 38,077

618.3 35,590

34.2 1,320

34.3 1,167

153.8 7,178

83.9 1,591

53.2 621

30.7 970

924.5 46,846


150

(2014~2016)

2014 3,830 1,134

.

(2,200) . 2014~2016 1,800

( 7,950) . 50%

2014 8.6% .

2016

5,330 1,120

. .

2014~2016

(GLA; )

16.5 915

11.2 758

1.5 42

3.8 115

9.7 306

53.2 610

49.2 504

4.0 106

79.4 1,831


51 46,846 5,000~20,000

20,000~40,000 .

19,700.

52,700, 29,200 . ,

21,400

17,700 .

2013 .

,

. RCA(Real Capital Analytics) , 2014 1

151

379 42% . ,

. 2013

2014 . 2

.

, . 2013

2014

.

.

GDP ,

5 .

.

.

.

.

.

. 1/4

.

. 30

.

2012~2013

15% . 9 (, , , , ,

, , , ) 303

2,310 . 2008 51

. 9

1,591 8,390 .

5,330 63.4% .

730, 710, 650,

. , 5

152

.

. 30

.

(2013 )

( : , )

: Cushman & Wakefield Retail Research. Shopping Centers, 5,000

(2014~2016)

2014 2,180 267 .

210,000 MixC ZZ 152,800

. ,

. 2016 600 ( 5,320) 9

. 60%

. 5,000

. 51%, 38%

.

153

( : )

: Cushman & Wakefield Retail Research. Shopping Centers( 5,000 )

1,591 548 (

5,000~20,000) . 353 80,000 .

52,700 , 85,625

. 19,500 .

2014 1 1,383 9% .

.

, 2014 1

58 24% .

12% . .

Ralph Lauren 3.7%

. 2014 1 ,

( ) .

2014 1

.

154

() ( : )

: Cushman & Wakefield Retail Research. Shopping Centers(5,000 )

,

.

, , 20

. 1960 1970

1980~1990 . 1990

1980 .

1990 ,

1990 .

1990 ,

2000 , 2010 .

10 1990 .

2002~2005 ,

2000 .

155

,

, , ,

. 1960~1070

. 1980 ,

,

. ,

.

1990

.

, , .

(ICSC) 2014 2

5 .

, ,

, ,

.

. , 200~1,300

.

, , , .

Unibail-Rodamco

.

, So Ouest ,

14 17,000 .

156

1.

- ,

- 225 40 2006

2.

- ,

-

.

3.

-

- ,

, ,

- ,

4.

-

-

-

5.

- ,

- . ,

, ,

: International Council of Shopping Centers,

4 .

,

, 2009 ,

5 .

157

/

-

- (, , )

-

- (/)

- /

-

- ( , )

- // IC

- / /KTX (,

, )

- (, , , )

(, , )

2009

- 300~1,000 SPA (, )

- NB

- (, ABC)

- (, , )

- ()

-

-

5

-

-

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: 2014 ( , , ),

3 ,

.

2014 9~10 ,

80 .

, 2001, NC

, , , 3

. 3 9 12

.

4. 2

, 2(, ), , ,

158

, . 2013

, 9 , 12

. 2014 10 12

, 15 .

.

.

. 2007

,

, ,

,

.

, 2015

, ,

.

( )

1988.11

2000

2000 () ()

2001

2004.10

2007

2008.10

2008.12

2009.6 SH

2009.8

2009 AK

2009.9 () ()

2009

2010 () ()

2010

2011

2011.9

2011.12

2011.12

2011 ( ) ()

159

2012

2012.8 IFC AIG

2012

2012.11

2012.12 T&D

2013.1

2013.5 PFV

2013.5

2013.5

2013.9

2013

2013

2013

2013

2014.9

2013.12

2014.10 ()

2014 2

2014 KTX

2014.12

2014.12

2015

2015.1

2015.5

2015.8

2015.10

2016

2016

2016

2016

2017

2017

2017

2017

2017

2017

2017

2017

2017

2017

2018

2018

2018

: , , (http://www.delco.co.kr/pages/sub4_01.htm)

160

,

.

.

.

.

,

.

30%

. 30%

. 20%

, 2020

.

.

1,600

20 . 120

100 5

.

