•••••••• 0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%05101520253035404520172018201920202021E0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%16.0%02468101220172018201920202021E -5.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%020000400006000080000100000120000 59.8%22.8%72.3%31.9%62.8%14.2%54.2%44.8%42.5%58.8% 年以来数字用户规模已突破亿人-0.5%-0.4%-0.3%-0.2%-0.1%0.0%0.1%0.2%0.3%0.4%0.5%10.2410.2610.2810.310.3210.3410.3610.382020.092020. 102020.112020.122021.12021.22021.32021.42021.52021.62021.72021.82021.9-10.0%-5.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%0.01000.02000.03000.04000.05000.06000.0 0%10%20%30%40%50%60%70%80%90%100% 0%10%20%30%40%50%60%70%80%90%100% 0.00%5.00%10.00%15.00%20.00%25.00% 亿小时，剧上线量创新高2020.092020.12020.112020.122021.012021.022021.032021.042021.052021.062021.072021.082021.092403624903262020H12021H15969722019H12020H12021H1 0200040006000800010000120001400016000050010001500200025003000 0%10%20%30%40%50%60%70%80%90%100%Banner 0%10%20%30%40%50%60%70%80%90%100%GIF0%10%20%30%40%50%60%70%80%90%100%GIF 0.0%10.0%20.0%30.0%40.0%50.0%60.0%0.0%10.0%20.0%30.0%40.0% 直播电商综合电商生鲜电商社交电商社区团购C2M品牌电商二手电商0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%0.005.0010.0015.0020.0025.0030.0020142015201620172018201920202021E 010020030040050060070080090020212020 0501001502002503003500.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%400.00%450.00% 0%5%10%15%20%25%30% 0.0%5.0%10.0%15.0%0.00500.001000.001500.002000.002500.00VR2020.12020.112020.122021.012021.022021.032021.042021.052021.062021.072021.080.0%10.0%20.0%30.0%40.0%50.0%05000100001500020142015201620172018201920202021E 201320142015201620172018201920202021H1IPTVOTT大屏激活终端（亿台）OTT大屏视频会员覆盖率（%）2021上半年大屏视频会员覆盖率凭借优质产品体验，掌控家庭场景核心入口，未来会员市占率有望快速提升2.6914.46% 智能汽车时代，每台车都将拥有自己的“大脑”，智能化成大势所趋大屏化座舱领域大屏、多屏、一芯多屏的产品模式继续演绎自动驾驶L4时代L4自动驾驶的状态，实现空间属性跨界融合，高度车路/车车协同，汽车将会被重新定义交互升级座舱人机交互也从被动感知，向主动式交互发展，功能不断丰富。三星在2021CES展览上展出的最新数字座舱搭载了健康检测系统，可通过摄像头和可穿戴移动设备的组合对乘客的健康状况进行分析0.0%10.0%20.0%30.0%40.0%50.0%60.0%05000100001500020000250003000020172018201920202021E2022E