资源描述
2022-2023 2021 448 29.5%70%CDN RTC 1 2 3 4 +32.1%30.7%36.2%35.8%2020.1 2020.5 2020.9 2021.1 2021.5 2021.9 2022.1 APP%2022 4 TOP100 APP 69%Usertracker TOP100 APP%1.2.TOP100 APP Usertracker 2022 4 100 APP 69%65%51%32%mUserTracker-2020 1-2022 4 APP 38.1%37.6%2022 TOP100 APP 0.72 0.98 36.1%34.7%35.6%36.9%4 2.45 1.79 1.32 2017 2022e 2018 2019 2020 2021e%4K 8K 4K 3s20s 1s 200ms400ms K 2017-2022 63.3%3s 20s 800ms 1s 200ms 400ms K 50 73 83 27 22 10 14 13 8 20 33 21 49 61 1-3 6-10+4-5 10 63.7%28.5%26.4%23.8%22.1%21.4%13.3%13.0%2022 2021 N=195 DRCEO 2022 45.0%55.0%2022 2021 101 2021 CDN+RTMP 2011 Google WebRTC API Web WebRTC RTC PaaS 2017 W3C WebRTC 1.0 WebRTC RTC CDN CDN Apple LL-HLS 2020 2022 CDN RTC 2017 2018 CMAF 2019 2021 CDN WebRTC W3C IETF 10-45s 2-3s 1s SDK/API K CDN AR 91 159 254 376 448 924 693 551 75.3%60.0%47.9%19.4%22.9%25.8%33.3%2017 2018 2019 2020 2021 2024e 2022e 2023e%1.IaaS PaaS CDN SaaS 2.1 3.2024 924 29.5%2021 448 19.4%17 19 30%2024 924 2017-2024 CAGR=49.2%CAGR=29.5%0%50%100%2017 2018 2019 2020 2021 2022e 2023e 2024e 2017-2024 80%To B=26.2%To C=73.8%2021 80%To C 70%8:2 To C To B 50%1.IaaS PaaS CDN SaaS 1.IaaS PaaS CDN SaaS 1 2 3 4 CDN 2022 IaaS PaaS 29.4%28.6%17.6%13.3%33.3%23.5%14.3%17.6%33.3%11.1%26.5%38.1%35.3%26.7%44.4%20.6%19.0%29.4%26.7%11.1%2017 2018 2019 2020 2021 IaaS 70%-90%2021 IT 30.4%33.3%14.3%41.4%17.9%69.6%66.7%85.7%58.6%82.1%2017 2018 2019 2020 2021 IT 2017-2021 2017-2021 46 30 21 29 28 1.IaaS+PaaS IaaS PaaS CDN 27.4%19.2%8.2%6.9%5.8%32.4%70%2021 IaaS+PaaS 67.6%PaaS IaaS PaaS CR5 70.5%2021 IaaS+PaaS CR5=67.6%IaaS TOP5 CR5=70.5%1.SaaS SaaS SaaS SaaS 2.2021 SaaS 1.2.2.=-17%17%30%20%10%50%2021 38%21%17%30%40%10%20%40%60%+1./2.3.1.2.100%24%CDN RTC CDN RTC TCP UDP CDN CDN RTC CDN CDN+RTC CDN+RTC RTMP RTMP/HLS/FLV CDN RTC WebRTC/RTC CDN+RTC CDN+RTMP 1.CDN GOP 2.B B 3.RTMP TCP TCP CDN SDK TCP UDP jitterbuffer QoS WebRTC/RTC H.266 AI 4K 3A AEC ANS AGC AI 4K 3D PaaS SDK/API SaaS 3A 2021 UI SDK UI RTC SDK UI UI 93%55%52%35%28%19%18%15%14%9%9%8%4%1%1%-6%-46%20 Android data.ai 2022 2021 2019 1 2 3 4 .0/H5 AR/SLAM 3D/TTS 3A CDN SDK/BMR BOS CDN BEC IME BI E 3.0 3.0 AI 3.0 10 100 API/3/+3.0+FEED SDK iOS Android Flash/H5 H5/BOS CDN WEB SDK/API SDK/AI AI SDK AI 1400/Eas SDK EM-BOX+2 0 0+AI/Open API/2011 100 OPPO TV V1.0 V2.0 V3.0 AI AI AI 1 2 3 4 /8K AI CDN+RTC/VR/AR/MR 3D+CG THANKS
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