From technology to eco-video industry venture and Trend Report

Author: Wei Wei Yu Fengzhi "Foreword" The video industry is a huge ecosystem. In addition to the various video sites we are familiar with, the industry also has a large number of active and important players behind the screen. They are video-focused, closely integrated with various industries, and have dramatically promoted change in these industries. The technologies, products and new ways of thinking that these participants develop are called "video elements" (Visualium). Based on the capital Laboratory Venture database, this paper combs and analyzes 148 venture capital samples from January 2012 to June 2013, which are related to video service, in order to explore the composition of the whole ecosystem of video industry, the current investment hotspot and the specific application and trend of "video element" in 10 fields. This article extracts from the full report. The report contains complete data on the first half of the 2012-2013 video and related ventures, as well as other statistical data on the video industry.　　Welcome to Download PDF full report (62 pages, 3.15M).　　First, the main Discovery 1.1 video elements-redefining the video industry when we use video download speed as the most intuitive indicators, when we stay in the video site for more and more time, when the "video element" has begun to closely integrate with the industry, the video industry is a need to redefine the industry. Whether it's video, video, or video, various business models have evolved into "video elements."　　From the PC end to the mobile end, the transfer of information and interactive way from text, pictures, audio transition to video, announcing a new "instant", "visual", "interactive" era of the arrival.　　From high-speed processors to Google glasses, from Corning Glass to smart TVs, from video sites to video apps, the video industry is the most powerful force to spawn "atom bits," or "Hardware software," a new business ecosystem.　　In the growth of "video element", video and its derivative industry constitute a brand-new and huge ecosystem, and it has become the most basic service platform in the Internet field, and a basic framework of our work and life.　　1.2 Video Survival-A new survival skill "video element" has been from remote collaboration, human resources, online sales, advertising marketing and other aspects of the changes in the operation of various organizations and management methods, changed our entertainment, consumption, social mode, education, but also for many emerging enterprises to provide fertile ground for growth. The growing hardware technology, cloud computing, large data, mobile Internet, social networking is like the sun and rain to nourish the "video element" of the barbaric growth.　　In the near future, we will live in a "video element everywhere" era. Education, medical, communications, energy, construction, transportation, media, E-commerce, manufacturing, public services ... "video elements" will accelerate the integration with the traditional industries, driving their evolution, but also cuikulaxiu to subvert the original industrial structure. In this context, all industries needLearn a new survival skills--using "video elements" to update the original way of thinking, management, communication, product form, in order to continuously obtain new life. 1.3 Open ecosystems-a lot of work and evolution open and crowdsourcing. Like many industries, the video industry is on the road to Central, crowdsourcing/collaboration. In this context, the one-way transmission of information has given way to instant interaction in multiple parties, and the boundaries between audiences and issuers have become more blurred;　　How to follow this transformation, to achieve better interaction, higher efficiency, video and related industries are facing an important issue. Cross-border and cooperation. The development of video industry has greatly promoted the Cross-border and cooperation of software and hardware, Internet and infrastructure, and brought unprecedented and subversive changes to the traditional home appliances industry and entertainment industry. Music vision, Baidu, Alibaba, Tencent, millet, potatoes, apple, Google, Samsung, YouTube ... The dominant forces in the new industrial landscape are forming. Traditional home appliances manufacturers, television operators, film companies, advertising companies, market research and advisory bodies ...　　Need to reposition themselves, push for change and work with new forces. 1.4 Identify investment opportunities we think the video industry's investment opportunities are mainly distributed in: (1) technology companies-we have reason to focus on more enterprise-class video service providers. They provide the fundamentals of video technology for various industries, its profitability may also be far beyond the video playback platform; (2) video advertising and marketing enterprises-these enterprises with cloud computing, large data combination, effectively improve the customer's advertising return, has evolved into a high value-added technology-oriented enterprises, large data enterprises; (3) High-quality video content providers--from an audience perspective, regardless of how the view changes, high quality is still the only reason for them to choose, share, or even pay in a multitude of video programs; (4) Tele-communication/collaboration-a market that has long been in smoke, but also a rapidly expanding, well worth digging,　　International regions uneven development of the enterprise-level market; (5) Video hardware and peripheral products--new software and hardware fusion mode will start from the transformation of traditional TV, in intelligent home, intelligent city, intelligent transportation and other fields for us to bring unimaginable new technology, new products.　　