1、 20172017 102017/11/1 2 Analysys APP APP 2017 3 21.9 5.2 enfoTech A3 A3 1 SDK 7.0 API 2 3 AI 2017/11/1 3 CONTENTS 01 020304 2017/11/1 4 PART12017/11/1 5 2.42.52.6 2.6 2.62.75.1%3.5%-0.6%0.4%2.4%-1.0%0.0%1.0%2.0%3.0%4.0%5.0%6.0%2.252.32.352.42.452.52.552.62.652.71981 1990 2000 2005 2010 2015 123 157
2、245 26 55 143 14 18 22 7 10 12 6 11 35 1 2 3 0501001502002503002003 2008 20132003-2013 2700 1981-20152017/11/1 6 2015 10 2017 1 2017 2 30-70 2016 10 2030 2017/11/1 7 2017/11/1 8 BCDGIIIIIIIVVVIEF 2017 A BCDGIIIIIIIVVVIEF(2015-2020)(2021-)(2011-2014)2017 AMC AI:II:III:IV:V:VI:AMC 3 9 2017/11/1 9 2017
3、/11/1 10 A 2017 1 A 2017 2 life 100 2017 2 A 2000 2017 3 B 2017 4 B 2.5 2017 9 B+1 2017 249244763540102030405060702010 2011 2012 2013 2014 2015 2016 2010-2015 2016 2017 A 2017/11/1 11 PART2 2017/11/1 12 APP APP 2017 3 21.9 5.2 enfoTech APP APP 2017 3 21.9 5.2 enfoTech 645.7 554.8 678.5 683.2 678.4 6
4、82.0 672.0 644.3 16.2 16.3 16.0 17.2 17.2 16.5 15.0 10.2 2.7 2.4 2.4 2.4 2.4 2.4 2.5 2.5 0246810121416182001122334455()()2017 2017 2017/11/1 13 17.1%33.6%19.5%14.1%15.8%18.3%32.9%16.7%15.1%17.0%0%5%10%15%20%25%30%35%40%24 24 30 31 35 36 40 41 6.6%10.3%19.3%43.8%20.1%5.7%9.4%18.2%46.8%20.0%0%20%40%60
5、%24-35 2017 8 APP APP 2017 3 21.9 5.2 enfoTech 2017 8 APP APP 2017 3 21.9 5.2 enfoTech 2017/11/1 14 APP APP 2017 3 21.9 5.2 enfoTech 11.4%39.9%19.2%18.1%11.3%10.0%38.2%19.7%20.9%11.2%0%20%40%60%2017 8 3.45%3.28%2.84%2.70%2.62%2.27%2.16%2.13%2.12%2.06%2.00%1.86%1.84%1.69%1.47%1.45%1.26%1.24%1.18%1.18
6、%8.97%7.02%6.18%5.56%5.13%4.82%4.48%4.31%4.28%4.22%3.70%3.70%3.58%3.45%3.28%3.17%2.83%2.62%2.51%2.30%2017 8/TOP202017/11/1 15 2017 8 TOP6 TGI 1.79 1.37 1.36 1.27 1.26 1.26 60.6%19,7%19.7%60.6%19,7%19.7%2017 8 APP APP 2017 3 21.9 5.2 enfoTech APP APP 2017 3 21.9 5.2 enfoTech2017/11/1 16 PART3 2017/11/1 17 2017/11/1 18 2017 5.6 APP/2017/11/1 19 2016 4 A 1 2016 6 2017 4 B 2.5 2016 7 M 2017 6 2000 2017 9 B+1 2015 7 App 17 300 300 2017 SDK M+M+B2B2C+More 2014 3 2015 7 300 M 2017/11/1 20 2C SaaS 2B 366 Analysys 2017/11/1 21 30%2017/11/1 22 PART42017/11/1 23 Analysys 2017/11/1 24/Analysys
