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2017

2016215.475%
PC

2017.7 iResearch Inc www.iresearch.com.cn 2



95%




64.9%5-30
40%
80%




PC

2017.7 iResearch Inc www.iresearch.com.cn 3


2PC
+
3

2017

N=100020176

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2017

A B C

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1

2017


A B




C 201752 D 2016114




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2017

UGC

Logo

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2016215.475%
2016215.475%34
2019547.3
80%

2013-2019

76.2% 80.0% 82.1%


74.8%

40.3%
31.0%
9.8%
547.3
416.0
304.9
215.4
157.9
95.9 110.5

2013 2014 2015 2016 2017e 2018e 2019e

///

2017.7 iResearch Inc www.iresearch.com.cn 9



20175PC26.1%
iUserTrackermUserTracker20175PC
4.75.8PC
PC26.1%
PC90%50%9

iUserTracker&mUserTracker-20166-20175PC&

88.3% 90.4% 91.3% 88.3% 87.6% 88.4% 87.1% 86.1% 84.9% 87.1% 86.7% 89.5%

44.1% 45.6% 46.8% 47.2% 49.0% 49.7% 48.9% 48.7% 49.8% 51.4% 52.4%
43.7%

5.8
5.4 5.6
5.2 5.3 5.2 5.2
4.8 4.7 4.9 5.0
4.6 4.4 4.7 4.5 4.6 4.6 4.7 4.6 4.6 4.6 4.7
4.5
4.3

2016.6 2016.7 2016.8 2016.9 2017.1 2017.11 2016.12 2017.1 2017.2 2017.3 2017.4 2017.5

PC
PC% %

1.iUserTracker. 2017.540 2.mUserTracker.2017.5400


1

2017.7 iResearch Inc www.iresearch.com.cn 10



PC
20175PC4.34.4%
2016PC4.2
20175
66.0%30%PC

20166-20175PC

2.3% 1.8% 1.3% -1.7% 3.4% 4.2% -1.7% 4.4%


-4.4% -1.8% -6.2%

4.4
4.4 4.3
4.3 4.2 4.2
4.2 4.1 4.2 4.1
4.0
3.9

16.6 16.7 16.8 16.9 16.10 16.11 16.12 17.1 17.2 17.3 17.4 17.5

PC %

iUserTracker. 2017.540

2017.7 iResearch Inc www.iresearch.com.cn 11





VR/AR


1996-2017
2007

2008
2009
2010


1996
1997 2011
APP
1998 2012 6 2
2000 1
2
2013 10
2001 5VR/AR
10
2014 12 AI
2002 12 Sixth 2
Tone
1996 2007 2015 2016 2017

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1

13

/70.2%63.8%
//
41.6%36.3%
/

2017 2017
/

/ 87.2% 82.6%

70.2% 41.6%

/ 63.8% 36.3%

41.4% 29.3%

/ 27.3% 29.1%

16.1% 14.7%

0 % 0 %

N=340420176 N=100020176

2017.7 iResearch Inc www.iresearch.com.cn 2017.7 iResearch Inc www.iresearch.com.cn 14



95%
40%
95%

2017

56.0%

39.1%

4.9%

0
%

N=100020176

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/90.0%

2017


79.9%
51.2%
70.2%
53.4%
66.7% 50.3%


83.2%
53.6%
48.8%
38.6%
49.1% 40.8%


90.0%
57.7%
44.5% 40.8%

47.8% 39.5%


62.5%
35.5%
36.5% 32.2%

36.1% 29.3%

0 0 0 0 0 0

N=100020176

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1PC
2
3

2017
9


8.5


7.5

5 5.5 6 6.5 7

7.5 8 8.5 9 9.5 10


6.5


5.5


N=100020176

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8.4
6.77.4

2017 2017


10
10
9

8 8
7

6
6
5

4 4

N=100020176

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1

19

58.0%
45.2%
26.2%

2017

58.0%

45.2%

26.2%

& 16.4%

13.1%

N=100020176

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72.4%58.1%54.3%

2017

72.4%

58.1%

54.3%

23.0%

8.6%

0
%

N=100020176

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64.9%5-30
64.9%535%
5-1010-3037.9%36.4%

