1、 2018 I 2018 II III . 4 6 . 6 . 7 8 . 8 . 9 . 9 .10 . 10 . 13 . 13 . 14 . 15 .16 16 16 18 19 20 .21 21 . 22 . 24 . 25 .26 26 27 2018 III 2017 2017 2018 1572 2018 4 16 2018 4 2017 4700 30% 2017 236 40.5% 2018-2020 30% 2/3 65.2% 24.4% 1572 623 39.6% 2016 4.5% (55.2%) 46.6% 35.9% 58.2% 2016 6.7% 50% 25
2、.5% 32.7% 50% / 54.3% 48.8% / 2016 5.3% 1% 87.6% 90% 16.2% 2016 1.5% 70%-90% 55.8% 2016 4.4% 50%-70% 15.6% 22.5% CDO 12.3% 10.2% 33.4% 1 2018 5 49.1% 35.6% 2016 2.5% 38.6% 23.8% Hadoop Spark 50 28% 20 0.5 20-50 23.3% 2016 6.5% 2.3% 68.3% 43.1% 2016 1.9% 42.7% 36.3% 2017 36.4% 36% 35.2% 2018 6 1 1,57
3、2 712 486 374 2 1 64.8% 1 (N=1,572) : 14.0% 22.9% 13.4% 14.5% 12.8% 10.1% 12.3% 500 500-2000 2000-5000 5000 -1 1-5 5-10 10 2018 7 2 (N=1,572) : Hadoop Spark 40.3% 23.4% 12.8% 10.3% 8.7% 3.1% 1.4% 2018 8 2017 4700 30% 3 ( ) : 2800 3600 4700 6200 8000 10100 28.6% 30.6% 31.9% 29.0% 26.3% 0 2000 4000 60
4、00 8000 10000 12000 2015 2016 2017 2018E 2019E 2020E 2018 9 2017 236 2016 40.5% 30% 2020 586 4 ( ) : 2017 72.0 30.5% 2016 1.6% 104.1 44.1% 2016 0.9 59.9 0.7% 5 : 116 168 236 329 443 586 38.0% 45.0% 40.5% 39.4% 34.7% 32.3% 0 100 200 300 400 500 600 2015 2016 2017 2018E 2019E 2020E 30.5% 32.1% 44.1% 4
5、3.2% 25.4% 24.7% 2017 2016 2018 10 2/3 65.2% 24.4% 6 (N=1,572) : 65.2% 24.4% 10.4% 2018 11 1572 623 39.6% 2016 4.5% 24.3% 7 2017 (N=1,572) : 8 2016 (N=1,465) : 39.6% 24.3% 29.3% 6.8% 1 35.1% 22.9% 34.2% 7.8% 1 2018 12 40.3% 40.3% 32.3% 25.5% 9 (N=623) : 55.2% 64.7% 60.3% 2016 5.2% 10 (N=623) : 40.3%
6、 38.8% 32.3% 37.5% 25.5% 22.5% 1.9% 1.2% 2017 2016 64.7% 60.3% 55.2% 67.5% 58.8% 50.0% 2017 2016 2018 13 63.2% 2016 1.5% 55.3% 2016 5.1% 50.7% 2016 2.3% 11 (N=623) : 55.2% 46.6% 35.9% 10.2% 27.4% 26.4% 23.6% 63.2% 55.3% 50.7% 23.4% 2.3% 61.7% 50.2% 48.4% 22.6% 0.8% 2017 2016 2018 14 12 (N=623) : 50.
7、2% 2016 6.1% 36.3% 14.2% 11.5% 55.2% 46.6% 35.9% 27.4% 26.4% 23.6% 1.8% 55.8% 48.2% 25.7% 22.4% 21.6% 21.4% 3.3% 2017 2016 2018 15 13 (N=1,572) : 58.2% 2016 6.7% 50% 25.5% 32.7% 50% 14 (N=1,572) : 50.2% 44.8% 40.5% 36.3% 14.2% 11.5% 3.3% 44.1% 42.6% 35.1% 31.2% 15.9% 14.3% 2.4% 2017 2016 5.1% 3.7% 20.4% 13.5% 32.7% 34.3% 23.2% 33.0% 18.6% 15.5% 2017 2016 100% 50%-100% 50% 2018 16 50-500TB 30.2% 50-100TB 2016 2% 100-500TB 39.1% 2016 0.8% 500TB