2021111_艾瑞咨询_2020年中国视频内容全产业链发展研究报告（37页）.pdf

20202 iResearch I 2014 2020;5G,DVB/IPTV+OTT TV 2C 5G 85 3 1 2 3 44 iResearch I 2B 2C 5 iResearch I 20 2001 0.88 2019 2.12 2001-2019 5,(CSM),6.65.26.45.88%5.47.26.05.66.26.812%8.47.07.47.610%7.88.08.28.62%4%6%201120102005200320018830 20182013200220142007200620122008200420152016201720192009 5 2001-2005 5 2001-2019 21200 2010 2001 2019/2001-2019 2006-2009 2010-2014 2015-20196 iResearch I iResearch I2019Q1-2020Q3 2019Q1-2020Q3 TOP10 2018 2019 Video Tracker 10 TOP10 2019Q1 33.4%2020Q3 14.6%TOP300 27.9%46.7%/VideoTracker VideoTracker 28%35%38%37%37%44%47%12%14%13%14%15%15%15%8%8%8%8%8%7%8%19%19%18%18%18%16%16%33%25%23%23%21%18%15%2019Q1 2019Q4 2019Q2 2020Q3 2020Q2 2019Q3 2020Q1300+TOP101-300 TOP11-30TOP31-100 TOP106.45.36.46.46.56.77.02020Q3 2020Q2 2019Q4 2019Q1 2020Q1 2019Q2 2019Q3 TOP107 iResearch I 2018Q1-2020Q3()1 2 log log(TOP10/10 x100)10/VideoTracker 2018Q1 2019Q1 Q3 Q2 Q42020Q1Q2 Q3Q3 2018Q1 2019Q1Q2 Q4 Q3 2020Q1Q2Q2 2018Q1 Q2 2019Q1 Q3 Q42020Q1 Q32018Q1 2019Q1 Q4 Q2 Q3 2020Q1Q2 Q3&8 iResearch I:,2020Q3 7 IPTV VideoTracker 2020Q3 2020Q3 IPTV 2020Q3 10 2020Q3 120 1134101004 1527335758 1593 1890 4576 x65 65 6211267467446669984 843123 284434354131364539 3520 120 86514131413161813179 iResearch I IP 2.0 1.02.03.010 iResearch I iResearch I2019Q1-2020Q3 2019.3-2020.9 UserTracker 2019Q1-2020Q3 75%65.4%74.3%Usertracker Usertracker 77.7%2020Q165.4%71.3%73.2%85.8%2019Q278.2%2019Q177.6%67.8%2019Q378.1%73.2%2019Q482.3%78.8%2020Q279.5%74.3%2020Q3%1,2471,274 1,2781,3121,3311,308 1,31962.5%58.2%2019.6 2019.359.7%2019.966.3%2019.1269.7%2020.363.2%2020.663.9%2020.9%11 iResearch I/ROI 2C 12 1 2 3 413 iResearch I PGC PUGC MCNUGC MCN APP 14 iResearch I PGC PUGCUGC OTT APP 15 iResearch I 2014 2016 2017 2018 IT 1821022754911579862582294 1282 12336661441414414027172012 2014 2017 2015 2013 2016 2018 2019 2020H1132214267410688616 116,()100 A 33.17 2012-2020H1 23.184258 9516 iResearch I,XXXX,XXXXX,1.2.2014-2020H1 42939433431432325460175215255219 2171841132020H1 2016 2019 2018 2014 2015 2017 17 iResearch I 2005 15 PGC 10 UGC 2005-2009 2010-2015 2016-2018 2019-PGC UGC PGC PGC UGC 18 iResearch I iResearch I-PC TV PC 1 CNNIC 8388829841,0701,175 1,1781,2741,312 1,308 1,331485473444424411369357333357338PC 