TMT 2023 iResearch Inc.2023 Q32 DESCRIPTION 1.-2.-APP 1.-UserTracker 2.-2020 1-2023 9 3 CONTENTS012023Q3 02 2023Q3 032023Q3 OverviewSegmentationList4 2023.11 iResearch I 03010252023Q3 Overview016 2023.11 iResearch I Q3 0.2%2023 9 13.92 9 0.1%UserTracker 13.82 13.83 13.81 13.84 13.85 13.86 13.87 13.87 13.88 13.88 13.89 13.89 13.90 13.90 13.90 13.91 13.91 13.91 13.91 13.78 13.92 13.92 13.92 13.92 13.92 13.92 13.92 0.7%0.7%0.6%0.7%0.7%0.7%0.8%0.8%0.8%0.8%0.8%0.6%0.6%0.5%0.7%0.5%0.4%0.4%0.3%-0.7%0.3%0.3%0.2%0.2%0.2%0.2%0.1%mUserTracker-2021.7-2023.9 7 2023.11 iResearch I 23 15 8.0%9 9.3%9.2%UserTracker mUserTracker-2023 9 95.2%90.5%89.8%84.2%79.3%78.0%69.8%69.6%59.7%54.1%53.8%50.8%45.7%43.4%31.9%25.9%24.3%22.0%15.9%15.8%13.8%12.3%6.6%0.7%-1.4%-0.5%0.2%-0.1%8.0%-0.7%15.3%9.3%-0.9%0.2%9.2%5.9%0.9%2.9%1.1%5.2%-4.4%6.9%16.0%-5.0%14.0%-11.6%1.9%2.0%3.3%2.8%1.7%-4.5%7.3%-5.4%1.5%-5.8%-4.9%-13.5%3.4%-0.5%-9.5%-15.4%-8.0%-4.7%-2.8%-3.0%38.6%1.3%-5.0%2023.9%2023.9 2022.9%2022.9 2021.9%8 2023.11 iResearch I TOP15 UserTracker mUserTracker-2023 9 TOP15 12.38 11.42 10.61 9.63 9.38 8.77 8.32 7.95 7.13 6.74 6.59 6.40 6.37 6.22 6.00-0.5%4.1%1.1%6.6%-0.6%-0.9%-5.3%0.0%-1.6%1.5%-3.6%0.4%6.0%12.8%9.0%2023.9%9 2023.11 iResearch I Q3 UserTracker mUserTracker-2023 9 300.6 289.4 264.5 2023.3 2023.6 2023.9 69.7 67.6 62.1 2023.3 2023.6 2023.9102023Q3 02Segmentation112.1 12 2023.11 iResearch I 7 8 31 9 1 9 8 10 450550 8 14 9 80.7%9 19-Q3*UserTracker 10.58 10.82 10.31 9.09 9.25 9.12 7 8 9 2022 2023 2023 7-9 Q3 Q3 40%8 8 80 48 8 10 1.8 8 16 8 17 9 16 9 22 9 28 7 10*13 2023.11 iResearch I-7-9 Q2 14.1%14.6%11.6%Q3 22 13.4%UserTracker 10.33 10.07 9.92 9.03 9.44 9.51 9.29 10.04 10.67 10.58 10.82 10.31 9.78 9.39 8.24 8.58 11.07 10.63 9.72 9.17 9.68 9.09 9.25 9.12 3.0%-0.1%-1.1%-4.2%3.3%-8.3%-18.0%-12.0%-4.0%-6.6%0.8%-5.0%-5.4%-6.8%-16.9%-5.0%17.3%11.7%4.7%-8.7%-9.3%-14.1%-14.6%-11.6%mUserTracker-2021.10-2023.9 14 2023.11 iResearch I-APP APP/TOP3APP 2023 22 Q3 11.7%3.0%15.2%UserTracker 2539.9 2141.0 1846.3 16001800200022002400260028006/267/27/37/97/107/167/177/237/247/307/318/68/78/138/148/208/218/278/289/39/49/109/119/179/189/249/2510/12022 2023 948.8 757.6 902.0 75080085090095010006/267/27/37/97/107/167/177/237/247/307/318/68/78/138/148/208/218/278/289/39/49/109/119/179/189/249/2510/12022 2023 478.2 393.7 364.5 