South Korea's parcel delivery market has entered an era of duopoly. As of 2025, Coupang and CJ Logistics control more than 65% of total market share—marking a shift from competition over speed to a battle over strategy and structural efficiency. While Coupang (37.6%) leads with its exclusive ecosystem and logistics infrastructure, CJ Logistics (27.6%) is pushing back through nationwide reach and strategic partnerships. What about the others? Lotte Global Logistics (10.3%) and Hanjin (9.7%) now face an existential challenge. This report analyzes how these second-tier players are fighting to survive—through 7-day delivery, platform alliances, and long-term logistics competitiveness.
❶ Point of View | Coupang and CJ are Winning. Who's Left?
The delivery market is no longer a level playing field. The rise of Coupang’s in-house logistics and the expansion of CJ’s e-commerce alliances have reshaped industry dynamics. Lotte and Hanjin must now find their place in a high-stakes game dominated by scale, integration, and strategy.