中国互联网应用行业市场前景及投资研究报告-培训课件外文版2024.6微信支付宝抖音快手

DIGITAL

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TRENDSInternetusageinChinaCHAPTER

01InternetpopulationPercentageofglobalpopulationaccessingtheinternetfrom2005to2023,bymarketmaturityGlobalinternetaccessrate2005-2023,bymarketmaturityWorldDevelopedDevelopingLeastDevelopedCountries(LDCs)LandlockedDevelopingCountries(LLDC)SmallIslandDevelopingStates(SIDS)100%90%80%70%60%50%40%30%20%10%0%2005200620072008200920102011201220132014201520162017201820192021202220233Description:Asof2023,67percentofthepopulationinSmallIslandDevelopingStates(SIDS)usedtheinternet,comparedto35percentofindividualslivingintheleastDevelopedCountries(LDCs)whiletheinternetpenetrationrateforthoselivinginLandlockedDevelopingCounties(LLDCs)wasat39percent.Theglobalonlineaccessratewas67percent.ReadmoreNote(s):Worldwide;2005to2023Source(s):ITUNumberofinternetusersworldwidefrom2009to2022,byregion(inmillions)Numberofworldwideinternetusers2009-2022,byregionAsiaEurope425.8Africa86.2Latin

America

/

Caribbean186.9Dec2009Jun2010Dec2011Jun2012Dec2013Jun2015Jun2016Jun2017Jun2018Jun2019Jun2020Dec2021Jun2022764.4825.1475.1110.9204.71016.8500.72518.51566.26604.12614.98659.63704.83727.56727.85743.6139.88167.34240.15313.26339.28388.38455.84522.81566.14601.32652.86235.821076.681265.141563.211792.161938.082062.142300.472525.032790.152934.18254.92302.01333.12384.75404.27438.25453.7467.82533.17750.04543.394/statistics/265147/number-of-worldwide-internet-users-by-regionAsofJune2022,Asiawasleadingbythenumberofinternetusersworldwidewithnearly2.9billioninternetusers.Europerankedsecond,withmorethan750millioninternetusers.Meanwhile,thenumberofinternetusersworldwidewas5.47billion.ReadmoreNote(s):Worldwide;2009to2013and2015to2022Source(s):InternetWorldStatsPenetrationrateofinternetusersinChinafrom2013to2023PenetrationrateofinternetusersinChina2013-202390%80%77.5%75.6%73%70.4%70%60%50%40%30%20%10%0%61.2%59.6%55.8%53.2%50.3%47.9%45.8%201320142015201620172018Jun.201920202021202220235Description:AsofDecember2023,about77.5percentoftheChinesepopulationhadusedtheinternet.Thepenetrationratedenotestheshareofthepopulationthathasaccesstoacertaincommunicationmedium.

ReadmoreNote(s):China;2013to2023Source(s):CNNICNumberofinternetusersinChinafrom2013to2023(inmillions)NumberofinternetusersinChina2013-20231,2001,092.251,067.441,031.95988.991,0008006004002000854.49828.51771.98731.25688.26648.75617.58201320142015201620172018Jun.201920202021202220236Description:China'sinternetpopulationgrewby24.8millioninDecember2023comparedtoayearago.Overonebillionpeoplehadaccesstointernetinthecountry,resultingafast-growingmobileappmarket.

ReadmoreNote(s):China;2013to2023Source(s):CNNICAnnualgrowthofinternetusernumbersinChinafrom2015to2023InternetusernumbergrowthinChina2015-202316%14%12%10%8%15.2%7.2%6.4%5.6%20165.5%20186%5.3%20153.7%20224%3%2%1%0%201720192020*202120237Description:Theworld'ssecondmostpopulouscountryisthehometo1.09billionnetizens.AsofJanuary2024,thenumberofinternetusersinChinagrewbyonepercentcomparedtothecorrespondingperiodinthepreviousyear.

ReadmoreNote(s):China;2015to2023;*Accordingtotheoriginalreport,theinternetuserfiguressince2020and2021arenotcomparablewithpreviousdataduetochangestodatasources.Theyear-on-yeargrowthcomparestheannualchangeofinternet[...]

