東南亞，臺灣的最後⼀班列⾞SEA, Taiwan‘s Last HopeJamie Lin, Chairman of TiEA

277 Member CompaniesUS$ 10B+ Total Gross Merchandise Value

Presence in 20+ Countries

Company Business US CounterpartGoogle #1 SearchPChome #1Online Retail (B2C) AmazonMomoshop #2Online Retail (B2C) AmazonYahoo #1 Portal / #3Online Retail (B2C)ETToday #1 Native News BuzzFeedUDN #1 Professional News NYTimesRuten #1 Auction Platform (C2C) eBay104 #1 Job Service MonsterPixnet #1 Blogging Platform TumblrGamer #1 Gaming Forum GameSpotiPeen #1 Local Reviews Yelpi-Part #1 Dating TinderEZTABLE #1 Table Booking OpenTable

Selected Member Companies

The End of Greater China

China’s Economic Reform

Import Substitution

But more importantly,

The Rise of Internet

Internet >> SMC

Google > all $10B+ SMCs combined!

>

Hardware OS Brand Channel

PC Value Chain

PCHardware

PCOS

PCBrand

PCChannelTaiwan GDP

PC Value Chain

H/W OS Brand Channel

PCHardware

PCOS

PCBrand

PCChannelTaiwan GDP

PC Value Chain

Smartphone Value Chain

H/W OS Brand Channel

PCHardware

PCOS

PCBrand

PCChannelTaiwan GDP

PC Value Chain

Smartphone Value Chain

TW

H/W

H/W

OS, Brand, Channel

InternetAdvertising EC Gaming

PC Value ⇠⇠ Internet / EC / Content Value

SP Value ⇠⇠ Internet / EC / Content Value

InternetAdvertising EC Gaming

OS, Brand, Channel

H/W

H/W InternetAdvertising EC Gaming

InternetAdvertising EC GamingTW

TW

PC Value ⇠⇠ Internet / EC / Content Value

SP Value ⇠⇠ Internet / EC / Content Value

That’s why Google > all $10B+ SMCs combined!

>

That’s why….

We need our ownInternet Giants, too

But Taiwan’s market alone istoo small

That’s where China came into play

But we failed!

Now we can’t afford to miss

Southeast Asia, again

Population

2016 2036

China 1.4B 1.4B

SEA 0.6B 0.9B

Taiwan + SEA + Internet =Greater SEA Digital Economy

Internet in Taiwan

23M Population17M Smartphone Users

15M Facebook / LINE Users

World’s #1 Smartphone Penetration %

World’s #1 in Smartphone Minutes per User

World’s #4 in Google Play Revenue

World’s #7 in Facebook Penetration

One of the World’s Most Diverse Users

US$ 20B Total Gross Merchandise Value17% Retail Penetration

EC in Taiwan

17% in Taiwan12% in China10% in US1-4% in SEA

World Leading EC Penetration

Taiwan can be the US for SEA

0. Besides most advanceddigital economy

1. Biggest Market

Southeast Asia vs. China vs. Taiwan

TW

23.117.0

73.7%15

17116.7

Taiwan’s EC Market is largerthan all of SEA EC combined

2. Best IPO Market forMid-Cap Internet Companies

3. Better Higher Education,Especially Computer Science

4. Cultural Exporter

5. Taiwanese / Chinese Network

We can’t afford to miss SEA,

again

We can’t afford to miss Internet,

again

東南亞，臺灣的最後⼀班列⾞SEA, Taiwan‘s Last HopeJamie Lin, Chairman of TiEA