極光大數據： 2019年Q4智能手機行業季度數據研究報告(25頁).pdf

1、 2020.01 0101/ 0202/ 0303/ 0404/ JIGUANG Confidential. All Rights Reserved. 5 JIGUANG Confidential. All Rights Reserved. 20192019Q4Q4 (Aurora Mobile, NASDAQ: JG) 2018.10-2019.12 28.5%28.5% 32.1%32.1% 35.1%35.1% 23.2%23.2% 24.4%24.4% 23.7%23.7% 19.6%19.6% 21.4%21.4% 17.1%17.1% 8.4%8.4% 7.4%7.4% 9.7%9

2、.7% 12.0%12.0% 10.6%10.6% 9.5%9.5% 8.3%8.3% 4.1%4.1% 4.9%4.9% 0%0% 5%5% 10%10% 15%15% 20%20% 25%25% 30%30% 35%35% 40%40% 2018 Q42018 Q42019 Q12019 Q12019 Q22019 Q22019 Q32019 Q32019 Q42019 Q4 iPhone Q4 6 20193 (Aurora Mobile, NASDAQ: JG) 2018.01-2019.12 JIGUANG Confidential. All Rights Reserved. 4.4

3、%4.4% 8.4%8.4% 51.1%51.1% 48.6%48.6% 35.6%35.6% 25.0%25.0% 5.7%5.7% 14.1%14.1% 3.2%3.2%3.9%3.9% 20192019 10001000 10001000- -19991999 20002000- -29992999 30003000- -39993999 40004000 +8.4%+8.4% +0.7%+0.7% - -15.6%15.6% - -2.5%2.5% +4.0%+4.0% 7 (Aurora Mobile, NASDAQ: JG) 2018.10-2019.12 JIGUANG Conf

4、idential. All Rights Reserved. 23.6%23.6% 28.6%28.6% 30.5%30.5% 19.8%19.8% 19.1%19.1% 18.7%18.7% 18.0%18.0% 17.3%17.3% 16.9%16.9% 16.2%16.2% 16.7%16.7% 16.6%16.6% 9.0%9.0%9.0%9.0% 8.6%8.6% 13.5%13.5% 9.2%9.2% 8.7%8.7% 0%0% 5%5% 10%10% 15%15% 20%20% 25%25% 30%30% 35%35% 201812201903201906201909201912

5、 20192019Q4Q4 20182018Q4Q420192019Q1Q120192019Q2Q220192019Q3Q320192019Q4Q4 103 5G 9 Q4 5GQ3102.9% + 5G(Aurora Mobile, NASDAQ: JG)2019.07-2019.12 JIGUANG Confidential. All Rights Reserved. 20192019Q4Q45G5G 0.3%0.3% 2.9%2.9% 2019Q32019Q32019Q42019Q4 * * Mate X 980+ 5000 NSA&SA16999 V30 Pro 990 5G Soc

6、NSA&SA3299 V30 990+ 5000 NSA&SA3899 Nova 6 5G 990+ 5000 NSA&SA3799 OPPO Reno 3 Pro765G NSA&SA3999 OPPO Reno 3 1000L NSA&SA3399 vivoX30 proExynos980NSA&SA3998 vivoX30 Exynos980NSA&SA3298 Redmi K30765G NSA&SA1999 Galaxy A90 5G 855+ X50 NSA4499 10 Mate 30Q4 5G (Aurora Mobile, NASDAQ: JG)2019.10-2019.12

7、 JIGUANG Confidential. All Rights Reserved. 5G5G 2.2%2.2% 2.6%2.6% 2.7%2.7% 3.0%3.0% 3.5%3.5% 7.8%7.8% 8.6%8.6% 11.6%11.6% 22.3%22.3% 31.2%31.2% V30V30 Mate 20 X 5GMate 20 X 5G vivo X30 Provivo X30 Pro Galaxy Note10+ 5GGalaxy Note10+ 5G Nova 6 5GNova 6 5G 9 Pro 5G9 Pro 5G vivo NEX 3 5Gvivo NEX 3 5G

