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GGV Capital Jenny Lee: Next Gen Wearables, Transportation and Robotics June 2016

Jenny Lee, Managing Partner, GGV Capital shared her insights on next generation wearables, transportation and robotics at the WSJ Converge conference in Hong Kong. Here’s the presentation.

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GGV Capital Jenny Lee: Next Gen Wearables, Transportation and Robotics June 2016

  1. 1. NEW FRONTIERS 2016 Converge A Presentation by Jenny Lee Managing Partner, GGV Capital
  2. 2. 2 0 0 0 – 2 0 1 0 Internet 1.0: PC 1.4B PC users globally in 2010 2 0 1 0 – 2 0 1 5 Internet 2.0: Mobile 4.0B smartphone users globally in 2020 2 0 1 5 – 2 0 2 0 Internet 3.0: IoE 50B connected 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
  3. 3. Frontier Technologies
  4. 4. Trackers VisualSportsApparels / Shoes Zepp Go-pro Xiaomi Oculus Google Baofeng Misfit Fitbit Radiate First Generation Wearables Source: Internet images, company websites, GGV research
  5. 5. Next Generation Wearables Head/brain Thought control Eyes Active contact lenses Ears Wireless earbuds Skin Integrated, flexible electronics Biosensor Mounted internally. Used as an ‘early warning’ for critical conditions, or for general health monitoring Wristband Integrated 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/VR Augmented and virtual reality Source: Internet images, company websites, GGV research
  6. 6. 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 Faraday Source: Internet images, company websites, GGV research
  7. 7. 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 Amazon Prime Air Smart JD Deliveries VTOL, Y-6 Air Transportation Source: Internet images, company websites, GGV research
  8. 8. 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
  9. 9. 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
  10. 10. 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
  11. 11. 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)
  12. 12. The Journey Begins … jlee@ggvc.com

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