东南亚数字经济3 680亿美元
在东南亚，基因人工智能已成为日常生活的重要组成部分，有2.43亿人(占工作人口的58%)积极使用，并且比移动互联网的推出速度快四倍。 这对该区域的经济产生了重大影响，根据电子通讯系统年度报告1第11版。 建设智能经济，由Google,Temasek，和Bain & Company，发现，广泛实施AI正在推动该地区的数字经济逐年增长17%(YoY)，到2026年达到3,680亿美元总商品价值(GMV). 因此，到2035年，它稳步走上超过1万亿美元的道路。 报告利用3号标志作为AI经济的新基准测试，预测对代理商业信心的增强将在未来五年推动地区AI使用量翻60倍。
以下是今年e-Conomy SEA 2026报告的三个关键外卖：
1. 大赦国际正在维持各部门的增长。
在数字经济中，AI正在重新塑造人们的生活、购物和移动方式。 电子商务(226B GMV,+18% YoY)支撑着这一转变，因为购物者使用多式联运发现和应用程序助理来自信地导航复杂的采购。 这些个性化体验有机地驱动了10%的转换和订单量提升，提升率高达75%.
在在线旅行(59B GMV,+10% YoY)中，传统的搜索引擎仍然是人们用来规划旅行的顶级平台，而基因AI已经超越了社交媒体，成为组织复杂行程的第二大使用工具。
网络媒体(44B收入，+22%YoY)正在个性化地提供内容信息，并将受众与更相关的广告连接起来，随着商业媒体成为40亿美元的市场，质量参与率提高了10%至20%。
移动和食品运送(40B GMV,+15% YoY)通过预测性建议，更灵巧的路由，以及集成车等AI动力提供，节省了消费者的时间，促进了健康的交易增长。
最后，数字金融服务(1,650B GTV,+16%YoY)帮助消费者发现实时欺诈行为，拓宽信用渠道，提出个人化的金融建议，补充人的意见，同时新加坡在数字财富平台上的领导地位。
2. 消费者信任将有助于打开代理商业的时代。
数字自动化在整个区域早已确立，72%的用户依赖价格跟踪等日常功能。 这种熟悉性正在将runway清除用于代理商业，75%的人表示愿意让AI agents自主比较价格并代表他们完成交易。
这一势头植根于区域乐观：东南亚人将AI视为社会的净利益，62%的人报告说，今天对AI工具的信任程度高于一年前。 在经过验证的音轨记录(56%)，不断加深的熟悉度(55%)和输出精度(53%)的驱动下，这种信任信号着一个清晰的runway，用于更深入的平台集成。 为了利用新的代理能力感到舒适，用户期望有清晰度和护栏，包括强有力的隐私保障(44%)，关于AI能和不能做什么的透明信息(36%)，以及扭转代理交易的能力(30%)。
3. 必须调整四个主要领域，以便能够采用大赦国际。
为了支持预计到2030年区域人工智能使用量将增加60倍，本区域更广泛的数字生态系统必须在四个关键条件下系统地发展：
- 加速代理收养和可持续经济学：企业需要超越使用AI来回答单个问题，开始使用它来帮助完成从开始到完成的多步骤任务，辅以强有力的隐私保障和明确的安全规则。 同时，运行AI模型必须不断获得更负担得起的，并带来清晰，实用的价值，因此，各种规模的企业都可以持续采用该技术。
- 扩大有形基础设施：物质扩张必须迅速跟上不断增长的计算需求。 要达到这一轨迹，需要在未来五年里扩大数据中心容量~3x，人工智能工作量占总基础设施的主导份额。
– 严格的模式和能效：国家框架，如新加坡在数字基础设施法案下的约束性动力使用效能(PUE)规则，必须指导下一代设施，与马来西亚企业可再生能源供应计划(CRESS)模式(CRESS)等扩大的清洁能源获取配套。
- 统一区域治理：确定这一轨道，即将于2026年11月签署的《东盟数字经济框架协定》将建立世界上第一个全区域数字贸易协定，提供一个框架，使东南亚数字经济进一步增长。
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Southeast Asia’s digital economy to hit $368 billion
In Southeast Asia, generative AI has become an essential part of daily life, actively used by 243 million people (58% of the working population) and scaling four times faster than the rollout of the mobile internet. This has major implications for the region’s economy, according to the 11th edition of the annual e-Conomy SEA report 1 . Building the Intelligent Economy, by Google, Temasek, and Bain & Company, finds that widespread AI implementation is propelling the region’s digital economy to grow 17% year-on-year (YoY) to reach $368 billion 2 in Gross Merchandise Value (GMV) in 2026. This puts it firmly on track to exceed $1 trillion by 2035. Using tokens 3 as the new benchmark for the AI economy, the report projects that growing confidence in agentic commerce will drive a 60-fold surge in regional AI usage over the next five years.