2017 2017

/
60mins
2.1%
6.2%
2.5%
1.2% 30-60mins
10 5mins
7.3%
7 26.9% 9.7%
13.8%


5-10
18.0% 5-10mins 10-30mins
9.0%
37.9% 36.4%

2-4
29.0%

N=100020176 N=100020176

2017.7 iResearch Inc www.iresearch.com.cn 2017.7 iResearch Inc www.iresearch.com.cn 22


800-10001200-14002000-2200
32.8%36.1%43.5%
560
30

2017

43.5%
36.1%
32.8%


TGI
30-60mins 116.5
TGI
TGI 60mins 148.3
30-60mins 106.2
5mins 122.6 60mins 120.6
60mins 132.8

0-6 6-8 8-10 10-12 12-14 14-16 16-18 18-20 20-22 22-24

N=100020176

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//50%
//60%
50%

2017

// 57.8%

/ 51.4%

// 50.7%

35.4%

/ 9.4%

0 %

N=100020176

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40%
87.6%
40%38%VR

2017

87.6%

39.0%

38.0%

38.0%

16.2%

4.4%

0 %

N=100020176

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80%
83.1%
40%

2017

83.1%

59.3%

40.8%

40.0%

38.4%

30.6%

26.0%

23.6%

21.7%

0
%

N=100020176

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20
20-2930-3940-49
50

2017TGI

139.3
115.1
114.4

20 20-29 30-39 40-49 50


154.6 124.7 118.0 140.6 135.7
125.0 113.5 114.8 128.4 126.2

168.1
130.8
127.6

N=100020176

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69%
69.0%
50%

2017

69.0%

61.4%

57.8%

51.6%

20.9%

N=100020176

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1

29

/
20%

2017 2017

30.7% 30.7%

26.8% 23.5%

/ 24.0% / 28.4%

13.5% 33.8%

8.9% 31.7%

0 0
% %

N=57420176 N=42720176

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39.6%30%

2017 2017

39.6% 44.2%

31.1% 33.0%

/ 22.9% / 17.1%

0 0
% %

N=59120176 N=49320176

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/
20%-30%60%
50%

2017 2017

/ 28.3%
62.0%
/ 25.6%
50.4%
25.4%
38.4%
23.7%
32.2%
// 18.2%
30.7%
14.2%
12.4%
1.6%
1.5%
0
% 0
%

N=53420176 N=53420176

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66%
65.9%39.3%

2017

9.7%

29.6%

26.6%

22.2%

11.9%

0
%

N=99820176

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1

34

93%30%
93.0%61.7%
30%

2017

/ 61.7%

93.0%

30.5%

10.0%

9.0%

0
%

N=100020176

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PC
PC
75.8%PC
36.3%PC
PC

2017

PC






46.8% 30.8%

60.3%
36.3%



49.3%



30.5%
35.6%
75.8%

60.9%
31.9%

N=100020176 N=100020176

2017.7 iResearch Inc www.iresearch.com.cn 2017.7 iResearch Inc www.iresearch.com.cn 36


100-500301-500
20%100-1000501-1000
24.7%18.0%500035%100
15%300

2017
100%
9.3%
18.5% 16.8% 14.9% 16.8%
22.4% 23.3% 22.4% 21.2%
80% 36.3% 37.1% 21.7% 6.6%
15.1%
6.0%
32.1% 28.6% 8.0%
29.3% 28.7%
60% 34.3% 17.8%
21.6% 14.0%
46.8% 22.7%
28.6%
23.0% 18.0% 14.8%
40% 19.8% 22.2% 19.9%
19.3% 24.7%
17.1%
14.8% 12.8%
20% 18.9% 17.2% 18.2%
10.0% 12.4% 18.2% 17.4% 33.9%
11.3% 17.8% 11.2%
8.2% 9.6% 5.4% 6.5% 8.8% 9.1%
6.3% 8.1% 10.1%
2.7% 2.4% 3.5% 2.6% 2.0% 2.8% 2.9% 4.3%
0% 1.3% 1.8% 0.5%
1.5% 1.2% 1.2% 0.7% 1.5% 0.6%

