The Internet of ThingsWITH GGV CAPITAL

Silicon Valley | Shanghai | Beijing | www.ggvc.com | @GGVCapital | WeChat: GGV Capital

GGV PORTFOLIO

9

billionBy 2017 there will be more things

connected to the internet than

PCs, laptops and phones combined

- with trillions spent worldwide

each year on connected devices.

connected devices globally by 2020

Sources: Cisco, Business Insider, IDC

THE MARKET

THE FUTURE OF THE INTERNET OF THINGS WHO WILL WIN

THE GLOBAL PERSPECTIVE

HEALTH &FITNESS

ACCESSORIES

Zimi

PETS

LOCATION

HOME

HiWiFi

SPORTS

DRONES

EHANGIoT companies in the GGV portfolio

10+ years experience in hardware and components companies

$74M GGV invested in IoT

in the last 2 years

Full virtual profile of you

Connected devices collect wide range of data

The virtual you knows what

you need before you do

The promise of IoT means

never having to search again

EVERYTH IN G becomes contextual,

customized in real-time

HOME

environment

health

family

pets

MOBILE

transportation

work

entertainment

exercise

IoT winners need to build the right user experience, which means being

great companies

in

1 HARDWARE

Sensors and data collection

3 PLATFORM

Data processing and analysis

2 SOFTWARE

Insights and user interface

Connected devices can’t live in a silo. They have to talk to each other and also connect to mobile services, payment, social and other applications.

The ecosystem wins

number of con-nected devices the average person will have by 2020

Source: Strategy Analytics

Think globallyLook globally for best in breed solutions: best talent, best components, best design, best manu-facturing. Purely national companies are becoming a thing of the past.

smartphone users globally

Niche products can reach scale in the global market

Act locallySuccess requires treating each market separately. The technology remains the same, but

UXmonetizationpartnerships

adjust for each market.

Know your user. Know your use case. Go deep.

U S / C H I N AGrowth of IoT will cause US and China business to converge even more – they will need each other.

designhigh-end consumers

manufacturingmass market scale

US

CHINA

Network effects matter: IoT com-panies will need to reach mass market adoption and build a large user base to be successful within the industry.

In Xiaomi ecosystem

SCOOTERS