Core Insights - The cross-border e-commerce industry is experiencing a dichotomy on the Amazon platform, with new sellers entering while the number of active sellers is decreasing significantly [1][3] - Despite the influx of new sellers, only about 30% are able to survive long-term, leading to increased average monthly visits per active seller [3][12] Seller Dynamics - The number of active sellers on Amazon has dropped from 2.4 million four years ago to less than 1.9 million, a decline of over 21% [3] - Each active seller's average monthly visits increased from 2,162 in 2021 to 2,837 in 2025, a growth of 31% [3] - The top 10,000 sellers on Amazon are predominantly long-term players, with over 60% having joined before 2019, indicating a solidified headwind in the seller landscape [9] Revenue Growth - Amazon's annual revenue surged from $470 billion in 2021 to $638 billion in 2024, marking a 36% increase [12] - Revenue from third-party seller services, including commissions, advertising, and logistics, has reached 81% of self-operated business revenue and is expected to surpass it by 2025 [12] AI Integration - Amazon is leveraging AI technologies to enhance seller operations, with tools like Amazon Personalize and Rufus improving efficiency and conversion rates [12][16] - The AI-driven logistics centers have achieved 95% automation in package sorting, with a significant increase in the number of robots expected by 2030 [16] Long-term Strategy - The industry is shifting towards a long-term strategy where brand resilience and supply chain strength are crucial for survival, as emphasized by Amazon's CEO [16] - The combination of experienced sellers and innovative newcomers is likely to shape the future of cross-border e-commerce over the next decade [16]