全球企业软件行业市场前景及投资研究报告-培训课件外文版2024.6erp金蝶

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TRENDSEnterprisesoftwareCHAPTER

01OverviewInformationtechnology(IT)worldwidespendingfrom2005to2024(inbillionU.S.dollars)GlobalITspending2005-20246,0005,0004,0003,0002,0001,00002005

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2024*3Description:ITspendingworldwideisprojectedtoreacharound4.6trillionU.S.dollarsin2023,a5.5percentincreaseon2022spending.ReadmoreNote(s):Worldwide;2005to2023;Includesspendingonsoftware,devices,services,datacentersystems,andcommunicationservices;*Forecast

ReadmoreSource(s):GartnerInformationtechnology(IT)spendingworldwidefrom2012to2024,bysegment(inbillionU.S.dollars)GlobalITspendingforecast2012-2024,bysegmentDataCenterSystemsDevicesEnterprisesoftwareITServicesCommunicationServices6,0005,0004,0003,0002,0001,00002012201320142015201620172018201920202021202220232024*4Description:Theglobalinformationtechnology(IT)spendingondevices,includingPCs,tablets,mobilephones,printers,aswellasdatacentersystems,enterprisesoftware,andcommunicationsservicescameto4.7trillionU.S.dollarsin2023.By2024,ITspendingisexpectedtoincreasetoastaggeringfivetrilliondollarsworldwide.ReadmoreNote(s):Worldwide;2012to2023;*ForecastReadmoreSource(s):GartnerInformationtechnology(IT)spendingonenterprisesoftwareworldwidefrom2009to2024(inbillionU.S.dollars)Enterprisesoftwaretotalworldwideexpenditure2009-20241,2001,0008001,029.42913.33783.46615600529477419369400326310310297285269244.642010225.512009200020112012201320142015201620172018201920202021202220232024*5Description:In2023,ITspendingonenterprisesoftwareamountedtoaround913billionU.S.dollarsworldwide,agrowthof12.4percentfromthepreviousyear.Likenearlyallsub-segmentsoftheITservicesindustry,theenterprisesoftwaremarkethasexperiencedhighlevelsofgrowthinrecentyears,withmarketrevenuesmorethandoublinginthedecadebetween2010and2020.TheCOVID-19globalpandemicalsodidnotslowdowngrowthinthesoftwaresectorasinitiallyfeared.Forfurther[...]

ReadmoreNote(s):Worldwide;2009to2024;*ForecastReadmoreSource(s):GartnerEnterpriseapplicationsoftwaremarketrevenueworldwidefrom2017to2026(inbillionU.S.dollars)Globalenterpriseapplicationsoftwarerevenue2017-2026600500400478.5424304.9300273.4214.1212.12020193.620182001000172.1201720192021*2022*2025*2026*6Description:Thisstatisticshowstheglobalrevenueforenterpriseapplicationsoftwarefrom2017to2026.Thesourceestimatesthatglobalrevenueforenterpriseapplicationsoftwarewillreach479billionU.S.dollarsin2026.

ReadmoreNote(s):Worldwide;2017to2022;*Forecast

2019figurewascalculatedbySource(s):Gartner;basedondataprovidedbythesource.ReadmoreITmarketrevenueintheWorldfrom2023to2028,bysegment(inbillionU.S.Dollars)*ITmarketrevenuebysegmentintheWorld2023-2028ITServicesSoftwareDevices4,0003,5003,0002,500807.23858.06780.1753.29729.65738.94705.96698.82718.83659.01818.662,0001,5001,000500778.361,770.7720281,681.1120271,575.520261,470.7920251,363.8720241,241.27202307Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Aspartofthepositivetrend,theindicatorreachesthemaximumvalueforallthreedifferentsegmentsattheendofthecomparisonperiod.ParticularlynoteworthyisthesegmentITServices,whichhasthehighestvalueof1.8trillionU.S.dollars.ReadmoreNote(s):Worldwide;2023to2028Source(s):CHAPTER

02SegmentsBusinessintelligencesoftwaresegmentrevenueworldwidefrom2016to2028(inbillionU.S.dollars)Businessintelligencesoftwaremarketrevenueworldwide2016-20284035302534.1632.4130.729.0527.3625.7323.722.3721.0520.6219.38201510517.816.56020162017201820192020202120222023202420252026202720289Description:Theglobalrevenueinthebusinessintelligencesoftwaresegmentofthesoftwaremarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal6.8billionU.S.dollars(+24.85percent).Afterthetwelfthconsecutiveincreasingyear,theindicatorisestimatedtoreach34.16billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthebusinessintelligencesoftwaresegmentwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):WorldwideSource(s):Revenueofthecustomerrelationshipmanagementsoftwaremarketworldwidefrom2019to2028(inbillionU.S.dollars)RevenueoftheCRMsoftwareindustryworldwide2019-202814012010080131.8860119.67108.0297.988.1920244020079.470.14202263.39202157.03202054.1320192023202520262027202810Description:Theglobalrevenueinthe'CustomerRelationshipManagementSoftware'segmentofthesoftwaremarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal43.7billionU.S.dollars(+49.55percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach131.88billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'CustomerRelationshipManagementSoftware'segmentofthesoftwaremarketwascontinuously[...]

