2020320_艾瑞咨询_2019年中国手持云台行业研究报告（45页）.pdf

20192/ECTracker iClick TGI/TGI 2020.03 iResearch I ECTracker2019 2019 iClick n=10003 2020.03 iResearch I/4 1 2 3 4 55+180 360 2020.03 iResearch I6/2020.03 iResearch I7 2012-2021 2012 2013 2014 2015 2016 2017 2018 2019 20212020.03 iResearch I8 2018 2018 2018 8 300 90 2018 8 2/3 2018 12 125 300 170 2018&2020.03 iResearch I97.5 22.6 140.1 328.1 560.9 200.8%520.7%134.3%70.9%2016 2017 2018 2019 2020e2020.03 iResearch I 2016-2017 MCN 19.0 48.7 195.2 415.6 797.1 156.3%301.0%113.0%91.8%2016 2017 2018 2019 2020e%2016-2020 2016-2020 2020.03 iResearch I10 Vlog Vlog 2019 Vlog Vlog Vlog Vlogger+KOL2020.03 iResearch I11 IPD/IPD IPD IPD 2020.03 iResearch I12 C MCN 2020.03 iResearch I1312345 14 20 2020.03 iResearch I0.8 2.9 9.2 17.1 21.5 26.5 32.1 262.5%217.2%85.9%25.7%23.3%21.1%2015 2016 2017 2018 2019 2020e 2021e%2020.03 iResearch I2015-2021 2019 56%44%15 2015-2019 0.1 0.4 1.8 4.3 8.2 12.4 15.3 300.0%350.0%138.9%90.7%51.2%23.4%2015 2016 2017 2018 2019 2020e 2021e%2020.03 iResearch I 2020.03 iResearch I2015-2021 2019 71%29%16 50%50%2020.03 iResearch I ECTracker2019 33.5%28.0%8.4%7.6%1.8%2019 TOP533.6%27.6%16.9%6.3%4.6%17 30%11 30%ECTracker2019 2020.03 iResearch I ECTracker2019 2020.03 iResearch I2019 11 TOP5 2019 11 35.8%27.3%11.4%5.7%1.1%39.2%59.4%37.1%1812345 19 51.7%67.4%2019 iClick S6.n=3759 S7./n=1944 2020.03 iResearch I73.7%71.9%63.3%59.9%57.1%51.7%50.9%48.8%46.5%3.5%2019 67.4%20 or+/2020.03 iResearch I 2019 iClick S6-S7 n=1000 2019/19.3%29.9%21 26-35 2020.03 iResearch I 2019 iClick B14.n=193 2019 50.3%49.7%1.6%12.4%45.1%21.2%12.4%5.2%1.0%1.0%18-20 21-25 26-30 31-35 36-40 41-45 46-50 51-55 7.8%13.5%22.8%37.8%13.5%4.7%3,000 5,000 5,001 8,000 8,001 10,000 10,001 15,000 15,001 20,000 20,000&4.44 4.41 4.31 4.36 222020.03 iResearch I 2019 iClick S5.n=299 37.5%62.5%0.0%8.0%54.5%23.4%9.0%1.7%2.3%1.0%18-20 21-25 26-30 31-35 36-40 41-45 46-50 51-55 0.3%4.0%12.4%22.7%42.8%10.4%7.4%3,000 3,000 5,000 5,001 8,000 8,001 10,000 10,001 15,000 15,001 20,000 20,000&4.39 4.37 4.22 4.36 2019 2338.3%43.0%12.4%6.2%41.5%43.1%9.4%6.0%83.6%2019 2019 330 2019 iClick A2.Base 193 299 2020.03 iResearch I 2019 iClick A3.Base 193 299 2020.03 iResearch I%0.0%16.4%83.6%0.0%22.3%77.7%2457.5%59.2%56.2%54.8%49.2%43.1%45.8%36.5%41.5%40.8%26.4%53.9%53.4%52.9%49.2%40.4%45.1%48.7%43.5%35.8%37.3%26.9%QQ B/TGI 126.3 TGI 122.7 TGI 132.5 120.1 2019 vs TGI:126.3TGI:122.7TGI:132.5TGI:120.1 2019 iClick A4.Base 193 299 2020.03 iResearch I%2559.9%59.5%62.5%35.1%38.1%22.4%30.8%48.7%47.2%40.9%38.3%31.6%30.1%26.9%TGI 114.2 145.3/TGI 104.8 115.3 126.2 2019 vs 2019 iClick B14.Base 193 2992020.03 iResearch ITGI:114.2TGI:145.3TGI:126.2TGI:104.8TGI:115.3%26 2-4 TGI 140.0 2-4 TGI 113.0 2019 vs 2019 iClick B2.Base 193 2992020.03 iResearch I36.8%49.2%11.9%2.1%29.8%60.9%8.0%1.3%2-4 1-2 1-2%TGI:140.0TGI:113.027 TGI 2019 vs 2019 iClick B3.Base 193 299 2020.03 iResearch I44.8%56.9%58.5%63.9%46.5%33.4%58.5%53.5%40.1%37.8%47.2%54.9%54.9%50.8%51.8%46.6%54.9%42.5%vlog MV TGI:127.1TGI:160.1TGI:123.5TGI:132.1TGI:112.7TGI:113.7TGI:105.7TGI:118.3TGI:120.3%2867.4%35.8%48.7%36.8%63.2%33.1%45.2%26.4%+go pro+0.5%9.8%32.6%24.4%22.8%9.8%0.7%3.7%30.8%35.8%23.4%5.7%500 500-999 1000-1999 2000-2999 3000-4999 5000 3000-5000 5000 go pro 2000-5000+TGI 108.6 2019 2019 2019 iClick B4.Base 193 299 2020.03 iResearch I 2019 iClick B5.Base 193 299 2020.03 iResearch ITGI:128.1TGI:124.7TGI:196.8TGI:114.4TGI:102.6TGI:143.3TGI:109.5TGI:107.5TGI:108.6TGI:117.2%29 2019 TOP5 2019 TOP5 2019 iClick B6.Base 193 2020.03 iResearch I 2019 iClick B6.Base 2992020.03 iResearch I TGI1 360 51.3%111.92 38.9%105.43 36.8%121.54 34.7%101.95 33.7%102.8 TGI1 360 51.5%112.32 32.8%96.23 32.4%98.44 31.1%84.45 28.1%85.730 APP 2019 TOP5 2019 TOP5 2019 iClick B7.Base 193 2020.03 iResearch I 2019 iClick B7.Base 2992020.03 iResearch I TGI1 42.5%98.9 2 39.4%104.3 3 37.3%110.84 36.8%95.2 5 36.3%117.5 TGI1 44.5%103.5 2 APP 40.5%108.3 3 39.5%102.1 4 36.5%100.5 5 33.1%118.8 31+/TGI 114.0 112.9 2019 vs 2019 iClick B3.Base 193 299 2020.03 iResearch I48.8%45.8%45.8%46.8%43.8%43.1%41.8%52.9%49.2%45.1%53.9%45.1%43.0%41.5%/TGI:114.0TGI:112.9TGI:110.2TGI:110.7%32 2019 2019 iClick Base 193 299 2020.03 iResearch I-APP 3312345 34 1 2020.03 iResearch I 28.5cm 440g 20.4cm 380g SMOOTH-Q&SMOOTH-Q2 29.5cm 485g 28.5cm 15.7cm 405g OSMO MOBILE 2&MOBILE 3 30.0cm 970g 29.7cm 895g WEEBILL LAB&WEEBILL S 1200g 1100g AK2000&AK2000S 35 2-2020.03 iResearch I-36 3 2020.03 iResearch I 3712345 382020.03 iResearch I 2018 2016 2019/WEEBILL-S vs.-A4 3 1/4 Weebill-S392020.03 iResearch I/vs.-app-+40 2020.03 iResearch I vs.-41 Keep Learning 400-026-2099 42