情報提供this information is confidential and was prepared by bvc, solely for the use of our...
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情報提供 1 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
2020年6月
南米巨大市場の使い方 グローバル・アクセラレーション・ハブでブラジル市場を一つの選択肢に
Brazil Venture Capital
情報提供
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2 This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent. 情報提供 Brazil Venture Capital
本日のアジェンダ
弊社のご紹介 巨大な市場ブラジル(JETROの公開基本データとともに) ブラジルのCovid-19の状況(JETROの公開資料をもとに) スタートアップ大国、ブラジル市場の魅力とは? ブラジル市場の参入機会
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3 This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent. 情報提供 Brazil Venture Capital
本日のアジェンダ
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弊社のご紹介 巨大な市場ブラジル(JETROの公開基本データとともに) ブラジルのCovid-19の状況(JETROの公開資料をもとに) スタートアップ大国、ブラジル市場の魅力とは? ブラジル市場の参入機会
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情報提供 4 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
中山充 Mitsuru Nakayama
1996-1998 1998-2000 2000-2010 2010-2011
2014 2012-2014
日本企業に真の グローバルビジョンを
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情報提供 5 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
ブラジルは2億人超、経済規模世界トップ10の大国
GDP/人口/GDP per capita予測
Source:IMF, PWC
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6 This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent. 情報提供 Brazil Venture Capital
本日のアジェンダ
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弊社のご紹介 巨大な市場ブラジル(JETROの公開基本データとともに) ブラジルのCovid-19の状況(JETROの公開資料をもとに) スタートアップ大国、ブラジル市場の魅力とは? ブラジル市場の参入機会
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2020年6月
ジェトロ・サンパウロ事務所
南米巨大市場 ブラジルの最新経済動向
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8 This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent. 情報提供 Brazil Venture Capital
本日のアジェンダ
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弊社のご紹介 巨大な市場ブラジル(JETROの公開基本データとともに) ブラジルのCovid-19の状況(JETROの公開資料をもとに) スタートアップ大国、ブラジル市場の魅力とは? ブラジル市場の参入機会
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情報提供 9 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
感染確認者数の増加は鈍化傾向にある
https://www.jetro.go.jp/ext_images/world/covid-19/cs_america/br200622.pdf
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10 This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent. 情報提供 Brazil Venture Capital
本日のアジェンダ
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弊社のご紹介 巨大な市場ブラジル(JETROの公開基本データとともに) ブラジルのCovid-19の状況(JETROの公開資料をもとに) スタートアップ大国、ブラジル市場の魅力とは? ブラジル市場の参入機会
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情報提供 11 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
• オフショア開発 • HW量産
ブラジルの魅力は販売先としての市場
• 自動運転のコアAI技術
• 強靭なセキュリティシステム
• ビジネスモデルの展開
• ディープテック製品の販売
SALES R&D PRODUCTION
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情報提供 12 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
アメリカのIT企業にとってブラジルはアメリカに次ぐ重要な市場
Source: リットサーチ
世界2位 ユーザーの2割がブラジル市場
世界3位
世界2位
Amazon Primeも導入済み
世界3位
世界2位 世界3位
UBER NETFLILX YOUTUBE INSTAGRAM
facebook Spotify amazon.com
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Copyright©2019 JETRO All right reserved. 禁無断転載
ブラジルでのスタートアップ企業の台頭
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ユニコーン (推定11社、外資
買収含む)
ブラジルにおけるSU企業数 12,734社 ブラジルスタートアップ協会(Abstartup)19/11/17
サンパウロ州サンパウロ市に最も集中。
主要分野 金融 小売 モビリティ 業務管理 教育 農業 医療
VC
(出所)ジェトロ「ブラジル・サンパウロにおけるスタートアップ・エコシステム調査」ほか。 13
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情報提供 14 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
ブラジルのVC投資額は3年で3倍増。2019年は約2000億円に
Source: https://acestartups.com.br/venture-capital-investimentos-brasil//
ブラジルのベンチャーキャピタル投資額 (R$M)
約2500億円
日本のベンチャー調達額(2018) • VC 約1500億円 • 非VC 約2300億円
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15 This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent. 情報提供 Brazil Venture Capital
本日のアジェンダ
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弊社のご紹介 巨大な市場ブラジル(JETROの公開基本データとともに) ブラジルのCovid-19の状況(JETROの公開資料をもとに) スタートアップ大国、ブラジル市場の魅力とは? ブラジル市場の参入機会
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情報提供 16 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
ブラジル市場の参入機会ー例
所得格差が大きく、金融インフラへのアクセスも限定的。大手銀行の寡占がサービス効率化が進まない理由でもあった。
インターネット・モバイルアプリの高い利用性向をベースに、有料サービスの普及のカギをデジタル決済が握る
ブラジルは規制大国ながら、新サービスは新規制で対応する柔軟性があり、DXのテストベッドとしても魅力的なマーケット
Source: ブラジル日本商工会議所
EMPOWEREMENT
Digital Consumer
DX/Automation
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情報提供 17 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
ブラジルが抱える社会構造上の問題の一例
所得格差が大きく、金融インフラへのアクセスも限定的。大手銀行の寡占がサービス効率化が進まない理由でもあった。
Source: ブラジル日本商工会議所
EMPOWEREMENT
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情報提供 18 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
ブラジルは世界最大の所得格差が大きい国
Source: ブラジル日本商工会議所
EMPOWEREMENT
トップ1%vsその他
36倍 の所得差
Source: 世界銀行
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情報提供 19 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
金融インフラへのアクセスも限定的
EMPOWEREMENT
% of bank account holders (2017)
% of credit card holders (2017)
Brazil Japan Brazil Japan
Source: 世界銀行
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情報提供 20 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
ブラジルは世界最大の所得格差が大きい国
EMPOWEREMENT
Source: IMF
Asset consentration of the largest 5 banks (2016/value)
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情報提供 21 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
Nubankは無店舗銀行業務で急拡大し、1兆円超の企業価値に
EMPOWEREMENT
Source: Nubank Website
• 口座維持手数料、カード発行費用無料 • 1500万ユーザー(2019年-前年比3倍)
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情報提供 22 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
ブラジルが抱える社会構造上の問題の一例
インターネット・モバイルアプリの高い利用性向をベースに、有料サービスの普及のカギをデジタル決済が握る
Source: ブラジル日本商工会議所
Digital Consumer
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情報提供 23 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
Digital Consumer
ブラジル人はアメリカ人よりも平均ネット視聴時間が長い
https://datareportal.com/reports/digital-2020-brazil
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情報提供 24 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
ブラジルが抱える社会構造上の問題の一例
ブラジルは規制大国ながら、新サービスは新規制で対応する柔軟性があり、DXのテストベッドとしても魅力的なマーケット DX/Automation
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情報提供 25 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
Conta Azulは会計業務をSAASモデルで解決して急成長中です
DX/ Automation
Source: ContaAzul website
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情報提供 26 Brazil Venture Capital This information is confidential and was prepared by BVC, solely for the use of our partners; it is not to be relied on by any 3rd party without BVC’s prior written consent.
新たな規性
ARPACはドローンでアグリビジネスの効率化を推し進めます
DX/ Automation
• 農業はビジネス。効率性を高めるサービスへの受容は比較的高い
• 規制もあるが実用性を考慮したリーズナブルな内容