Silicon Dragon News 
July 2011 


Real or Not?

Silicon Dragon 2011

Oct. 6, 2011

Rosewood Sand Hill Resort 

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
   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,



  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




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




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%:


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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Silicon Dragon News







Buy Chinese Edition

 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


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 





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 



Sign Up for

Silicon Dragon NY 2011 

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


 Rebecca in Mumbai 


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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