ReadmoreNote(s):Worldwide;2019to2028Source(s):Revenueoftheenterpriseresourceplanningsoftwaremarketworldwidefrom2019to2028(inbillionU.S.dollars)RevenueoftheERPsoftwareindustryworldwide2019-20287062.3660.2257.876055.1852.3349.385040302010045.4242.538.6938.92201920202021202220232024202520262027202811Description:Theglobalrevenueinthe'EnterpriseResourcePlanningSoftware'segmentofthesoftwaremarketwasforecasttocontinuouslyincreasebetween2024and2028byintotaltenbillionU.S.dollars(+19.11percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach62.36billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'EnterpriseResourcePlanningSoftware'segmentofthesoftwaremarketwascontinuouslyincreasingover[...]

ReadmoreNote(s):Worldwide;2019to2028Source(s):BusinessproductivitysoftwaremarketrevenueintheWorldfrom2023to2028,bysegment(inbillionU.S.Dollars)*BusinessproductivitysoftwaremarketsizebysegmentintheWorld2023-2028OfficeSoftwareAdministrativeSoftwareCollaborationSoftwareConstructionandDesignSoftwareCreativeSoftware100908070605040302010010.3511.610.2610.0811.329.89.499.111.5515.9611.0610.7910.4516.1216.5715.6915.7415.3715.2815.0514.7514.616.1714.1832.33202733.430.15202531.2820262927.820232024202812Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Thetrendobservedfrom2023to2028remainsconsistentthroughouttheentireforecastperiod.Thereisacontinuousincreaseintheindicatoracrossallsegments.Notably,theOfficeSoftwaresegmentachievesthehighestvalueof33.4billionU.S.dollarsat2028.ReadmoreNote(s):Worldwide;2023to2028Source(s):Revenueofthesecuritysoftwaremarketworldwidefrom2017to2026(inbillionU.S.dollars)Revenueofthesecuritysoftwareindustryworldwide2017-202670605065.7961.8657.8853.7949.745.4940.3437.7440302010034.5230.58201720182019202020212022202320242025202613Description:Theglobalrevenueinthesecuritysoftwaresegmentofthesoftwaremarketwasforecasttocontinuouslyincreasebetween2023and2026byintotal12billionU.S.dollars(+22.31percent).Afterthethirdconsecutiveincreasingyear,therevenueisestimatedtoreach65.79billionU.S.dollarsandthereforeanewpeakin2026.Notably,therevenueofthesecuritysoftwaresegmentofthesoftwaremarketwascontinuouslyincreasingoverthepastyears.Findfurtherinformationconcerningthe[...]

ReadmoreNote(s):Worldwide;2017to2026Source(s):Augmentedreality(AR)softwareB2Cmarketrevenueworldwidefrom2018to2028,bysegment(inbillionU.S.dollars)ARsoftwareB2Cmarketrevenueworldwide2018-2028,bysegmentARGamingAReCommerceARSocialMedia9.08.07.06.05.04.03.02.01.00.02018201920202021202220232024202520262027202814Description:Theindicatorisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2018to2028.Itisestimatedthattheindicatoriscontinuouslyrisinginallsegments.Inthisregard,theARGamingsegmentachievesthehighestvalueof7.69billionU.S.dollarsin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):Advertising&MediaInsightsCHAPTER

03CompaniesLargestsoftwareandprogrammingcompaniesworldwidebysalesrevenuefrom2017to2022(inbillionU.S.dollars)Toppure-playsoftwareandprogrammingcompaniesglobally2017-2022,bysalesMicrosoftAdobeInc.OracleIntuitSAPVMwareSHCLTechnologiesPayPalCDWFiservSpotifyTechnology