(6) Industry applications in depth integration with video elements-such as the education, telecommunications, communications, and other vertical areas of health/medical, energy and environmental protection not covered in this report. China has the largest number of video users, and the video industry has the greatest potential for growth.　　We have reason to expect more local enterprises to be more intensive in these areas and achieve outstanding achievements.　　Second, the video industry-a vigorous growth of the ecosystem through 18 months of incomplete statistics, the capital laboratory of video and the surrounding industry investment cases 148, the disclosure of financing amount of 1.463 billion U.S. dollars. Through the data can be found that the industry is accelerating with the integration of video elements, newThe attractiveness of the enterprise to capital is also being strengthened: our well-known video playback platform is already a battleground for Giants, with relatively few invested companies. But at the same time, as a heavy investment in the field, still obtain the highest investment of 380 million U.S. dollars; Because of the strong demand for video technology in various industries, video technology enterprises to achieve rapid expansion, the investment enterprises reached 38, the total amount of financing of 300 million U.S. dollars, relying on "video elements" of the emerging advertising An investment of 286 million dollars; Video education has become the basic element of online education, has been invested 133 million U.S. dollars; the remote communication/collaboration platform for enterprise-level market has been invested $123 million; Smart TV and peripheral products market started, 4 cases received investment in 115 million dollars; video social, Video recruitment, video games, video business industry has been a total investment of 114 million U.S. dollars. Third, video technology-the cornerstone of the industry capital Laboratory data show that video technology has become the main investment in the industry's position. The investment video technology enterprises are mainly distributed in 6 areas: basic technology platform, video editing and production, video conversion, video delivery of timely monitoring and large data analysis, interactive video technique, videos optimization techniques.　　These technologies are already beginning to be overwritten from the PC end to the mobile end. 3.1 Basic technology platform--software/hardware collaborative drive industry development basic technology platform provides the basic driving force for video industry. Typical companies that have recently been funded in the field are: Video codec chip maker Geosemiconductor developed video coding devices and software that have been used by some of the world's largest video providers. At present, the cumulative financing of 82.5 million U.S. dollars, is expanding to the global market; large-scale parallel video processing solution provider Elemental Technologies was founded in 2009 with a cumulative financing amount of $27.6 million; video world as the Internet OTT cloud technology provider, Committed to providing enterprise users with the best video technology support.　　January 2012 was financed by a round of $10 million; video infrastructure management platform Ooyala's total financing has reached $79 million trillion, its business has expanded to 15 countries, and will further expand to European, Asian and Latin American markets. 3.2 Open Source, collaboration--"Go to the Center" video production mode "Go to the center" in the context of the public packet mode in the video production field is playing an increasingly important role. Because of more people's participation and dedication, "production is spread" has become a video production process can not be neglected in the value-added. The typical cases in this field are: Poptent, Tongal is the representative of the video advertising crowdsourcing production platform, is committed to through the crowdsourcing way to lower costs, more efficient, wider spread of the original advertising production and dissemination of the way; Amara focuses on the translation of video subtitles services,　　facilitates the worldwide circulation of video content. In addition, the new video production technology passes and movesThe combination of Internet and social network is changing the way of sharing and spreading large events such as sports events.　　such as Switchcam, Vyclone, Stramweaver, Groovideo, crowoptic and other mobile applications through the multi-human video camera cooperation, full restoration of the active scene. 3.3 Conversion--a more solid, more authentic audience experience text age to the age of reading, the evolution of the video age to the time of the development has been fast, and some companies try to be more aggressive attitude to meet the change.　　They are committed to more audio and video information flow instead of traditional text, picture information flow, to bring users a new message acceptance and interactive experience.　　Innovative platforms such as Wibbitz and guide, by easily converting text and images into video, allowing audiences to get a more stereoscopic, authentic audience experience, and making content publishers more accessible and timely interactions, the placement of ads seems to have become more natural. 