ReadmoreSource(s):CNNIC;DataReportal;Eurostat;GSMAIntelligence;GWI;ITU;Kantar;Kepios;Meltwater;UnitedNations;WeAreSocialCHAPTER

02InternetinfrastructureCountrieswiththefastestaveragefixedbroadbandinternetspeedsworldwideasofJanuary2024(inMbps)Countrieswiththefastestaveragefixedbroadbandinternetspeedworldwide2024FixedbroadbandinternetspeedinMbps100

150050200250300SingaporeHongKong(SAR)Iceland277.57275.17268.72263.63259.7249.87ChileChinaUnitedArabEmiratesUnitedStatesFrance237.41230.9MonacoDenmark229.51228.46ThailandRomania223.53219.16218.4Spain9Description:AsofJanuary2024,Singaporehadthefastestaveragefixedbroadbandinternetspeedworldwide,withanaverageof278Mbps.HongKongrankedaclosesecondat275Mbps,whiletheUnitedArabEmiratesfollowedinthird.Fixedinternetconnectionsdeliverbroadbandtoahomeorotherlocationviacables,withfiberconnectionsofferingthebestqualityservice.ReadmoreNote(s):Worldwide;January2024Source(s):SpeedtestNumberofinternetusersinChinafrom2009to2023,byconnectiontype(inmillions)InternetusersinChinabyconnectiontype2009-20232G3G4G/LTE5GBroadband9971,4001,2001,0008001,2891,2801,1701,069805636770554516600498355485.26484449401.61407386.23213349133400297232.8200.3597.28191.11

188.91175.181502000140126.21928.4247.05

50.21124103.9820.787.875

.1521.

3

220092010201120122013201420152016201720182019202020212022202310Description:In2023,thenumberofbroadbandinternetusersinChinaamountedto636million.Atthesametime,therewerealmostabillion5Gmobilesubscribers.Thelargestshareoffixed-linebroadbandinternetconnectionsprovidedanaccessspeedbetween100Mbpsand1,000Mbps.ReadmoreNote(s):China;2009to2023Source(s):MIITShareofmobileinternetconnectionsinChinain2018to2023withaforecastfor2025and2030,byconnectiontechnologyShareofmobileinternetconnectioninChina2018-2030,bynetworktechnology2G3G4G5G0.3%82%100%90%80%70%60%50%40%30%20%10%0%13%30%36%64%45%51%77%88%79%2%69%54%49%8%5%15%14%12%6%1%20211%202220182019202020232025*2030*11Description:In2022,theshareof4GmobileinternetconnectionsinChinawas54percent.Inthesameyear,theshareof5Gconnectionsreached45percent,anincreaseofsixpercentagepointscomparedtothepreviousyear.

ReadmoreNote(s):China;2018to2023;*Forecast.**Theshareof3Gconnectionswasunderonepercent.DataexcludesHongKong,Macao,andTaiwan.

ReadmoreSource(s):GSMANumberof5GbasestationsinChinafrom2019to2023(inmillions)Numberof5GbasestationsinChina2019-20234.03.383.53.02.52.01.51.00.50.02.311.430.770.152019202020212022202312Description:Bytheendof2023,thenumberof5GbasestationsinChinaamountedto3.38million.Withextensiveinfrastructureinvestmentsandambitiousrolloutplans,Chinahasachievedsignificant5Gcoverage.Accordingtoforecasts,thenumberofbasestationswasprojectedtoreachoversixmillionby2024.ReadmoreNote(s):China;2019to2023;*Estimates.Figureshavebeenrounded.ReadmoreSource(s):MIITMarketshareof5GbasestationmanufacturersinChinain2023Marketshareof5GequipmentinChina2023,byproviderDatang3%Nokia2%Ericsson6%ZTE31%Huawei58%13Description:Asof2023,58percentofall5GbasestationsinChinahadbeenmanufacturedbyHuawei.ItsclosestcompetitorwasZTEwithamarketshareof31percent.Bothtelecommanufacturershavemaintainedasimilarmarketsharethroughoutallbiddingroundssince2020.ReadmoreNote(s):China;2023Source(s):CCIDNetNumberofwebpagesinChinaasofDecember2023,byregion(inmillions)NumberofwebpagesinChinabyregion2023Numberofwebpagesinmillions020,00040,00060,00080,000100,000120,000140,000160,000BeijingGuangdongZhejiangShanghaiHenan140,900.5748,650.645,827.6926,948.5322,753.18JiangsuHebei16,767.8214,686.72Fujian11,608.977,422.83ShandongSichuanTianjin6,514.556,344.27ShanxiLiaoning4,365.623,490.3514Description:Intheendof2023,China'sinternethadamassedalmost382billionuniquewebpages,slightlyoverathirdofwhichwereregisteredinthecountry'scapitalBeijing.GuangdongandZhejiangwereotherprovincesreportingthehighestnumberofregisteredwebpagesinChina.ReadmoreNote(s):China;December2023Source(s):CNNICLeadinginternetprovidersinChinaasofDecember2023,bynumberofIPv4addresses(inmillions)CompanieswiththehighestnumberofIPv4addressesinChina2023Number

