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2023 iResearch Inc.2 CONTENTS01 02 03 OverviewInterpretationDevelopment trend3 Abstract 1 2 2022 257 42.8%SMS4 015 2023.11 iResearch I 2022.11 1.2.2022.9 1.2.3.4.2022.1 15 RCEP 90%2021.11 1.2.2021.10 2020 2020 FDI 2020 2021 184 2021 2021 2022.3 2021.9 2021.9 6 2023.11 iResearch I 2023.11 iResearch I5.6%4.9%3.5%3.3%3.3%3.2%3.2%3.1%GERD GDP%2.44%GII WIPO 2022 GERD OECD IGBT 3C 2021 GERD GDP 9 6 15 8 3 11 3 6 9 6 3 9 7 2 9 4 4 8 4 3 7 3 3 6 4 2 6 2 3 5 4 1 5 3 2 52022 GII 7 2023.11 iResearch I 2023.11 iResearch I 1.=/2./20213.2021 4.2022 1 2 2019-2021+6%+4%+3%+1%-2%-4%-5%/6.7 0.09 0.64 3.6 0.12 0.19 4.4 0.07 0.46 2.8 0.12 0.61 2.0 0.08 0.402021 8 2023.11 iResearch I 1 2 3 4 9 2023.11 iResearch I 1/2 1 2 3 10 2023.11 iResearch I 2/2 1 2 3 11 2023.11 iResearch I 2022 257 42.8%1 2 12918025736749666386137.5%39.7%42.8%42.9%35.8%33.5%30.0%2020 2021 2022 2023e 2024e 2025e 2026e2020 2026%12 2023.11 iResearch I 61.8%61.8%15.0%6.1%6.0%4.0%2022 IaaS+PaaS Azure 13 0214 15 2023.11 iResearch I 31.3%2022 16 2023.11 iResearch I 29.5%2022 17 2023.11 iResearch I 28.4%2022 18 2023.11 iResearch I 10.8%2022 19 20 2023.11 iResearch I 1.2.2022 2022 2022-2026 CAGR=31%Live Stream 7070 40 2022 1 2 55.2%141.6417.72022 2026e21 2023.11 iResearch I MOBA GPU CDN CDN AI IM+RTC 22 2023.11 iResearch I CPaaS+SaaS CPaaS+SaaS CPaaS SaaS NXLink 220 3 CPaaS+SaaS WhatsApp WhatsApp Business Viber Viber Business 10+35+8+99.95%3+CPaaS AI SaaS NXLink CDP 01 1000+02 CPaaS SaaS 03 AI 04 220+SIP Trunk WhatsApp Viber Zalo 23 2023.11 iResearch I WhatsApp WhatsApp Business O2O WhatsApp NXLink WhatsApp NXLink 24 2023.11 iResearch I+BIGO BIGO Live IT BIGO TB I/O BIGO 150 4 BIGO BIGO VPC IDC DNSEIP CDNCeph RTCSQLNoSQL AIIM/Ceph DevOps LBS 25 2023.11 iResearch I TRTC(Lightchat Entertainment)300ms AI 3A 192Kbps/HE-AAC CDN TRTC SDK API 2 TRTC 1 Lightchat APPELB/TKE CDN AI COSTKE GPU Lightchat 26 2023.11 iResearch I Gemini 2022 2022 2022-2026 CAGR=48%P2P 3 2022 41%41%35%30%28%26%25%24%22%9.3%23.9114.12022 2026e27 2023.11 iResearch I 5G AI 40%/28 2023.11 iResearch I22.881.22022 2026e eMarketer 2022 2022-2026 CAGR=37%3 25.9%25.5%23.0%22.2%19.0%18.6%18.3%18.0%18.0%15.9%2022 TOP10%2022 TOP102022,34.3%,54.6%8.9%29 2023.11 iResearch I B2B B2C 30 2023.11 iResearch I01 Amazon Web Services Amazon Simple Email ServiceAmazon ConnectAmazon Simple Notification ServiceQnABot on AWSListmonk AWS Direct ConnectAmazon Virtual Private Cloud Data Transfer Hub Amazon EC2Amazon Route 53Amazon S3WordPress Amazon WAFAWS ShieldAmazon GuardDutyAmazon WAF Keycloak Amazon Network Firewall Amazon ConfigAWS Audit ManagerAWS CloudTrail Amazon Network Firewall Amazon LightsailAmazon CloudFrontAmazon Kinesis Video StreamsElastic Load BalancingAWS Amazon Interactive Video ServiceAmazon CloudFront Extensions AWS PrivateLink Marketplace&02 03 04 05 06 31 2023.11 iResearch I POP MART 2010 IP S3 StandardS3 INTIAMGuarddutySecurity HubCloudwatcheu-central-1CloudFront CDN WAF ELB SubnetAvailability Zone 1 Availability Zone 2EKS Pod Subnet EKS Node SubnetManaged Streaming for KafkaRedisDatabaseELB SubnetEKS Pod Subnet EKS Node SubnetManaged Streaming for KafkaRedisDatabaseALBPodEKS Node GP VPC32 2023.11 iResearch I20.582.92022 2026e e-works 2023 n=247 2022 2022-2026 CAGR=42%3C 15511183523714 2022 8.0%33 2023.11 iResearch I 1)2)3)4 AI AI 34 0335 2023.11 iResearch I AI AI 36 2023.11 iResearch I NFT AI IoT 37 IaaS/1 GPU FPGA 2 3 CDN VPNPaaS 1/MySQL SQLServer PostgreSQL/MongoDB Redis Memcache/2/MapReduce/3/4/DevOps Serverless 5 6 7 2022 1-12/38BUSINESS COOPERATION 400-026-39LEGAL STATEMENT THANKS
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