ggv capital mobile trends review
TRANSCRIPT
Mobile Disruption TrendsF R O M G G V C A P I T A L 1 5 T H A N N I V E R S A R Y S U M M I T
Mobile-First, Mobile-OnlyT H E N E W P A R A D I G M S O F O N L I N E C O M M E R C E
M A S S I V E R I S E O F T H E M O B I L E C O N S U M E R
2010 2011 2012 2013 2014 2015 2016 2017 20180.0
0.5
1.0
1.5
2.0
2.5
3.0
Global Smartphone Users (Billions)
Source: Creative Strategies, eMarketer
2012 2013 2014 2015e 2016e 2017e$0
$100
$200
$300
$400
$500
$600
$700
$800
$900
$ Billions GMV
Source: Goldman Sachs, eMarketer, GGV Research
Total
China surpasses U.S. smartphone market
D R I V I N G G L O B A L M - C O M M E R C E
Social Cross-Border CPGVertical
The Internet of EverythingC O N N E C T E D W O R L D
M A J O R T E C H N O L O G Y C O N V E R G E N C E T R E N D
Connected devices
13BMobile subscribers
(half of the world)
3.6BPhysical objects not connected yet
99.4%
$14.4TI O E VA L U E O F S TA K E N E X T 1 0 Y E A R S
C H I N A + U S = P O W E R F U L C O M B I N AT I O N
US Design & Marketing
#1 World Design Ranking
in 2013
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
Wearables & Accessories
The Smart Home
Smart Connected Transportation
The Online-to-Offline (O2O) EconomyC R E A T I N G M O B I L E E F F I C I E N C Y I N T H E O F F L I N E W O R L D
Marriott Hilton Starwood Airbnb
C A S E S T U D Y
Airbnb vs. the Hotel Industry
2012 - 2015E Revenue CAGR(Normalized)
Source: Capital IQ, Airbnb
C A S E S T U D Y
Airbnb vs. the Hotel Industry
Total Rooms
Marriott742,635
Hilton724,943
Starwood313,800
Airbnb1,000,000+
Source: Marriott, Hilton, Starwood10-Qs, June 30, 2015; New York Times
$100B+T H E O P P O R T U N I T Y
Market Capitalization of 10 Largest Public Hotel Companies
Source: Capital IQ
Jan '13 Jun '15
Didi Monthly Rides1,700x growth
in 2.5 yrs
CASE STUDYDidi Impacting the Transportation Industry
Source: Didi Chuxing
CASE STUDYDidi Impacting the Transportation Industry
Taxi
Budget Private Car
Premium Private Car
Carpooling
Bus
D R I V E R S O F T H E O 2 O O P P O R T U N I T Y
Rise in Mobile Internet Users
Growth in Flexible Labor Supply
Increasing Urbanization & City Density
H O T E L / L O D G I N G
Representative GGV Investments
DIANDIAN YANGCHE
DIDI TRAVEL
R E A L E S T A T E T R A N S P O R T A T I O N A U T O M O T I V E
IWJW