ofIPv4

addresses

in

millionsChinaTelecom125.7669.8762.9335.2916.6515.8ChinaUnicom*IPAddressAllocationAllianceofCNNICChinaMobileChinaEducationandResearchNetworkChinaMobileTietongOthers16.8315Description:ThegraphshowstheleadinginternetprovidersinChinabyDecemberof2023,bynumberofIPv4addresses.AsofDecember2023,ChinaTelecompossessedaround126millionIPv4addresses.

ReadmoreNote(s):China;asofDecember2023;*TheaddressesofChinaUnicomincludetheaddressesofformerChinaUnicomandformerChinaNetcom.Figureshavebeenroundedtoprovideabetterunderstandingofthestatistic.

ReadmoreSource(s):CNNICCHAPTER

03UserdemographicsInternetuserdistributioninChinafrom2012to2023,byurbanandruralregionInternetuserdistributioninChina2012-2023,byurbanandruralregionUrbanareasRuralareas26.7%100%90%26.3%27.6%28.6%27.5%28.4%27.4%27%27.6%28.9%29.8%31.3%80%70%60%50%40%30%20%10%0%72.6%201673%73.3%201873.7%72.4%202172.4%201271.4%201372.5%201471.6%201571.1%202270.2%202368.7%20202017Jun.201917Description:ThisgraphshowstheshareofinternetusersinChinalivinginurbanandruralareasfrom2012to2023.AsofDecember2023,around29.8percentofinternetusersinChinawerelivinginruralareas.

ReadmoreNote(s):China;2012to2023Source(s):CNNICDistributionofinternetusersinChinafrom2017to2023,bygenderGenderdistributionofinternetusersinChina2017-2023MaleFemale120%100%80%60%40%20%0%47.4%47.3%47.6%48.5%48.6%49%48.8%52.6%201752.7%201852.4%51.5%202151.4%202251%51.2%2023Jun.2019202018Description:ThisstatisticshowsthedistributionofinternetusersinChinafrom2017to2023,bygender.AsofDecember2023,about48.8percentofinternetusersinChinawerefemale.

ReadmoreNote(s):China;2017to2023Source(s):CNNICBreakdownofinternetusersinChinaasofDecember2023,byageAgedistributionofinternetusersinChina2023Percentageofinternetusers0%2%4%6%8%10%12%14%16%18%20%22%Under10years10to19years20to29years30to39years40to49years50to59years60yearsandolder19Description:ThegraphshowsabreakdownofinternetusersinChinaasofDecember2023,byagegroup.InDecember2023,about13.7percentofinternetusersinmainlandwerebetween20and29yearsold.Thecountryhasahugemobileuserbase,drivingthegrowthofthemobileappsector.ReadmoreNote(s):China;asofDecember2023Source(s):CNNICEmploymentstructureofinternetusersinChinaasofDecember2020EmploymentstructureofinternetusersinChina2020Shareofinternetusers0%5%10%15%20%25%StudentsSelf-employedworkers/freelancersMigrantworkers21%16.9%12.7%Professionalandtechnicalstaff8.2%8%7.8%Farming,forestry,animalhusbandry,fisherylaborersCommoncorporatestaffRetiredworkers6.5%6.3%ServiceworkersIndustrialandmanufacturingworkersLaid-offworkers3.9%2.7%2.5%MiddlemanagementstaffCommonworkerswithpartyandgovernmentorgansandinstitutionsSeniormanagementstaff2.3%0.7%0.4%Leadingcadrewithpartyandgovernmentorgansandinstitutions20Description:ThegraphshowstheemploymentstructureofinternetusersinChinaasofDecember2020.Bytheendof2020,about21percentoftheinternetusersinChinawerestudents.