301.1 2503003504004505006/267/27/37/97/107/167/177/237/247/307/318/68/78/138/148/208/218/278/289/39/49/109/119/179/189/249/2510/12022 2023 mUserTracker-2023 7-9 APP 15 2023.11 iResearch I-2023 7-9 22 5.0%3.2%5.2%UserTracker 3.35 3.66 3.54 3.46 3.51 3.44 3.54 3.48 3.38 1.8%12.1%11.1%13.8%12.1%2.4%5.0%3.2%5.2%mUserTracker-2023 2023 916 2023.11 iResearch I 2023.11 iResearch I1112.5 706.0 357.0 0.0200.0400.0600.0800.01000.01200.02023.12023.22023.32023.42023.52023.62023.72023.82023.9 e e 6133.3 3123.4 2149.0 0.01000.02000.03000.04000.05000.06000.02023.12023.22023.32023.42023.52023.62023.72023.82023.9 UserTracker UserTracker-APP APP TOP3APP Q3 5%9 e Q3 e APP 27%mUserTracker-2023 APP mUserTracker-2023 APP 9 vs6+6.7%+9.0%+8.8%9 vs6+1.0%+3.4%+27.0%17 2023.11 iResearch I-APP Q3+Q3 2023 9 285.0 285.8 2023.9+10.7%+6.6%+10.7%+9.5%Q3 2023 1-9 2107.5 2106.9 7.3%8.2%2023 9 1.2.3.TOP1-9 6100 APP-1.818-145 818 8.4 2.20 70%3.Q3 24.4%4.9 18 2023.11 iResearch I-Q3 8 21 7 9 2023 7-9 APP 7 22.5 22 UserTracker 19.2 20.5 20.7 22.4 22.6 21.3 21.6 22.4 20.7 22.5 22.4 22.2 7 8 9 2020 2021 2022 2023 mUserTracker-2023 7-9+4.0%+0.1%+6.9%19 2023.11 iResearch I 2023.11 iResearch I 9 4 8 28/8 14 3D/8 5-18-&-7 15-24&3061.0 8001200160020002400280032002021.92021.112022.12022.32022.52022.72022.92022.112023.12023.32023.52023.72023.9luckin coffee UserTracker-APP Q3 9 22.5%Q3 2437 22.5%13273 12 542 1-9 2 mUserTracker-2023 9-APP 2023Q3 20 2023.11 iResearch I-8 9 2023 9 Q3 8 9 10%APP 9 9.7 UserTracker 8.62 9.14 9.06 8.93 8.99 8.91 8.86 9.65 9.70-0.7%10.4%4.5%5.8%4.9%0.2%3.9%12.6%15.3%mUserTracker-2023 21 2023.11 iResearch I-APP APP 38264.1 39028.4 38522.5 0.1%3.7%0.0%12.8%12.0%14.5%7 8 9 2022-2023-2022-%2023-%3 APP 8/Q3 12%APP Q3 48 APP UserTracker mUserTracker-2023 7-9 APP 15828.715560.414977.70.2%7.4%-3.7%7.3%4.5%8.4%7 8 9 2022-2023-2022-%2023-%6751.0 6734.17812.99.4%11.5%18.0%-19.9%-21.7%-10.7%7 8 9 2022-2023-2022-%2023-%222.2 23 2023.11 iResearch I-Q3 Q32023 7-9 8.306.256.3912.1611.6812.9046.5%86.9%101.9%Q1 Q2 Q320222023%1.723.69Q1 Q32022 2023 2023 Q3 12.90 101.9%2023 3.69 114.4%2023+114.4%2023 8 31 24 206.17 5.04 3460.7 2019 177.78 2023 36.2073.8191.36206.172020 2021 2022 2023 1.042.032.345.042020 2021 2022 2023+125.7%+115.4%7 18 13 520 30 TFBOYS 4.16 8 6 8 6 7 738%4.16 24 2023.11 iResearch I-Q3 7-9 Q3 2020 2021 