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20212 2256.1 SMS3 1 2 34 4 4 IT PaaS PaaS SDS SDN/SD-WAN CMP/HPC CDN SLB VPC/Serverless/1 2 PaaS IT PaaS PaaS/PaaS 5 1/2 2020 2256.1 40%IaaS PaaS 394.0520.5693.11026.31612.42256.13245.24690.06598.39286.232.1%33.2%48.1%57.1%39.9%43.8%44.5%40.7%40.7%2015 2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e2015-2024%241.4321.9423.8638.21087.51639.42285.03113.94202.55527.053.771.2 104.8144.7183.8271.7404.8613.1918.31374.233.3%31.7%50.6%70.4%50.7%39.4%36.3%35.0%31.5%32.6%47.2%38.1%27.0%47.8%49.0%51.5%49.8%49.6%2015 2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e2015-2024 IaaS PaaS IaaS PaaS IaaS%PaaS%6 2/2 2020 1500+172.1 241.5 336.9609.41011.81500.32383.93699.95455.98008.0221.9 279.0 356.2416.9 600.6755.8861.3990.11142.4 1278.140.3%39.5%80.9%66.0%48.3%58.9%55.2%47.5%46.8%25.7%27.7%17.0%44.1%25.8%14.0%15.0%15.4%11.9%2015 2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e2015-2024%7 IT IDCCDNSDNSD-WAN SDS SI MSPSaaS/ISV IT/CMP PaaS PaaS 8 IDCSDSSND/SD-WAN CMP PaaS(PaaS CDN9 IaaS 3 IaaS IaaS IaaS+PaaS IaaS IaaS+PaaS IT IaaS+PaaS PaaS PaaS 1.2.1.2.38.5%12.7%11.1%9.0%5.1%4.1%3.7%3.3%2.5%2.1%2020 IaaS UCloudOthers38.7%12.6%10.5%8.0%6.0%3.8%3.7%3.1%2.3%2.0%2020 IaaS+PaaS AzureOthers10 1 2 34 4 4 11 1/2 17.0 2019 2019-2020 30.25.511.221.519.516.115.6 2019-2020 2019 81.9%2019 17.9%7.9%7.8%6.6%4.5%4.0%2019 17.012.2/2 2020 GDP 2020 12.1%2020-0.9%-5.6%-7.0%-11.6%-15.2%-11.1%-45.6%5.9%12.1%-10.0%2.7%1.5%1.4%2.7%-2.9%-0.9%-19.3%6.5%14.1%-1.6%13 14 C PaaS B ICT ISV IaaS PaaS ICT 15 CDN 75.1%PaaS 20%2020 PaaS 1 2 IT 20.4%16.9%10.9%8.5%5.0%4.0%4.0%2.5%2.5%1.5%2020/PaaS 33.7%23.6%17.8%12.0%5.1%3.6%2020 CDN 16 IaaS/IaaS+PaaS IT 1 IT 2/1.2.1.2.36.7%26.0%12.6%10.8%3.8%2020 IaaS Others39.2%23.3%13.1%10.9%4.1%2020 IaaS+PaaS Others17(1/2)OTAE/ESOA 18(2/2)2021-2023 2023 2020 2020 0.584.946.116.9612.615.4615.9617.818.2118.4218.819.3623.7328.0630.7935.4344.144.5969.64 2020 ICT 19(1/2)18.8%17.3%14.9%11.9%9.9%9.5%9.2%3.3%2.6%2.5%2021 AI+API/20(2/2)2021.21 1 2 34 4 4 22 1.0 HMI SRM MES MES MES WMS+23 WWW&PC OAIDPERP IM&DingSaaS HTTPSHTTPS Android/IOS Windows/MAC HTTPSTLS 24 EB+7 7 7x24 25 7 30+P 90%Oracle 26(Amazon Web Services)2021 3 1)2)IT 3)1 1.3 2 3 2025 2900 Marketplace IT 27 Amazon Web Services()101 re:Invent 2020 Amazon SageMaker 7 3 Graviton2 ARM 40%5 Amazon Container Service Anywhere Amazon ECSAnywhere,25 Regions 230+PoP 81 AZs CPU ARM),GPU WAF&Support APN&/&NoSQL AmazonAurora EMR Device SDKsDevice Shadow Amazon SageMaker CV/NLP/API/28 1 2 34 4 4 29 iResearch I-1/2 IaaS/1 GPU FPGA 2 3 CDN VPN 2020/30 iResearch I-2/2 PaaS 1/MySQL SQLServer PostgreSQL/MongoDB Redis Memcache/2/MapReduce/3/4/DevOps Serverless 5 6 7 2020/31 IPO 32 2002 3000 400-026-Contact Us 33
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