3.4 Big data, smarter-making video more intelligent and more economical video itself is data. Data analysis based on video industry enterprise let the video of this attribute to get the maximum return, and network video and cloud computing, large data fusion is spawned a lot of video data analysis Enterprises: Visible Measures, tubular, Vidiq ... These companies track the release of video, browsing, interactive status, trying to solve "who they are, like to see what?"　　"The puzzle, as well as" 50% of advertising costs do not know where to waste "problem, making the production of video products more enemy, video ads more targeted. 3.5 interaction-A friendly connection between multiple screens the development of video interactive technology is changing television, mobile video, social media, video publishers, audiences, advertisers and other bodies of the relationship between the various entities, and effectively achieve the following kinds of interaction: different operating systems of mobile terminals interaction between the video publisher and the audience interaction,　　Interaction between social media and video, social media and television, mobile terminals interacting with television, video and advertising. In the video industry, "Interaction" is a new and necessary quality.　　Through the application of interactive technology, a variety of innovative enterprises build a new and old integrated ecosystem, so that no matter the traditional television media, or emerging video platform can be in the integration of the emergence of more sustainable vitality. 3.6 optimization-a smoother, more economical audience experience video optimization Technology Service providers are committed to: video in a variety of protocols and terminals synchronization, video cloud monitoring and dynamic adjustment, improve video quality and transmission rate, to save consumers time and expense. Typical enterprises in this field have Skyfire (40.8 million US dollars in total financing) and Vantrix (22.2 million US dollars in total financing). Four, the video element lets the remote collaboration No Limit 4.1 video conferencing--Enterprise Big market video conferencing is changing the traditional communication and collaboration of various institutionsWay, they are no longer subject to location, operators and protocols, PC end and mobile end of the restrictions, anytime and anywhere to achieve "face-to-face" communication and collaboration. In such a large enterprise market, even with Cisco, Polycom, IBM, Citrix, Ayava, and many other big guys in the former, although the competition has been very fierce, but still can not block blue Jeans receptacle (total financing of 48.5 million U.S. dollars), FuzeBox (　　A total of 20 million U.S. dollars in financing, Zoom (9 million U.S. dollars) and many other innovative enterprises in the video conferencing area of the aggravating. 4.2 More market opportunities in the field of communication/collaboration Video Call services are rapidly extending from PC to mobile, and some start-ups have seized on this market opportunity. For example, Tango, the first U.S. company to provide video call services for the three mobile platforms, has more than 100 million customers in 212 countries and regions since its inception four years ago.　　The company's total financing amount is nearly 100 million dollars. The mobile internet is bringing new life to the video surveillance industry.　　The Video surveillance service enterprises (such as Dropcam) and the family (such as public cloud online) are developing rapidly. Video elements are boosting corporate marketing and customer service levels. For example: Brandlive, from the UK, provides video-based, real-time sales and communication platforms for businesses, and Vizolution's business in the United States is focused on providing a remote visualization platform for financial products. V. Video elements-a new experience in recruiting management through the integration of the video elements, the recruitment method is also evolving. Today's talent recruitment embodies unprecedented new features: personalization, visualization, immediacy, social. The intervention of video elements not only gives birth to some new job-seeking platform, but also provides a new way to improve the traditional recruiting platform. Typical enterprises in this field are: Hirevue ($ 28 million in total financing), pathbrite (Total financing 8 million USD), interview rocket (seed round financing 250,000 USD), etc. Vi. Video Elements--the future of educational training online education is the earliest and possibly the largest industry in the video element.　　Whether it is education or interest, whether it is vocational education or skills training, video elements have become the basic configuration of online education. Founded in 1995, Lynda, a video education platform, was financed $103 million in January 2013, the largest single venture to date in the online education industry, representing the spectacular prospect of online education and video elements exploding in integration. Vii. Video Elements--The new power of advertising and electric power 7.1 video elements to help advertising industry based on video advertising services is the most rapid development of the field of video industry, the traditional advertising market has also undergone changes in many ways: The new form of advertising-the integration of advertising and content more closely; new ways to interact Let advertisers and audiences closer to the distance;New Launch/trading platform-to make advertising and trading more efficient, new optimization technology-to increase the rate of ad clicks, the full playback ratio, the new analytical technology-digital GRP to make advertising more accurate, more controllable. These changes create a brand new video advertising market: In the distribution channel, Vungle provides mobile applications built-in video advertising services, Sharethrough is committed to the video ads into the content of the site, on the platform selection, CLYPD, altitude Digital, Innovid tries to eliminate the differences between the tablet, mobile phone, TV and other hardware platforms, bringing about an integrated advertising access experience; In data analysis, Genesis media, selectable media, unruly　　Media and other companies dedicated to the use of unique analysis technology for advertisers to provide the best video delivery program, in the promotion of electric dealers, Venome, Cortica will be built-in merchandise tags to network video; Gumhouse to promote e-commerce sales in social video mode. In the new advertising industry ecosystem, the new advertising enterprises are both advertising companies, but also large data enterprises.　　