2022中国教育行业出海白皮书

2Facebook20K-12K-121/22/23研究主题研究方法•••••••••••••••••N/A••45011 2000-2030E2.793.504.195.206.528.1210.022030E2025E200020052010201520204.34%203017.7%53.9%24.5%6.0%7.8%K-12GDP4.5%20177.7%2020K-124.39%: 1. Holon IQ, “Education in 2030”. 7: 1. Euromonitor, 06/2021. .20162022E2017201820192025E2023E2021E2024E202020151,1061,3161,4451,8381,5391,0621,1811,2661,2971,6401,7364.08%7.22%1CAGR+5.43%+3.86%+2.04%+3.33%+4.38%+7.90%4.08%7.22%81990 – 20202020 – 2050E/ +640M / +7%+970M / +8%+1,500M / +10%+1,200M / +7%+130M / -5%-180M / -4%-70M / -5%-250M / -5%+190M / -8%-138M / -6%1, 1990-2050E01234567891020201990201020002050E2030E2040E15: 1. HolonIQ, “Global Education Technology in 10 Charts”. .9400未来五年，上市教育企业的数量预计将增加一倍以上~102015年数量~402020年数量~1002025年预计数量2018201620152017201920201, 2015-202010: 1. HolonIQ, “Global Education Technology in 10 Charts”. .102, 2019-2025E1/2Netflix--1Kirill Pyshkin86%科技2, 2019%54%46%B2B*D2C*9%49%42%18322726829532736540420192025E20202021E2024E2022E2023E+14.1%Note: D2C means Direct to ‘Consumers’ (Learners/Parents), B2B means Business to ‘Business’ (School/University/Enterprise): 1. Credit Suisse, “Education technology. Coronavirus and beyond”. .2. HolonIQ, “Sizing the Global EdTech Market. Model vs Model”. .112/22ARVRAI2AI1.812.620182025E沉浸式学习0.86.120182025E自适应学习4.03.54.55.05.52021E2025E201920202022E2023E2024E+0.8: 1. HolonIQ, “Sizing the Global EdTech Market. Model vs Model”. .2. ISTE, “The Hottest Topics in EdTech in 2021”, .12020→50(Pre-K)/●○○○○○○○○○K-12“K12”○●●○○○○○○○○○○●●●○○○○○○○●●●●●●●STEAMSTEAM○○●●●●●●●●/●●●●●●●●●●●●●●●●●●○○14161719849299101112891126283165520202021E2022ESTEAMK-121491621782020-2022E15教育出海企业广告支出总额，2020-2022E百万美元11.813.816.419.423.027.350.162.473.887.3103.2122.133.743.352.964.678.996.411.45.63.52021E2.42.24.85.84.72024E20202.78.26.46.92022E189.97.3226.82023E8.49.7133.34.09.62025E270.9107.2159.13.1CAGR20-25E+20.4%+19.6%+23.4%14.9%19.5%18.3%13.1%20.4%20202025K-12K-121619.8%➢17.2%➢STEAM9.5%➢17.3%➢南美地区3.5%➢6.6%➢6%➢K-12APPApp Annie07/202117/APP/APPAI, VR/AR, OCR, ASRAPPK-12STEAMSTEAMK-12, /2017Byju’sK-12 2019Oda ClassK-12 2020CodeMonkeySTEAMHelloTalkSTEAMSTEAMK-12 17.9%71.4%10.7%资料来源：艾瑞咨询18(1/2)>52%31%15%-1%<-13%82%60%52%74%39%32 %25%50%45%44%36%33%38%31%1: 1. App Annie, 2019.12.29-2021.1.2,IOS19(2/2): 1.Knoema1441802292853404004144505245456086627043524065116436306792007 2008201320092014201120102019201220152021E201620172024E201820202022E2023E2025E5.37.533.542.0, 2007-2025E12003APP•K-12•APPHelloChineseLingoBusLingoDeerU-DictionarySuperchineseHelloTalkKoalaKnowPanda LessonPPtutorLingoChamp51KIDBlaBla201520162017201820182019202049%19%16%14%3%44%28%11%17%/APP: 1.APP: 221. Google Internal Search, Language Education, Insights Finder, 1 …55%45%61%39%20%22%19%15%12%13%64+55-6418-2425-3435-4445-5461%56%351223: 1. IT, Crunchbase, .1Superchinese融资轮次最新一轮融资投资者最新一轮融资额Pre-A 20207•10M+PPtutorA 20214• BTC 38Lingo BusVIPKIDHelloTalkA 20185•3MBlaBla20211• Y Combinator• Wayra• Starling Ventures•• ……$1.5MLingoChamp24——U-Dictionary : 1. 2020MAU; 2.