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What is the market prospect of learning machine?
On the evening of April 27th, Dushulang Education Technology Co., Ltd. (hereinafter referred to as "Dushulang") submitted a prospectus to the Hong Kong Stock Exchange. After being rooted in the educational hardware industry for 22 years, this old-fashioned educational hardware enterprise tried to embrace the capital market. Previously, learning machine brands such as Youxue School were registered in the capital market. Looking at the domestic learning machine market, the scale is getting bigger and bigger, and the development prospect is broad.

In 1990s, Wang Ba Jr., the originator of learning machine, was born and quickly occupied the cultural and educational market. Later, the emergence of products such as Wenquxing, Reading Lang and Youxue School made portable video learning machines gradually become an important part of the family education market. With the development of science and technology, traditional learning machines have gradually evolved into new educational electronic products, such as children's watches and students' tablets, which now integrate safety, entertainment and education.

The scale of shipments has increased year by year.

Among the learning machines, the largest proportion is student tablet, which replaces analysis with student tablet. IDC predicts that in 2020, China will ship 4.4 million student tablets. The student tablet is mainly for K- 12 student users, which attracts parents and student groups through rich learning resources and learning functions, and is more suitable for family learning scenes.

According to the data released by IDC, in 2065,438+09, the student tablet market in China shipped about 4,654.38+million units, and it is estimated that it will be close to 4.4 million units in 2020 and will reach 4.7 million units in 2026,5438+0. The market of students' tablet computers shows a continuous growth trend, with an annual compound cycle from 2065,438+07 to 2026,5438+0. The demand for students' tablet computers is seasonal, and the shipments will increase significantly during the winter and summer vacations.

The penetration rate of K 12 off-campus education technology market is increasing.

In 2020, the penetration rate of K 12 off-campus educational technology market will be 13.8%, which is significantly higher than 2.5% in 20 16. With the continuous upgrading and innovation of online educational content and hardware product learning experience, it is estimated that the market penetration rate of K 12 off-campus educational technology services will further increase to 28.5% in 2025.

The market scale of K 12 off-campus education science and technology service is growing.

The competition in the learning machine industry is fierce, but there are still huge market opportunities and unsatisfied learning needs in the whole country, especially in low-tier cities. According to Jost Sullivan's report, the total market size of China K 12 off-campus educational technology service market has increased from 20.8 billion yuan in 20 16 to145.6 billion yuan in 2020, with a compound annual growth rate of 62.7%. It is estimated that the total market size will further grow to 678.2 billion yuan in 2025, with a compound annual growth rate of 36.0% from 2020 to 2025.

China K 12 off-campus education technology comprehensive service market has reached 654.38+0.4 billion yuan in 2020, and educational tablet computers have become the first category due to their comprehensive functions. With China parents' continuous concern for children's enlightenment education and steady economic growth, it is estimated that the market scale of K 12 off-campus education technology comprehensive service in China will reach 27.8 billion yuan in 2025, with a compound annual growth rate of 14.6% from 2020 to 2025.

—— For more industry-related data, please refer to Forward-looking Industry Research Institute's Market Prospect and Investment Planning Analysis Report of China Learning Machine Industry.