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20212 4000 50%5000 2019 55 75.6%2023 150 2020 89 2021 2023 141 B 3 1 2 3 44 GB/T 33745-2017 G&5 2019 55 75.6%2023 150 SIM GSMA 91631558411012914877.8%94.4%75.6%53.3%31.3%17.7%14.6%2016 2017 2018 2019 2020e 2021e 2022e 2023e%2016-2023 6 B SaaS/POS PaaS IoT OS RFID OTA MDM 7 Windows Android,PC O2O ERP 本地信息存 管理效率提升商 信息在 化 8 C OEM/ODM)/IoT 9 1 2 3 410(2016-2020)()2016(2016-2020)()2019 2015-2021 2020 5 2021 1 2016 12 2019 8 2015 12 2016 11 11 iResearch Inc 467695148356360620296756974318824139050110.1%9.5%10.1%8.9%10.0%10.9%9.8%2012 2013 2014 2015 2016 2017 2018 2019%2019 35.8 GDP 36.2%15%2019 2012-2019 12.0 13.9 17.4 21.0 24.9 28.8 4.2 4.8 5.2 6.2 6.4 7.1 26.1%27.5%30.3%32.9%34.8%36.2%2014 2015 2016 2017 2018 2019 GDP%2014-2019 GDP 12 iResearch Inc 2.2 3.6 4.7 5.3 5.8 7.7 8.5 39.0%57.7%67.5%70.0%71.4%84.7%86.5%2014 2015 2016 2017 2018 2020.3 2020.122016-2019%3.5 4.8 5.9 7.2 7.4 8.0 8.6 9.6 6.7 8.0 10.0 35.0%36.9%24.9%20.5%3.2%8.1%7.8%11.6%-30.4%19.3%19.4%2018Q1 2018Q3 2019Q1 2019Q3 2020Q1 2020Q3%2018Q1-2020Q3 CNNIC O2O 2020 12 8.53 86.5%2018 Q1 3.5 19 Q4 10 20 Q1 2020 Q3 10 13 SaaS&PaaS 5G 5G MEMS MEMS SaaS SaaS PaaS ISV 14 SaaS 2C 2020/IT SaaS 2C POS 15 2020 POS 16 50%5000 Android 4000 50%5000 1000 1000 2000 500 10%1000 30%5000 50%+Windows Android 17 iResearch Inc 9761161104614382016 2019 2020e 2023e53076572568579462016 2019 2020e 2023e 18.0%2019 1161 17.7%2020 2023 1438 1 2 1 1 2 1 2016-2023 2016-2023 CAGR=5.9%CAGR=11.2%CAGR=7.4%CAGR=11.8%18-19 Android Windows Android Windows POS Android POS Android POS Android 20 POS POS 700-1000 1000-1500 500-700 21 POS Android POS Android Windows Android Android POS ISV Android 2C ISV PaaS 22 iResearch Inc 884103191912442016 2019 2020e 2023e30883569297839922016 2019 2020e 2023e Android 2019 1031 2016 5.2%17.7%28.9%Android 2023 1244 1 2 1 1 2 1 2016-2023 2016-2023 CAGR=5.2%CAGR=10.6%CAGR=4.9%CAGR=10.3%23 iResearch Inc POS 2020 89 2021 2023 141 2021 18577889 89105122141299.6%225.1%35.9%14.9%0.2%17.3%16.5%15.7%2016 2017 2018 2019 2020 2021e 2022e 2023e%2892131156180226274331313.5%229.6%41.5%19.3%15.6%25.8%21.1%20.6%2016 2017 2018 2019 2020 2021e 2022e 2023e%2016-2023 2016-2023 1 POS 2 1 1 POS 2 1 24 iResearch Inc 101393584672738791855921320.8%289.1%48.6%15.0%9.9%7.2%8.0%7.7%2016 2017 2018 2019 2020 2021e 2022e 2023e POS POS%1335047308751054121713781534309.8%279.1%44.9%19.8%20.5%15.5%13.3%11.3%2016 2017 2018 2019 2020 2021e 2022e 2023e POS POS%POS 700 POS 2015 2020 POS 738 POS POS 1 POS Android POS 2 1 1 POS Android POS 2 1 2016-2023 POS 2016-2023 POS 25 iResearch Inc 2023 200 2020 101 28.4%SaaS 2023 231 Windows 75.0%1 Android POS 2 1 1 Android POS 2 1 2016-2023 2016-2023 2765111142101148188231513.9%142.3%72.0%27.3%-28.4%45.9%27.4%22.4%2016 2017 2018 2019 2020 2021e 2022e 2023e%3889154194135200262329452.5%132.4%74.4%25.6%-30.3%47.9%30.9%25.9%2016 2017 2018 2019 2020 2021e 2022e 2023e%26 iResearch Inc 2034577681114153197135.3%71.5%64.7%35.0%5.8%41.9%33.6%28.8%2016 2017 2018 2019 2020 2021e 2022e 2023e%255394141231375556788150.0%111.1%78.4%50.0%63.2%62.8%48.2%41.7%2016 2017 2018 2019 2020 2021e 2022e 2023e%O2O 2020 81 POS O2O 2016-2023 2016-2023 1 Android 2 1 1 Android 2 1 27 28 SDK/APIPaaS/AIoT I/O()MDM OTA PaaS OTA MQTT Https LwM2M 29 SDK/API/30-31 CRM ERP HRM 32 SaaS SaaS SaaS aPaaS SaaS SaaS 2C C B SaaS C ISV SaaS SaaS+aPaaS SaaS 2C 33 iResearch Inc 921301281942016 2019 2020e 2023e22193003270739542016 2019 2020e 2023e SaaS 2019 130 2016 12.1%14.9%2019 5%SaaS 1 2 1 1 2 1 2016-2023 2016-2023 CAGR=12.1%CAGR=14.9%CAGR=10.6%CAGR=13.5%3435 1 2 3 AR-AR+-36 POS POS 37 O2O KDS POS+38 KTV KTV POS 39 40 1 2 3 441 2015 IoT Android IoT 2 13000 200 Android 200+SUNMI OS IoT 20000+13000+42 Android Sunmi OS OTA SUNMI OS SUNMI Cloud SDK/API PaaS SUNMI OS&CLOUD Android SUNMI OSUI SDK/API OTA PaaS SUNMICLOUD 43 POS 2005 12 2008 Ingenico POS POS POS 2015 POS 2019 POS POS 75%TMS ITMS POS 9 46 POS POS&44 1500 API SaaS SaaS SaaS+PaaS SaaS PaaS SaaS 2020 DQ Zippo PaaS SaaS SaaS 2020 GMV 462 110%99889 47%32359 58%45 Square Square 2009 Jack Dorsey James Morgan Mckelvey 2015 11 SQ.N Square 1 65%Square 2 20%3 11%4 2%20%70%2019 47.13 42.91%3.75 1076.38%Square POS Dashboard/EMV/NFCBuild with SquarePoint of Sale Square Reader/Register/Terminal,Point of Sale 1 2 Stand CRM ERP Square App Marketplace Square Cash/Capital Seller Ecosystem API 46 1 2 3 447/SaaS PaaS SaaS C C 48/POS+SaaS 49 POS RFID OMS TMS WMS RFID 50 SaaS+1 2 51 AIoT PaaS A B x y PaaS x AAIoT 52 C IT Windows IT53 Keep Learning 400-026-2099 54
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