2018126_艾瑞咨询_2018年融合场景下的互联网商业价值研究报告（49页）.pdf

20182 iResearch Inc PC PC 82.7%PC SMS3 1 2 34 iResearch Inc PC 1 PC 2 3 4 2006 2009 2012 2015 2006-2016 3030 PC/PAD 5 iResearch Inc 1969 21 2016 32 44%6 iResearch Inc 1946 7 iResearch Inc Windows MacOS Chrome OS iOS Android Windows Windows Mobile Windows Phone7 Windows Phone8 Windows RT 2015 Win10 UWP macOS iOS iTunes Airdrop 2009 Sergey Brin Android Chrome OS 2013 Chrome Android AndroidChrome OS 8 iResearch Inc LBS 1 PC 2 LBS IP IP PC LBS PC WiFi 3 Siri Google Now Cortana PC LBS IP PC LBS SiriGoogle Now CortanaIP9 iResearch Inc PC+PAD PC+PAD PC+PAD PC+PAD+OTT PC+PAD10 iResearch Inc 1 2 PC 3 PC 4 PC PC PC PC 11 1 2 312 iResearch Inc iResearch Inc 2016.11 2017.11 2016.11 2017.11PC PC 2016 11 2017 11 PC PC 0.6%11.3%PC iUserTracker.2017.11 40 mUserTracker.2017.11 400 1 iUserTracker&mUserTracker-2016 11 2017 11/13 iResearch Inc iResearch Inc PC PC 2016 11 2017 11 PC PC 15.5%22.4%iUserTracker.2017.11 40 mUserTracker.2017.11 400 1 2016.11 2017.11PC 2016.11 2017.11 iUserTracker&mUserTracker-2016 11 2017 11 14 iResearch Inc PC PC PC 29.2%27.9%PC PC iUserTracker.2017.11 40 mUserTracker.2017.11 400 1 iUserTracker&mUserTracker-2017,2.6%,0.2%,29.2%,5.9%,27.9%,5.6%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%,11.9%,19.9%,11.1%,17.8%,24.2%,4.4%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%PC15 iResearch Inc 0:006:006:008:008:0010:0010:0012:0012:0014:0014:0016:0016:0018:0018:0020:0020:0022:0022:0024:00 PC PC PC 10-12 15-18 12-15 18 PC N=1500 2017 12 iClick 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 16 iResearch Inc N=1500 2017 12 iClick PC 82.7%PC 17 iResearch Inc PC PC PC 81.1%74.9%81.3%N=1500 2017 12 iClick PC81.1%71.1%74.9%60.3%72.5%72.4%66.3%61.1%65.1%81.3%60.9%72.2%50.1%48.7%18 iResearch Inc PC PC 82.7%PC PC PC N=1500 2017 12 iClick 87.7%PC PC 82.7%PC 71.4%PC 94.4%PC PC 19 iResearch Inc iResearch Inc PC PC 1 PC 2 PC-PC N=1500 2017 12 iClick-PC PC N=1500 2017 12 iClick 6.6%7.9%8.3%8.9%13.4%-PC PC-0.1%5.8%8.5%9.3%16.4%-PC-PC PC PC PC 20 iResearch Inc N=1500 2017 12 iClick PC 97.3%PC 21 iResearch Inc iResearch Inc PC PC N=1500 2017 12 iClick PC-PC N=1500 2017 12 iClick 2017 PC 42.2%40.3%35.8%28.7%26.3%26.1%9.4%0.4%2017 PC PC-PC 22 iResearch Inc PC PC PC 5-8 34.7%PC TGI 123 PC N=1500 2017 12 iClick 0.8%4.5%8.3%9.4%31.7%34.7%10.6%0.3%12.8%15.1%24.9%21.9%14.7%8.3%0-10 10-30-11-22-5 5-8 8 2017 PC PC TGI 