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Greater China Investment Landscape & Updates Edith Yeung (@edithyeung) | November 2015
Edith Yeung is a Partner at 500 Startups’ Mobile Collective, focusing on investing in mobile apps and consumer internet startups. Before 500, Edith was the VP of marketing & business development for Dolphin Browser. Dolphin Browser is a Sequoia-backed mobile browser with over 150 million installs worldwide. She also founded RightVentures - seed stage investment firm focusing on mobile and consumer internet companies. Prior, she led many operation roles at Oracle, Siebel, AT&T, Symantec, Telstra, Cisco, Autodesk, etc.
China by the number • Over 1.37 billion in population • Over 1.27 billion mobile phone subscribers • 691 million smartphone subscribers • 260 million people live in just 15 Chinese cities • 549 million Wechat monthly active users • 21 unicorn companies since 2011 • Over 200 app stores in China • Apple sold over 13 million units of iPhone in China only over
a weekend in September 2015
Source: Unicorn list -‐ h1ps://www.cbinsights.com/research-‐unicorn-‐companies
7 Things You Must Know for Greater China Investment Landscape 1. China is hot by the number 2. Top 8 startup cities in China 3. Most active venture capital firms in Asia/China 4. The world of BAT (Baidu, Alibaba & Tencent) 5. Top M&A countries for the Chinese 6. Top investment trends 7. Hong Kong & Taiwan are playing catch up
$9.64 Billion invested in 110 deals in Q3 2015
Source: CB Insights h1ps://www.cbinsights.com/blog/asia-‐q3-‐2015-‐vc-‐funding-‐high/
Top 8 Startup Cities in China 1. Beijing 2. Shenzhen 3. Shanghai 4. Hangzhou 5. Guangzhou 6. Wuhan 7. Chengdu 8. Nanjing
Source: CB Insights h1ps://www.cbinsights.com/blog/china-‐tech-‐q1-‐2015/ ChinaNetCloud h1p://www.slideshare.net/ChinaNetCloud/running-‐internet-‐systems-‐in-‐china-‐the-‐details-‐you-‐need-‐to-‐succeed-‐in-‐chinese-‐internet-‐operaHons
500Startups is the most active VC in Asia (Q3 2015)
Source: CB Insights h1ps://www.cbinsights.com/blog/asia-‐q3-‐2015-‐vc-‐funding-‐high/
The World of BAT
Tencent invested in 31 startups in 2015
Alibaba invested in 16 startups in 2015
Baidu invested in 17 startups in 2015
Top countries attracting Chinese M&A
Source: KPMG China Outlook 2015 h1p://www.kpmg.com/ES/es/Internacionalizacion-‐KPMG/Documents/China-‐Outlook-‐2015.pdf
7 Top Investment Trends for China (according to Edith J ) 1. eCommerce 2. Hardware / IOT 3. Robotics 4. VR 5. Gaming 6. Medical 7. Education
Hong Kong & Taiwan are playing catch up
You can have your mooncake and eat it too.
You can find my presentation at: • Deck http://www.edith.co/#blog • Email [email protected] • Twitter @edithyeung • Newsletter http://www.edith.co/#newsletter