.

.

.

. 1990~2000 , ,

2010 , , IFC, 2

.

30% .

.

161

http://en.wikipedia.org/wiki/Shopping_mall.

GLOBAL SHOPPING CENTER DEVELOPMENT REPORT AMERICAS, EUROPE,

ASIA, A Cushman & Wakefield Research Publication, spring 2014.

, , , 2014 , .

, , 2014 , .

(), 2014.12.01.

http://www.washingtonpost.com/business/capitalbusiness/five-retail-trends-to-wa

tch-in-2014/2014/02/21/fca8180e-99ab-11e3-b931-0204122c514b_story.html.

http://www.newsis.com/ar_detail/view.html?ar_id=NISX20141210_0013348981&cI

D=10402&pID=10400.

(http://www.delco.co.kr/pages/sub4_01.htm).

163

4

1. / 165

2. / 174

3. / 188

4. / 203

165

4

1.

2014

2014 .

. 2014 24

7.4% . ,

. ,

, (new normal)

.

.

. 2014

, .

,

.

, .

2014

. 2014 1991

7% .6)

. ,

, , ,

.

.

6) 7.4%, 7.5%, 7.3%, 7.3% .

166

(26 2,394 ) 2014

1.1% 12% .

2014 , 12 1~11

2013 . 12 0.2%

,

.

(2013~2014)

: , http://www.stats.gov.cn.

2013 2014

( )7) . 2014

13 3,179 9.3%

2012 2.3% , 2014

2.7% .

2014 22 6,368 ,

(86.3%)

. 13.7%

7) 2,000 , 500

, 200 .

167

12.9%

.

(2013~2014)

2013 2014

( )

(%)

( )

(%)

234,380 13.1 262,394 12.0

118,885 11.6 133,179 9.3

1. 202,462 (86.4%)

12.9 226,368(86.3%)

11.8

2. 31,918 (13.6%)

14.6 36,027(13.7%)

12.9

1. 25,392 (10.8%)

9.0 27,860(10.6%)

9.7

8,181 -1.8 8,208 2.2

2. 208,988(89.2%)

13.6 234,534 (89.4%)

12.2

110,704 12.7 124,971 9.8

, , 14,833 13.9 17,111 11.1

, 11,414 11.6 12,563 10.9

1,625 13.3 1,825 10.0

2,959 25.8 2,973 0.0

3,962 14.1 4,390 11.6

453 7.2 - -

6,944 14.5 7,603 9.1

5,924 17.7 6,960 15.0

2,436 11.8 2,577 11.6

1,958 21.0 2,273 13.9

2,037 20.4 2,685 32.7

18,553 9.9 19,975 6.6

28,885 10.4 33,397 7.7

2,504 22.1 2,815 13.9

: ( ) .

: , http://www.stats.gov.cn.

168

,

. 2014 9.7%

, 12.2% 1.4% .

4% ,

2.9% . 2013

(25.8%) 2014 0% 2013

(21%) (22.1%) 2014 13.9%

.

20.4% 2014 32.7% .

,

, , ,

2014 , ,

.

, 2014 50

38, 80% 2014 .

50 0.7% , 2013

10.2% . , ,

2014 1~3 0.2%, 6.9%, 23.1% . ,

, ,

. 50 11.6%

5.5% .

,

. ,

,

.

2014 1~5 ,

(7%), (7.1%), (7.2%) 7%

0.6%

-1.5%

169

. , (13%), (11.9%), (10%)

10% .

,

,

.

2014

.

. .

() , 2013

35 , 2014

12, 146 158 .

75% 118 .

, , 2, 3

. , , ,

.

. 2014 11 easy

, .

.

30

250 .

6 10

2016 .

.

20%

, .

9 ,

.

170

2014

2013 .

. 2014 2 7,898 49.7%

.

, 50% .

2014

.

BAT (Baidu, 70% ),

(Alibaba, 250 ,

80%), (Tencent WeChat, 6 )

. BAT

,

.

,

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.

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: http://www.marketwatch.com/story/retail-winners-and-losers-for-2014-2014-12-31

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.

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177

. Coach Michael Kors

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.

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.

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2014 2015 . 2015 10

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.

M&A

2014

Business

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