2024313_艾瑞咨询_2024年即时零售消费电子行业白皮书（65页）.pdf
2024 iResearch Inc.2 2024.3 iResearch I 10 2023 12-2024 1 18-43 1 1,800 2024 1 18-43 1 1,200 2024 1 18-43 1 4 20 2023 12-2024 1 5/O2O 2 3 2024.3 iResearch I CPU U/4 2024.3 iResearch I+/+/+/30-2 1-5 5 2024.3 iResearch I 02/01 03 6 CONTENTS010203 7 018 2024.3 iResearch I wifi i 9 2024.3 iResearch I 2023 Q3 2024/24h/5 1 3-4 2023 Q3 62 Q3 7,800 1,300 10 2024.3 iResearch I/3011 2024.3 iResearch I/12 2024.3 iResearch I 2016 1 2017 8 2020 2 2021 7 2023 10 iPhone15 2022 4 10 iPad10 3C 2021 12 iPhone 2021 11 A 28 2016-2023 1,090 376 16 13 2024.3 iResearch I/14 2024.3 iResearch I-N=1800 2024 1-GMV YoY 2023 GMV 2023 11 7 4 44.8%30 GMV YoY 2023 10 24 0-2023 11 11 24 39%37%28%52%/40%31%29%YoY 834%YoY 547%YoY 367%15 2024.3 iResearch I 2024 01 02 03 04 IP 16 2024.3 iResearch I-N=1800 2024 1-b 14%8%11%27%19%27%30%37%31%21%24%18%8%13%14%00 95 90 85 80|14%32%19%26%11%9%12%58%72%62%17 2024.3 iResearch I 00 90-00 85-80/-N=1800 2024 1-18 2024.3 iResearch I-N=1800 2024 1-52%47%44%38%61%43%62%44%35%28%38%19 2024.3 iResearch I 1179 2154 3251 5043 7676 11501 17051 25083 2019 2020 2021 2022 2023E 2024E 2025E 2026E2019-2026E 111 247 399 633 989 1505 2021 2022 2023E 2024E 2025E 2026E2021-2026E CAGR 68.5%2023 2024 20 0221 22 2024.3 iResearch I|*/*36%31%31%31%18%|Z*VS 5%&VS 5%13%9%11%25%21%30%31%36%28%22%22%18%9%12%13%00 95 90 85 80 46%53%48%44%42%46%10%5%6%1w 1w-2.5w 2.5w-N=691-N=383-N=502 2024 1-23 2024.3 iResearch I28%60%42%62%37%68%50%56%/-6%*+8%*+8%*+9%*8%+4%*34%6,0003*(1)4,936 4,571*-N=691-N=383-N=502 2024 1-24 2024.3 iResearch I*11%17%6%20%5%16%37%40%40%47%41%43%42%43%52%67%56%65%37%30%28%30%23%26%-N=691-N=383-N=502 2024 1-2024 25 2024.3 iResearch I-N=691 2024 1-56%41%30%40%43%23%4,649 4,865 4,770 5,579 5,291 4,919 1 26 2024.3 iResearch I-N=691 2024 1-TOP1 TOP2 63%TOP3 TOP3 34%iPhone 21%16%*6 74%68%5,579 4%14%23%25%26%9%0%4%22%32%22%19%2,000 2,001-3,000 3,001-4,000 4,001-6,000 6,001-8,000 8,000 27 2024.3 iResearch I-N=691 2024 1-TOP1 TOP2 54%Text here50%TOP3 TOP3/03 0232%26%26%0136%Apple OPPO vivo 60%75%30min 5 36 2023 9 iPhone15 13 2023 9 mate60 2023 11 vivo iQOO 12 3 2024 1 OPPO Find X7 OPPO 80%28 2024.3 iResearch I-N=691 2024 1-*6 4%14%23%25%26%9%1%14%14%31%30%10%2,000 2,001-3,000 3,001-4,000 4,001-6,000 6,001-8,000 8,000 5,291 TOP3 iPhone 31%30%15%64%TOP1 63%TOP2/60%TOP3 29 2024.3 iResearch I-N=691 2024 1-TOP3/03 0260%52%26%0162%GMV 800%2023 618 2023 2023 1800 1800 moto razr40 770 2023 11 TOP1/TOP2 TOP3 54%60%67%30 2024.3 iResearch I-N=691 2024 1-TOP3 4,919*6 4%14%23%25%26%9%6%17%13%28%23%13%2,000 2,001-3,000 3,001-4,000 4,001-6,000 6,001-8,000 8,000 71%TOP1 67%TOP2/TOP3/67%31 2024.3 iResearch I/-N=691 2024 1-TOP3/03 0244%33%26%0156%TOP1 TOP2/TOP3 54%67%63%iPhone 329%2023#Watch 1,054%iPad 813%32 2024.3 iResearch I-N=691 2024 