2022-2023移动应用出海趋势洞察报告.pptx

2022-2023 UserTracker APP 2022 4 86 2021 6 1.APP 22.2%2.32.5%35.9%5.5%6.9%1.2021 27.7%121.9%2.3.204.0%387.0%4.12.1%1.2.3.4.4 1 2 3 4 5 2021 7 2021 7 2021 10 17 2021 10 24 2022 1 2021-2022 87.9%83.3%80.7%73.4%55.6%98.7%99.0%99.4%87.0%87.0%89.9%77.6%76.3%89.3%79.5%58.6%2020.12%2021.12%2021 2020 3 2021 2020 2021 TOP3 UserTracker UserTracker APP/13.81 13.81 13.86 10.62 10.33 10.48 11.04 0.8%0.6%0.7%0.7%-7.7%13.78 8.1%9.4%5.0%2021.3 2021.6%2021.9 2021.12%mUserT racker-2021 mUserTracker-2020-2021 APP&2020-2021 TOP5 TOP5&2020 2021&APP 2020-2021 TOP5%Counterpoint Research 2020Q1-2021Q4 5 TOP5 2020Q1 2020Q2 2020Q3 2020Q4 2021Q1 2021Q2 2021Q3 2021Q4 61%69%62%54%51%53%47%43%&33%32%29%25%36%43%39%45%33%36%32%22%25%36%28%26%22%14%14%7%12%15%19%17%35%39%35%28%35%36%33%29%8 1 2 3 4 5 APP Google Play App Store 2021 APP 80 2021 4 iOS IDFA IDFA 2021 4 GDPR APP APP 2020-2021 2020 8 2021 2 2020 6 5 300 APP 2021 12 RuNet 2020-2021 GDPR 1.7 10 GDPR 2021 KOL APP GDPR IDFA 2021 6 2021 6 10%2020 Internet World Stats Internet World Stats 42.1 37.3 45.4 45.7 51.7 2017 2018 2021 2019 2020 2017-2021 2017-2021 3.8%3.9%3.9%3.9%3.9%8.6%8.2%7.3%7.6%6.7%9.3%11.0%11.5%11.5%11.5%10.3%10.4%10.0%10.1%9.6%17.1%16.8%16.0%15.9%14.3%53.4%50.2%49.0%50.7%50.4%0.7%0.6%0.7%0.6%0.6%2018 2019 2021%2017%2020%Internet World Stats 45%55%65%75%85%2017 2018 2019 2020 2021 2022Q1%2017-2021 90%2021 75%2021 40%2017-2021 95%35%25%5G 2016-2020 2020 2021 5G 5G 5G 4G IDC 69%73%84%2026 5G%14.7 14.7 14.1 13.7 12.9 13.5 65%34%&33%&33%26%&18%2.3%-1.0%-4.1%-2.3%-5.9%5.7%2016 2017 2018 2019 2020 2021%2016-2021 2026 5G 4%2%1%9%1%1%1%1%1%2020 5G 13 1 2 3 4 5&TOP1 TOP2 TOP3 TOP4 TOP5&14.8 6.3 6.0 5.9 5.6&23.6 9.9 8.0 5.4 3.5&0.5 0.3 0.2 0.2 0.2&10.1 6.5 3.0 1.7 1.5&41.1 16.3 11.7 11.6 7.6&36.7 27.9 13.9 8.1 3.5&18.5 11.0 7.5 6.0 6.0&16.0 7.8 4.1 4.1 3.8 1.2.TOP1000 3.=1000*/2021 TOP1000&APP TOP2-5 2021 TOP5 1.2.3.TOP1000 4.2018-2021 1.2.3.TOP1000 4.=1000*/2021 TOP1000 5.44.9%48.1%53.0%54.2%17.2%19.4%20.8%19.6%17.2%12.2%7.5%8.2%11.0%10.6%9.1%8.1%5.3%5.4%5.7%5.1%4.4%4.3%3.9%4.8%2018%2019 2020&%2021%APP 2020 APP APP 2021 APP 2021 2021 2020 APP 2018-2021 2018-2021%2018 2019 2020 2021 349.0 394.4 464.6 436.7&133.6 159.2 182.4 157.9 133.7 100.0 65.6 66.0 85.1 87.2 80.2 65.5-18.41.5 44.4 49.8 40.7-18.3 34.4 34.7 34.4 38.5 12.1 2%2021 22.2%2021 2020 2021 18.9%1.2.3.TOP1000 1.2.3.