2019 1 11 2.01 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 2 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 3 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 2017 1.0 1.0 - : bcg/zh-cn/perspectives/170394 1.0 - : slideshare/TheBostonConsultingGroup/decoding-the-chinese-internet 4 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 1. 2018 9 20 72.65 / 1 =7.83 2018 1 11 1,700 Apollo 3.0 Apollo 130 ET 2.0 2017 510 IPO 1 2018 7 BAT 2C 2B 20 100 1/6 2018 7 2018 9 2018 7-9 2018 9 2018 12 5 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 6 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 7 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. BCG 2015 / / / / / BCG n=200) 8 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 3 30 18 1. 50 , BCG 300 95% 1 1.5x 1 HSTYLE ZARA HSTYLE 9 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. BCG 200+ 60 2018 60 200+ 10 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 1. 2. 3. Canalys Smart Speaker Analysis BCG 3 % 2018 20% 99% 80% 65% 35% 2018Q1 2017Q4 7% 93% 1% 2017Q3 2018Q2 20% 27% 2 1/3 1 11 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 20 15 2017 16 2014 2016 2015 2017 9 13 18 BCG Uber 50 25% 12 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 1. 2017Q4 2018Q3 Q4 2018Q1 Q2 BCG BCG 1,500 10 2005-2015 10 2018 1 11 2 2.9 3.1 3.3 3.4 3.6 0.4 0.7 1.1 2.0 5.8 17Q4 1 8Q 1 1 8Q 4 1 8Q 2 1 8Q 3 19Q2 3.9 , 2018 2018 1 2018 11 21 1,700 2019 1 70% 6% 13 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 24x7 1 RFID 500+ 40+ 2,000 RMB 1. 2018 8 BCG 14 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 46% 54% 54% 38% 16% 11% 21% 25% 35% +21% +29% Capgemini 10 1,000 40% 10% 9% BCG 2017 (N>1,000) 15 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. eyeem digital factory digital manufacture BCG : C : D : A : B 16 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 1. 2. Global Market Insights BCG 5% 12% 1 2 40% 4 3 75% 2016 A17 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 1. 60%-70% 2. 70%-90% Evolve IP, RightScale, BCG 100% 3040% 6070% 1 55% 45% 2017 1.5x , 2018 30% 80% 2 B 18 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. BCG ROVER ® “ “ BCG ROVER BCG ( ) 10% (993) vs. 34% (5,203) 15,303 9,927 3D / 59% 10% 3D 34% 29% 37% 31% C 12 4.0 2007-201819 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 1. = / IFR , BCG 2016 / 309 68 189 4.5x 2017 57 2014 2013 37 2015 2016 69 87 138 D 1 36% 30% 27% 26% 21%20 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 2017 1. , ITIF Onshape Lisa Picarille CRM World Domination BCG 2017 37% 21% 1 PDM/PLM SCM CRM 34 % 41 % 33 % 5060% 21 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 43% 24% 7% 64% -4% 15% -5% 43% 8% 6 148 “ 4.0 “ / / Acatech Industry 4.0 in a Global Context 22 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 2017 7 >1 1 2017 7 2017 7 2 1. 2017 1 =6.74 2. IT BCG 9 10 1.6 1.1 1.0 1.4 23 Copyright © 2019 by Boston Consulting Group, Inc. All rights reserved. 0.97 1.09 2.00 0.20 0.29 0.46 0.84 2.35 1.82 0.46 2017 1 1. 2017 1 =6.74 IT BCG 24 Copyright © 201