2020420_艾瑞咨询_2020年中国专有云行业发展洞察（27页）.pdf
2020 22020.4 iResearch I IT 2019 100 60%SMS3 1 2 342020.4 iResearch I IT N=1373 2018 11 30.2%12.5%34.3%20.1%35.5%67.4%2018 2 52020.4 iResearch I(1/3)IT X/62020.4 iResearch I(2/3)1 2 3 4 IDC/IDC/IT/IDC/72020.4 iResearch I(3/3)CDN+82020.4 iResearch I 100%DDoS 92020.4 iResearch I Apsara Stack KDC OpenStack 10 1 2 3112020.4 iResearch I(1/4)2015-2023 394.0 520.5 693.1 1,026.3 1,490.4 2,084.3 2,827.2 3,765.3 4,944.0 32.1%33.2%48.1%45.2%39.8%35.6%33.2%31.3%2015 2016 2017 2018 2019e 2020e 2021e 2022e 2023e%122020.4 iResearch I(2/4)1 2 IT 132020.4 iResearch I2020 3 4 5G(3/4)a b c d IT SLA IT SI ISV IT 142020.4 iResearch I(4/4)IaaS 2018 IaaS CR10=88.8%CR5=72.9%152020.4 iResearch I 56.7%2018 59.2 2018-2023 56.7%2023 559.4 1.IaaS PaaS 2.IaaS 2016-2023 27.53759.2090.90148.50244.80384.70559.4034.6%60.3%53.5%63.3%64.9%57.1%45.4%2016 2017 2018 2019e 2020e 2021e 2022e 2023e%162020.4 iResearch I 500 AI IoT/1.IaaS PaaS 2.IaaS 2016-2023 279.1356.3417478.7531.8595.1647.5710.427.70%17.00%14.80%11.10%11.90%8.80%9.70%2016 2017 2018 2019e 2020e 2021e 2022e 2023e%172020.4 iResearch I 2018 53.936.938.236.533.836.734.332.937.83736 36.4 34.6 36.52018 18 1 2 3192020.4 iResearch I+202020.4 iResearch I 5G GSMA 2025 251 2018 90 2.8 2018 37 2025 137 5G GSMA Intelligence 2018-2025 114 137 90.0107.0126.0147.0171.0197.0224.0251.018.9%17.8%16.7%16.3%15.2%13.7%12.1%2018 2019e 2020e 2021e 2022e 2023e 2024e 2025e%212020.4 iResearch I IDC IT 222020.4 iResearch I 2020.4 iResearch I PaaS IT IT VPN SD-WAN 2018 CPE IDC SD-WANSD-WAN 37.2%30.7%12.1%3.4%2.3%VPN SD-WAN 232020.4 iResearch I 24 Keep Learning 400-026-2099 25