Traditional advertising companies, market research and advisory bodies will face the strong impact of these enterprises, advertising industry in the venture and mergers and acquisitions will continue to maintain a high degree of activity. 7.2 Video elements to help e-commerce many innovative enterprises believe that visualization, video is the main way of E-commerce in the future, and practical action to verify the process of occurrence, and to bring consumers a new online shopping experience. Typical cases in this field are: Talk harsh for retailers, design brands, media and other institutions to provide self-service video shopping platform services, in April 2013 to obtain 1.98 million U.S. dollars in financing; Video shopping platform Joyus was founded in 2011, mainly for fashion, beauty, health products to provide video shopping guide services. The site accumulates nearly 20 million dollars in financing. Video elements-Creating a more vivid social networking video element combined with social networking is driving further segmentation of social networks.　　Whether you're making or sharing video, or discovering and aggregating video, you've found an extensible space for development in social networks. In the area of video production/sharing, a large number of organizations try to divide the video into social cakes. For example, the United States of Viddy, Canada's Keek to 38.8 million U.S. dollars, 30.5 million of billions of dollars of huge financing to expect in the field nuggets.　　But from more data, a single feature of video social applications will face a severe test from the pan-social platform. Video discovery/Sharing applications are more rational and calm relative to the video production/sharing platform. Although the single investment in this field is small, long-term stickiness may be greater than the former. such as personalized movie website Moviepilot, personalized video recommendation engine Plizy, shelby.tv, etc. Nine, play platform--open system competition video playback platformhas become the battlefield of the Giants, and its competition has evolved into open system competition, YouTube is the most typical representative. Through the capital laboratory 18 months of venture statistics, it can be found that a number of companies behind the shadow of YouTube. This suggests that YouTube has initially built an open, robust ecosystem with a strong similarity to the ubiquitous social-media ecosystem created by face book. Many of the video companies in the production, distribution, monitoring, marketing and other links around the YouTube, through close cooperation to achieve mutual benefit and coordinated development. This ecosystem is the direction of other large release/playback platforms. The ability to build such a strong ecosystem will also determine their future success or failure. X. Video elements--living room revolution engine no doubt, the growth of video elements is triggering changes in the living room. Apple and HBO, ESPN, Viacom Hand, Netflix and Roku video player cooperation, Google's new release of TV sticks, music video, Millet, Ali, Baidu to Smart TV's stride, Amazon, Intel in the field of secretly exerting force ... have made the traditional TV-centered living room phone-in suddenly.　　However, this is just the beginning of a great change. Compared with the mobile phone industry, the first decades of the television industry ushered in the transformation seems a little later, but it can be sure that the impact of this change will be greater than the mobile phone industry, the birth of innovative results may be more. At present, it is difficult to determine who can be at the highest end of the value chain of the television industry.　　Because while television may follow a similar evolutionary path to a mobile phone, the ecosystem is clearly more complex, and the position, Division, potential value, and discourse of all the players in the industry will change dramatically, and cross-border outreach and cooperation will become the norm. The change of TV will further extend to the field of intelligent home, refrigerators, air-conditioning, washing machines ... A variety of traditional home appliances will also follow the pace of television, become smarter, smarter, more understanding of the house owners.　　At that time, the ecosystem that surrounds the television has already been built, the television and all other terminals, with our own wireless interconnection will become the new normal; At that time, perhaps we should be more concerned about: we can deal with these intelligent machines. This article extracts from the rapid evolution of video elements-the video service industry venture capital and Trends report. This report contains complete data on the first half of the 2012-2013 video and related ventures, as well as other statistical data on the video industry. Welcome to Download PDF full report (62 pages, 3.15M).