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Mobile Disruption Trends

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Mobile Disruption Trends FROM GGV CAPITAL 15TH ANNIVERSARY SUMMIT


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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


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Didi Monthly Rides 1,700x growth in 2.5 yrs CASE STUDY Didi Impacting the Transportation Industry Source: Didi Chuxing


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CASE STUDY Didi Impacting the Transportation Industry Taxi Budget Private Car Premium Private Car Carpooling Bus


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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


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