202122021.6 iResearch I IoT 1 2 FPGA 3 5G Wi-Fi 4 5 2020 91 IoT 37 38 16 2030 2500/VR/AR 1 2 3 4 1 2020 2030 2 3 1 2 342021.6 iResearch I IT 80 2020 2030 C/S 1970s 1990s 2010s 2030s 1980s 2000s 2020s PC 5G 52021.6 iResearch I PC SaaSPaaSIaaS 1 2 3 62021.6 iResearch I 2021.6 iResearch I0%0%24%5%19%47%5%IoT GSMA 48%47%IoT ICT IoT 2019 GSMA Q IoT IDC 48%72021.6 iResearch I-40%60%1+N+-1 N 50ms5ms1ms10ms PC 82021.6 iResearch I 92021.6 iResearch I 2021.6 iResearch I2015 2016 2017 2018 2019e 2020e 2021e 2022e 2023e 2024e 2025e ZB ZB SIM GSMA IDC IDC 2025 0501002015 2017 2019e 2021e 2023e 2025e%2015-2025 2015-2025 2019 55 2023 148 28.1%IDC 2025 48.6ZB 2018 7.6ZB2025 48.6ZB 91631558411012914877.8%94.4%75.6%53.3%31.3%17.7%14.6%2016 2017 2018 2019 2020e 2021e 2022e 2023e%2016-2023 102021.6 iResearch ICPU GPU FPGA ASIC CPU GPU FPGA ASIC CPU GPU FPGA ASIC CPU GPU FPGA ASIC FPGA CPU FPGA ASIC FPGA CPU+FPGA CPU Central Processing Unit GPU Graphics Processing Unit CPU ASIC Application Specific Integrated Circuit CPU/GPU/FGPA/ASIC FPGA Field Programmable Gate Array FPGA GPU 112021.6 iResearch I 2021.6 iResearch I2021 4 5G 5G Wi-Fi 5G Wi-Fi 5G Wi-Fi Wi-Fi 5G Wi-Fi Wi-Fi 5G 100%37%12%37%35%24%26%53%76%100%5G WiFi 4G 3G Z-Wave ZigBee Q 2025 5G Wi-Fi 5G 5G UPF 5G 2020 5G 71.8 5G 5G Wi-Fi Wi-Fi 5G 2019 GSMA 5G GSA 5G Wi-Fi 49.9%,4.8%,1.1%,18.8%,CPE12.9%,5.3%,5.1%,2.0%,VR/AR 5G Wi-Fi122021.6 iResearch I 2021.6 iResearch I394.0520.5693.11026.31612.42256.13245.24690.06598.39286.932.1%33.2%48.1%57.1%39.9%43.8%44.5%40.7%40.7%2015 2016 2017 2018 2019 2020 2021e2022e2023e2024e%2019 1612.4 57.1%DevOps 1 IaaS PaaS SaaS 2 2021 2019 2015-2023 DevOps 132021.6 iResearch I 5G 5G 2020.04 2020.12 2021-2023 2021.03 5G L3VPN 2018.07 2018.12 5G-V2X 2020.10 5G 2021-2023 2020.12 14 1 2 3152021.6 iResearch IIaaSPaaSSaaS IaaS PaaS SaaS IaaS PaaS SaaS OpenStack/VR/AR LBO LBS vCDN 5G/4G/Wi-Fi 6/.ZigBee/Lora/162021.6 iResearch I9155024932020 2025e 2030e 3727810053820211571670 3312020 2025e 2030eIoT 2025 500 43.3%2020 5 5%44.2%2020 91 IoT 37 38 16 2025 44.0%550 vCDN 2030 2500 2025 2030 2020 3.4%44.2%52.4%2020 5 2020-2030 CAGR 2020-2025 2025-2030 43.3%35.3%-49.7%29.3%-39.6%41.7%-IoT 34.8%36.3%172021.6 iResearch I B C ICT OT 2B2C C PaaSIaaSIoT SaaS API 2B2C C+SaaS+182021.6 iResearch I/VR/AR/VR/AR 192021.6 iResearch I 2#1#838314194213153137055.7%47.3%47.9%2017 2018 2019e 2020e%IoT AR 5G MEC IT OT 2020 1.0 2017-2020 AR AI AGV AI 202021.6 iResearch I146.3303.26.8%15.0%2019 2020 L2 L2%+2018 2020 L2 300 2019 6.8%15.0%C-V2X L4-5G 2020 C-V2X 5G+MEC+V2X 1 2 3 C-V2X 2019-2020 L2-5G 5G 5G V2X Server5G OBU APP 5G RSUAIAI 5G 5G V2X Server 5G OBU212021.6 iResearch I 5G 2024 2 2021 5371991472126.8%8.7%11.5%16.9%23.6%34.9%38.6%49.5%43.7%2020e 2021e 2022e 2023e 2024e%游 端A B C+35%PC 2020-2024 222021.6 iResearch I 5G IoT CDN GPU FGPA CPU PaaS 1.5 CDN 5G 4G 68%2B OT:AI 1:1 10 1T 1000-1500 232021.6 iResearch I OT OT IT OT IT IT OTII 5G IT-CT-OT IT-CT-OT 242021.6 iResearch I 2021.6 iResearch I 2021 2019 IaaS ECIaaS SaaS ECSaaS PaaS ECPaaS 1 3 AI 2252021.6 iResearch I 2021.6 iResearch I ECC AII APP OS Security Safety Privacy Trust APT DDoS API 26 1 2 3272021.6 iResearch I MEC AI VR/AR-MEC 1 SDN 5G 5G MEC 2 Kubernetes 3 AI 1.2.3.4.5.6.282021.6 iResearch I 1 2 3+2021e 2012 2024e 2016 2027e+2020 vCDN VR/AR vCDNvCDN VR/ARVR/AR 1.