2016.6-2020.12 PC 2014.6-2020.6 Usertracker 52759465672478884793210574532018.06 2015.06 2014.066328542016.06 2017.06 2019.06 2020.06668710940751802 28148719 iResearch I-,OTT TV 5G,DVB/IPTV+OTT TV187202197 198 2021943446871221542743045731101642962019 2016 2015 2014 2017 2018DVB()OTT TV()IPTV()CAGR=58%2014-2019 DVB IPTV OTT TV DVB()IPTV()OTT TV()(IP)TV+DVB TV+IPTV TV+OTT/IPTV,DVB IPTV OTT TV 20 iResearch I PGC,(5%),(3.3%),(0-3%)28-33%10-15%0-5%52-57%,()/,(),()(),21 iResearch I 2018 PUGC 2020 11 AcFun-AcFun/up bilibili-18+1+30 1+/70+90-bilibili-1000+30 1+-100+80+30-+1-+bilibili-XXXXXXX XXXX:AcFun-+bilibili-+-+100-+1:,()-100+30+30-+1,-AcFun-30 2+100/30 1;bilibili-/55 80()10()-:AcFun-500+;bilibili-+-()-+60(60-70):+,654 321 PUGC 22 iResearch I OTT OTT A.+OTT APP OTT APP+OTT+OTT EPG TV PUGC/UGC B.+OTT OTT OTT C.+TV NewTV PGC TV 23 iResearch I 2015/,3 101 1-4,1-4 MCN MCN:1)MCN 2)()Youtuber MCN Amazing PGC PUGC 24 iResearch I-PGC,2015 Netflix PGC PGC Astro APP(iQIYI)Astro Media Prima WeTVMedia Prima IP SBS25 iResearch I-PUGC/UGC PUGC UGC Sensor Tower,App Annie Liziqi2017 YouTube 2020 11 120 20 1350 MCN YouTube MCN PGC UGC,2019()APP 2(Sensor Tower)2020 3-6()APP(App Annie)Jimmy Fallon Avex 2.5 26 1 2 3 427 iResearch I TV 2020 11 TV 2019 TV TV 2018 8 2018 7 2019 1 2019 3 6.8(2.5)6.8(3897)6.6(7758)6.7(3.8)22.9 18.4 14.0 25.4 KOL+2.0 UPKOL+IP S 2018 7 2019 7 11.2 7.6:378.7 149.7:IP TV+7+TV11+100+200+-TV 28 iResearch I AcFunAcFun A 2018 A UI 2020 11 A 2018 10 2020 1 2020 6 2020 7 8.9(7244)7.2(3002)8.6(1.2)7.5(3528)A 6509.5 1.34 6080.6 1.34 A 2019 9.7(15)A 3+9.8(10)A 2+9.8(10)A 2+9.7(7.5)A 3+SHIROBAKO A 2019 A 2020 4K 120FPS 1080P 60FPS 2-3 1 flash H5 UP A A A 29 iResearch I AC,A,AC,A AcFun,AcFun A Z A A A AC,2020 5 A,A A“AC”,A,“ACer”、“”,UP,A,UP,Pro,UP vs 1v1PK UP,PK,UP,A 2020 12 26 AC 5,100+,4000+A UP 30 1 2 3 431 iResearch I PGC PGC 32 iResearch Inc 5G 5G 5G VR 5G+5G AI IoT 5G+4K/8K+VR 5G+AI 5G 5G 33 iResearch I 2C(P)(Q)(P)(Q)(P)(Q)34 iResearch I UserTracker 2020 85 76.7%N=2000 2020 11 iClick 24 36-40 31-35 25-30 40 2020 10 26.8%24.3%25.5%16.2%7.1%85 76.7%2020 85/K 53.2%50.4%56.7%51.7%37.5%45.5%43.3%41.2%32.6%31.1%68.8%66.9%42.4%42.9%25.7%3.9%2020 85 85 TOP10 5 7 80.5%85 96.1%v 35 Keep Learning 400-026-2099 36