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Panel | Cloud gaming: Reshaping China’s video games market

Cloud gaming is a major potential disruptor of the video game industry in China, one of the world’s biggest gaming markets with nearly 700 million users. It eliminates the need for high-end hardware, particularly significant in China, where many players are limited by hardware requirements. These limitations apply primarily to AAA games or the graphically intense games that require “a lot of resources, a lot of time, a lot of money” including powerful and costly graphic cards and CPUs. Chinese gamers will typically play AAA games on the lowest graphic setting, significantly degrading the visual experience.

Cloud gaming lowers the high hardware barrier for entry in AAA gameplay. The game is played entirely in the cloud, allowing the server to do all the heavy lifting while the user only needs internet access and a basic computer.

In this panel, we will discuss the biggest challenges and upsides to the introduction of the cloud gaming model within China, including the current state of the internet, 5G rollout, and the dynamic shift that cloud gaming may bring to the gaming market in China.

The panelists:

Yu Yang

Technical lead – Tencent cloud gaming

Yang currently leads the construction of Tencent Cloud Gaming Platform, which integrates Tencent Cloud’s audio and video experience with its IaaS offerings for one-stop cloud game access and streaming solutions. He moved over to Tencent Cloud in 2016 to help build its live broadcasting system from scratch after joining the company in 2008 to head up QQ’s data link system, which supported access for hundreds of millions of users.

David Dai

Senior Analyst at Sanford C. Bernstein

David Dai is the Senior Analyst at Bernstein for Asia Internet. In this role, he covers the top internet companies including Alibaba, Tencent, JD, Meituan, etc. and has done deep fundamental research on the major trends of China internet, and how that should shape the future of these companies. Prior to joining Bernstein, David worked in software and IT services in a number of roles, including senior consultant at Avanade, a Microsoft/Accenture joint venture, where he advised companies on IT strategies and software architecture, and lead programmer at a software startup for over eight years. David holds a BA in computer engineering from the National University of Singapore, an MA in computer engineering from Nanyang Technological University, and an MBA with distinction from INSEAD. In 2018, David was named Rising Star on Institutional Investor’s All-America Research Team poll.

Panel | Mass customization: The next wave for retail and manufacturing

China is facing a rising trend of customer-to-manufacturer (C2M), a model that connects the manufacturers and consumers for the production of tailored products at lower prices. By applying AI-powered data analytics from consumers to manufacturing, online retailers, consumer brands and AI companies are jointly making mass customization possible in China.

Local companies do have reasons to embrace the revolution information technologies bring to the manufacturing industry. Last year, China experienced its slowest economic growth in nearly three decades, leading to a wave of local factory closure amid the slowing demand and shrinking investment.

Global consumer brands with great appeal in the past are also struggling to compete for the younger generation with their increasingly diversified needs in a competitive market, as the country is faced with an aging population and low birth rates. A more intelligent, cost-efficient, and self-learning manufacturing process is the key to future growth and success, and some changes already take place.

A number of industry players are riding the technology wave. Pinduoduo, a top player in the sector, has doubled down on the model last December to support around 1,000 Chinese original equipment manufacturers. Other e-commerce giants are also setting their eyes on the sector with each operating their own C2M units, such as NetEase’s YEATION, Taobao’s Xinxuan and JD Jingzao.

The panel discussion will look at the current state of the C2M platforms in China by answering these key questions:

  1. What are the key factors of mass customization in your perspective? How the manufacturing process under the C2M model is different from the traditional process.
  2. How was the C2M model developed in China over the past years? What challenges manufacturers face in transforming manufacturing bases and how they could address the problems?
  3. Any good examples? What are the secrets of making success in C2M models? How to run C2M in the manufacturing process?
  4. What challenges manufacturers face in transforming manufacturing bases and how they could address the problems?
  5. To develop mass customization, what are the first steps for manufacturers? What are the costs and expected returns on investments?
  6. China’s lower-tier cities have been widely recognized as the next growth market for everything. What are the preferences and patterns for these customers, and how manufacturers could seize opportunities with customized production?
  7. Image and speech recognition are some of the earliest adoptions in advertising and public security. How could these technologies be adopted to shape a more flexible production and sales model?
  8. How will a flexible production model transform the organization and the way we do our business? What is the value-added proposition for mass customization and what pressing needs could be met?

Victor Tseng

VP of Corporate Development at Pinduoduo

Victor is Vice President of Corporate Development with Pinduoduo since February of this year. He was previously Vice President of Corporate Affairs at Ctrip. Victor has accumulated over 12 years of working experience in the Chinese Internet sector, with experiences as CFO and investor relations head for various private and public Internet companies, including Baidu. He was also lead China Internet Analyst for Deutsche Bank in the early part of his career.

Victor obtained his MBA degree from Tsinghua University and an undergraduate degree from the University of California Los Angeles (UCLA).

Dan Kong

Senior Investment Director of North Summit Capital

Dan has over 14 years of working experience in the technology and finance industry. Prior to joining North Summit Capital, he has been with Deloitte, NEC, and Microsoft. He also has entrepreneurial experience in both the US and China. He has a Ph.D. in computer engineering from the University of California, Santa Cruz.


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