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NEW FRONTIERS
2016 ConvergeA Presentation by Jenny Lee
Managing Partner, GGV Capital
2 0 0 0 – 2 0 1 0
Internet 1.0: PC
1.4BPC users
globally in 2010
2 0 1 0 – 2 0 1 5
Internet 2.0: Mobile
4.0Bsmartphone users
globally in 2020
2 0 1 5 – 2 0 2 0
Internet 3.0: IoE
50Bconnected devices
globally by 2020
B e y o n d 2 0 2 0
Beyond Silicon: Carbon Nanotubes
Innovation in compute power, sensors, AI, deep
learning
Internet Evolution: Past, Present, Future
Source: Internet images, company websites, GGV research
Frontier Technologies
Trackers VisualSportsApparels / Shoes
Zepp
Go-pro
Xiaomi
Oculus
Baofeng
Misfit
Fitbit Radiate
First Generation Wearables
Source: Internet images, company websites, GGV research
Next Generation WearablesHead/brainThought control
EyesActive contact lenses
EarsWireless earbuds
Skin Integrated, flexible
electronics
BiosensorMounted internally. Used as an ‘early warning’ for critical conditions, or for general health monitoring
WristbandIntegrated sensor, display and UI functions. Current
form is a Smart Watch
Footwear Potential source of power.
Also contains sensors
Apparel Used for improved visibility, monitoring health/posture. Equipped with integrated sensors. Also fashion applications
AR/VRAugmented and virtual reality
Source: Internet images, company websites, GGV research
Land Transportation
Google cars: Coming soon in our lifetime
Hyperloop: Revolutionizing transportation
US: High Tech Driven China: Smarter and Greener
Ninebot: Acquired Segway brand
BYD NIU
LeTV FaradaySource: Internet images, company websites, GGV research
Global Drones Delivery Initiatives China Consumer Drones Innovation
DJI - Phantom Series: For aerial photography
Hover Camera: AI powered personal drone; for flying selfies
Ehang 184: Low altitude point to point auto flying transport
AmazonPrime Air
Smart JD DeliveriesVTOL, Y-6
Air Transportation
Source: Internet images, company websites, GGV research
China’s Yuanmeng (圆梦) Airship: China just flew a 250 foot
helium airship near to the edge of space:20km altitude in Oct 2015
“Space is not only important for the future of transportation. It’s important for the future of
imagination.” --- George T. Whitesides
Founded by Richard Branson, offer suborbital consumer flights
Space Transportation
Source: Internet images, company websites, GGV research
“Earth, in all its beauty, is just our starting place. We are of Blue Origin, and here is where it begins.”
--- Jeff Bezos
BLUE ORIGIN Founded by Jeff Bezos, New Shepard: 3rd successful test flight 040216
“”I think it would be great to be born on Earth and to die on Mars.” ---- Elon Musk
Founded by Elon Musk, Falcon 9: 3rd successful landing 052816
China Space Program:
from Long March Rockets to world third space station “Heavenly Palace” Tiangong-3 by 2022
China Home Consumer Robots
Rokid, reimagining home automation with two-way, human like interaction
How Are You. An educational companion for children
Ecovacs, China leading home cleaning robot brand
Meet HEXA. The highly-intelligent, highly-mobile, six-legged robot
VINCROSS
Robotics
Source: Internet images, company websites, GGV research
Industrial BioMedical
Sinsun (新松机器人)
STEP (新时达)
Dissolving Medical Robots• Tiny robots injected into the human
body to perform surgical tasks• They dissolve away once task is
completed
Surgical Robotic Platforms
• Robots to help surgeons make precise movements during keyhole surgery
4D Printing Of Squishy Robots• In 4D printing, time is the fourth
dimension that characterizes the structure of the material
• Namely, materials can change shape even after being printed
• China has 36 robots/ 10k manufacturing workers, compared with 292 in Germany, 314 in Japan and 478 in South Korea
• China manufacturers bought 66k of 240k of industrial robots sold globally in 2015
Robotics
Source: Internet images, company websites, GGV research
Summary
Global collaboration will further speed up technology exchange, enhance faster adoption and commercialization
China is emerging as a new frontier in tech: Chinese start-ups will continue to make huge progress in areas like drones and robotics, with more yet to come
Manufacturing Power
China produces globally 90% of all PCs, 80% of all A/Cs, 74% of all solar cells, 70% of all cellphones
Source: Internet images, company websites, GGV research
Budding Talent
By 2030, 27% of all 25-34 years with a degree will be in China
Rising Innovation
In 2014, China has outstripped both US and Japan in number of global patent filing at 34% market share (wipo.int)
