TikTok：2024全球市场百宝书-印度尼西亚篇（69页）.pdf

1、?C O N F I D E N T I A L&P R O P R I E T A R Y 2?Part 1?千?Part 2?Part 3?Part 4?Part 5?Part 6?TikTok?TikTok?Part 7?C O N F I D E N T I A L&P R O P R I E T A R Y 3C O N F I D E N T I A L&P R O P R I E T A R Y?C O N F I D E N T I A L&P R O P R I E T A R Y 4?千?千?2.6%?8.6%?Source:?Worldometer;Nielsen 202

2、1 report?75%?5?千?(35?),?58%?务?46%2.7%3.2%2.3%5.9%美国英国中国印尼1,0001,5002,0002,5003,0003,5002019 年2 月2019 年8 月2020 年2 月2020 年8 月2021 年2 月2021 年8 月2022 年2 月2022 年8 月3.7%5.3%2021202220212022C O N F I D E N T I A L&P R O P R I E T A R Y 5Source:?Worldometer;BCG forecast 2021?2.74?千?42.7%?千?GDP?1?GDPPPP?务?务?

3、9,700?17,508?1,300?6?Bahasa?800?2?2024?Jakarta?Kalimantan?Island?Borneo?Java?Sumatra?Kalimantan(Borneo)?Sulawesi?Papua?Jakarta,Surabaya,Medan,Makassar,Balikpapan?宣?C O N F I D E N T I A L&P R O P R I E T A R Y 1.07?2.30?5,200?1.85?6Source:?Worldometer;BCG forecast 2021;Google;?Temasek?Holdings;?Bain

4、?&?Company 2022?务?的?20222025e?GDP(USD)4?8?务?1,600?3,500?2023?100 vs 4720212026e?4%?370?C O N F I D E N T I A L&P R O P R I E T A R Y 7?1234?千?告?千?的?C O N F I D E N T I A L&P R O P R I E T A R Y 8C O N F I D E N T I A L&P R O P R I E T A R Y?C O N F I D E N T I A L&P R O P R I E T A R Y$240$2509Sourc

5、e:?Google;?Temasek?Holdings;?Bain?&?Company 2021?$770?$3,600?2020-2023?务?GMV?213553862019202020232028e5.75.16.916.82019202020232025e1.41.82.73.692019202020232027e?+52%+18%+36%+25%+48%+26%20222030e80%91%?20222028e2.12?2.69?20222028e?20212025eC O N F I D E N T I A L&P R O P R I E T A R Y 10Source:?SPE

6、EDTEST,?2021;?OPENSIGNAL,?2021;?模?+40%?Q2?2020?Q2?2021?89.2%4G?名?27?4G?84%202120208.56.26.15.04.68.36.15.95.04.4TelkomselXLIndosatSmartfren3?4G?(0-10?)?98%?+24.8%?+71%2023?600?92.3%7.5%0.3%安卓系统在印尼市场占统治地位安卓iOS其他C O N F I D E N T I A L&P R O P R I E T A R Y Source:?Deloitte?Indonesia?Business?and?Indu