数字化转型从战略到执行某著名企业

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CAICT,

Roland

Berger

20202%202020%FTTB->FTTH-1,406 1,887 2,740 3,7022016 2019 2022 202544.6 51.9 62.8 69.5 74.2 75.02015 2016 2017 2018 2019 202067%33%77%23%123 2912020CAGR18.8%+11.4%4G100Mbps443620202019 20201.5 12.12019CAGR30%CAGR4.1%270 3930CAGR46.6%5G10Gbps3G384Kbps3G 4G 5G62% 40-50%30-40% 25%51% 20-30%20-30% 11%150+50+NGA2)175 250 3092017 2020 2023E380941739.8%CAGR52.5%CAGR2020201521% 56%102,064 104,672 122,633 145,3772019 2020 2021 2022+2.6%+17.9%1,00015%21%21%12%10%9%8%7%12.5+56%30%58% 40%0.90.61.2 0.3 2.06.40.8 0.8 1.4 0.9 1.0 1.5 1.9 2.9 3.3 1.548 27022 35180h9452020 2025E1.56510.6%2020 2025E1.131 2.60018.1%47%2018 202079%+32pct2016 2018 202021%15%29%+8pct£2003.7mn#19.7%$1$3.461 23401…(30%)123114224333XGDP(Strategy)(Application)(Tech)(Enabler)1999 2009 2013 20191993 20132015#57 #56 #39 #26 #2Reform

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coverage(%)2015 20194GCoverageEmerceretailvalueGo-jek,anonline-to-offlineemerceplatform,launcheditsmobileappin2015,andbecamethecountry'sfirstunicornin2016China IndonesiaSource:

Euromonitor,

ITU,

某著名企业analysis3Gmercialization4GmercializationE-retailingsalesMillionUSDPopulation

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