AmadeusITGroup250200150100500201720182019202020212022202316Description:Microsoftwasthelargestsoftwareandprogrammingcompanyworldwidebynetsalesfrom2017to2023.Inthemostrecentyear,Microsoft’ssalesrevenuereached208billionU.S.dollars.OracleandSAPrankedindistantsecondandthirdplaces,earning48and33billionU.S.dollarsrespectively.ReadmoreNote(s):Worldwide;2017to2022;Pureplayornearlypureplaysoftwarecompanies*Source(s):ForbesLeadingB2Bsoftwareasaservice(SaaS)customerrelationshipmanagement(CRM)companiesworldwidein2023,bytotalrevenue(inmillionU.S.dollars)GloballeadingB2BsoftwareasaserviceCRMcompanies2023,bytotalrevenueRevenueinmillionU.S.dollars0100200300400500500600ZohoTalkdesk229.5OdooS.A.178172.2160DaughertySystemsInc.ClickfunnelsIngageApp131.1120InfusionsoftPendo10010096MovableinkDemandbase17Description:AsofSeptember2023,Zohowastheleadingsoftwareasaservice(SaaS)customerrelationshipmanagement(CRM)andrelatedsoftwarecompany,withover500millionU.S.dollarsinrevenue.ItwasfollowedbyTalkdesk(229.5millionU.S.dollars)andOdoo(178millionU.S.dollars).ReadmoreNote(s):Worldwide;2023;PrivateB2BCRMandRelatedSoftwareSaaScompanies*;*SaaSdatapointsincludecustomercount,churn,revenue,customeracquisitioncost,averagecontractvalues,andpaybackperiods.Dateofreleaseisdateof[...]

ReadmoreSource(s):TheLatkaAgencyMicrosoft'srevenuefromfinancialyears2012to2023,bysegment(inbillionU.S.dollars)RevenueofMicrosoftbrokendownbysegment2012-2023ProductivityandbusinessprocessesCorporateandOtherComputingandGamingHardwarePhoneHardwareIntelligentcloudCommercialLicensingCommercialOtherMorepersonalcomputingDeviceandConsumerLicensingDevicesandConsumerOther250200150100500-5020122013201420152016201720182019202020212022202318Description:Inits2023financialyear,Microsoftgenerated69billionU.S.dollarsfromitsproductivityandbusinessprocessessegmentandafurther88billionthroughitsintelligentcloudsegment.Thanksinparttotherapidgrowthinthesetwoareas,2023provedtobethecompany’smostsuccessfulyeareverintermsofannualrevenue,withthetotalfigurereachingover211billiondollars.ReadmoreNote(s):Worldwide;2012to2023Source(s):MicrosoftAnnualglobalrevenueofAdobeInc.fromfiscalyear2018to2023,bysegment(inbillionU.S.dollars)AdobeInc.:annualrevenuebysegment2018-2023DigitalMediaDigitalExperiencePublishingandadvertising1614.22141212.8411.521089.237.716.3364.894.423.8743.132.82.0720.630.670.510.40.340.3020182019202020212022202319Description:DigitalMediaisthelargestbusinesssegmentofAdobeInc.,withrevenuesamountingtoover14billionU.S.dollarsinthecompany's2023fiscalyear.DigitalMediaincludessolutionssuchastheCreativeandDocumentCloudofferings.

ReadmoreNote(s):Worldwide;2018to2023Source(s):AdobeS'srevenuefrom2009to2023,bysegment(inmillionU.S.dollars)RevenueofSbrokendown2009-2023,bysegmentSubscriptionandsupportProfessionalservicesandother35,00030,00025,00020,00015,00010,0005,00002,3311,8351,2761,05529,02186924,657769.47635.7819,97616,043461.626,205.612,413359.82,013.7,710.5246.46,824.57,756.22017181.39140.31105.99,868.8201396.11,126.2201292.2984.572009,209.42010,551.1201120142015201620182019202020212022202320Description:InSalesforce's2023financialyear,theymadecloseto29billionU.S.dollarsthroughsubscriptionsandsupportand1.84billionfromprofessionalservicesandothersources.Boththesefigureswereincreasescomparedtothepreviousyear.

ReadmoreNote(s):Worldwide;2009to2023Source(s):SMarketshareofmajorofficeproductivitysoftwareworldwidein2024Officeproductivitysoftwaremarketshareworldwide202450%44%45%40%35%30%25%20%15%10%5%30%26%0%GoogleAppsMicrosoftOffice365Others21Description:AsofFebruary2024,Google'sofficesuitecontrolledover44percentofthemarketshareformajorofficesuitetechnologiesworldwide.Microsoft'sOffice365istheothermajorcompetitorinthemarketandtakessecondplacewithamarketshareof30percent..ReadmoreNote(s):Worldwide;2016to2024Source(s):EnlyftCHAPTER