&vCDN 1.2.&3.VR/AR C 292021.6 iResearch IB C PaaSSaaS2B IaaSCDN IaaS ICT 2B2C OT 302021.6 iResearch I 5G 5G MEC IaaS CDN IaaS PaaS SaaS IoT IaaS IoTICT IoTOT IoT IoT 312021.6 iResearch I 5G 5G MEC MEC 2B 5G MEC MEC ICT MEC SDN MEC IaaS PaaS IaaS MEC MEC MEC ICT SDN OT IoT IoT IaaS CDN MEC MEC OT IoT IaaS ICT IoT OT SaaS+PaaS IaaS 32 1 2 3 3-1332021.6 iResearch I MEC MEC 5G 2B/2C CT IT MEC MEC 0-1 1-N MEC 5G MEC 5G MEC=CT+IT/vCPE MEAO MEC 5G/OLT-UDUBBUMECUPFCUAPPAPPME-APP 20ms 10ms 2-5ms 1msMEPM ME_ICT-IaaS UPF CT-VASIT-VAS MEP AR 4G/5GFTTH ME-APP ME_ICT-IaaS UPF CT-VASIT-VAS MEP 342021.6 iResearch I 2021.6 iResearch I MEC MEC MEC/MEC MEP MEC MEC MEC MEC MEC 5G/5000+10+/VR/AR MEC BSS CRM OSS MEPMEPMEP352021.6 iResearch I-x86 ARM RISC-V ReignRegion CDN CDN-CDN RTC IoTApsara Edge API ApsaraIDC MEC Cloud DC AIoT AliOS 362021.6 iResearch ICDN ENS 2017 CDN 2800 ENS IaaS PaaS SaaS ENS+CDN CDN CDN ENS 2800+CDN ENS ENS-CDN/5G 5G+CDN ENS 300+IaaS IaaS PaaS ENS ENS-372021.6 iResearch I Region Region IEC IES IEF ASM OSC SWR CIE MCP CCE CCI IEF/ECS BMS GACS DeH EVS OBS SFS DSS VPC ELB CC Elastic IP IEC30+10ms Region220+210+Region80+IES10+5ms 4 IEF1ms 200+AI 1128MB382021.6 iResearch I 2021.6 iResearch I+TaiShan openEuler AI AI AI AI AI CANN AI+openEuler AI Kunpeng DevKit 5 SSD WayCa openGauss openEuler Kunpeng BoostKit Web CDN HPC&MindStudio FusiongDirector/SmartKit asscend.HAI AI-AI ModelArts HiAI Service MindXModelZoo/DL/Edge/SDKMindSporeCANNopenEuler TaiShan ECII 392021.6 iResearch I 5G IaaS PaaS IaaS-SaaS-PaaS-/AI IaaS PaaS PaaS 402021.6 iResearch I MEC MEC Common Edge MEP OpenStack Kubernetes MEC MEC MEC 500 Common Edge MEP/UPF API Gateway UPF RNIS QoS DPIAPP IoT TCPO 3rd MEPMAPPAPPEMSVIMTECS OpenStack TECS OpenPaletteBare Metal VM Container ContainerConnection 4G/5G/WiFi MEC Cloud Compute MEC GPU FGPA AI Capability 100 IoT MEC 5G 412021.6 iResearch I+2012 OpenStack 2017+OIF MEC EdgeGallery StarlingX LinuxCNCF+IaaS CaaS ETSI 5G 200 Animbus IaaS Animbus CaaS Animbus CMP EdgeTM IaaS EdgeTM CaaS EdgeTM MANOAnimbusCE/EEAnimbusCaaSAnimbusCMPAnimbusIaaSAnimbusCaaSAnimbusCMP/Animbus SD-WANAnimbus SD-WANAnimbus SD-WAN/SaaS 422021.6 iResearch I ETSI TOSCA EdgeGallery K8S OpenStack 5G MEC OpenUPF MEAO MEPM Edge MANO OpenUPF MEP DNS IaaS CaaS CI/CD MEPM MEAOOSS VNFM App PaaS IaaS NFVO DCEdge-MANO ME-Gallery EdgeGallery ME-IaaS+ME-CaaS MEPM MEAO O B Open-UPF 3GPP 5G UPF 5GC N4 MEP 5G UPF ETSI MP1 432021.6 iResearch IWISE-PaaS/IoTSuite 30 WISE-PaaS WISE-PaaS/IoTSuite AI WISE-PaaS WISE-PaaS/IoTSuite 4.0 3D WISE-PaaS/DataHubWISE-PaaS/DashboardWISE-PaaS/SaaS ComposerWISE-PaaS/NotificationWISE-PaaS/EnSaaS4.0 Kubernetes&IaaS WebAccess/SCADA WISE-DeviceOn WISE-PaaS/EdgeLink WISE-PaaS/LwM2M 442021.6 iResearch I AIoT AIoT WISE-PaaS+WISE-Marketplace Edge.SRP Common App App Industry App App Domain-Focused App)AI WISE-PaaS/EnSaaS 4.0 WISE-Marketplace APP AIoT IaaSWISE-Marketplace Hardware/Equipment Platform 4.0 I.Apps I.AppsWISE-PaaS orCo-CreationDomain Knowledge Host Party IoT Technology Owner&Facilitator Core Team Solution Suite Co-creation Joint VentureCCJVSI/VARDomain Users Supported byDomain Focused Solution IntegratorDFSI45 IPO 46 2002 3000 400-026-Contact Us 47