2022 0.6%0.2%2.5%UserTracker 10.4010.9511.1811.84 11.26 10.53 10.34 10.48 10.06 10.92 10.92 10.86 7 8 9 2020 2021 2022 2023+5.6%+4.2%+8.0%mUserTracker-2023 7-9 2020-202225 2023.11 iResearch I-9 UserTracker mUserTracker-2023 9 962.8 207.5 168.7 156.9 91.5 21.4 16.9 5.5 6.6%19.8%44.3%33.7%14.4%34.0%50.6%29.7%26 2023.11 iResearch I-TOP4 Q3 9 25 Q3 Q3 22 3 9 1117 APP UserTracker 9,094.9 7,311.4 8,565.5 5500600065007000750080008500900095006/267/27/37/97/107/167/177/237/247/307/318/68/78/138/148/208/218/278/289/39/49/109/119/179/189/249/2510/1 mUserTracker-2023 7-9 70198.4 4.0%13.1%5500060000650007000075000800006/267/27/37/97/107/167/177/237/247/307/318/68/78/138/148/208/218/278/289/39/49/109/119/179/189/249/2510/1%27 2023.11 iResearch I 2023.11 iResearch I UserTracker UserTracker-&APP APP 7-9 73.2%7 2397.3 2020-2022 913.0 TOP2APP Q3 2397.3 2379.0 2117.4 050010001500200025007 8 9 2020 2021 2022 2023 mUserTracker-2023 7-9 APP mUserTracker-2023 7-9+63.3%+70.3%+85.9%952.4 965.0 1101.3 938.6 949.3 677.5 2023.7 2023.8 2023.9+56.6%+59.2%+161.4%+98.7%+134.6%+64.3%28 2023.11 iResearch I-APP APP 2023 APP 7-9 APP APP 18-24/25-30/30 APP UserTracker 2383.1 792.2 0.0500.01000.01500.02000.02500.03000.02020.12020.32020.52020.72020.92020.112021.12021.32021.52021.72021.92021.112022.12022.32022.52022.72022.92022.112023.12023.32023.52023.72023.9 mUserTracker-2023 9 APP 22.5%20.1%13.7%10.6%9.4%8.6%8.8%18-24 25-30 31-35 36-40 41-45 46-50 51-60 15.1%23.4%17.5%20.0%14.3%8.5%46.6%53.4%125.1116.693.889.986.384.685.9134.2105.897.396.289.981.287.3114.5TGI APP 292.3 30 2023.11 iResearch I-80%2023 9 11.4 7 8 9 4.1%3.8%4.1%2 80%UserTracker 10.59 10.76 10.73 10.75 10.60 10.67 10.68 10.80 10.99 11.05 11.10 10.97 10.87 10.99 10.91 11.05 11.19 11.37 11.47 11.52 11.53 11.50 11.52 11.42 76.5%77.7%77.4%77.6%76.4%76.9%76.9%77.8%79.1%79.5%79.8%78.9%78.2%79.0%78.4%79.4%81.2%81.7%82.4%82.8%82.8%82.6%82.8%82.0%mUserTracker-2021.10-2023.9 31 2023.11 iResearch I-2023 Q3 14 9 22 3.4%21 6.7%UserTracker 10.0 10.0 10.0 10.0 10.1 10.2 10.3 10.2 10.3 10.3 10.3 10.3 10.3 10.3 10.4 10.3 10.3 10.4 10.5 10.5 10.6 10.6 10.6 10.7 14.3 15.0 14.9 14.9 15.1 14.9 14.3 14.5 14.6 14.3 14.3 13.8 13.6 13.8 13.7 14.5 14.1 14.8 14.5 14.3 13.9 13.8 13.8 13.2+3.4%mUserTracker-2021.10-2023.9 32 2023.11 iResearch I 2023.11 iResearch I UserTracker