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.

1. NEW FRONTIERS
2016 Converge
A Presentation by Jenny Lee
Managing Partner, GGV Capital

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. Frontier Technologies

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. 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. 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. 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. 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. 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. 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. 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. The Journey Begins …
jlee@ggvc.com