123TGI 117 TGI=PC 5-8/PC 5-8*100 TGI TGI=PC 8/PC 8*100 TGI 23 iResearch Inc PC 60.3%39.7%PC N=1500 2017 12 iClick PC 39.7%46.7%49.5%52.5%59.2%60.3%53.3%50.5%47.5%40.8%0%20%40%60%80%100%2017 PC 24 iResearch Inc PC PC 93.7%PC PC N=1500 2017 12 iClick 94.5%93.7%92.5%PC PC PC 25 iResearch Inc N=1500 2017 12 iClick PC 70.2%PC 26 iResearch Inc 74.5%43.9%41.9%31.5%37.7%49.6%58.1%62.7%29.0%34.4%29.1%36.4%51.3%87.1%QQ PC PC PC PC PC N=1500 2017 12 iClick PC PC 27 iResearch Inc PC 70.2%PC 70.8%PC PC N=1500 2017 12 iClick 11 1 2 PC 70.8%PC 70.2%PC 28 iResearch Inc N=1500 2017 12 iClick PC 82.3%PC 29 iResearch Inc PC PC 81.8%78.6%52.3%49.8%PC 64.7%N=1500 2017 12 iClick PC 81.8%78.6%52.3%49.8%74.3%64.1%49.0%31.2%41.5%64.7%PC 30 iResearch Inc PC PC PC 82.3%PC PC N=1500 2017 12 iClick PC PC 85.8%82.3%PC 78.8%31 iResearch Inc N=1500 2017 12 iClick PC 93.5%PC 32 iResearch Inc PC PC 84.7%76.9%73.9%PC N=1500 2017 12 iClick 84.7%66.0%58.8%65.7%PC 57.1%55.0%52.2%61.9%76.9%73.9%/FMPC PC 33 iResearch Inc PC PC93.5%PC 82.9%PC PC N=1500 2017 12 iClick PC PC 82.9%93.5%34 iResearch Inc PC PC PC PC PC N=1500 2017 12 iClick 87.6%82.9%77.8%PC PC PC PC 85.1%70.2%60.3%35 iResearch Inc PC 1 PC 2 PC 3 PC 36 1 2 337 iResearch Inc 1.2.2018 4970.7 2020 7600 2017 537.7 1105.2 1546.0 2184.5 2902.2 3828.7 4970.7 6214.6 7651.8 43.0%39.9%41.3%32.9%31.9%29.8%25.0%23.1%2011 2013 2014 2015 2016e 2017e 2018e 2019e 2020e2011-2020%1.0 2.0 3.0 201638 iResearch Inc PC 2016 PC 226.0251.8 PC PC PC=PC/PC/CNNIC 3.02 150.7226.0251.8 PC 2016 39 iResearch Inc PC PC APP APP APP PC PC PC APP APP DeepLink Cookie 40 iResearch Inc 21.7%21.1%9.6%8.0%7.6%5.6%4.1%4.0%2.7%9.0%11.8%17.6%10.8%8.1%6.6%11.2%IT PC PC PC PC 22%21%18%PC PC iAdTracker mAdTracker AdTracker mAdTracker iAdTracker.2017.11 200 PC PC 41 iResearch Inc PC PC PC PC PC PC-PC PC N=1500 2017 12 iClick 4.8%-0.3%1.8%-3.0%-4.4%8.9%PC-PC PC 42 iResearch Inc PC PC N=1500 2017 12 iClick 9.6%23.9%18.4%27.2%10.8%10.1%7.1%18.7%14.4%33.1%15.0%11.8%8-12 12-14 14-18 18-20 20-24 0-8 PC PC 43 iResearch Inc PC PC PC TGI=/TGI N=1500 2017 12 iClick 34.6%32.3%37.1%24.7%23.4%21.6%33.3%33.8%36.5%25.4%23.2%19.7%PC 170 190 251 240 241 261 185 188 167 172 156 143 TGI 44 iResearch Inc PC PC 58.5%60.4%PC N=1500 2017 12 iClick 58.5%56.6%58.1%36.6%43.6%51.1%60.4%39.4%PC PC PC 45 iResearch Inc 1 PC PC PC 2 ROI 3 PC PC PC 46 iResearch Inc PC 56 ROI PC PC 4 PC 47 Keep Learning 400-026-2099 48