UserTracker-APP TOP3APP APP 9 9.1 TOP3APP 9 11.4%8.6%10.4%APP 30.2%mUserTracker-2023 9 APP mUserTracker-2023 9 APP+11.4%+8.6%+10.4%-17.8%91266.647109.814222.19312.201000020000300004000050000600007000080000900002021.112022.12022.32022.52022.72022.92022.112023.12023.32023.52023.72023.9 106271.6 30.2%33 2023.11 iResearch I-2023 7-9 22 7 8 9 UserTracker 7.167.317.227.91 7.95 7.49 7.61 7.74 7.60 8.37 8.43 8.30 7 8 9 2020 2021 2022 2023+10.0%+9.0%+9.3%mUserTracker-2023 7-9 34 2023.11 iResearch I 2023.11 iResearch I672.1 722.8 2021.112021.122022.12022.22022.32022.42022.52022.62022.72022.82022.92022.102022.112022.122023.12023.22023.32023.42023.52023.62023.72023.82023.9 UserTracker UserTracker-APPTOP3APP APP Q3 17.0%APP mUserTracker-2023 9 APP mUserTracker-2023 9 APP 103.8 109.1 01000020000300004000050000600002021.112022.12022.32022.52022.72022.92022.112023.12023.32023.52023.72023.9+13.4%+17.0%+9.7%-3.0%61941.819990.26955.73181.2+7.5%+5.0%35 2023.11 iResearch I 2023.11 iResearch I UserTracker UserTracker-APP OPPO OPPO|67.5%TGI=120.932.5%TGI=73.6|30.4%17.9%13.3%8.8%7.7%7.3%6.4%18-24 25-30 31-35 36-40 41-45 46-50 51-60%TGI195.5111.083.069.867.864.353.0|52.3%TGI=93.747.7%TGI=108.0|17.1%15.2%15.1%12.2%11.5%10.9%11.0%18-24 25-30 31-35 36-40 41-45 46-50 51-60%TGI110.094.393.897.1100.696.591.3 APP OPPO 18-24/41-45 APP 30 18-30 TGI 100 APP mUserTracker-2023 9 OPPO&APP 36 2023.11 iResearch I-Q2 Q3 Q2 7-9 Q3 Q2 3.0%Q1 3.9%UserTracker 3.11 2.96 3.10 3.21 3.27 3.20 3.16 3.11 3.06 22.3%21.5%22.3%23.1%23.5%23.0%22.7%22.3%22.0%2023.1 2023.2 2023.3 2023.4 2023.5 2023.6 2023.7 2023.8 2023.9%7.4 7.8 8.2 8.4 8.5 8.2 8.2 8.0 8.2 mUserTracker-2023 37 2023.11 iResearch I-APP 61.6%UserTracker mUserTracker-2023 9 9.3%21.5%19.2%20.9%16.5%11.3%38.4%22.1%11.2%10.3%6.8%5.6%4.9%0.7%vivoOPPO%11.0%54.7%34.3%38 2023.11 iResearch I-APP APP TOP10APP 1.2 APP 9 TOP10APP 6.7%UserTracker mUserTracker-2023 9 TOP APP 121.0 46.7 30.8 19.4 19.0 17.0 16.0 15.3 12.0 11.7 1.4%0.9%6.7%1.4%1.4%-0.1%2.1%3.4%1.5%0.4%9%39 2023.11 iResearch I125.2 123.0 122.3 125.2 124.0 84.9 92.0 89.1 97.6 96.2 94.6 93.0 93.6 90.9 90.5-2023Q3 9.8%2023 7-9 31.8 2022 UserTracker mUserTracker-2022.7-2023.9 64.0 66.1 64.7 64.8 64.7 74.9 78.2 81.5 70.7 70.5 71.1 71.2 71.4 71.8 70.7 12.5%4.4%-13.5%-15.1%-6.9%36.0%21.8%29.0%15.5%16.7%15.6%11.6%11.6%8.6%9.2%Q3 2022Q3 