


                          Chili Consulting

                                   2010/4




Tuesday, April 20, 2010
Tuesday, April 20, 2010
China, a country with...

                     • Mobile phone users 756M
                     • Mobile internet users: 233M
                     • 7.2M 3G mobile phone (2009); 42.97M
                          (2010 estimate)




Tuesday, April 20, 2010
plus...

                     • New VC funds: 94 (RMB fund 84)
                     • New funding: $5.9B
                     • 176 IPOs (2009)
                     • total 1200 funds (VC/PE) in China

Tuesday, April 20, 2010
IT get 20 investments, total amount $192M.
                      Internet gets 45.9% of it.




Tuesday, April 20, 2010
development stage is the favorite




Tuesday, April 20, 2010
• most of China websites look like this




Tuesday, April 20, 2010
big 5 of China social networking




           when Facebook, twitter, google are blocked in China
Tuesday, April 20, 2010
Tuesday, April 20, 2010
                          • is it a copycat of Facebook?
A copycat of copycat?
Tuesday, April 20, 2010
• yes!
Tuesday, April 20, 2010
why Facebook innovative?
                             social graphic


Tuesday, April 20, 2010
chief sociologist report from Facebook




Tuesday, April 20, 2010
innovation

                          1. original innovation (iPhone, Facebook)
                          2. application innovation (netbook)
                          3. business innovation (Starbucks)




Tuesday, April 20, 2010
to challenge existing assumptions
           about business models, growth,
           resource use and value and where
           ultimately hopefully we can achieve
           new impact.


Tuesday, April 20, 2010
Buffet's $230 million investment on his
                          company -- a story of copycat and innovation




Tuesday, April 20, 2010
Tuesday, April 20, 2010
cultural creative
                     • Film in China (2009)
                      • 6.2B RMB
                      • new screens 626 (total 5000 screens ;
                            1/10 of US)
                          • 30% annual growth rate
                     • Huayi Brothers IPO
Tuesday, April 20, 2010
taiwan elements in




Tuesday, April 20, 2010
even in China
                          being creative is a must!




Tuesday, April 20, 2010
5 layers of Creative Industry -- where is Taiwan?




Tuesday, April 20, 2010
life style creativity


Tuesday, April 20, 2010
“



                              ”


Tuesday, April 20, 2010
We believe that technological innovation is
                          often the key to attracting users early on. But
                          we do not invest in the technology itself,
                          because we believe technology differentiation is
                          increasingly difficult to sustain. The technologists
                          we do back are seldom doing basic electrical
                          engineering. More often, they are user
                          experience gurus and/or quants who can derive
                          useful insights out of the flood of data that is a
                          byproduct of users interacting with their
                          service. (Union Square Ventures)


Tuesday, April 20, 2010
Tuesday, April 20, 2010
Don’t forget social.
                          Taiwan should be better in
                              social innovation!



Tuesday, April 20, 2010
• MINDlab Denmark : sociology in public
                          services




Tuesday, April 20, 2010
street voice independent music




Tuesday, April 20, 2010
• Tim Brown, CEO of IDEO: 'T-shaped employees.'
                    • 'people who are so inquisitive about the world that
                          they're willing to try to do what you do. We call
                          them 'T-shaped people.' They have a principal skill
                          that describes the vertical leg of the T - they're
                          mechanical engineers or industrial designers. But
                          they are so empathetic that they can branch out
                          into other skills, such as anthropology, and do them
                          as well. They are able to explore insights from many
                          different perspectives and recognize patterns of
                          behaviour that point to a universal human need.
                          That's what you're after at this point – patterns that
                          yield ideas.'

Tuesday, April 20, 2010
Tuesday, April 20, 2010
• thanks and questions




Tuesday, April 20, 2010

台灣/中國網路經濟之社會觀察

  • 1.
    Chili Consulting 2010/4 Tuesday, April 20, 2010
  • 2.
  • 3.
    China, a countrywith... • Mobile phone users 756M • Mobile internet users: 233M • 7.2M 3G mobile phone (2009); 42.97M (2010 estimate) Tuesday, April 20, 2010
  • 4.
    plus... • New VC funds: 94 (RMB fund 84) • New funding: $5.9B • 176 IPOs (2009) • total 1200 funds (VC/PE) in China Tuesday, April 20, 2010
  • 5.
    IT get 20investments, total amount $192M. Internet gets 45.9% of it. Tuesday, April 20, 2010
  • 6.
    development stage isthe favorite Tuesday, April 20, 2010
  • 7.
    • most ofChina websites look like this Tuesday, April 20, 2010
  • 8.
    big 5 ofChina social networking when Facebook, twitter, google are blocked in China Tuesday, April 20, 2010
  • 9.
    Tuesday, April 20,2010 • is it a copycat of Facebook?
  • 10.
    A copycat ofcopycat? Tuesday, April 20, 2010
  • 11.
  • 12.
    why Facebook innovative? social graphic Tuesday, April 20, 2010
  • 13.
    chief sociologist reportfrom Facebook Tuesday, April 20, 2010
  • 14.
    innovation 1. original innovation (iPhone, Facebook) 2. application innovation (netbook) 3. business innovation (Starbucks) Tuesday, April 20, 2010
  • 15.
    to challenge existingassumptions about business models, growth, resource use and value and where ultimately hopefully we can achieve new impact. Tuesday, April 20, 2010
  • 16.
    Buffet's $230 millioninvestment on his company -- a story of copycat and innovation Tuesday, April 20, 2010
  • 17.
  • 18.
    cultural creative • Film in China (2009) • 6.2B RMB • new screens 626 (total 5000 screens ; 1/10 of US) • 30% annual growth rate • Huayi Brothers IPO Tuesday, April 20, 2010
  • 19.
  • 20.
    even in China being creative is a must! Tuesday, April 20, 2010
  • 21.
    5 layers ofCreative Industry -- where is Taiwan? Tuesday, April 20, 2010
  • 22.
  • 23.
    ” Tuesday, April 20, 2010
  • 24.
    We believe thattechnological innovation is often the key to attracting users early on. But we do not invest in the technology itself, because we believe technology differentiation is increasingly difficult to sustain. The technologists we do back are seldom doing basic electrical engineering. More often, they are user experience gurus and/or quants who can derive useful insights out of the flood of data that is a byproduct of users interacting with their service. (Union Square Ventures) Tuesday, April 20, 2010
  • 25.
  • 26.
    Don’t forget social. Taiwan should be better in social innovation! Tuesday, April 20, 2010
  • 27.
    • MINDlab Denmark: sociology in public services Tuesday, April 20, 2010
  • 28.
    street voice independentmusic Tuesday, April 20, 2010
  • 29.
    • Tim Brown,CEO of IDEO: 'T-shaped employees.' • 'people who are so inquisitive about the world that they're willing to try to do what you do. We call them 'T-shaped people.' They have a principal skill that describes the vertical leg of the T - they're mechanical engineers or industrial designers. But they are so empathetic that they can branch out into other skills, such as anthropology, and do them as well. They are able to explore insights from many different perspectives and recognize patterns of behaviour that point to a universal human need. That's what you're after at this point – patterns that yield ideas.' Tuesday, April 20, 2010
  • 30.
  • 31.
    • thanks andquestions Tuesday, April 20, 2010