2019521_艾瑞咨询_2019年全球互联网通信云行业研究报告（38页）.pdf
20192 IP IM 2.0 TO C IaaS IT 2018 PaaS 15.6 30%IoT AR 5G TO C TO B IM 5G 3 1 2 3 44 2.0 2019 1.0 2.0 3.0+IM+5 PaaS IP PaaS API/SDK IP PaaS API/SDK IP6 Instant Messaging IM IM IM IM IM 7 K IM 8 C OA ERP CRM OA ERP CRM PC Web 9 TO B TO C 10 1 2 3 411 6.15.75.35.04.64.21.11.21.31.41.41.5-3.0%-4.5%-4.2%-4.7%-5.9%2015 2016 2017 2018e 2019e 2020eA2P P2P%2017 4.5%P2P 5.7 5.3 A2P 2018 2020-6.1%2017 71.8%11.5EB/35.0%2022 77.5EB/Ovum Mobile Messaging Traffic and Revenue Forecast:2017 22 Cisco VNI:Global Mobile Data Traffic Forecast Update,2017 2022 White Paper 2015-20206.7 11.5 19.0 28.6 40.8 56.8 77.5 71.8%65.2%50.2%42.8%39.3%36.4%2016 2017 2018e 2019e 2020e 2021e 2022e EB/%2016-202212 26.3 28.8 31.7 34.2 36.5 39.0 36.9%39.9%43.0%45.8%48.6%51.2%2013 2014 2015 2016 2017 2018%10.0 13.0 14.3 14.7 14.7 14.1 38.5%29.5%10.2%2.8%-0.5%-4.2%2013 2014 2015 2016 2017 2018%2.0 2018 39.0 2013 36.9%201851.2%8.2%IDC 2017 ITU World Telecommunication/ICT Indicators database IDC Worldwide Quarterly Mobile Phone Tracker 2013-2018 2013-201813 TO CApp Annie 2017 APP TOP10 2-5 WhatsApp Messenger IM TO C iPhone Android iOS Google Play App Annie 2017 APP 1 Facebook 2 WhatsApp Messenger 3 4 Facebook Messenger 5 QQ 6 Instagram 7 8 9 WiFi 10 2017 APP TOP10 TO C 14 3004085296748351535186422112602302421.4%18.6%17.7%16.2%2017 2018 2019e 2020e 2021ePaaS SaaSIaaS%12351456168219282189 IaaS IT Gartner 2019 2211 IaaS 35.9%2021 10 IaaS 70%IaaS PaaS SaaS RightScale 2018 96%IT Gartner 2018 9 RightScale 2018 2018 2017-2020 21%4%71%15 16 IoT PaaS 2018 15.6 30%IoT AR 5G 2015-2020 PaaS 5.7 8.0 12.0 15.6 20.1 26.3 40.6%49.9%30.3%28.7%30.7%2015 2016 2017 2018 2019e 2020e%16 1.0 2.0 TO C TO B PaaS 17 TO C TO B PC 18 IaaS CDN IaaS IM PaaS TO C SaaS IaaS TO C SaaS IM 19 IM PaaS IM mUT TOP1000APP APP 3000 1.mUT 2018 11 1000 APP IM APP 2.IM mUserTracker.2018.11 400 1 2018 11 TOP1000 APP IM 2019 PaaS 3000 3000 20 IaaS IM TO C IM TPS/21 22/23 1 3 4 224 9 27 180 TwilioTwilio 2008 PaaS 2017 Twilio 1 1 Twilio 100 2016 3.7 4.9 Twilio Engagement Cloud Programmable Communications Cloud Super Network Twilio API Twilio Web VoIP IM Twilio APPs APPsAI IVR Alexa APIs SIM IM LineTwitter Direct MessageWhatsApp Facebook Messenger Google RCS25 TwilioTwilio Twilio Twilio Authy Beepsend API SendGrid Twilio 9 27 Twilio 180 2017 Twilio 2016 16%23%Twilio Twilio 2017 2015-2017 Twilio Twilio Y Combinator Authy WebRTC Kurento Beepsend Twilio Ytica API SendGrid2014 2016 2017 2018 14317.523392.230861.2 2377.44341.39040.82015 2016 2017 16691.927733.539902.023%77%26 B 2014 2019 3 25 22 SDK 35 1080P 70%30%66ms 10 100%70%30%66ms EverSync 4 5 27 3000 233 AWS CDN 2017 APUS 7000+2218+25+35+3000+233 7 24 28 LayerLayer 2013 APP IM Layer SDK Layer C 2017 Layer Cola Cola Layer Layer 2800 Microsoft Ventures Salesforce Ventures CME Group Layer iOS Android Web IBM Watson Microsoft LayerCreate ABM LayerEngage 4 SLA 1 UI 29 RTC 2014 2018 11 Coatue Management 7000 C 1.25 RTC 20 20 UDP SD-200 Agora 50%17 AMG Voice SD-50%30 1 3 4 231 3.0 2.0 3.0 2.0 1.0 2019 10 100 1000 TO B TO C 32 53%33%41%49%6%19%2016 2020e4G 3G 2G39%22%45%41%16%38%2016 2020e10%5%29%12%62%82%2016 2020e67%41%30%47%2%12%2016 2020e47%28%26%28%27%45%2016 2020e 4G GSMA 4G 2020 4G GSMA Intelligence 45%27%32%32%23%41%2016 2020e58%28%34%37%9%35%2016 2020e25%14%42%25%33%61%2016 2020e2016 2020 33 G20 2018 G20 GDP 2016 84.2%2017 84.5%GDP 25.4%40.0%ICT G20 G20 2018 2016-2017 G20 15.8%84.2%15.5%84.5%10000 G20 1000 2016 2017 26.2 24.1 34 RightScale 2018 51%RightScale 2018 2018 81.8%9.1%4.0%5.1%,51%,21%,10%35 90 107 126 147 171 197 224 251 19%18%17%16%15%14%12%2018e 2019e 2020e 2021e 2022e 2023e 2024e 2025e%GSMA 2025 251 2018 90 2.8 2018 37 2025 137 5G 2025 4.0 GSMA Intelligence 2018-2025 137 114 37 5436 Keep Learning 400-026-2099 37
