2021数字经济全景白皮书.pdf

Confidential?and?Protected?by?Copyright?Laws?PART?1PART?1?2019?络?络?络?络?务?络?20162016201920192020202020212021?2016?千?千?务?千?务?务?42.442.4?27.2?31.3?35.8?39.2?42.4?67.90%15.10%14.40%9.50%8.20%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%05101520253035404520172018201920202021E?(?)?&??42.4?21?10.5?21?8.40?9.30?10.15?10.32?10.45?15%11%9.14%1.67%1.26%0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%16.0%02468101220172018201920202021E?(?)?101587?99314?97818?96734?92953?83558?83368?52089?51927?36022?35041?24475?24251?23897?19557?15041?14397?8421?7085?6736?1.2%-0.5%-0.2%1.1%1.5%3.1%3.8%4.7%10.1%1.1%2.6%8.7%13.9%3.4%-1.4%9.9%4.7%24.4%27.1%1.4%-5.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%020000400006000080000100000120000?AIOT?2021H12021H1??务?务?59.8%22.8%72.3%?31.9%?62.8%?14.2%?54.2%?44.8%?42.5%?58.8%?导?务?务?导?务?APP?导?21?Q3?3654?21?Q3?1.67?6.47%?21?9?35.7?300?的?21?Q3?6500?愿?O2O?5G?AR/VR?PART?2PART?2?-?1546.0?2184.5?2902.7?3828.7?3694.0?4367.0?4957.6?41.3%32.9%31.9%-3.5%18.2%13.5%-10.0%-5.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%0.01000.02000.03000.04000.05000.06000.0201420152016201720182019202020142014-20202020?(?)?267.3?581.1?1031.3?1651.7?1707.7?2198.3?2688.0?117.4%77.5%60.2%3.4%28.7%22.3%0.0%20.0%40.0%60.0%80.0%100.0%120.0%140.0%0.0500.01000.01500.02000.02500.03000.0201420152016201720182019202020142014-20202020?(?)?2020?4957.6?13.5%?务?2688?22.3%?17.5%17.6%8.8%6.1%13.4%4.1%6.0%6.5%11.0%7.5%1.5%?20202020?TOP10TOP10?AppGrowing?21.4%14.7%11.4%8.9%8.6%8.3%7.0%6.9%5.7%3.6%3.5%0.00%5.00%10.00%15.00%20.00%25.00%?2021?TOP10?0%10%20%30%40%50%60%70%80%90%100%?社?Tanx/Unidesk?社?Tanx/Unidesk?20202020?H1&2021H1&2021?H1H1?GIF5G5G?2 2?AppGrowing?53.7%81.9%43.0%16.1%2.7%1.9%0%10%20%30%40%50%60%70%80%90%100%2021?2020?20202020?H1&2021H1&2021?H1H1?GIF?2021?务?5G?3.45?5G?5.8?2021?务?2020?0.0%10.0%20.0%30.0%40.0%50.0%60.0%?社?对?20202020-20212021?2021?2020?0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%?20212021?700?+200?+?9?+2021?700?+?9?DAU4.1?+?尼?2021?PART?3PART?3?-??2021?24.2?8.5%?2021?9.78?C2M?2021?2?90%20212021?直播电商综合电商?-?-?-?-?生鲜电商社交电商社区团购C2M品牌电商二手电商9.8?13.1?15.7?17.5?19.0?20.9?22.3?24.2?57.6%32.9%19.8%11.7%8.5%10.1%6.9%8.5%0.0%1 0.0%2 0.0%3 0.0%4 0.0%5 0.0%6 0.0%7 0.0%0.0 05.0 01 0.0 01 5.0 02 0.0 02 5.0 03 0.0 020142015201620172018201920202021E2012014 4-2022021 1?618618?0100200300400500600700800900?2020?-2021?618?20212020?/?/?1?FILA?Ulike2UR?3ITIB?COLORKEY?4号?模?USMILE5?6ONLY?7Veromoda?B8Zara?LULULEMON?MAC?JOVS9?PUMASK2?10?DR?.Arrivo?618?TOP10?2021?6?1?6?20?/?/?COLORKEY?模?TOP10?/?2020?818?2021?618?2021?818?2021?618?2020?818?3.7?2021?818?2021?618?1.4?0501001502002503003502020?8182021?6182021?8182020?-2021?80%67%382%0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%400.00%450.00%?2021?818?2020?818?2021?818?300?618?1.4?2021?818?382%?818?34.2%?15.1%?14.0%?6.2%?818?0%5%10%15%20%25%30%?/?/?3C?/?21?81820?818?2021?818?PART?4PART?4?-?AIOTAIOT?1912?190?264?60?3?12.1%1.7%1.6%0.6%0.1%0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%0.00500.001000.001500.002000.002500.00?VR2021?8?AIOT?(?)?(%)?12655?12898?13071?13108?13320?14614?14728?14868?15527?15277?15888?2020.12020.112020.122021.012021.022021.032021.042021.052021.062021.072021.082020?10?-2021?8?AIOT?5G?AIOT?APP?1.59?1912?264?190?2297?2736?3315?4011?5133?6430?8300?12003?19.1%21.2%21.0%28.0%25.3%29.1%44.6%0.0%10.0%20.0%30.0%40.0%50.0%0200040006000800010000120001400020142015201620172018201920202021E2014-2021?AIOT?2021?2.7?告?5.5%?导?26.5?1.60?1.64?1.75?1.60?1.53?1.46?1.40?1.34?1.30?0.23?0.40?0.50?0.90?1.80?2.50?2.94?3.15?3.33?0.270.440.681.071.561.862.192.552.69201320142015201620172018201920202021H12013?-2021H1?IPTV?OTT大屏激活终端（亿台）OTT大屏视频会员覆盖率（%）2021上半年大屏视频会员覆盖率凭借优质产品体验，掌控家庭场景核心入口，未来会员市占率有望快速提升2.6914.46%?智能汽车时代，每台车都将拥有自己的“大脑”，智能化成大势所趋2021?EQS大屏化座舱领域大屏、多屏、一芯多屏的产品模式继续演绎自动驾驶L4时代L4自动驾驶的状态，实现空间属性跨界融合，高度车路/车车协同，汽车将会被重新定义交互升级座舱人机交互也从被动感知，向主动式交互发展，功能不断丰富。三星在 2021CES 展览上展出的最新数字座舱搭载了健康检测系统，可通过摄像头和可穿戴移动设备的组合对乘客的健康状况进行分析8511?8822?9800?12600?16622?24956?3.7%11.1%28.6%31.9%50.1%0.0%10.0%20.0%30.0%40.0%50.0%60.0%05000100001500020000250003000020172018201920202021E2022E?