资源描述
2020 IMS2 iResearch I+X 5G SMS IP C B C B 31 23 44 iResearch I 2020 KOL 5 iResearch I iResearch I 2016 BBD 2020 1 NEI GDP BBD GDP 28.7%29.8%29.7%29.0%29.1%30.3%31.2%32.1%2019.9 2019.10 2019.11 2019.12 2020.1 2020.2 2020.3 2020.42019 9-2020 4 NEINEI%6.9%6.7%6.8%6.6%6.1%51.5%31.6%39.3%30.0%21.3%2015 2016 2017 2018 2019 2015-2019 GDP GDP%6 iResearch I43.2%43.7%43.7%44.2%43.4%42.9%42.1%17.2%19.2%21.0%19.4%19.4%18.8%18.4%13.8%14.0%13.8%15.5%17.0%18.0%18.8%9.0%8.3%7.6%7.0%6.6%6.4%6.5%6.4%5.9%5.7%6.0%6.4%6.6%6.8%5.4%4.9%4.6%4.4%3.7%3.7%3.7%0.3%0.3%0.4%0.4%0.5%0.6%0.6%2016 2017 2018 2019 2020e 2021e 2022e2016-2022+2019 44.2%1 2 7 iResearch I 2019 3.5 2019 3.5 24.3%2023 6 16146.922505.728856.935868.141842.649425.056967.964232.234.2%39.4%28.2%24.3%16.7%18.1%15.3%12.8%2016 2017 2018 2019 2020e 2021e 2022e 2023e2016-2023%8 iResearch I iResearch I26.2 26.4 27.0 27.6 27.9 30.8 2015.12 2016.12 2017.12 2018.12 2019.6 2020.32015 12-2020 3 2020 CNNIC Usertracker 6.1%7.3%13.0%0.7%1.7%3.8%2.3%3.4%12.8%2019.12 2020.1 2020.22019 12-2020 2%9 iResearch I 202010 iResearch I CD IP 202011 iResearch I A B C 2020 12 iResearch I KOL 1.0 2.0 3.0 2020 KOL IP131 23 414 iResearch I+2020 KOL 15 iResearch I KOL KOL 1 2 3 KOL c 2020 KOL 16 iResearch I 3C xMCN/IP MCN molly/17 iResearch I IP c MCN 2020 18 iResearch I KOL KOL 19 iResearch I iResearch I IMS MCN 2019 MCN 2 IMS 2020 MCN IMS 2020 MCN 16042017005000+20000+2015 2016 2017 2018 20192015-2019 MCN MCN 90.0%85.0%82.0%57.0%53.0%47.0%20.0%10.0%3.0%2.0%2.0%2020 MCN20 iResearch I+2020 21 iResearch I IMS MCN 2020 MCN 22 iResearch I iResearch I 1 2 3 Usertracker 100600110016002017Q2-2020Q1 APP TOP5 2020 23 iResearch I iResearch I C B C B IMS 2018-2019 2019 98.9%2018 12.3%96.6%IP 2019 IMS 2020 MCN 2020 B&C C B IP 80.6%48.2%48.4%16.1%22.6%19.4%22.6%98.9%96.6%34.1%22.5%21.3%14.6%13.5%23.6%IP 2018-20192018%2019(%)24 iResearch I C C C 1 2+2020 C25 iResearch I B C B 1 IP 2 B IP IP IP IP 2020 B261 23 427 iResearch I 1/2 1 KOL KOL 2 KOL IP IP 3 KOL IP IP KOLx 1 2 3 KOL KOL KOLxxx 28 iResearch I 2/2+X IMS+X IMS IMS IP+X+X 29 iResearch I 1/3 5G 5G 5G 5G 5G IMS 5G 5G B C bps 10G G/s 0.1-1G ms 1 106 bps/km 10T km/h 5005G IMS 5G 5G IMS 30 iResearch I 2/3 IMS WEIQ WEIQ KA IMS A B 31 iResearch I 3/3 5G AI AI 32 iResearch I 331 23 434 iResearch IIMS IMS IMS 2010-2013 WEIQ SMARTTOPKLOUT IMSOCIAL 0 1 MCN IMS 2015 2013 2012 WEIQ IMS 2011 2010 2009 2020 2019IMS IMSOCIAL IMS A 2009-2020 IMS35 iResearch IIMS IMS MCN IP IMS IMS/IMS 36 iResearch IIMS IMS SMART WEIQ TOPKLOUT IMsocial IMS IMS IP MCN SMART+IMS37 iResearch I iResearch IIMS IMS 2019 19.8 2018 63.5%IMS IMS 4.8 7.3 12.1 19.8 52.3%66.8%63.5%2016 2017 2018 20192016-2019 IMS yoy%01002003004005002015 2016 2017 2018 2019 2020e 2021e 2022e2015-2022 38 iResearch I SMART 2019 12 SMART 1 2 3 2019 12 31 9 240 35 2,430,000+10 170,000+16,870 8 300,000 72,070/call#U#Big Day N+SMART39 iResearch I IMS 0 1 IMS 0 1 3 100 2020Q1 IMS+IMS Fendy 500+dada 8000+40000+IMS IP40 Keep Learning 400-026-2099 41
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