Silicon Dragon News 
July 2011 

'Chinovation!'

Real or Not?

Silicon Dragon 2011

Oct. 6, 2011

Rosewood Sand Hill Resort 

 
DEBATERS: 
Richard Lim, GSR Ventures

Tim Draper, DFJ

Bill Tai, Charles River Ventures

 Benjamin Joffe, Plus 8*

Howard Chao, OM&M

Marguerite Hancock, SPRIE

Moderator: Rebecca Fannin 
Haidong Pan
Haidong Pan
TECH CHATS 
   Haidong Pan, founder of China's Wikipedia +, Hudong
 Jeff Chen, founder of Internet Explorer +, Maxthon
Moderators: Andy Tsao, SVB

Maria Walker, KPMG 

IPO Alert: Nasdaq's
Bob McCooey

Silicon Dragon 2011
October 6, 2011
Rosewood Sand Hill Resort

Program: 6-7:45PM

Cocktail Reception: 8-9PM
  
Thanks to our sponsors:
O'Melveny & Myers, KPMG,
SVB Global, NASDAQ OMX 
    
 

   

 DEALS

  Kleiner and JPMorgan

back group-buy site

Manzuo with $50M

as sector heats up

 

Mobile browser MoboTap

raises $10M from

Sequoia Capital China

and Matrix Partners

 

Game developer

Unity Technologies

nabs $12M from

WestSummit Capital

and iGlobe for expansion

in China and South Korea 

    

IPOs, Listings    

Video camera chip maker

Ambarella - backed with

$15M+ from Benchmark,

Walden, Matrix and DAG -

files for a public listing

  

 

FUNDS 

GSR lassoes $350M

for fund FOUR!

See Silicon Asia @ Forbes

 

Walden International

preps to raise $300M fund for

semiconductor deals

in Asia

 

Carlyle's RMB fund

with Beijing's government

does 2nd close at Y3.2B

for buyouts;  gains approval from China's NDRC and

inks a consumer deal

 

   

STATS

A Big Mac costs $4.07

In the U.S.; $2.77 in China:

Currency Index Source:

The Economist

 

China's GDP grew 9.5%

in first half 2011; CPI

index was up 5.4%:

Source:

US-China Business Council

 

Billionaire Foreigners Who

Made it in China:

Gary Rieschel, Qiming

John Thornton, Goldman Sachs

Source: Hurun Research

 

   
 


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硅谷龙:中国如何打赢高技术竞赛

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SILICON DRAGON

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 We are Ringing the Bell at NASDAQ!

September 8, 2011, 4 PM 

Robin Li @ NASDAQ

CEO Robin Li of Baidu at NASDAQ in 2005:

Get Ready for the Next Generation

Program: China Deals/IPOs/Returns

Risks & Rewards

Keynote Speaker: Peter Lighte, Chairman, JPMorgan Chase China

Panelists:

David Chao, DCM; Barry Silbert, SecondMarket; Tony Florence, NEA;

James Robinson IV, RRE Ventures; Ron Posner, eChinaCash

Robert Pietzrak, Sidley Austin; Porter Bibb, MediaTech Capital;

Eric Xu, Rock Rose Partners

Moderator: Author  & Journalist Rebecca Fannin, SiliconAsia

 

Closing Bell Ceremony: 4-4:30PM (guest arrival, 3:30PM) 

Program: 4:45-7PM

Cocktail Reception: 7-8PM

NASDAQ MarketSite: Times Square, 43rd/Broadway

Sign up: Silicon Dragon @ NASDAQ

 

Our thanks to Sidley Austin for sponsoring this VIP event 

 
 

 

China's IPO Roller Coaster in U.S.

 

IPO date   Company             Deal Size    Return      

April 20       21 Vianet                    $195M             - 8%

May 3          Renren                        $743M            -37%

May 4          NetQin Mobile              $ 89M            -52%

May 11        Phoenix New Media      $140M            -18%

May 11        China Zenix Auto          $ 77M             -13%

 

Source: Renaissance Capital, based on offer price to 6/30/11 closing price

China listings on NASDAQ, NYSE - Q2_2011 

 

 

Worth Reading

 

 China's Long March to Innovation Success

China's journey from a seriously poor, autarkic economy to the "shop floor of the world" took a bit more than two decades. Today, less than a decade later, it appears poised to evolve into becoming a global brand innovator. But can China actually make this great leap forward? Many observers think that China is ripe for innovative leadership. See IMD professor Bill Fischer's post: The Ideas Business @ Forbes

 

Blogs Erode China Censorship with Posts About Train Crash

While blogs have exposed wrongdoers and broken news before, the millions of blog posts about the high-speed train wreck and casualties may signal the arrival of weibos as a social force to be reckoned with, even in the face of government efforts to rein in the Internet's influence. See New York Times, July 28, 2011

   

Fake Apple Store Spotted in China

The Apple Stores looks so real we still can't believe it isn't. They excelled in mimicking or at least reinventing everything except for a few giveaways. See Endgadget, July 20, 2011

   

China: The New Assertiveness

China is the world's new place to dream big and strike it rich. Inspired and motivated by Robin Li of Baidu and Jack Ma of Alibaba, a new generation of bright and ambitious talents are creating a splash. But, watch out. Don't get in their way!

See Silicon Asia @ Forbes

 
Author Rebecca Fannin, Startup Asia

Rebecca signs book contract for Startup Asia

Startup Asia: 

Top Strategies to Tap Asia's Innovation Boom

 

 

by Rebecca A. Fannin

 (Release October 2011, Wiley)

   

 

 

   

 

  

 

 

 

China's Mobile Madness

                                    2010        2009           

 # of mobile users           859M       747M       

 # of Internet users          384M        457M    

 

 

Source: China Internet Network Information, China's MIIT 

 

 

SILICON DRAGON EVENTS 2011

 

Sand Hill Road, Feb. 9: Chindia & The Next Frontier

Beijing, May 25: Beijing Ventures Bloom

New York, Sept 8: IPOs, Exits & China Returns, NASDAQ 

Silicon Valley, Oct 6: Chinovation, Rosewood Sand Hill 

Shanghai, Nov 7: Startups Battle the BAT, Portman Ritz-Carlton

Hong Kong, Nov 9: Venture VIPs, China Club

  2011 Events 

 

FEATURED EVENT: NEW YORK CITY

Sign Up for

Silicon Dragon NY 2011 

Silicon Dragon Will Ring the Bell at NASDAQ closing, Sept. 8! 

 

 Rebecca in Mumbai 

 

For Speaking and Sponsorship Opportunities at Silicon Dragon events, please contact us:

events@siliconasiainvest.com 

  

 
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Rebecca @ BizTech

Author on the Set of BizTechDay

For Speaking Engagements and video clips of presentations, see


  

See her schedule at Talks