资源描述
2021 S0790520090001 liuxiaoyaokysec 2020 12 7 S0790520080001 chenbaojian kysec 1. 2020 11 30 11.22% 300 21.08% 3 2 2.3% 300 2.09 2011 2.69 2. 5G 5G 5G 5G 4G 2G/3G/4G 5G 80% 2B 5G CPU Win+Tel ERP 3. 1 2.0 2 3 4 2020 5 4. IT 1 5G 2 3 目 录 CONTENTS 4 5 1.1 300 Wind 300 2020 12 4 2019 14.04% 300 23.66% 300 1 300 2 Wind -20.00% -10.00% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% SW 300 -10% 0% 10% 20% 30% 40% 50% 60% 70% 1.1 300 Wind *ST 143.23% 124.49% 103.15% 102.96% 101.96% 95.63% 95.08% 89.12% 88.65% 85.53% -100.00% -50.00% 0.00% 50.00% 100.00% 150.00% 200.00% 3 1.2 Wind 2020 11 30 TTM 51.73 61.53 300 24.73 300 2.09 2011 2.69 4.32% Wind 2020Q3 4.32% 2020Q2 4 5 Wind 0 1 2 3 4 5 6 0.00 50.00 100.00 150.00 200.00 250.00 SW 300 0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00% 14.00% 0.00 500.00 1,000.00 1,500.00 2,000.00 2,500.00 1.3 1-8 49984 10.0% 2019 4.9 1-7 1.4 6020 5.9% 1-7 0.5 2019 3.5 6 -20.00 -10.00 0.00 10.00 20.00 30.00 2013-02 2013-05 2013-08 2013-11 2014-02 2014-05 2014-08 2014-11 2015-02 2015-05 2015-08 2015-11 2016-02 2016-05 2016-08 2016-11 2017-02 2017-05 2017-08 2017-11 2018-02 2018-05 2018-08 2018-11 2019-02 2019-05 2019-08 2019-11 2020-02 2020-05 : % : (%)1.3 Wind 3 8.9% 1.1% 2020 3 1867.2 8.9% 95.7 1.1% Q3 Q2 2.3% Q4 7 2020 3 8 2020 3 9 2020Q3 8.9% 10 2020Q3 1.1% Wind Wind Wind 1 5G 2 3 目 录 CONTENTS 4 5 2.1 5G 5G 4G 5G 5G eMBB VR/AR uRLLC mMTC 11 4G 5G 12 5G 2.1 5G 3GPP R16 5G 5 2020 7 3GPP TSG#88 5G Rel-16 5G Rel-16 5G 5 R16 R15 5G 5G 13 5G Rel-16 2.1 5G IT 5G 5G 4G 5G 4K/8K 1-10 2.52 22.1% 5G 1.24 183 49.4% 47.3% 2G/3G/4G 5G 80% 2B 1 5G 2 5G 5G , 14: 2020 1-10 5G 50% 0.2% 0.7% 1.4% 6.9% 14.6% 17.8% 26.3% 37.3% 28.6% 39.3% 46.8% 61.2% 62.4% 60.1% 60.0% 64.1% 0% 10% 20% 30% 40% 50% 60% 70% 0 200 400 600 800 1000 1200 1400 1600 1800 2000 2.2 2020 10 29 1: TiDB CPU PC 360 2.2 IT168 ERP 1 DCS 2010 DCS 30% DCS 50% 2 ERP IT168 2009 SAP Oracle ERP 2019 ERP 20% 15: 2010 DCS 30% 16: 2019 DCS 50% 17: 2009 ERP 18: ERP , 12.60% , 11.90% ABB, 11.80% , 11.80% , 11.60% , 9.90% , 8.40% , 8.20% , 2.90% , 10.90% , 27% , 16% , 15% , 10% , 7% ABB, 6% , 6% , 3% , 3% , 7% SAP, 34.3% Oracle, 19.6% , 14.4% , 8.2% , 6.0% , 4.6% Infor, 2.5% QAD, 2.5% , 7.9% , 40% , 20% , 18% SAP, 14% Oracle, 3% , 5% 1 5G 2 3 目 录 CONTENTS 4 5 3.1 360 19: 3.1 2.0 2.0 2019 20: 3.1 Q1 Q3 21: 2020 -40% -20% 0% 20% 40% 60% 22: 2020 Q1-Q3 98.9% 89.1% 66.9%65.0% 37.9% 26.6% 21.7%19.6% 14.1% 5.4% 3.3% 3.3% -1.8% -100% -50% 0% 50% 100% 150% 2020Q1 2020Q2 2020Q3 23: 373% 60% 70% 43.36% 77.06% 24: 120% 100% 36% Wind Wind 3.2 Synergy Research Group Synergy Research Group 2020Q3 330 2019Q3 33% 2020Q2 32% IT Gartner
展开阅读全文