IT桔子：2020印度在线教育市场研究报告（51页）.pdf

1、2020? ? 2020.6.1 ? ? ? ?IT? ?IT?2020? 13?82? ? ?/? ? Part 1? Part 2? Part 3? Part 4? ? ? ? ? I.?8? ?4.5?34.5% II.?76%? III.? IV.8?&? V.? ? VI.?1000? VII.? ? VIII.?1%?2021?20 ?CAGR? IX.? X.?82? 1.?GDP?1? ?9?64.5% 2.?99%? 3.?91%?56? 4.9?&? 5.? ? 6.?1600? ? 7.? ? 8.?6%?2021? ?600? 9.K12? 10.?8?78? ? Pa

2、 r t 1 ? ? ? ? ? ? ? ? ? ? ? ? ?GDP?1/4 ? 22? ? ?76% ? ? ?8? ?2020?13.8?14.4? ? ?1045?63.4%?42.2% ?8.6?5-24?5? ?k12? ? ? 2 0 1 9 ? ? ? ? ? ? ? ? ? 2 0 1 9 ? ? ? ? ? ? ? ?2017?34.5%?4.5? ?7.75?54%?CNNIC? 2020 ? 3 ? ? 9. 04 ?/?64.5%? 2018 ?4.9%? ?8. 97 ?/?99.3%? 2018?3.9?Statista?2023?5? ? ?Statista 1

3、9972017? 242.9 281.8 351.6 390.9 420.7 448.2 469.3 486.7 500.9 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 0 100 200 300 400 500 600 20152016201720182019E 2020E 2021E 2022E 2023E ? 20152023? ? ? ?5?1000?500?17 ? ? ? ? ?2018? 2018?TOP10 ? ? ? ? ? ? ? ? ? ? ? ?TOP6 ? ?Mumbai?,? ?Delhi?,? ?Kolkata?,? * ?Ch

4、ennai?,? * ?Bengaluru?,? * ?Hyderabad?,?IT? ? * ? ?2016? 10% ?20? 37%? 41%?55%?2015?20? ?46?13.4?1.76? ? ? ?CEIC ?3?1? ?10?GDP?2019 ?1?GDP?2040?GDP? ?2?4?2011?23%?20162018? ? ?GDP? ? 3468.53832.7 4551.4 5616.7 6320.7 7105.4 7657.17995.7 8151.4 8882.5 9982.4 10263.7 1040.8 1148.8 1415.1 1496.5 1481.4

5、 1486.2 1609.7 1640.7 1764.3 2015.2 2041.2 0 2000 4000 6000 8000 10000 12000 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 ?10?GDP? ? 11% 19% 23% 13%12% 8% 4% 2% 9% 12% 3% 10% 23% 6% -1% 0% 8% 2% 8% 14% 1% -5% 0% 5% 10% 15% 20% 25% 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

6、 ?10?GDP? ? ?G D P ?1/4 ?Caste system in India? ? ? 2?5?20%?1/2? ? ? ? ? ? ?.2% ? ? ?Other Backward Class? ?Forward Class? ? ?FC? ?FC? ?OBC? ?OBC? ?SC/ST? ? ? ? ? ? ? ?&? ?22? ? ?57%? ?10.6%?2015? 96%?15?72%?3? ? ? 57.1% ?/? ?22? ?10.6% ?,96% ?,72% ?&? Pa r t 2 ? ? ? ? ? ? ? ? 8? ? ? ? ? ? ? ? ?9+3?