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Embrace New Opportunities for Technology Investment in the Era of Smart Internet

Cindy Liang, Executive Director, Lenovo Capital & IncubatorTianshu Li, Investment Director, Lenovo Capital & IncubatorHong Zhao, Ph.D., Principal Researcher, Lenovo Research

October 2017 RAIN Alliance Conference

22016 Lenovo Internal. All rights reserved.

~99% ASR

~99% CV

50%Workload on Cloud

More Natural

1000xBandwidth

Higher Speed

More Cloud

The World of 2020 …

10+ BConnected

More Devices

Data Volume

Bigger Data

5x

67%Devices w/ AI

More Intelligent

32016 Lenovo Internal. All rights reserved.

Approaching an Era of Smart Internet

Web portal/Search Based

PC Keyboard WWW

App Based

Mobile Touch Wireless

Smart InternetMobile InternetPC Internet

Task Based

Smart Devices

NUI AI, Big Data, Cloud

42016 Lenovo Internal. All rights reserved.

Mega Trend Summary

ARAR will be Next Gen Platform

Merging Real and Digital World, Starting w/ Smart Phone.

Enterprise Workloads Across Private and Many

Public Clouds.

Smart Internet Transforms Industries; A.I. is the Key

Enabler.

Traditional IT Shifts to New IT.

SDX RedefiningData Center.

Smart Internet Drives Personal Computing to Pervasive Computing.

Core Component Technology

52016 Lenovo Internal. All rights reserved.

Lenovo Group Structure

Lenovo Group

Mobile Business Group

Data Center Group

Personal Computer And Smart

Devices Group

Lenovo Capital and IncubatorGroup (LCIG)

Lenovo Research

62016 Lenovo Internal. All rights reserved.

Business Layout

Lenovo Accelerator

- Lenovo unique open

platform

- Full value chain incubation

services

Venture Capital

- Early-stage, core

technology and value

investment for the future

Investment mgmt.& Spinoff company

- New biz incubation, spin-off and investment

- Full-life-cycle growth management

Lenovo StrengthBranding | Supply Chain | Sales | Global Management and Functions | Culture & Performance Orientation | R&T

72016 Lenovo Internal. All rights reserved.

Current investment directions

Pervasive Computing

SDX

Cloud Service

AR/VR

AI.+BIG DATA

NEW IT

Six Directions

Smart Medical Ecology

Big Data Ecology

Robotics Ecology

磐波智能

Focus on core technology for the future

82016 Lenovo Internal. All rights reserved.

Smart Home & New Retail

AI&IOT Tech

Smart Device

Platform Suppy ChainFactory solution providerSolution provider Big Data &Cloud

Hardware Software

92016 Lenovo Internal. All rights reserved.

Smart Home & New Retail

720 Health iTech

The first domestic Internet Ecosystem Platform of intelligent environment

monitoring and smart home management.

Diting Technology

• Private cloud and smart routers

• accelerate the pace of displaying video, video pre-buffer and pre-

downloading.

• The only one in China with the function of“Jewel Mine”

Intelligent Grouping and Resource Sharing Working Group

• the first 3C-compatiable technical standard in China,

• the first international standard by passing through the ISO/IEC

102016 Lenovo Internal. All rights reserved.

Lenovo Capital Investing Periods

Pre-IPO Investing

A, B, C…… rounds InvestingSeed Investing

Where Lenovo focus on

Angel Investing

Pre-A Investing

M&A

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Lenovo Research

Vision: Device + Cloud powered by Artificial Intelligence

Devices CloudAI

Connected Devices

Augmented Reality

Smart Health

Industrial IoT

Machine Learning

Cloud Computing

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Moto Mod Eco-system: endless opportunity for device innovation

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RAIN / NFC / Bar Code / RTLS / IMU / Bio Sensor Mods

Advantages:• Shatter proof high-end smartphone• High performance RAIN reader• Circularly directional antenna• Barcode & NFC scanner• Always aware location

(SLAM/UWB)• Augmented reality (AR) overlay• Biometric sensors for security• Sensors fusion & gesture• Machine Learning & AI• Superior UX design

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Vertical Markets – Retail & Healthcare

Retailers / Distributors / Warehouses / Logistics

line busting, mobile checkout, stock locator, item inventory, NFC payment, enhance shopping experience.

Hospitals / Pharmacies / Home Care / Fitness Centre

Concept:

secure scanning of patient, supplies, etc. Real time tracking and locating. Increase patient-doctor engagement.

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RAIN Tags in Smartphone (Electronics) Manufacturing

Auto scan and track boards & phones in factory line after SMT

. . . .

SMTSMT

Place tag IC

Write

ID

Write Track

ID

Auto

Track ID

Auto scan

Track ID

Auto

Track ID

Auto scan

Track ID

RFID reader RFID readerRFID reader

Tag IC PCB antenna

RAIN Tag IC

PMIC

API2C/SPY

IRQ

RAIN Reader

Commands

Phone

Benefits:1. Eliminate barcode labels (DM)2. Automate boards scanning & tracking (DL)3. Auto power-on and factory tests (test commands)4. Check battery level after packing and power off

boxed phones before shipping (Logistics)5. SW personalization in sealed box at POS and DC6. Critical data storage for Service & Warranty

IDTechEx: 10.6B RAIN tag ICs sold in 2016. Exponential growth in coming years expected

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Other Research AreasD

eliv

ery

Find best route to destination and scan only at delivery

Pick up and scan needed packages effortlessly

Ta

gge

d

pa

cka

ge

s

ea

sy

to

ide

ntify

RFID scan with AR overlay to easily identify packages

Sorting & hands-free scanning based on geo-fence & gesture

Forecast facility usage by tagging & MLing of flow

Optimization of assets inventory & deployment

RT monitoring of patient info via sensors & data analytics

Enhanced patient engagement via EMR with AR & ML

Health

care

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Lenovo Research