This presentation outline the current state of the mobile industry, the rise of mobile and key trends for the future.

1. State of the Industry: Mobile
@GGVCapital

2. The Rise of Mobile

3. More people on the planet use a
mobile phone than use a toothbrush.
Source: 60SecondMarketer.com

4. NEXT ?!
2 0 0 5 2 0 1 4
W O R L DW I D E
1B Internet Users
W O R L DW I D E
3B Internet Users
# 1 I N T E R N E T C O M P A N Y
Google: $100B
market cap
# 1 I N T E R N E T C O M P A N Y
Google: $400B
market cap
Alibaba: $5B
market cap
Alibaba: $300B
market cap

5. 2007
Apple
announces
iPhone
2008
iTunes
App Store
launches
2011
Smartphone
shipments
surpass PCs
worldwide
THE RISE OF MOBILE
2013
100B app
downloads
globally
2014
1.76B
smartphone
users
worldwide
2017
Tablet market
share to
surpass PCs
2018
2.73B
smartphone
users, with
50%
penetration
Sources: Gartner, IDC, eMarketer, Canalys

6. CHINA + US =
Top 2 Tech Markets

7. The Changing Mobile Landscape

8. Mobile
Everything

9. Mobile is disrupting traditional verticals
M-Commerce Travel Music Transport Local Delivery
Events &
Ticketing
Payments
$70B+ market
in US and
China and
growing
Mobile
bookings in
2015 will reach
$40B in US,
$6.4B in CN
$1.7B global
revenues from
mobile
streamed
music in 2013
Over $1T
market
worldwide for
local transport
$86B US
market in
2013,
continually
shifting to
mobile
$1.5B in
mobile
ticketing
payments in
2013
$235B in m-payments
globally in
2013
Sources: iResearch, eMarketer, Phocuswright, Juniper Research, IBIS, Gartner

10. China is leading the US in m-commerce adoption
46%
of mobile users have
ever purchased
something on their
device
59%
of mobile users have
purchased something
on their device in the
last three months
US C H I N A
Sources: Nielsen, “The Asia Mobile Consumer Decoded,” September 2013 and Business
Intelligence by Business Insider, 2013.

11. Share
Everything

12. Mobile and social go hand-in-hand
Source: The Wall Street Journal and Statista

13. Sharing based communities and services develop alongside mobile
Shared resources Shared interests Shared knowledge

14. Connected
Everything

15. Mobile makes it possible to connect everything
9Bexpected by 2018
connected devices
Smart
watches
Fitness mHealth Home Pets Toys/Games Auto
Source: Business Insider

16. Cloud Everything
Cloud
Everything

17. Cloud and mobile are leading to an evolution of IT
Consumerization
of IT
Mobile-first
enterprise apps
Big data and
analytics
Cloud storage and
computing tech
Security
80% of full-time U.S. workers
have a smart-phone and 49%
have a tablet.
72% of enterprise IT plans
to put the majority their
work in the cloud by 2017
Sources: Verizon, Gallup

18. Hardware Case Study

19. Xiaomi saw unique opportunity in 2010
Internet companies
don’t know how to
make phones
Mobile OEMs don’t
know the internet
MNC don’t know
Chinese users or want
local team to innovate

20. Xiaomi’s Way
Few Hot-Selling
Products
Focus
Excellence
Speed
Manage Platform
and Community
Word of Mouth
PGC > UGC
Users = Friends

21. App Case Study

22. Wish: global supply chain, global audience
Launched March 2013, now a top shopping app
Made for mobile shopping experience:
• Shoppers want to browse, not search
• “Buy” button is omnipresent
Mass-market model
• Mass market = a $500B+ category
• Taobao (Alibaba) merchants
• Aspirational, fun products, low prices
• Global users

23. Thank you