8、iQOO Pro 5GiQOO Pro 5G Mate 30 5GMate 30 5G Mate 30 Pro 5GMate 30 Pro 5G 11 (Aurora Mobile, NASDAQ: JG) 2019.12 JIGUANG Confidential. All Rights Reserved. 5G5G 5G25-35 Top 3 7.0%6.7%4.9% 12 5GTGI appTGI = 5Gapp/ app*100TGI app 5G (Aurora Mobile, NASDAQ: JG)2019.12 JIGUANG Confidential. All Rights Re

9、served. 5G5G 116.6116.6 124.9124.9 141.5141.5 200.3200.3 225.2225.2 276.2276.2 iPhone 14 (Aurora Mobile, NASDAQ: JG) 2019.10-2019.12 JIGUANG Confidential. All Rights Reserved. 39.6%39.6% 14.1%14.1% 9.2%9.2% 8.0%8.0% 7.1%7.1% 7.1%7.1% 4.7%4.7% 3.3%3.3% 2.9%2.9% 2.1%2.1% iPhone 11iPhone 11 iPhone 11 P

10、ro MaxiPhone 11 Pro Max iPhone XRiPhone XR iPhone XS MaxiPhone XS Max iPhone XiPhone X iPhone 11 ProiPhone 11 Pro iPhone 8 plusiPhone 8 plus iPhone 7 plusiPhone 7 plus iPhone XSiPhone XS iPhone 8iPhone 8 20192019Q4 iPhoneQ4 iPhone iPhone 11 15 (Aurora Mobile, NASDAQ: JG) 2018.07-2019.12 JIGUANG Conf

11、idential. All Rights Reserved. 20.5%20.5% 18.9%18.9% 16.7%16.7% 13.8%13.8% 10.8%10.8% 8.9%8.9% 25.0%25.0% 23.7%23.7% 22.7%22.7% 21.1%21.1% 19.5%19.5% 16.1%16.1% 28.0%28.0% 26.0%26.0% 25.2%25.2% 24.9%24.9% 23.7%23.7% 22.1%22.1% 22.9%22.9% 23.9%23.9% 25.5%25.5% 27.2%27.2% 29.7%29.7% 29.8%29.8% 0.5%0.5

12、%4.3%4.3%7.6%7.6%11.2%11.2% 14.8%14.8% 16.7%16.7% 0.6%0.6%5.4%5.4% 0%0% 10%10% 20%20% 30%30% 40%40% 50%50% 60%60% 70%70% 80%80% 90%90% 100%100% 2018 Q32018 Q32018 Q42018 Q42019 Q12019 Q12019 Q22019 Q22019 Q32019 Q32019 Q42019 Q4 20192019Q4Q4iPhoneiPhone 2019 2019 iPhone 11iPhone 11 2018 2018 iPhone

13、XSiPhone XS & &iPhone XRiPhone XR 2017 2017 iPhone 8iPhone 8 &iPhone X&iPhone X 2016 2016 iPhone 7iPhone 7 &iPhone &iPhone SESE 2015 2015 iPhone 6siPhone 6s 20142014 iPhone 6iPhone 6 2013 2013 iPhone 5siPhone 5s 2019 16 23.3%23.3% 64.1%64.1% 18.6%18.6% 12.1%12.1% 58.1%58.1% 23.8%23.8% (Aurora Mobile

14、, NASDAQ: JG) 2018.12&2019.12 JIGUANG Confidential. All Rights Reserved. 20192019iPhone 11iPhone 11 iPhone 11 17 Q4 iPhoneQ4 iPhone (Aurora Mobile, NASDAQ: JG) 2018.10-2019.12 JIGUANG Confidential. All Rights Reserved. 5.1%5.1% 3.6%3.6%3.7%3.7%3.3%3.3% 2.8%2.8% 4.4%4.4% 4.1%4.1%4.3%4.3%4.6%4.6% 4.1%

15、4.1% 6.7%6.7% 6.5%6.5%6.2%6.2%6.2%6.2% 6.0%6.0% 6.6%6.6% 6.0%6.0%5.8%5.8%6.8%6.8% 6.5%6.5% 12.6%12.6% 16.0%16.0% 17.6%17.6% 22.9%22.9% 24.0%24.0% 64.6%64.6% 63.8%63.8% 62.4%62.4% 56.2%56.2%56.6%56.6% 2018 Q42019 Q12019 Q22019 Q32019 Q4 iPhone vivo OPPO iPhoneiPhone Top 4 19 8.5%8.5% 5.4%5.4%5.2%5.2%

