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Silicon Valley & Emerging Markets
Jeff Richards
@jrichlive
September, 2015
Silicon Valley & Emerging Markets
Intro to GGV Capital and Venture Capital
Silicon Valley Perspective
The Importance of Mo...
Europe
Japan
Silicon Valley: A Shifting Perspective (5-7 Yrs Ago)
China
“ROW”
Europe
Japan
Silicon Valley: A Shifting Perspective (Today)
China
India
SE Asia
Africa
It’s All About Mobile
Facebook DAU Growth By Region
0
100
200
300
400
500
600
700
800
900
1000
0
50
100
150
200
250
300
Q1 13 Q2 13 Q3 13 Q4 13 ...
Your Customer is On the Mobile Internet
+2B new smartphone
users in next 5-7 years
Predominantly in China,
India, SE Asia
...
<2%
of US CPG Sales
are Online
US VCs Have Gone Nuts for Food
Fueling Growth
The Mobile Mom
Shopping on the Fly
Merchandising
Data
Cross-platform / channel
The Coming Online Grocery Boom?
Grocery & Household Good Delivery Restaurant Delivery
Delivery-Enabled Incumbents New Entrants Marketplace Model Courier M...
Including the $70B Spirits Industry
Variety / Complexity
Upside in the US M-Commerce Opportunity?
China
2013: The Year the Lines Crossed
China today: 600M+
US today: 250M+
5% 6%
7%
11% 12%
15%
20%
27%
33%
36%
42%
51%
55%
0%
10%
20%
30%
40%
50%
60%
Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
Mobile ...
Putting China’s Mobile Commerce in Perspective
>1B registered users
>500M MAU
KFC – Doing it Right
Emerging Trends
Cross-Border Social Content Verticals
India
It’s All About Mobile (v2)
Driving Increased E-Commerce Sales
Challenges and Opportunity
“10 years behind China”
– Est 40M shoppers online (vs 500M+ in China)
Infrastructure – very dif...
Thank You
Jeff Richards
@jrichlive
Silicon Valley and Emerging Markets
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A look at the shifts in focus in Silicon Valley as mobile has taken technology to a global scale. This presentation looks at the impact of mobile and emerging markets on how people consume and the disruption coming to traditional industries, such as food, CPG, and spirits.

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Silicon Valley and Emerging Markets

  1. Silicon Valley & Emerging Markets Jeff Richards @jrichlive September, 2015
  2. Silicon Valley & Emerging Markets Intro to GGV Capital and Venture Capital Silicon Valley Perspective The Importance of Mobile Innovation and Tech in CPG/Food/Grocery China India Q&A
  3. Europe Japan Silicon Valley: A Shifting Perspective (5-7 Yrs Ago) China “ROW”
  4. Europe Japan Silicon Valley: A Shifting Perspective (Today) China India SE Asia Africa
  5. It’s All About Mobile
  6. Facebook DAU Growth By Region 0 100 200 300 400 500 600 700 800 900 1000 0 50 100 150 200 250 300 Q1 13 Q2 13 Q3 13 Q4 13 Q1 14 Q2 14 Q3 14 Q4 14 Q1 15 USA Europe Asia ROW Total Source: Facebook
  7. Your Customer is On the Mobile Internet +2B new smartphone users in next 5-7 years Predominantly in China, India, SE Asia Most will never use a PC Source: Creative Strategies
  8. <2% of US CPG Sales are Online
  9. US VCs Have Gone Nuts for Food
  10. Fueling Growth The Mobile Mom Shopping on the Fly Merchandising Data Cross-platform / channel
  11. The Coming Online Grocery Boom?
  12. Grocery & Household Good Delivery Restaurant Delivery Delivery-Enabled Incumbents New Entrants Marketplace Model Courier Model Summary: Includes traditional offline grocers and internet giants that have started to offer grocery delivery svcs, Summary: Online and mobile-only startup services offering grocery, household goods & farm delivery Summary: Orders delivered by restaurant staff; platform processes orders & acquires customers Summary: Platform employs its own couriers to pick up and deliver from restaurants; user pays a delivery fee Vertically Integrated D2C DIY Meal Kit Summary: Sources ingredients, prepares food and delivers all in-house; relatively small menu size on any given day but offers low price point, freshness and consistent delivery experience Summary: Sources, packages and delivers pre-measured ingredients and recipe cards for users to prepare themselves; usually sold as a subscription model with fixed # of meals a week and regularly changing menu Corporate Catering Hybrid Retail Summary: Users pre-order items online or in-app, then schedule physical pick-up at a future time Summary: Competes with traditional caterers by offering online ordering and diverse options including restaurants, custom menus and healthy options Meal Sharing Summary: Allows chefs or other individuals to sell tickets to privately cooked meals outside of restaurants Food Startup Competitor Landscape
  13. Including the $70B Spirits Industry
  14. Variety / Complexity
  15. Upside in the US M-Commerce Opportunity?
  16. China
  17. 2013: The Year the Lines Crossed China today: 600M+ US today: 250M+
  18. 5% 6% 7% 11% 12% 15% 20% 27% 33% 36% 42% 51% 55% 0% 10% 20% 30% 40% 50% 60% Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Mobile % Share of Alibaba GMV: Q2 2012 to Q2 2015 2012 2013 2014 2015 Source: Alibaba Group
  19. Putting China’s Mobile Commerce in Perspective
  20. >1B registered users >500M MAU
  21. KFC – Doing it Right
  22. Emerging Trends Cross-Border Social Content Verticals
  23. India
  24. It’s All About Mobile (v2)
  25. Driving Increased E-Commerce Sales
  26. Challenges and Opportunity “10 years behind China” – Est 40M shoppers online (vs 500M+ in China) Infrastructure – very difficult to deliver to significant portions of country Incredible city density Very few cars (20M vs 120M+ in China) Different government influence / control Heavy investment in O2O Huge opportunity in grocery?
  27. Thank You Jeff Richards @jrichlive
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A look at the shifts in focus in Silicon Valley as mobile has taken technology to a global scale. This presentation looks at the impact of mobile and emerging markets on how people consume and the disruption coming to traditional industries, such as food, CPG, and spirits.

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