=1000*/2021 TOP1000 4.13.5%11.9%12.1%11.9%12.8%11.9%13.0%13.5%7.0%7.4%7.6%8.7%4.8%23.71%23.83%23.7%2.5%0.6%0.7%0.6%0.5%18.2%17.1%16.5%15.5%19.6%18.7%19.2%21.7%22.4%26.3%24.6%20.9%2018 2019 2020 2021%2018-2021 2018-2021 2.2%2018 2019 2020 2021 189.3 234.6 241.6 187.8-2 165.8 166.8 188.5 194.7 154.1 152.3 161.5 139.0 113.8 105.8 119.2 106.7 108.4 106.6 128.1 121.4 59.5 66.0 75.1 78.1 25.8 25.2 26.6 22.7 22.8 29.4 36.6 43.5 1 5.6 5.4 5.5 4.7 8.9%1.2.3.TOP1000 30.8%32.3%32.5%35.9%29.4%28.9%30.4%25.5%21.6%21.0%19.2%19.7%8.1%7.5%7.1%6.8%5.2%6.9%2.4%5.1%2.4%5.5%2.5%2.5%60%70%80%90%100%2018 2019 2020 2021 0%10%20%30%40%50%2021 2020 2021 5.5%6.9%2018-2021 62.7 59.8 21.0 5.1 71.8 85.1 22.6 7.4 10.6 6.5 7.0 6.4 4.9 10.9 0 TOP250 2020 2021 1.3.=1000*/2021 TOP1000 4.169.2 2020 2021 2020-2021 TOP250 215.9 27.7%121.9%42.0%2020-2021 TOP250 42.3%TOP250 15.0%27.7%VS.2021 Z+X+Yalla MICO Sango Yumy Oasis LitMatch 01 02 03+4 2021 200%1.2.=1000*/2021 TOP1000 3.3.4 2020 2021 2020-2021 10.4 204.0%2020-2021 387.0%246.1%215.4%122.2%TikTok 21 1 2 3 4 5 -1.2.CR4 CR4=4/3.CAGR 4.5 1 2 3 4 5-4-5-2-1 3 2 4 4&2.6 MOBA 1.2021 2.CR4 CR4=2021 4/2021 TOP1000 3.2018-2021 Internet World Stats AppTouch CAGR 4.2021 6 AppTouch 3000+AppTouch 1+5400+52.1%&2.6+76.8%MOBA&APP 1.2021 2.CR4 CR4=2021 4/2021 TOP1000 3.2018-2021 CAGR 4.Internet World Stats AppTouch 2021 6 AppTouch 2900+AppTouch 4000+2.2+44.7%1.6+70.5%&90.1%1.2021 2.CR4 CR4=2021 4/2021 TOP1000 3.2018-2021 CAGR 4.Internet World Stats AppTouch 2021 6 3500+90.1%AppTouch 2000+1+52.5%AppTouch 4000+&1.2021 2.CR4 CR4=2021 4/2021 TOP1000 3.2018-2021 Internet World Stats AppTouch CAGR 4.2021 6 2020 12&AppTouch 1+AppTouch 3000+2.1+73.0%6000+57.5%&1.2021 2.CR4 CR4=2021 4/2021 TOP1000 3.2018-2021 CAGR 4.1.2021 2.CR4 CR4=2021 4/2021 TOP1000 3.2018-2021 CAGR 4.&4 APP&1.2021 2.CR4 CR4=2021 4/2021 TOP1000 3.2018-2021 CAGR 4.1.2021 2.CR4 CR4=2021 4/2021 TOP1000 3.2018-2021 CAGR 4.&29 1 2 3 4 5 80.9%48.5%47.1%33.8%32.4%25.0%1 7.4 7.6%43.0%20.9%1.2022 4 online 2.2020 2020-N=86 2022 4 2022 4 online N=68 2022 4 36.1%2022 79.1%43.0%80.9%2022 43.0%2020 27.5%VS.2022 4 online N=68 2022 4 66.2%51.5%51.5%50.0%44.1%44.1%10.3%36 33.8.8%AppTouch AppTouch AppGallery AppGallery 2022 4 online N=34 2022 4 1 73.5%2 76.5%3 55.9%4 44.1%5 20.6%6 70.6%Likee HMS Core Zaful HMS Core AppTouch 50%AppGallery Connect HMS Core APP+AppGallery 2022 4 online N=35 2022 4 AppGallery KOL 85.7%82.9%65.7%48.6%45.7%22.9%AppTouch AppGallery AppGallery AppTouch HUAWEI Ads 22.1%20.8%&15.9%14.6%12.7%13.9%2021 AppGallery AppGallery AppGallery Connect Serverless 74.3%73.3%AppGallery Connect 73.3%43.3%43.3%50.0%40.0%10 0.5 74.3%62.9%57.1%25.7%2022 4 online N=30 2022 4 2022 4 online N=35 2022 4 AppGallery Connect AppGallery Connect HMS Core 2022 4 online N=37 2022 4 62.2%43.2%40.5%35.1%AppTouch VIP Service VIP Service Top10 ROI 201%62.2%43.2%40.5%AppTouch VIP Service VIP Service VIP THANKS