NEW FRONTIERS
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<strong>NEW</strong> <strong>FRONTIERS</strong><br />
2016 Converge<br />
A Presentation by Jenny Lee<br />
Managing Partner, GGV Capital
Internet Evolution: Past, Present, Future<br />
2000 – 2010<br />
2010 – 2015<br />
2015 – 2020<br />
B e y o n d 2 0 2 0<br />
Internet 1.0: PC<br />
1.4B<br />
PC users<br />
globally in 2010<br />
Internet 2.0: Mobile<br />
4.0B<br />
smartphone users<br />
globally in 2020<br />
Internet 3.0: IoE<br />
50B<br />
connected devices<br />
globally by 2020<br />
Beyond Silicon: Carbon<br />
Nanotubes<br />
Innovation in compute<br />
power, sensors, AI, deep<br />
learning<br />
Source: Internet images, company websites, GGV research
Frontier Technologies
First Generation Wearables<br />
Trackers<br />
Apparels / Shoes<br />
Sports<br />
Visual<br />
Oculus<br />
Misfit<br />
Xiaomi<br />
Zepp<br />
Google<br />
Fitbit<br />
Radiate<br />
Go-pro<br />
Baofeng<br />
Source: Internet images, company websites, GGV research
Next Generation Wearables<br />
Eyes<br />
Active contact lenses<br />
AR/VR<br />
Augmented and virtual reality<br />
Skin<br />
Integrated, flexible<br />
electronics<br />
Wristband<br />
Integrated sensor, display<br />
and UI functions. Current<br />
form is a Smart Watch<br />
Footwear<br />
Potential source of power.<br />
Also contains sensors<br />
Head/brain<br />
Thought control<br />
Ears<br />
Wireless earbuds<br />
Apparel<br />
Used for improved visibility,<br />
monitoring health/posture.<br />
Equipped with integrated sensors.<br />
Also fashion applications<br />
Biosensor<br />
Mounted internally. Used as an<br />
early arig for critical<br />
conditions, or for general health<br />
monitoring<br />
Source: Internet images, company websites, GGV research
US: High Tech Driven<br />
Land Transportation<br />
China: Smarter and Greener<br />
Hyperloop: Revolutionizing transportation<br />
Ninebot: Acquired Segway brand<br />
BYD<br />
NIU<br />
Google cars: Coming soon in our lifetime<br />
Source: Internet images, company websites, GGV research<br />
LeTV Faraday
Global Drones Delivery Initiatives<br />
Air Transportation<br />
China Consumer Drones Innovation<br />
Amazon<br />
Prime Air<br />
DJI - Phantom Series: For<br />
aerial photography<br />
Smart JD<br />
Deliveries<br />
VTOL, Y-6<br />
Hover Camera: AI powered<br />
personal drone; for flying<br />
selfies<br />
Ehang 184: Low altitude<br />
point to point auto flying<br />
transport<br />
Source: Internet images, company websites, GGV research
Founded by Elon Musk, Falcon 9: 3 rd successful landing<br />
052816<br />
Space Transportation<br />
BLUE ORIGIN<br />
Founded by Jeff Bezos, New Shepard: 3rd successful test<br />
flight 040216<br />
Founded by Richard Branson,<br />
offer suborbital consumer flights<br />
I think it would be great to be born on Earth and<br />
to die on Mars. ---- Elon Musk<br />
“Earth, in all its beauty, is just our starting place.<br />
We are of Blue Origi, ad here is where it begis.<br />
--- Jeff Bezos<br />
“Space is not only important for the future of<br />
transportation. It’s iportat for the future of<br />
imagination.” --- George T. Whitesides<br />
China Space Program:<br />
fro Log March ‘ockets to orld third space statio Heaely Palace Tiagog-3 by 2022<br />
China’s Yuanmeng ( 圆 梦 ) Airship: China just flew a 250 foot<br />
helium airship near to the edge of space:20km altitude in Oct 2015<br />
Source: Internet images, company websites, GGV research
Robotics<br />
China Home Consumer Robots<br />
Ecovacs,<br />
China leading<br />
home<br />
cleaning<br />
robot brand<br />
How Are<br />
You. An<br />
educational<br />
companion<br />
for children<br />
VINCROSS<br />
Meet HEXA.<br />
The highlyintelligent,<br />
highly-mobile,<br />
six-legged<br />
robot<br />
Rokid,<br />
reimagining<br />
home<br />
automation<br />
with two-way,<br />
human like<br />
interaction<br />
Source: Internet images, company websites, GGV research
Robotics<br />
Industrial<br />
BioMedical<br />
Sinsun ( 新 松 机 器 人 )<br />
Dissolving Medical Robots<br />
• Tiny robots injected into the human<br />
body to perform surgical tasks<br />
• They dissolve away once task is<br />
completed<br />
Surgical Robotic Platforms<br />
• Robots to help surgeons make precise<br />
movements during keyhole surgery<br />
STEP ( 新 时 达 )<br />
• China has 36 robots/ 10k manufacturing workers, compared<br />
with 292 in Germany, 314 in Japan and 478 in South Korea<br />
• China manufacturers bought 66k of 240k of industrial robots<br />
sold globally in 2015<br />
Source: Internet images, company websites, GGV research<br />
4D Printing Of Squishy Robots<br />
• In 4D printing, time is the fourth<br />
dimension that characterizes the<br />
structure of the material<br />
• Namely, materials can change shape<br />
even after being printed
Summary<br />
Manufacturing Power<br />
China produces globally<br />
90% of all PCs, 80% of all<br />
A/Cs, 74% of all solar cells,<br />
70% of all cellphones<br />
Budding Talent<br />
By 2030, 27% of all 25-34<br />
years with a degree will be<br />
in China<br />
Rising Innovation<br />
In 2014, China has outstripped<br />
both US and Japan in number<br />
of global patent filing at 34%<br />
market share (wipo.int)<br />
China is emerging as a new frontier in tech: Chinese start-ups will continue to<br />
make huge progress in areas like drones and robotics, with more yet to come<br />
Global collaboration will further speed up technology exchange, enhance<br />
faster adoption and commercialization<br />
Source: Internet images, company websites, GGV research
The Jourey Begis …<br />
jlee@ggvc.com
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