100 100-300 301-500 501-1000 1001-2000 2001-5000 5000

N1=782N2=479N3=251N4=571N5=571N6=397N7=680N8=549N9=645N10=483N11=35120176

2017.7 iResearch Inc www.iresearch.com.cn 37


30.3%45.9%42.8%
15%
10%

2017 2017

45.8% 45.9%

41.6% 42.8%

34.7% 32.8%

30.3% 29.7%

11.9% 27.8%

9.6% 26.8%

8.9% 23.3%

7.0% 7.2%

0 0
% %

N=100020176 N=100020176

2017.7 iResearch Inc www.iresearch.com.cn 2017.7 iResearch Inc www.iresearch.com.cn 38



/37.9%
/37.9%

2017

52.0%

/ 37.9%

36.5%

35.1%

23.4%

0
%

N=42720176

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1

40

4080%
TGI106.7
4080%20-2930%
2030-3950

2017

20 20-29 30-39 40-49 50

6.4%
11.4%

26.7% 25.7%
29.8%
55.9% 44.1%
TGI106.7 TGI92.6 TGI 114.1 98.3 110.8 83.2 68.1

CNNIC39
N=100020176

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15.3%
15.3%
TOP5
50%

2017

5%
5%-7%
7%-10%
10%
N=100020176

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5000
56.4%15.8%
500010000
17.2%

2017 2017

100% 100%

27.8%
80% 80%
51.1%
64.1%
60% 60% 73.3%

56.4%
40% 40%
31.7%
20% 32.5% 20%
19.4%
15.8% 17.2%
0% 3.4% 0% 7.3%

5000 5001-10000 10000

CNNIC CNNIC
N=100020176 N=100020176
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2017
50.00% 30.00% 10.00% -10.00% -30.00% -50.00%

21.1% 12.5%
10.6% 3.1%
3.0% 0.7%
13.6% 5.3%
4.6% 0.7%
7.0% 7.6%
/ 1.5% 5.5%
1.0% 4.2%
/ 7.6% 26.1%
0.6% 6.8%
// 1.1% 7.8%
1.6% 4.0%
24.4% 10.7%
2.3% 5.0%


CNNIC
N=100020176

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20 24.2%

185.2 120.3 20-29
30-39 0.0%
75.8%

40-49 0.0%
5
50 0.0%
TGI TGI
%
0
78.1% 2000 67.2%
85.8% 2001-5000 32.8%
5 5001-10000 0.0%
10001-20000 0.0%
20000 0.0%
%
0
TOP 3








30


TOP 3 &







1.2.
1-4555-3030
N=36020176

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20 0.0%

114.3 161.3 20-29
30-39
0.0%
50.4%
40-49 31.1%
60
50 18.5%
TGI TGI
%
0
89.3% 2000 0.0%
90.7% 2001-5000 20.7%
5 5001-10000 79.3%
60 10001-20000 0.0%
20000 0.0%
%
0
TOP 3











TOP 3 &








N=27020176

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20 0.0%
20-29 0.0%
116.6 112.2 30-39 62.0%
40-49 26.1%
2-4 10-30 50 12.0%
TGI TGI %
0
86.6% 2000 0.0%
90.8% 2001-5000 0.0%
5 5001-10000 0.0%
2-410-30 10001-20000 66.9%
20000 33.1%
%
0
TOP 3











TOP 3 &







N=14220176

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1

48

2017

2017.7 iResearch Inc www.iresearch.com.cn 49


2017


1


2





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APP

2017

FM

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-

2017-

N=100020176

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20171-6TOP10

1 2 3 4 5 6

10

20171-6

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20171-6TOP10

1 2 3 4 5 6

10

20171-6

2017.7 iResearch Inc www.iresearch.com.cn 54


20171-6TOP10

1 2 3 4 5 6

4 TV TV

5 TV

6 TV TV

8 TV

10

20171-6

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/

2002

IPO

400 026 2099


ask@iresearch.com.cn
http://www.iresearch.com.cn

56

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