Slide 0
Mobile Disruption Trends
FROM GGV CAPITAL 15TH ANNIVERSARY SUMMIT
Slide 1
Mobile-First, Mobile-Only
THE NEW PARADIGMS OF ONLINE COMMERCE
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MASSIVE RISE OF THE MOBILE CONSUMER
Global Smartphone Users (Billions)
Source: Creative Strategies, eMarketer
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$ Billions GMV
Source: Goldman Sachs, eMarketer, GGV Research
China surpasses U.S. smartphone market
DRIVING GLOBAL M-COMMERCE
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Social
Cross-Border
CPG
Vertical
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The Internet of Everything
CONNECTED WORLD
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MAJOR TECHNOLOGY CONVERGENCE TREND
Source: CISCO white paper; BYOD – Bring Your Own Devices, IOE – Internet of Everything (people, process, data, things)
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Source: CISCO white paper; BYOD – Bring Your Own Devices, IOE – Internet of Everything (people, process, data, things)
$14.4T
IOE VALUE OF STAKE NEXT 10 YEARS
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CHINA + US = POWERFUL COMBINATION
Powerful China Supply Chain and Manufacturing
90% of all PCs
80% of all A/Cs
74% of all solar cells
70% of all cellphones
Sources: worlddesignrankings.com, International Business Times
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Wearables & Accessories
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The Smart Home
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Smart Connected Transportation
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The Online-to-Offline (O2O) Economy
CREATING MOBILE EFFICIENCY IN THE OFFLINE WORLD
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CASE STUDY Airbnb vs. the Hotel Industry
2012 - 2015E Revenue CAGR
(Normalized)
Source: Capital IQ, Airbnb
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CASE STUDY Airbnb vs. the Hotel Industry
Total Rooms
Marriott
742,635
Hilton
724,943
Starwood
313,800
Airbnb
1,000,000+
Source: Marriott, Hilton, Starwood10-Qs, June 30, 2015; New York Times
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$100B+
THE OPPORTUNITY
Market Capitalization of 10 Largest Public Hotel Companies
Source: Capital IQ
Slide 16
Didi Monthly Rides
1,700x growth
in
2.5 yrs
CASE STUDY Didi Impacting the Transportation Industry
Source: Didi Chuxing
Slide 17
CASE STUDY Didi Impacting the Transportation Industry
Taxi
Budget Private Car
Premium Private Car
Carpooling
Bus
Slide 18
DRIVERS OF THE O2O OPPORTUNITY
Rise in Mobile Internet Users
Growth in Flexible Labor Supply
Increasing Urbanization & City Density
HOTEL / LODGING
Representative GGV Investments
DIANDIAN YANGCHE
DIDI TRAVEL
REAL ESTATE
TRANSPORTATION
AUTOMOTIVE
IWJW
