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2022-2023 2.8 2021 2.8/know how 1 2 3 4 1995 151 149 3 2021 122 53 143 4.0 4.0 18 1978 2013 4.0 4.0 4.0 4.0 1.0 18 60 19 VS 2.0 3.0 19 20 20 4.0 2013 1.0 2.0 3.0 1978 1995 1992 2010 1994 2013 2015 5 2025,1978 1988 2001 WTO 2010 1994 2000 25.6%25.1%16.1%16.7%21.1%21.5%21.5%21.7%88.1%88.1%89.3%88.4%2010 55.1%54.6%39.4%40.8%20.1%20.8%19.0%19.6%83.9%84.0%85.9%85.4%2017 70.0%69.7%55.1%55.5%20.7%21.4%20.1%20.9%85.2%85.5%88.4%87.9%2020 9.7%2020 31.7 80.9%GDP 31.2%2016 2018 2020 17.4 21.0 24.9 28.8 31.7 23.3%25.4%27.6%29.0%31.2%2016-2020 2016 2017 2018 2019 2020 GDP%2016&2018&2020 33%37%22%2%5%9%25%24%7%2%11%36%36%46%6%2016 2018 2020 ERP RFID ERP IT ERP RFID M2M ZigBee NFC ERP WMS CRM SCM HR OA TMS (1/3)(2/3)ICT IoT AI (3/3)k 1 2 3 4 5 1 3 2 N-1 1 2 3 N 1 2 3 4 2.8 2021 2.8 1.5 1.8 2.1 2.3 2.8 3.1 3.4 3.7 4.1 4.4 1.0 0.0 2.0 3.0 4.0 5.0 2025e 2026e 2017 2018 2019 2020 2021 2022e 2023e 2024e CAGR=15.9%CAGR=9.4%CAGR 2017-2021 2022e-2026e 15.9%9.4%28.2%15.5%13.6%7.1%39.7%20.6%2017-2026 125.5 83.0 168.6 190.1 411.3 357.8 308.2 262.6 224.6 12.8%18.1%16.9%17.4%16.1%15.0%13.7%467.5 2017 2018 2019 2025e 2026e 2020 2021 2022e-2023e 2024e(%)ERP ERP 2017-2026 51.2%34.3%1387.5 1592.1 1815.0 1930.3 2307.7 2542.5 2745.3 2943.6 3144.0 3350.9 14.7%14.0%6.4%10.2%8.0%7.2%6.8%6.6%2017 2018 2019 2025e 2026e 2020 2021 2022e-2023e 2024e(%)OMS TMS WMS BMS 2017-2026 19.6%2017-2026 60.1 80.7 110.0 148.0 504.2 421.6 347.9 283.0 229.1 34.3%36.3%34.6%54.8%23.5%22.9%21.2%19.6%18.6%598.0 2017 2018 2019 2025e 2026e 2020 2021 2022e-2023e 2024e(%);1 2 3 2022 (1/2)AGV MOM (2/2)2021 7172.9 1289.2 18.0%2018 2502.7 201.5 8.1%2021 1289.2 18.0%2018(8.1%)2018 2021 5%+8%NA 4%3%5%(1/2)Step1 Step2 Step3 (2/2)5.3 4.3 3.4 2.7 1.7 2.1 17.4%29.2%28.6%27.8%25.7%24.6%23.5%22.4%6.5 0.8 0.9 1.3 2017 2018 2019 2020 2021 2022e 2023e-2024e(%)2025e 2026e 2017-2026 40.0%(1/2)AS/RS AGV AGV RFID AGV/(2/2)OMS TMS WMS AI+BI BMS OMS TMS WMS BMS (1/2)SaaS&SaaS&ERP (2/2)/&/1 2 3 4 /2004 B2B B2B IT +35%55%17%30+-3C+IOT+1 2 1 2 3 4 5 1 2 3 4 ERP RPA S&OP IBP e/RPA/VR.(MES)(PLM)(DFMA)MOM MES SRM/WMS PLM DFSCM 3D OMS TMS WMS BMS AR AR AI Low Low Medium Medium Medium High,Supreme High High Supreme High High Supreme 3D Medium High High Supreme (2020)89%8%3%2020 4 7 500 know how/know how ERP know how THANKS
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