资源描述
2019 2 2019.6 iResearch I 2018 IP IP 2018 2017 5427 4.3 2018 153.5 2018 2018 2017 81.4%APP 3 2019.6 iResearch I PC PDA MP3 MP4 PC/4 1 2 3 4 55 2019.6 iResearch I PC 1987-2002 2003-2009 2010-20142018-2015-2017 BBS VIP PC IP 6 2019.6 iResearch I 1.CNNIC 2.3.2018 AI 5G 2018 2018 2.1%2.2%2226 2017 2086 6.7%5G AI AR VR 2018 12 8.29 5653 59.6%2017 3.8%2018 59.0%76.2%7 2019.6 iResearch I2018 24 152 2000 2018 ChinaJoy IP 2.0 107 4 1 4 6 7 8 9 10 12 2018 8 2019.6 iResearch I2018 3000 kaca entertainment 5000 A 1 4 8 10 12 A 10 100%Munpia9 2019.6 iResearch I2018 11 APP6 iReader T6 4 8 iReader Smart Kindle KINDLE 10 2019.6 iResearch I2018 IP IP 1 2 4 6 8 9 IP 10 IP 11 12 8 IP Netflix 190 IP IP IP 11 2019.6 iResearch I2018 IP IP CBDB IP 1 3 4 6 8 9 11 12 IP YOTA 12 1 2 3 4 513 2019.6 iResearch I 2018 153.5 20.3%2015 IP IP 2018 1.2.2018 24.6 34.2 43.7 65.9 96.6 127.6 153.5 180.5 206.3 23.0%39.4%27.7%50.7%46.6%32.1%20.3%17.6%14.3%(300.0%)(271.0%)(242.0%)(213.0%)(184.0%)(155.0%)(126.0%)(97.0%)(68.0%)(39.0%)(10.0%)19.0%48.0%77.0%106.0%2012 2013 2014 2015 2016 2017 2018 2019e 2020e2012-2020%14 2019.6 iResearch I48060278487523.5%25.4%30.2%11.6%2015 2016 2017 2018%875 2018 2018 875 2017 91 11.6%2015-2018 15 2019.6 iResearch I IP()/APP APP APP APP 2018 16 2019.6 iResearch I APP 2018 17 2019.6 iResearch I PC 300,599 8,073 2018.1 2018.2 2018.3 2018.4 2018.5 2018.6 2018.7 2018.8 2018.9 2018.10 2018.11 2018.12 PC PC PC UserTracker 39,427 6,952 2018-1 2018-2 2018-3 2018-4 2018-5 2018-6 2018-7 2018-8 2018-9 2018-10 2018-11 2018-12iUserTracker&mUserTracker-2018 18 2019.6 iResearch I 2003 2003 10VIP IP IP IP IP IP IP 2018 19 2019.6 iResearch I97.1%95.9%92.7%89.0%84.2%87.6%85.3%84.0%83.1%3.8%5.0%8.6%6.5%11.1%10.6%12.3%0%20%40%60%80%100%2012 2013 2014 2015 2016 2017 2018 2019e 2020e 2018 11.1%1.2.2018 2012-2020 20 2019.6 iResearch I+=/UserTracker 2018 8 TOP10 APP APP APP APP 100.0%99.6%99.0%94.0%92.8%90.2%89.6%87.7%87.2%88.3%0.0%0.4%1.0%6.0%7.2%9.8%10.4%12.3%12.8%11.7%0%20%40%60%80%100%2018.2 2018.4 2018.6 2018.8 2018.10 2018.12 2019.2 APP APPmUserTracker-2018 1-2019 4 TOP10 APP mUserTracker-2019 4/APP APP QQ 2.0%1.4%2.0%1.3%2.34%1.69%2.03%2.50%21 2019.6 iResearch I 2018 57 70.3 2017 21.6%2018 IP IT 2018 75.0 57.8 57.0 70.3 2017 2018 2017-2018 2018 22 2019.6 iResearch I 2018 40 500+DAU 50+PV 500+2018 23 1 2 3 4 524 2019.6 iResearch I 81.4%IP 2018 50.4 2017 41.0 23.0%2017 6.15 81.4%2018 11.15 kaca entertainment Munpia IP IP 2018 IP IP 25.6 41.0 50.4 0.3 6.1 11.2 01020304050602016 2017 2018 2016-2018 IP 26%155 5000 A 2018 25 2019.6 iResearch I 2018 IP 2018 2018 26 2019.6 iResearch I 2018 iReader T6 iReader Smart iReader T6iReader Smart 2018 27 2019.6 iResearch I 2018 2018 APP 2018 IP 28 1 2 3 4 529 2019.6 iResearch I2018 2017 5427 4.3 14.3%ARPU 2.0 2.3 2.7 2.9 3.0 3.3 3.8 4.3 4.7 5.1 14.8%17.6%7.3%1.0%12.1%13.5%14.3%9.4%7.6%2011 2012 2013 2014 2015 2016 2017 2018 2019e 2020e2011-2020%2018 4.3 CNNIC 30 2019.6 iResearch I mUserTracker 54.9%44.1%24 95 31.4%30 3585.8%90 Usertracker 55.9%44.1%2018/31.4%27.7%26.7%10.9%3.3%24 25-30 31-35 36-40 40 31 2019.6 iResearch I mUserTracker Usertracker mUSerTracker-2018 TOP10TOP1 TOP6:TOP2 TOP7:TOP3 TOP8:TOP4 TOP9:TOP5:TOP10:32 2019.6 iResearch I2.48 2.49 2.40 2.39 2.50 2.54 2.64 2.84 2.90 3.10 3.20 3.25 3.34 3.363.313.383.513.62 3.603.723.663.823.893.940123451 2 3 4 5 6 7 8 9 10 11 12 2017 20182018 APP 3.6 2018 3.6 2017 2.7 33.3%1.Usertracker mUserTracker-2017-2018 33 2019.6 iResearch I2018 APP 28 mUserTracker 2018 28.5 2017 21.1 35.1%APP Usertracker 17.91 16.81 18.57 18.24 20.45 20.42 21.14 23.12 22.57 24.07 23.98 25.82 27.68 24.07 25.38 26.07 29.18 29.24 30.66 31.98 28.09 29.83 29.57 30.06 051015202530351 2 3 4 5 6 7 8 9 10 11 12 2017 2018 mUserTracker-2017-2018 34 1 2 3 4 535 2019.6 iResearch I 2018 24 2018 36 2019.6 iResearch I 2018 2018 13000 IP UGC IP 37 2019.6 iResearch I 2018 IP IP 1.7 33%155 100%38 2019.6 iResearch I 2003 10 2018 APP APP APP39 Keep Learning 400-026-2099 40
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