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Mobile Disruption Trends
F R O M G G V C A P I TA 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-Only
T H E N E W PA R A D I G M S O F O N L I N E C O M M E R C E
MASSIVE RISE OF THE MOBILE CONSUMER
0.0
0.5
1.0
1.5
2.0
2.5
3.0
2010 2011 2012 2013 2014 2015 2016 2017 2018
Global Smartp...
$0
$100
$200
$300
$400
$500
$600
$700
$800
$900
2012 2013 2014 2015e 2016e 2017e
$ Billions GMV
Source: Goldman Sachs, eMa...
Social Cross-Border CPGVertical
The Internet of Everything
C 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
13B
Mobile subscribers
(half of the world)...
$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 IN A + U S = POW ER FU L C OMBIN ATION
US Design & Marketing
#1
World Design Ranking
in 2013
Powerful China Supply Cha...
Wearables &
Accessories
The Smart Home
Smart Connected
Transportation
The Online-to-Offline (O2O) Economy
C R E AT 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)
Sou...
C A S E S T U D Y
Airbnb vs. the Hotel Industry
Total Rooms
Marriott
742,635
Hilton
724,943
Starwood
313,800
Airbnb
1,000,...
$100B+
T H E O P P O RT U N I T Y
Market Capitalization of
10 Largest Public
Hotel Companies
Source: Capital IQ
Jan '13 Jun '15
Didi Monthly Rides
1,700x
growth
in
2.5 yrs
C A S E S T U D Y
Didi Impacting the Transportation Industry
S...
C A S E S T U D Y
Didi 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 RT U N I T Y
Rise in Mobile
Internet Users
Growth in Flexible
Labor Supply
Increasin...
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GGV Capital Mobile Trends Review

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In this deck we look at key industries being disrupted by mobile, including transportation and travel, online and offline commerce, and hardware and IoT.

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GGV Capital Mobile Trends Review

  1. Mobile Disruption Trends F R O M G G V C A P I TA L 1 5 T H A N N I V E R S A R Y S U M M I T
  2. Mobile-First, Mobile-Only T H E N E W PA R A D I G M S O F O N L I N E C O M M E R C E
  3. MASSIVE RISE OF THE MOBILE CONSUMER 0.0 0.5 1.0 1.5 2.0 2.5 3.0 2010 2011 2012 2013 2014 2015 2016 2017 2018 Global Smartphone Users (Billions) Source: Creative Strategies, eMarketer
  4. $0 $100 $200 $300 $400 $500 $600 $700 $800 $900 2012 2013 2014 2015e 2016e 2017e $ Billions GMV Source: Goldman Sachs, eMarketer, GGV Research Total China surpasses U.S. smartphone market D R IVIN G GL OBAL M - C OMMER C E
  5. Social Cross-Border CPGVertical
  6. The Internet of Everything C O N N E C T E D W O R L D
  7. 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 13B Mobile subscribers (half of the world) 3.6B Physical objects not connected yet 99.4%
  8. $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
  9. C H IN A + U S = POW ER FU L C OMBIN ATION 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
  10. Wearables & Accessories
  11. The Smart Home
  12. Smart Connected Transportation
  13. The Online-to-Offline (O2O) Economy C R E AT 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
  14. 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
  15. C A S E S T U D Y 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
  16. $100B+ T H E O P P O RT U N I T Y Market Capitalization of 10 Largest Public Hotel Companies Source: Capital IQ
  17. Jan '13 Jun '15 Didi Monthly Rides 1,700x growth in 2.5 yrs C A S E S T U D Y Didi Impacting the Transportation Industry Source: Didi Chuxing
  18. C A S E S T U D Y Didi Impacting the Transportation Industry Taxi Budget Private Car Premium Private Car Carpooling Bus
  19. D R I V E R S O F T H E O 2 O O P P O RT 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
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In this deck we look at key industries being disrupted by mobile, including transportation and travel, online and offline commerce, and hardware and IoT.

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