ReadmoreNote(s):China;asofDecember2020Source(s):CNNICMonthlyincomeofinternetusersinChinafromDecember2010toDecember2020IncomedistributionofinternetusersinChina2010-2020ShareofinternetusersDecember2010

December201520%

30%December20200%10%40%50%60%Morethan8,000yuan5,001to8,000yuan3,001to5,000yuan2,001to3,000yuan1,501to2,000yuan1,001to1,500yuan501to1,000yuanLessthan500yuanNoincome21Description:ThisstatisticshowsthemonthlyincomeofinternetusersinChinafromDecember2010toDecember2020.InDecember2020,around13.3percentoftheinternetusersinChinaearnedmorethan8,000yuanpermonth.

ReadmoreNote(s):China;December2010toDecember2020Source(s):CNNICCHAPTER

04InternetactivitiesDevicesusedtoaccesstheinternetbyusersinChinaasofDecember2023DistributionofinternetaccessinChina2023,bydevicetypeShareofinternetusers0%10%20%30%40%50%60%70%80%90%100%110%MobilephoneDesktopPCLaptop99.9%33.9%30.3%TV22.5%Tablet26.6%23Description:ThegraphshowsadistributionofinternetaccessdevicesinChinain2023,bydevicetype.AsofDecember2023,around99.9percentofinternetusersinChinahadusedasmartphonetogoonline.

ReadmoreNote(s):China;December2023Source(s):CNNICShareofinternetusersinChinaasofJune2023,byactivityOnlineuserpenetrationinChinaH12023,byactivityShareofinternetusers0%10%20%30%40%50%60%70%80%90%100%110%InstantmessagingOnlinevideo(includingshortvideo)Shortvideos97.1%96.8%95.2%Onlinepayment87.5%OnlineshoppingSearchengines82%78%InternetnewsOnlinemusicLivestreaming72.4%67.3%71%Onlinegames51%OnlinefooddeliveryOnlineliteratureOnlineoffice49.6%49%47.1%24Description:ThegraphshowstheonlineuserpenetrationinChinaasofJune2023,byonlineactivities.ByJune2023,about51percentofinternetusersinChinahadusedtheinternetforonlinegaming,representingover549.74millioninternetusers.

ReadmoreNote(s):China;asofJune2023;*Travelbookingincludedbookingoftravels,hotels,flightandtraintickets.ReadmoreSource(s):CNNICAverageonlinetimeofinternetusersinChinaperweekfrom2013to2023(inhours)WeeklyaveragetimespentonlineinChina2013-20233028.527.62726.726.426.126.226.226.1252520151050201320142015201620172018202020212022202325Description:ThisstatisticshowstheaverageonlinetimeofinternetusersinChinaperweekfrom2013to2023.In2023,internetusersinChinaspentonaverage26.1hoursperweekonline,whichequalstoaboutfourhoursofdailyonlinetime.

ReadmoreNote(s):China;2013to2023Source(s):CNNICAveragedailytimeconsumingandinteractingwithmediaamonginternetusersinChinaasof3rdquarter2023,bytype(inminutes)DailytimespentwithmediainChinaQ32023,bytypeAveragetimespentinminutes050100150200250300350UsingtheinternetWatchingtelevision(broadcastandstreaming)#WatchingTVcontentstreamedovertheinternetReadingpressmedia(onlineandphysicalprint)Usingsocialmedia33315684116116ListeningtomusicstreamingservicesPlayinggamesonagameconsoleListeningtopodcasts68554646Listeningtobroadcastradio26Description:Asofthethirdquarterof2023,Chineseinternetusersspentonaveragefivehoursand33minutesperdayusingtheinternet,sevenminutesmorecomparedtothesurveyresultsayearago.Dailymusicstreamingconsumptiondecreasedtoonehourandeightminutesofdailytimeonaverage.ReadmoreNote(s):China;Q32023;16-64yearsSource(s):DataReportal;GWI;Meltwater;WeAreSocialShareofinternetusersadoptingadvancedtoolsinChinaasof3rdquarter2023,bycategoryAdvancedinternettechnologyusageinChina2023,bycategoryShareofsurveyedinternetusers0%