04Specialfocus:M&ATotaldealvalueofsoftwaresector'smergersandacquisitions(M&A)worldwidefrom2010to2023(inbillionU.S.dollars)SoftwareindustryM&Atotaldealvalueworldwide2010-2023450400350300410287.7250211.9200168.5202015010050129.7110.52016111.5202389.790.982.981.462.163.253.102010201120122013201420152017201820192021202223Description:Fortheperiodexamined,thelargestannualdealvalueofmergersandacquisitions(M&A)withinthesoftwareindustryoccurredin2021,with410billionU.S.dollars.In2023,thesoftwareindustryM&Adealvaluestoodatsome112billionU.S.dollarsworldwide.ReadmoreNote(s):Worldwide;2010to2023Source(s):451Research;KrollTotalnumberofsoftwarecompanies'mergersandacquisitions(M&A)worldwidefrom2010to2023SoftwareindustryM&Atotalnumberofdealsworldwide2010-20233,0002,5002,4322,2281,9492,0001,8071,6721,5751,5291,4751,4571,5001,00050001,3761,2011,2151,1591,0252010201120122013201420152016201720182019202020212022202324Description:Since2011,thetotalnumberofannualmergersandacquisition(M&A)dealsintheglobalsoftwareindustryhasincreasedby1,000.In2023,theannualdealvolumeforsoftwareM&Astoodat1,949.

ReadmoreNote(s):Worldwide;2010to2023Source(s):451Research;KrollLargestsoftwarecompanyacquisitionsworldwidebydealvaluein2023(inbillionU.S.dollars)Dealvalueofthelargestsoftwarecompanyacquisitionsworldwide20231412.51210864.64202.61.71.51.3Qualtrics-SIlverLakeCvent-BlackstoneDuckCreek-VistaSumologic-FranciscoPartnersMomentive-STGPaya-Nuvei25Description:In2023,SilverlakeacquiredthecompanyQualtricswithadealvalueof12.5billionU.S.dollars,makingittheworld'slargestacquisitionbetweensoftwarecompaniesinthatyear.Withtheacquisitionbringschanges,asSilverlakeisanticipatedtohelpdisruptthebusinessanalyticsmarket.ReadmoreNote(s):Worldwide;2023Source(s):KrollSoftwareindustry'smergersandacquisitions(M&A)dealvalueshareworldwidein2010and2020,bybuyerSoftwareindustryM&Atotaldealvaluedistributionworldwide2010and2020,bybuyerPrivateequityorventurecapitalfirmsNontechnologycompaniesTechnologycompanies120%100%80%60%40%20%0%38%31%64%18%31%18%2010202026Description:Theshareofsoftwarecompanybuyershaschangedfrommostlytechnologycompaniesin2010toamoreevensplitbetweentechnologycompanies,privateequityorventurecapitalfirms,andnontechnologycompaniesin2020.Thisemphasizesthatsoftwarecompaniesarenotonlyofinteresttoothertechcompanies,butalsotofinancialandnontechnologycompaniesaroundtheworld.ReadmoreNote(s):Worldwide;2010and2020Source(s):BCG;RefinitivCHAPTER

05Specialfocus:SaaSLeadingindustriesforSoftwareasaService(SaaS)companiesworldwideasofJanuary2024,bynumberofcostumers(in1,000s)TopSaaSindustriesworldwide2024,bycustomersNumberofcustomersinthousands0500,0001,000,0001,500,0002,000,0002,500,0003,000,0002,900,0003,500,000ArtificialIntelligencesoftwareAnalyticssoftware1,900,0001,900,0001,900,000E-commercesoftwareSecuritysoftwareDevelopmentsoftwareLegalsoftware1,700,0001,400,0001,300,000FinancialservicessoftwareMarketingsoftware1,300,000Communications&mediasoftwareBlockchainsoftware1,000,0001,000,00028Description:AsofJanuary2024,thefirstleadingindustryinSoftware-as-a-Service(SaaS)bynumberofcustomerswasartificialintelligencesoftware,withnearlythreebillioncustomersworldwide.Theindustryisfollowedbyanalyticssoftware,e-commercesoftware,andsecuritysoftware,respectively,withapproximately1.9billioncustomerseach.ReadmoreNote(s):Worldwide;January2024Source(s):TheLatkaAgencyLargestSaaSprovidersworldwideasof2023,bymarketcapitalization(inbillions)LeadingSaaSprovidersworldwide2023,bymarketcap2,5002,3292,0001,5001,0005001,630287.31Oracle230.77Adobe197.02149.53SAP0MicrosoftAlphabet(Google)Salesforce29/statistics/802887/worldwide-top-saas-providers-public-companiesThelargestglobalSaaSproviderasof2023bymarketcapitalizationwasMicrosoft,with2.3trillionU.S.dollars.TheothertopplayerinthismarketwasAlphabet,with1.6trillionU.S.dollarsrespectivelyinmarketcapitalizationinthesameperiod.

ReadmoreNote(s):Worldwide;2023Source(s):Eqvista;VarioussourcesLeadingsoftwareasaservice(SaaS)countriesworldwidein2024,bynumberofcompaniesGlobalsoftwareasaservice(SaaS)countries2024,bynumberofcompaniesNumberofcompanies4,000

5,00001,0002,0003,0006,0007,0