Investor forecasts 2015| Huangmingming: Industry 4.0 Investment Opportunities come

The tide is still flourishing, the foam dispersed or continued to ferment? 2015 may be a crucial year for China's venture, and what is the judgment and forecast of China's top VC partners in 2015? Sina Technology will soon invite senior investors to forecast the industry trend for 2015.

Phase II, let us listen to the Ming potential capital of the founding partner Huang Ming (angel investors) Interpretation:

1. O2O is still hot, and the transformation of the mobile Internet and new technologies into traditional industries will continue to deepen. In the future, every traditional industry that has not been infiltrated by the mobile Internet will have to be transformed, in other words, if any company feels that it has nothing to do with the Internet, the future would be abandoned and eliminated by the industry.

In the 2015, various industries in the traditional field will be bred new opportunities, each industry will emerge billions of or even tens of billions of U.S. dollars market value of companies, they will grasp the traditional industry pain point, through technology change or bypass traditional core elements, the emergence of new business model is of great value, O2O, for example, has changed the key elements of the traditional industry-geography (location).

And the reason why mobile Internet and new technology to transform traditional industries still have great opportunities for subversion, is that China's traditional industry base is weak, can be quickly integrated by emerging enterprises. New technology will be the structure of the industry, so all walks of life have a huge growth in space, and the transformation of the industry is more rapid development than investors expected.

2. The Industrial 4.0 ERA, China's industrial upgrading to high-end manufacturing. There are opportunities in the industrial chain in the 2015, with the emphasis on mastering industrial automation technology or acquiring overseas advanced technology with the help of capital.

China's reform and opening-up since the maintenance of higher GDP is the development of manufacturing industry, the core driving force of the process is the demographic dividend, and the current demographic dividend has been basically eaten out, labor costs are rising, labour shortage, China's industrial upgrading to high-end manufacturing imminent.

In the industrial production process, industrial robots can replace the original assembly line workers engaged in repetitive and even dangerous work. Although China is currently capable of developing low-end robots, there is still a lack of core technology in sophisticated high-end robotics, but it is not difficult to help companies acquire advanced industrial automation technology from overseas today, as venture capital is developed and efficient. The tens of millions of dollar technology acquisition price is cheaper than the domestic, because the domestic only has the robot concept the company all is the trading board, the market value up to 30 billion.

In the upgrading of high-end manufacturing, China's opportunity lies in the Yangtze River Delta, the Pearl River Delta and other areas of the world's largest and most complete hardware industry chain, from the design, raw materials, production, processing, assembly to sales and other links have a mature supply capacity. At the same time, in the upgrading of the need for a large number of automatic industrialization technology to operate the robot's high level of engineers, and only China has a large number of such high-end talent.

3. Interconnection of all things and intelligent hardware are still the future direction, just need to be discovered gradually in 2015. All intelligent hardware equipped with sensors is connected to the Internet of things, the so-called things. With the recognition of data acquisition, the 2015 sensor-based hardware will continue to produce, just need will gradually appear.

Unlike investors who generally sing down smart hardware, the technology cycle often has to go through the frenzy to the bottom of the revolution. Before most of the domestic intelligent hardware exists pseudo demand, in order to do, and to this year, the opportunity will really rise. Because people are always overly optimistic or pessimistic about short-term things, they underestimate their long-term value.

After an upsurge of enthusiasm, the interconnection of all things is still of long-term value after a sober thought, and future sensors will revolve around life, including wearable products and smart homes. But mobile phones are not necessarily the center of the interconnected universe, it will play a central role. In the 2015, hardware that was combined with medical data received a higher degree of acceptance, while remote monitoring had some big opportunities.

4. In 2015, consumer and service upgrades made the original mature products began to be quickly subversive, through the new brand culture and marketing approach to users, affecting their purchase decisions, mainly in the consumer goods industry will rise a group of millet mode of companies, all walks of life have such opportunities.

Now that China's economy has developed to a certain stage, it has entered into the mainstream of life, paying more attention to commodity quality and brand. And when a country per capita GDP of more than 3,000 dollars, people will pursue quality of life, from its mass production ignore quality, and now will pay more attention to the culture behind the product, from the early design and production will join the consumer's personalized elements inside.

(Responsible editor: Mengyishan)