10%

20%30%40%50%60%70%64.8%ScanQRcodeonmobilephoneseachmonthUseanadblockerforatleastsomeonlineactivities38.5%36.9%VisitsocialnetworkstolookforinformationaboutbrandsandproductsDeclinecookiesonwebsiteatleastsomeofthetime25.7%24.3%22.4%21.8%19.1%UsevoiceassistantsforfindinginformationeachweekUseimagesearchtoolsonmobileeachmonthUseavirtualnetwork(VPN)foratleastsomeonlineactivitiesUseonlinetoolstotranslatetextintodifferentlanguageseachweek27Description:Accordingtoa2023surveyontheChinesedigitalusage,approximately65percentofthesurveyedChineseinternetusershadscannedaQRcodeontheirphoneatleastonceamonth.Aquarterofthesurveyedusersalsomadeuseofvoiceassistantstolookforinformationonaweeklybasis.ReadmoreNote(s):China;Q32023;16-64yearsSource(s):DataReportal;GWI;Meltwater;WeAreSocialShareofelderlynetizenscapableofusinginternetindependentlyinChinaasofDecember2021,bydailytaskOnlineactivitiescanbedonebyseniorsaloneinChina2021Shareofelderlyinternetusers10%

20%

30%0%40%50%60%70%69.7%80%Showinghealthcode/travelcardPurchaseofhouseholdgoodsSearchingforinformation52.1%46.2%Ride-hailing34.8%Bookingtickets33.9%OnlinemedicalserviceregistrationandconsultationOnlinebanking33%32.8%28Description:AsofDecember2021,around70percentofelderlyinternetusersinChinacouldshowhealthcodeortravelcardontheirmobilephonewithoutanyhelptocomplywithlocalCOVID-19regulations.Therewerearound119millionnetizensaged60yearsandaboveinChina,accountingforabout11.5percentofthecountry'stotalinternetuserbase.ReadmoreNote(s):China;asofDecember2021;amongnetizensaged60yearsandaboveSource(s):CNNICCHAPTER

05UserconcernsSelf-ratedlevelofunderstandingofcybersecuritylawsandregulationsamonginternetusersinChinain2023LevelofcybersecurityknowledgeinChina2023Absolutelynoidea1.0%Acompleteunderstanding22.8%Apartialunderstanding21.9%Asubstantialunderstanding53.8%30Description:Accordingtoa2023onlinesurveyinChina,about77percentoftherespondentswereveryconfidentorrelativelyconfidentabouttheirknowledgeofcybersecuritylawsandregulations.Onlyaround23percentofsurveyparticipantsreportedonlyapartialornounderstandingofthetopic.ReadmoreNote(s):China;December2023;1,454respondentsSource(s):iiMediaResearchAwarenessofcybersecurityprecautionsamonginternetusersinChinain2023AwarenessofcybersecuritymeasuresinChina2023Noawareness11.8%Extremelyhigh24.2%Relativelylow12%Moderate27.8%Relativelyhigh24.2%31Description:Ina2023onlinesurveyinChina,halfoftherespondentsratedtheircybersecurityawarenesslevelasrelativelyorextremelyhigh.However,oneintensurveyparticipantsreportedtakingnoonlinesecuritymeasures.

ReadmoreNote(s):China;December2023;1,454respondentsSource(s):iiMediaResearchAttitudesandactionsrelatingtoonlineprivacyandsecurityamongsurveyedinternetusersinChinaasof3rdquarter2023OnlinedataprivacyandsecuritypreferencesinChina2023Shareofsurveyedinternetusers0%5%10%15%20%25%30%35%40%45%UseatooltoblockadsontheinternetatleastsomeofthetimeDeclinecookiesonwebsitesatleastsomeofthetime38.5%25.7%Useavirtualprivatenetworktoaccesstheinternetatleastsome