General situation of Internet industry development in China, six development trends in the future and forecast of future development situation I. Current situation of Internet industry development In the past decade, the number of Internet users in China has increased rapidly, with a compound growth rate of 8.9% in ten years, exceeding the average growth rate of GDP in China in the same period; In contrast, the number of netizens in the United States is growing slowly, with a compound growth rate of 2.6% in ten years and even negative growth in some years. 20 18 In the first half of the year, there were 2,968 new netizens in China, including 35.09 million mobile phone users. It can be seen that the increase in the number of netizens in China at this stage is mainly due to the demographic dividend and the widespread popularity of smart phones. Once the demographic dividend is exhausted, the number of netizens will be mainly determined by the economic situation. With the increase of the number of netizens, the Internet penetration rate in China is also increasing year by year, from 28.9% in 2009 to 58.5% in 20 18. If we refer to the American penetration rate of 76.8%, the Internet penetration rate in China can still be increased by 18.3%. It can be predicted that the future growth of netizens in China will mainly come from three groups: new population, people in remote areas and the elderly. Therefore, companies that firmly grasp the needs of this group will continue to grow in business scale. The penetration rate of Internet users in China is close to the ceiling, which is one of the reasons why many Internet giants focused on ToB in 20 18. 2009-20 18 Comparison of the number and penetration rate of Chinese and American netizens Source: Public information collation Since 2009, the proportion of American netizens in the world has been declining continuously; In contrast, the proportion of China netizens in the world fluctuated slightly, but the overall situation began to decline. It can be seen that the growth sources of global Internet users in the future are mainly the third world countries in Africa and South America. In this context, the United States, with the largest economy in the world, and China, with the largest number of netizens in the world, will inevitably export their own Internet technologies, products and business models to these countries and regions in the future (or now). Therefore, the localization of products and business models will become the focus of many companies in China and the United States. At the same time, in the process of the rapid development of Internet users in China, the mode of user education, the means to tap the potential and value of users, and the technical and management experience of so many users have provided reference for the development of global Internet economy. 2009-2065 438+08 The proportion of Chinese and American netizens in the world's netizens Source: Public information collation Up to now, with the traffic market and business opportunities of the Internet industry 2C approaching the ceiling, along with the development and breakthrough of AI, blockchain, big data, cloud computing, 5G and other technologies, technologies complement each other, and big data has been realized as the means of production, and computing power as the productivity and blockchain as the technical matrix of production relations. The industrial contradiction that the integration of multiple technologies will give priority to the server has existed for many years, and the demand for technological transformation is strong; On the other hand, the current technology can not meet the requirements of high concurrency and low hardware cost required by C-side services. Infiltration and development of data sources in the Internet industry: Public information collation benefits from the progress of big data, cloud computing, blockchain, intelligent terminals, network communication and other technologies, and provides a new technological industrial form that breaks through the limitations of information Internet services for manufacturing or industry, finance, medical care, transportation, retail, urban construction and management, government and institutions. In the past, people experienced changes in the information Internet industry, and information service boundaries appeared. Therefore, education, medical care, manufacturing and other industries that have no strong demand for breaking information asymmetry have not been greatly affected.