Here are the three key takeaways from this year's e-Conomy SEA 2026 report:
1. AI is sustaining growth in every sector.
Across the digital economy, AI is reshaping how people live, shop, and move. E-commerce ($226B GMV, +18% YoY) anchors this shift, as shoppers use multimodal discovery and in-app assistants to confidently navigate complex purchases. These personalized experiences organically drive 10% higher conversions and order volume uplifts as large as 75%.
In online travel ($59B GMV, +10% YoY), traditional search engines remain the top platform people use to plan travel, while generative AI has overtaken social media to become the second-most used tool for organizing complex itineraries.
Online media ($44B revenue, +22% YoY) is personalizing content feeds and connecting audiences with more relevant ads, yielding a 10 to 20% quality engagement uplift as commerce media becomes a $4 billion market.
Mobility and food delivery ($40B GMV, +15% YoY) saves consumers time via predictive suggestions, smarter routing, and AI-powered offerings like pooled rides, fueling healthy transactional growth.
Finally, digital financial services ($1,650B GTV, +16% YoY) help consumers with real-time fraud detection, broader credit access, and personalized financial recommendations that complement human advice, alongside Singapore’s regional leadership in digital wealth platforms.
2. Consumer trust will help unlock the era of agentic commerce.
Digital automation is already well established across the region, where 72% of users rely on everyday features like price tracking. This familiarity is clearing the runway for agentic commerce, with 75% expressing willingness to let AI agents autonomously compare prices and complete transactions on their behalf.
This momentum is rooted in regional optimism: people in Southeast Asia view AI as a net benefit to society, with 62% reporting greater trust in AI tools today than a year ago. Driven by proven track records (56%), rising familiarity (55%), and output accuracy (53%), this trust signals a clear runway for deeper platform integration. To feel comfortable using new agentic capabilities, users expect clarity and guardrails, including robust privacy safeguards (44%), transparent information on what AI can and cannot do (36%), and the ability to reverse agentic transactions (30%).
3. Four major areas must adapt to enable AI adoption.
To support a projected 60-fold increase in regional AI usage by 2030, the region's broader digital ecosystem must systematically evolve across four critical conditions:
- Accelerated agentic adoption and sustainable economics: Businesses need to move beyond using AI to answer single questions and start using it to help complete multi-step tasks from start to finish, backed by strong privacy safeguards and clear safety rules. At the same time, running AI models must keep getting more affordable and deliver clear, practical value, so businesses of all sizes can adopt the technology sustainably.
- Scaled physical infrastructure: Physical expansion must rapidly keep pace with soaring compute demand. Meeting this trajectory requires a ~3x expansion in data center capacity over the next five years, with AI workloads capturing a dominant share of total infrastructure.
- Strict model and energy efficiency: National frameworks, such as Singapore’s binding Power Usage Effectiveness (PUE) rules under the Digital Infrastructure Bill, must guide next-generation facilities, paired with expanded clean energy access like Malaysia’s Corporate Renewable Energy Supply Scheme (CRESS) model.
- Unified regional governance: Anchoring this trajectory, the upcoming ASEAN Digital Economy Framework Agreement (DEFA) in November 2026 will establish the world's first region-wide digital trade pact, providing a framework that can unlock further growth in the Southeast Asia digital economy.
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