“官僚主义”缠身的亚马逊，开始被多面夹击

Core Insights - Amazon has announced a significant layoff of 14,000 corporate positions, marking its largest workforce reduction since 2022, primarily affecting human resources, cloud computing, and seller management teams [4][5][6] - The layoffs have raised concerns about the impact on Amazon's operations in China, where some departments have reportedly seen a 50% reduction in staff and management authority has shifted to the U.S. [6][7] - The competitive landscape for Chinese sellers is shifting, with platforms like Temu and AliExpress gaining traction, leading to a decline in Amazon's attractiveness to these sellers [8][10] Group 1: Layoffs and Internal Challenges - Amazon's layoffs are part of a broader restructuring effort, with the seller management team facing a 50% reduction in workforce [4][6] - The layoffs have exacerbated existing issues regarding customer service for Chinese sellers, who already faced challenges in accessing support from Amazon [7][10] - Internal reports indicate that Amazon's organizational culture has become bureaucratic, leading to slow decision-making processes and inefficiencies [22][23] Group 2: Competitive Landscape - Temu and AliExpress have emerged as significant competitors, with Temu capturing 17% of the U.S. e-commerce market in just two years, while AliExpress has launched initiatives to attract sellers with lower costs [8][12][13] - Walmart has also ramped up its efforts to recruit Chinese sellers, with the proportion of new sellers from China increasing from less than 1% in 2021 to 34% in 2025 [12][37] - The competition is intensifying, with platforms offering lower commission rates and better service capabilities to attract sellers away from Amazon [29][34] Group 3: Seller Sentiment and Financial Performance - Many sellers report increasing pressure from Amazon's high costs, with some stating that advertising budgets need to be significantly higher to achieve profitability [10][30] - Despite challenges, the number of Chinese sellers achieving over $1 million in sales on Amazon has grown by nearly 55% in the past two years, indicating that Amazon still provides value to some sellers [45] - The ongoing competition for Chinese sellers is forcing all platforms to enhance their offerings and reduce costs to retain seller loyalty [46]