123.540 2023.11 iResearch I-2023 9 2.7 18 6 5%APP 17.4%MOBA 8.4%9.5%7.7%5.9%UserTracker mUserTracker-2023 9 27.021.613.211.76.55.4 5.4 5.24.73.93.3 3.32.92.1 2.01.3 1.20.48.7%8.4%2.2%-2.7%-12.3%9.5%7.7%17.4%-4.1%-7.0%5.9%-3.5%-29.7%-6.9%-17.3%-7.9%-6.7%-9.2%41 2023.11 iResearch I17.410.39.44.92.63.4%2.5%-1.7%44.7%-5.2%146.6 61.2 76.6 114.9 83.3-APP TOP5 APP MOBA-1.7 22 3.4%-7 APP 23 9 44.7%2022 7 UserTracker mUserTracker-2023 9 APP MOBA MOBA 42 2023.11 iResearch I-APP APP 36-40 APP UserTracker mUserTracker-2023 9 APP 3.7%3.0%1.3%3.9%3.9%4.7%4.1%18-24 25-30 31-35 36-40 41-45%|-13.6%3.9%3.3%2.9%7.7%9.5%432023Q3 List0344 2023.11 iResearch I APP 2023 9 3%1 12306 11866.70 4.0%2 10238.23 3.1%3 10913.23 1.8%4 16262.90 1.6%5 61941.84 1.4%6 77938.70 1.4%7 38522.46 1.3%8 28481.80 1.2%9 15265.92 1.1%10 45797.23 0.8%2023Q3 TOP10 UserTracker 2023Q3 TOP10 APP 45 2023.11 iResearch I2023Q3 5000 TOP10 UserTracker APP 2023 9 3%1 7340.65 8.7%2 8709.55 2.6%3 6243.21 2.5%4 6133.26 2.2%5 6955.74 1.7%6 9531.03 1.7%7 5639.32 1.4%8 9523.34 1.3%9 8038.57 0.5%10 8090.96 0.4%2023Q3 5000 TOP10 APP 46 2023.11 iResearch I2023Q3 TOP20 UserTracker 2023Q3 TOP20 APP APP 2023 9 3%1 1124.66 11.8%2 1101.30 9.0%3 2038.65 8.0%4 1617.21 7.5%5 2268.15 6.2%6 luckin coffee 3061.02 6.0%7 1256.19 5.7%8 4980.83 5.2%9 1490.58 4.8%10 1080.56 4.7%11 1575.90 4.4%12 1399.66 4.4%13 2451.91 4.0%14 1407.21 3.3%15 1329.64 3.3%16 1215.61 3.0%17 2101.86 3.0%18 3123.43 2.9%19 2149.01 2.9%20 1478.69 2.7%47 2023.11 iResearch I2023Q3 500 TOP20 UserTracker APP 2023 9 3%1 554.57 13.9%2 941.17 13.5%3 612.03 13.3%4 988.31 12.4%5 792.21 11.1%6 687.55 10.6%7 871.10 8.4%8 695.12 8.4%9 703.94 5.3%10 612.94 5.1%11 550.46 4.8%12 909.12 4.7%13 611.22 4.4%14 632.95 4.2%15 4399 770.05 4.0%16 650.97 3.8%17 860.40 3.6%18 518.71 3.5%19 966.67 2.9%20 508.00 2.7%2023Q3 500 TOP20 APP 48 2023.11 iResearch I2023Q3 100 TOP20 UserTracker APP 2023 9 3%1 305.87 32.4%2 314.42 26.0%3 123.87 22.8%4 232.29 22.7%5 K12 267.60 22.2%6 181.33 20.6%7 Zoom 121.35 18.4%8 K 256.13 17.7%9 232.71 15.9%10 109.25 15.4%11 144.43 15.2%12 ZAKER 134.14 15.0%13 104.62 14.9%14 101.73 14.6%15 280.66 14.3%16 147.31 13.7%17 138.02 13.6%18 314.88 13.0%19 e 125.01 13.0%20 CCTalk 279.39 11.8%2023Q3 100 TOP20 APP 49PRODUCTINTRODUCTION 50BUSINESS COOPERATION 400-026-51LEGAL STATEMENT THANKS