The Internet of Things with GGV Capital
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The Internet of Things WITH GGV CAPITAL Silicon Valley | Shanghai | Beijing | www.ggvc.com | @GGVCapital | WeChat: GGV Capital GGV PORTFOLIO 9 billion By 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 EHANG IoT 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 EVERYTHING 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 globally Look 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 locally Success requires treating each market separately. The technology remains the same, but UX monetization partnerships adjust for each market. Know your user. Know your use case. Go deep. US/CHINA Growth of IoT will cause US and China business to converge even more – they will need each other. design high-end consumers manufacturing mass 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
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Transcript of The Internet of Things with GGV Capital
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