1-34%45%/39%46%-33 2024.3 iResearch I 2024 2019-2026E 2019-2026E 2019 2020 2021 2022 2023E 2024E 2025E 2026E 36090 32657 31259 27167 27030 2824629630 3108237 135 273 654 960 1351 2029 2971 2019 2020 2021 2022 2023E 2024E 2025E 2026E0.1%0.4%0.9%2.4%3.6%4.8%6.8%9.6%34 2024.3 iResearch I-N=691 2024 1-2024 56%21%U 20%17%16%35%17%45%1 2023 5 iPhone14 35 2024.3 iResearch I Apple vivo OPPO Apple SKG 3637 2024.3 iResearch I90 00*VS 5%&VS 5%55%*34%*31%*38%76%90 00*|33%26%29%32%24%33%18%30%21%11%11%11%6%9%7%9%29%26%45%24%28%15%16%17%7%8%4%24%23%25%-N=528-N=292-N=391 2024 1-38 2024.3 iResearch I-N=528 2024 1-10%30%50%70%1 1.5 2 2.5 77%39 2024.3 iResearch I-N=528-N=292-N=391 2024 1-VS 5%VS 5%VS&5%6,214/65%55%3,349/3,360/2,435/2,115/74%58%58%/56%52%46%65%57%65%/59%89%66%70%59%72%47%71%65%40 2024.3 iResearch I-N=528-N=292-N=391 2024 1-2,360/321/1,089/378/1,514/VS 5%VS 5%VS&5%73%/67%53%75%/71%/69%60%78%58%76%60%70%69%69%60%79%46%72%68%41 2024.3 iResearch I-N=528-N=292-N=391 2024 1-3,905/1,975/674/5,646/519/VS 5%VS 5%VS&5%89%71%89%67%68%63%81%76%71%63%76%58%66%59%74%67%69%63%77%68%42 2024.3 iResearch I-N=528 2024 1-/123123123123123&/)/CPU/43 2024.3 iResearch I-N=528 2024 1-(/)/61%58%53%53%48%47%47%46%41%38%/44 2024.3 iResearch I 2023 1 30 2,000+3 618 6 11 21 9 1 17 45 2024.3 iResearch I 8090 7694 7813 9551 9795 9759 9770 9684 2019 2020 2021 2022 2023E 2024E 2025E 2026E16401001652852019 2020 2021 2022 2023E 2024E 2025E 2026E0.2%0.5%1.4%2.1%3.4%0.2%2.0%5.0%8.0%10.0%2022 02019-2026E)2019-2026E 2024 PC 3C 4647 2024.3 iResearch I-N=785-N=664 2024 1-62%48%40%36%34%55%43%35%39%29%-/48 2024.3 iResearch I-N=785 2024 1-2024 40%14%17%26%43%49 2024.3 iResearch I 85&90-N=702-N=293 2024 1-00 95 90 85 80 11%26%32%23%9%58%85 90+5%VS 00 7%8%7%7%12%95 21%25%20%15%22%90 34%35%38%34%28%85 27%23%25%33%27%80 11%8%10%11%11%*TOP2 50 2024.3 iResearch I 69%39%43%&/-19%-N=702-N=482-N=304-N=274-N=134 2024 1-51 2024.3 iResearch I SKG shark 7 MUJI 200%.2023 52 2024.3 iResearch I SKG-N=702 2024 1-26%/2024 800%520 520 2023 520 4 2023 10 10 30min53 2024.3 iResearch I 88 1.4 2024 150 54 2024.3 iResearch I 2024 Euromonitor 2023 3,267 8%18%1 2023 10 29-2023 10 30 3C/500%7 10 55 2024.3 iResearch I 2024|9 x 2023 6 200 SKU 2000 6 7 8 9 10 11 12 GMV 2023 56 2024.3 iResearch I 8910 8333 8811 8352 8369 8066 8296 7799 2019 2020 2021 2022 2023E 2024E 2025E 2026E12251002805502019 2020 2021 2022 2023E 2024E 2025E 2026E0.1%0.3%1.0%2.9%6.2%0.1%0.3%2.0%6.0%15.0%2022 0+/2019-2026E 2019-2026E 2024 57 0358 2024.3 iResearch I-N=1800 2024 1-6.8 90 50%90 56%3,000+4,600 37 350 24 30 100 59 2024.3 iResearch I 618 11 3C+30min 60 2024.3 iResearch I 2024 KA/KA&/sug PR-Banner-61 2024.3 iResearch I-N=1800 2024 1-62%61%55%50%48%46%46%44%40%37%12/62 2024.3 iResearch I 63BUSINESS COOPERATION 400-026-64LEGAL STATEMENT THANKS