16、 4.2%4.2%3.7%3.7% 8.3%8.3% 7.2%7.2%7.8%7.8% 7.5%7.5% 6.6%6.6% 11.1%11.1% 11.2%11.2% 11.1%11.1% 10.1%10.1% 10.3%10.3% 12.2%12.2% 11.6%11.6%11.0%11.0% 11.9%11.9% 11.8%11.8% 19.6%19.6% 22.2%22.2% 20.7%20.7% 17.5%17.5% 17.3%17.3% 40.3%40.3% 42.4%42.4% 44.2%44.2% 48.8%48.8% 50.3%50.3% 2018 Q42019 Q12019

17、Q22019 Q32019 Q4 iPhone vivo OPPO JIGUANG Confidential. All Rights Reserved. (Aurora Mobile, NASDAQ: JG) 2018.10-2019.12 20 8.3%8.3% 4.8%4.8%4.3%4.3% 3.5%3.5%3.0%3.0% 6.7%6.7% 5.7%5.7%6.4%6.4% 6.3%6.3% 5.5%5.5% 18.0%18.0% 19.2%19.2%19.4%19.4% 16.2%16.2% 16.5%16.5% 20.3%20.3% 19.0%19.0%17.9%17.9% 19.

18、5%19.5% 19.6%19.6% 17.7%17.7% 21.2%21.2%22.5%22.5%27.5%27.5% 28.6%28.6% 29.0%29.0% 30.1%30.1%29.5%29.5% 27.0%27.0%26.8%26.8% 2018 Q42019 Q12019 Q22019 Q32019 Q4 OPPO vivo iPhone OPPOOPPO JIGUANG Confidential. All Rights Reserved. (Aurora Mobile, NASDAQ: JG) 2018.10-2019.12 OPPO 21 8.4%8.4% 5.3%5.3%

19、4.5%4.5% 3.5%3.5%3.1%3.1% 6.8%6.8% 5.9%5.9% 6.6%6.6% 6.4%6.4% 5.5%5.5% 15.6%15.6% 18.3%18.3%18.7%18.7% 15.4%15.4% 15.6%15.6% 17.5%17.5% 17.9%17.9%17.6%17.6% 15.7%15.7% 15.6%15.6% 17.2%17.2% 20.5%20.5% 22.1%22.1% 26.3%26.3% 27.2%27.2% 34.5%34.5% 32.1%32.1% 30.5%30.5% 32.7%32.7%33.0%33.0% 2018 Q42019

20、Q12019 Q22019 Q32019 Q4 vivo OPPO iPhone vivovivo JIGUANG Confidential. All Rights Reserved. (Aurora Mobile, NASDAQ: JG) 2018.10-2019.12 vivoQ30.3 22 8.8%8.8% 6.3%6.3%6.0%6.0% 5.1%5.1%4.6%4.6% 10.5%10.5% 10.4%10.4% 10.3%10.3% 9.7%9.7%10.4%10.4% 11.4%11.4% 11.0%11.0% 10.5%10.5% 11.6%11.6% 12.1%12.1%

21、20.1%20.1% 22.6%22.6% 21.3%21.3% 17.9%17.9% 17.5%17.5% 18.4%18.4% 20.7%20.7% 20.8%20.8% 24.6%24.6% 26.6%26.6% 30.8%30.8% 29.0%29.0% 31.1%31.1%31.1%31.1% 28.8%28.8% 2018 Q42019 Q12019 Q22019 Q32019 Q4 (Aurora Mobile, NASDAQ: JG) 2018.10-2019.12 JIGUANG Confidential. All Rights Reserved. 23 JIGUANG Confidential. All Rights Reserved. 1 1(Aurora Mobile, NASDAQ:JG)iAPP 2 3 2 : 3 4 JIGUANG JIGUANGJIGUANG JIGUANG JIGUANG 5 6 JIGUANG 24 JIGUANG Confidential. All Rights Reserved. For developers, by developersFor developers, by developers 25 JIGUANG Confidential. All Rights Reserved.