2021122_艾瑞咨询_2021年中国个人物联网行业研究白皮书（44页）.pdf
20212 iResearch Inc 1 2 3 4/2019 99.7%95.6%55 SMS 1 2 PC 3 4 5/31 2 3 44 iResearch Inc/2021/PC/5 iResearch Inc 2021 RFID MCU wifi SOA 6 iResearch Inc 2021 VR IoT VR 10pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 11pm 12am 1am 2am 5am 6am 7am 8am 9am 10am 11am 12pm 3am 4am 7 iResearch Inc VR 2021 8 iResearch Inc 2021 9 iResearch Inc 2021 VR AR 10 iResearch Inc 2021 IoT PC 11 iResearch Inc:1 2 3 4 5G AI IoT IoT AI 2021 121 2 3 413 iResearch Inc iResearch Inc 1/2 5G 2019 8.36 99.7%2019 95.6%2014-2019 2014-2019 55678619816953175265816988361085.8%90.1%95.1%97.5%98.6%99.7%2014 2015 2016 2017 2018 2019%86.1%88.2%93.2%93.9%94.2%95.6%2014 2015 2016 2017 2018 2019%14 iResearch Inc 2019 55 75.6%2016 2019 CAGR 82.4%5G 2023 148 2/2 2021 SIM GSMA 9 16 31 55 84 110 129 148 77.8%94.4%75.6%53.3%31.3%17.7%14.6%2016 2017 2018 2019 2020e 2021e 2022e 2023e%2016-2019 CAGR2016-2023 15 iResearch Inc PC 2021 3P Phone/PAD/PC/4G/5G Sim/eSim NFCWiFiZigbee AI RFID 16 iResearch Inc 2021/3P Phone/PAD/PC17 iResearch Inc 1 2 3 2021 C IoT/1 2 3 18 iResearch Inc AI 2021 AI AR 19 iResearch Inc 2021 IoT 20 iResearch Inc OPPOvivo Realme keep BOSE Fitbit 1 2 1.2.2021 21 iResearch Inc 1+8+N 1 8 PC N IOT IoT 1+8+N AI 9 Hilink N PC Hilink HiAI 2021 1+8+N 22 iResearch Inc AIoT 2019 AIoT+AIoT AIoT 1 2 3 AIoT AIoT 1+4+X 1+4+X AI AI AI SDK SDK ASR TTS NLP MACE AutoML 2021 AIoT 23 iResearch Inc iTunes iCloud iOS App Store iPhone PC iPad Apple watch AirPods HomePod iCloud iOS AppApp Store iPhone iTunes24 iResearch Inc OPPO OPPO 2005 15 2019 1 14 OPPO OPPO IoT HeyThings HeyTap HeyThings HeyTap 2021 OPPO IoT 251 2 3 426 iResearch Inc iClick 01 02 iClick 2021.01 18-55 160027 iResearch Inc N=1600 2021 1 iClick 2021 46.9%53.1%5.3%33.7%32.1%27.6%1.3%20 20-2930-3940-4950 30.3%31.1%18.7%19.9%/,1.3%/,17.2%/MBA,4.1%,77.5%2.9%34.1%56.3%5.5%1.2%/MBA 10.5%32.6%29.7%20.3%6.1%0.8%5000 5001-8000 8001-10000 10001-15000 15001-20000 20000 28 iResearch Inc 78.6%70.7%68.9%/45.6%45.0%42.7%81.4%72.1%73.8%/2021 N=1600 2021 1 iClick/78.6%70.7%68.9%45.6%45.0%42.7%27.2%4.8%81.4%72.1%73.8%48.0%34.9%43.0%34.0%4.3%29 iResearch Inc 3000 8000 85.1%4887 500 500-1000 1000-3000 201-300 301-400 N=1600 2021 1 iClick 11.2%50.9%34.2%3.8%3000 3001-5000 5001-8000 8001-10000 36.9%29.3%23.2%7.7%2.2%0.8%500 500-1000 1001-2000 2001-3000 3001-4001 4000 3.5%14.7%30.9%23.6%14.8%12.5%100101-200 201-300 301-400 401-500 500 2021 4887 325 964 30 iResearch Inc 4.71/4.17 3.92/31.3%23.1%15.1%9.0%72.7%31.3%23.1%15.1%9.0%4.0%2.4%25.7%56.9%53.0%50.5%51.8%18.2%21.5%9.1%17.5%20.9%27.7%50.3%46.4%5.3%12.0%9.7%19.8%23.9%7.7%5.8%/4.71 4.17 3.92 3.66 3.56 2.91 2.91 2021 N=1600/N=796 N=982 N=1193 N=940 N=190 N=104 2021 1 iClick 31 iResearch Inc 2019 2020 3-6 40.2%6-9 26.2%6-9 37.3%12 24.1%0.3%1.3%5.5%5.0%15.5%7.8%61.5%3.2%1 2 3 4 5 6 0.6%12.1%40.2%26.2%12.1%8.7%1 1-3 3-6 6-9 9-12 120.1%3.0%16.9%37.3%18.6%24.1%11-3 3-6 6-9 9-12 12,60.4%,32.9%,6.8%N=1600/N=796 2021 1 iClick 2019 2021/2021 2021 32 iResearch Inc 2-5 81.3%6.2%22.3%33.4%25.6%9.0%4.1%11.8%28.2%23.5%16.7%6.3%3.6%5.3%1 1-2 2-3 3-4 4-5 5-6 6-7 7-8 8+/,28.8%/,19.6%/,19.5%,18.8%,13.2%N=1600 N=1239 N=361 2021 1 iClick 100%/55.2%49.3%32.9%24.4%19.8%17.1%16.7%16.1%9.8%9.1%8.0%6.6%4.6%4.6%4.1%7.1%2021 2021 33 iResearch Inc PC 66.0%8-9 62.4%PC 34.9%/32.2%29.8%13.4%66.0%17.0%3.6%8 8-9 9-10 10 N=1239 2021 1 iClick 100%100%12.3%50.1%21.7%10.0%5.9%80%-100%50%-80%30%-50%30%34.9%32.2%29.8%21.0%15.7%11.4%7.3%26.2%/2021 2021 34 iResearch Inc/57.2%41.7%/31.0%/57.2%53.8%57.2%53.8%51.0%41.9%41.0%26.6%25.5%8.3%/2021/N=361 N=1600 2021 1 iClick/52.9%41.7%31.0%24.8%22.0%21.0%17.6%14.3%12.6%2.4%0.5%7.8%/2021 35 iResearch Inc/52.2%/78.6%/78.6%70.2%65.2%58.6%51.4%47.1%24.8%13.2%/83.0%57.7%44.8%41.4%32.4%31.1%0.6%68.2%52.2%47.8%5.1%7.5%/N=1600/N=796 2021 1 iClick/2021 2021/51.9%14.6%22.4%11.1%36 iResearch Inc 4.38 4.30 4.25 4.21 4.30 4.21 4.38 4.25 93.2%87.8%87.3%86.4%2021 N=1600 2021 1 iClick 371 2 3 438 iResearch Inc 2021 IaaSPaaS ODM 39 iResearch Inc 90.7%47.4%44.6%N=1600 2021 1 iClick 2020/40 iResearch Inc/2021 41 iResearch Inc+ROT TCM TNC TCM TNC 2021 RSA SHA-1-(EK)(SRK)(PCR)(AIK)密 理器 WhiteSource 2019 6100 2016 2018 125 294 44742 Keep Learning 400-026-2099 43
