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20202 2019 112.4 25.5%2020 2020 20%SMS3 1 2 3 44 aPaaS AI RPA 5 2013 2015 GDP 7 2019 99.1 7.8%2020 GDP 2.9%CMF 2020 59.3 64.4 68.9 74.6 83.2 91.9 99.1 102.5 7.8%7.3%6.9%6.7%6.8%6.6%6.1%2.9%2013 2014 2015 2016 2017 2018 2019 2020e%2013-2020 6 ERP SaaS MRP SaaS RPA B 7 C B RPA 8 Ariba Coupa SAP Ariba SaaS Coupa SAP Ariba Coupa SaaS SAP Ariba SAP SAP Ariba Ariba SAP B2B SAP Ariba B2B Coupa SaaS SaaS Salesforce SaaS aPaaS SaaS VS VS9 70.8 89.6 112.4 137.5 166.7 201.6 241.7 26.5%25.5%22.3%21.3%20.9%19.9%2017 2018 2019 2020e 2021e 2022e 2023e%2019 2017 70.8 2019 112.4 20%2022 200 SaaS B2B SaaS 2017-2023 10/11 1 2 3 412 161 82%15 N=161 2020 11 N=161 2020 11 33.5%26.1%21.7%11.2%5.0%2.5%2019/CEO/CIO/CFO/1.2%1.9%3.1%3.1%3.1%3.7%3.7%4.3%6.2%6.8%8.1%11.2%11.2%20.5%/IT/2019 13 50.0%80.0%45.5%27.8%57.1%30.8%36.4%60.0%60.0%15.4%16.7%33.3%33.3%18.2%22.2%14.3%15.4%27.3%15.4%22.2%50.0%16.7%20.0%18.2%11.1%28.6%23.1%9.1%40.0%20.0%30.8%16.7%6.1%11.1%23.1%20.0%11.1%12.1%27.8%7.7%27.3%38.5%33.3%16.7%2019 5000 5000-1 1 1-5 5 5-10 10 10 35%50%1 30%10 N=161 2020 11 N=161 2020 11 15.5%14.9%18.6%15.5%14.9%20.5%0-10%10%10-20%20%20%-30%30%30%-40%40%40-50%50%50%2019 14 57%1000 1/2 50%500 N=161 2020 11 N=161 2020 11 57.1%19.9%14.3%2.5%3.1%3.1%2019 1000 500-1000 1000100-500 500 50-100 100 10-50 50 10 47.2%8.1%14.3%8.1%11.2%11.2%2019 500 300-500 500 100-300 300 50-100 100 10-50 50 1015 50%100 50%10 1 10 N=161 2020 11 N=161 2020 11 52.2%11.2%14.3%22.4%2019 10 6-10 4-5 1-3 44.7%10.6%16.1%8.7%19.9%100 81-100 51-80 31-50 302019 16 50%40%N=161 2020 11 N=161 2020 11 3.1%5.0%6.8%7.5%13.0%13.0%23.6%23.6%28.6%29.2%31.1%44.1%52.2%2019 1.2%4.3%5.6%22.4%23.6%26.1%27.3%31.7%32.9%38.5%39.1%2019 17 41%25%N=161 2020 11 41.0%24.8%14.3%9.9%9.9%2019 1.1%2.4%6.2%8.1%10.0%11.9%12.1%21.8%26.4%/2019 N=161 2020 11 18 34%36%N=161 2020 11 N=161 2020 11 34.2%24.8%21.7%19.3%2019 MRO 36.0%32.9%23.0%8.1%2019 19 N=161 2020 11 83.3%20.0%15.2%11.1%28.6%38.5%18.2%40.0%27.8%50.0%40.0%27.3%22.2%14.3%7.7%63.6%40.0%27.8%16.7%30.3%50.0%28.6%38.5%18.2%20.0%33.3%40.0%27.3%16.7%28.6%15.4%11.1%50.0%2019 20 58%50%N=161 2020 11 58.4%47.8%41.0%37.3%31.7%29.2%23.0%0.6%2019 21 64%10+IT/20%/14%10%N=161 2020 11 2019 Top10%64%36%22 45%10 53%1000 N=103 2020 11 N=103 2020 11 45.3%26.4%14.2%14.2%2019 10 1-10 500 1000-1 53.4%17.5%15.5%13.6%2019 1000 100 101-500 501-100023 SaaS 100 50%SaaS 100 SaaS SaaS 66%ERP 11%SaaS N=103 2020 11 N=103 2020 11 45.6%16.5%11.7%9.7%16.5%100 50-100 100 30-50 50 10-30 30 10 66.0%23.3%10.7%ERP SRM 2019 2019 SaaS24 50%60%N=103 2020 11 N=103 2020 11 33.3%66.7%57.1%64.3%33.3%37.5%57.1%50.0%54.6%33.3%33.3%14.3%7.1%33.3%25.0%14.3%40.0%27.3%4.8%7.1%16.7%25.0%14.3%10.0%18.2%33.3%23.8%21.4%16.7%12.5%14.3%2019/MRO/55.3%20.4%13.6%10.7%2019/MRO/25 60%50 50%3-5 N=103 2020 11 N=103 2020 11 29.1%45.6%10.7%9.7%4.9%5 3-5 2 1 1 2019 63.1%8.7%8.7%9.7%5.8%3.9%2019 50 41-50 31-40 21-30 11-20 1026 33.3%23.8%9.1%33.3%66.7%38.1%71.4%66.7%71.4%71.4%33.3%50.0%63.6%33.3%33.3%33.3%28.6%33.3%28.6%28.6%33.3%40.0%27.3%33.3%2019 5.0%60%N=103 2020 11 10%27 60%6 8.7%10 80%5%N=103 2020 11 N=103 2020 11 8.7%13.6%27.2%21.4%10.7%9.7%2.9%3.9%1.0%1.0%10 9 8 7 6 5 4 3 2 1 2019 5.8%15.5%35.0%16.5%10.7%9.7%2.9%1.9%0.0%1.9%10 9 8 7 6 5 4 3 2 1 2019 28 35%N=103 2020 11 N=161 2020 11 40.8%40.8%47.6%48.5%52.4%67.0%2019 16.5%19.4%28.2%35.9%/MRO 2019 29 1 2 3 430 1 2 3 4 5 OCR 31 SKU AI 32 6 8 7 500 5G6 8 7 33 AI AI SDK SaaS/VSP VOP VEP VOP VEP 5G/VSP ERP。34 SAP Ariba B2B SAP Ariba SAP Ariba SAP Ariba SAP Ariba SAP Ariba IT SAP Ariba SAP Ariba SAP Ariba IT 35 SAP Ariba SAP Ariba SAP Ariba API SAP Ariba SAP Ariba Network SAP AribaAPI 36 1 2 3 437 AI 38 SaaS SaaS“39 01 02 40 SaaS ERP CRM SaaS 41 Keep Learning 400-026-2099 42
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