Se ha denunciado esta presentación.
Utilizamos tu perfil de LinkedIn y tus datos de actividad para personalizar los anuncios y mostrarte publicidad más relevante. Puedes cambiar tus preferencias de publicidad en cualquier momento.
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...
Próxima SlideShare
Cargando en…5
×

GGV Capital Mobile Trends Review

33.146 visualizaciones

Publicado el

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

Publicado en: Móvil, Tecnología
  • 11:11 - A Message From The Universe? People all of the world keep seeing the repeating numbers "11:11." Discover the POWERFUL guidance the Universe wants everyone to know! ■■■ http://t.cn/AiuvUCDd
       Responder 
    ¿Estás seguro?    No
    Tu mensaje aparecerá aquí
  • Manifest Absolutely Anything. Discover the Universe's "7 Sacred Signs" that guide the way to unlocking your heart�s greatest desires. Access your free report now! ★★★ http://t.cn/AiuvUCDd
       Responder 
    ¿Estás seguro?    No
    Tu mensaje aparecerá aquí
  • DOWNLOAD THAT BOOKS INTO AVAILABLE FORMAT (2019 Update) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { http://bit.ly/2m6jJ5M } ......................................................................................................................... Download Full EPUB Ebook here { http://bit.ly/2m6jJ5M } ......................................................................................................................... Download Full doc Ebook here { http://bit.ly/2m6jJ5M } ......................................................................................................................... Download PDF EBOOK here { http://bit.ly/2m6jJ5M } ......................................................................................................................... Download EPUB Ebook here { http://bit.ly/2m6jJ5M } ......................................................................................................................... Download doc Ebook here { http://bit.ly/2m6jJ5M } ......................................................................................................................... ......................................................................................................................... ................................................................................................................................... eBook is an electronic version of a traditional print book that can be read by using a personal computer or by using an eBook reader. (An eBook reader can be a software application for use on a computer such as Microsoft's free Reader application, or a book-sized computer that is used solely as a reading device such as Nuvomedia's Rocket eBook.) Users can purchase an eBook on diskette or CD, but the most popular method of getting an eBook is to purchase a downloadable file of the eBook (or other reading material) from a Web site (such as Barnes and Noble) to be read from the user's computer or reading device. Generally, an eBook can be downloaded in five minutes or less ......................................................................................................................... .............. Browse by Genre Available eBooks .............................................................................................................................. Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, ......................................................................................................................... ......................................................................................................................... .....BEST SELLER FOR EBOOK RECOMMEND............................................................. ......................................................................................................................... Blowout: Corrupted Democracy, Rogue State Russia, and the Richest, Most Destructive Industry on Earth,-- The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company,-- Call Sign Chaos: Learning to Lead,-- StrengthsFinder 2.0,-- Stillness Is the Key,-- She Said: Breaking the Sexual Harassment Story That Helped Ignite a Movement,-- Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones,-- Everything Is Figureoutable,-- What It Takes: Lessons in the Pursuit of Excellence,-- Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!,-- The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness,-- Shut Up and Listen!: Hard Business Truths that Will Help You Succeed, ......................................................................................................................... .........................................................................................................................
       Responder 
    ¿Estás seguro?    No
    Tu mensaje aparecerá aquí
  • Sex in your area is here: www.bit.ly/sexinarea
       Responder 
    ¿Estás seguro?    No
    Tu mensaje aparecerá aquí
  • Unlock Her Legs - How to Turn a Girl On In 10 Minutes or Less... ◆◆◆ http://ishbv.com/unlockher/pdf
       Responder 
    ¿Estás seguro?    No
    Tu mensaje aparecerá aquí

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

×