Amap - Fundamental Infrastructure of Mobile Internet. LIU Zhenfei, President of Amap

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1 Amap - Fundamental Infrastructure of Mobile Internet LIU Zhenfei, President of Amap

2 Amap Overview Value Proposition Business Strategy More Than Just a Map A Look Ahead 2

3 DAU (1) growth in the past four years (million users) 70 Amap: Full Speed Ahead 50 Key Metric Sharply Increased for Three Straight Years Note: (1) DAU Data from QuestMobile, Nov 2014 Jul Amap Baidu Map

4 AMAP+AUTO The Visible and Invisible Amap Dispatch System Supply-Demand and Route Planning AMAP INSIDE Solutions Online Taxi-hailing, Cargo Delivery, LBS Game LBS Capability Positioning, Route Planning, Road Condition 4

5 Taobao People and Products Alipay People and Capital Amap People and Locations 5

6 Largest (1) Location-based Data Location-based Big Data Traffic Big Data User Big Data Application Big Data Intelligence Platform in China POI collection in 300+ cities Provide POI data for Apple Maps Cover all cities in Greater China, except Sansha, Taiwan and Macau Over 90% accuracy in real-time traffic monitoring Monthly active users 400M+ Provide location services to 300,000+ Apps, such as Taobao, Weibo and Toutiao Notes: (1) In terms of MAU and DAU from Nov 2017 to Jul 2018 according to QuestMobile. (2) MAU Data from QuestMoblie, July

7 Amap Ecosystem: Setting the Benchmark for Five Key Metrics User App Auto Traffic Management Bureau Tourist Attractions 400M+ MAU (2) #1 (1) Map service provider in DAU terms Serve 300,000+ Apps Cooperate with all main stream OEMs Collaborate in 150+ cities Partner with CNTA to cover most of 4A and 5A level scenic spots Notes: (1) In terms of DAU from Nov 2017 to July 2018 according to QuestMobile. (2) MAU Data from QuestMoblie, Jul

8 Amap Overview Value Proposition Business Strategy More Than Just a Map A Look Ahead 8

9 Our Value Proposition: Location-based Services Infrastructure 9

10 Store operation Targeted marketing + business data + universal data labeling Enable New Retail Positioning + POI data+ Distribution planning + business data Road condition data Location recommendation service + business/member data + universal data labeling 10

11 Personalized logistics maps Positioning capability Smart route planning Manual route planning Smart route planning Support Cainiao Smart Logistics Rely on personal experience Rely on mobility data + AI Professional cargo navigation Level 5 address database Freight-tracking service Prone to detours Long waits and high cost The best route Save time and cost Avoid traffic jams in real time 11

12 The Reunion System Finding Missing Children: Using Big Data to Locate Missing Children 12

13 Heat Map of Traffic Data Real-time monitoring of road conditions Optimized route recommendations Traffic data Avoid traffic congestion Route planning Traffic Control Users on the Road 13

14 Use data intelligence to alleviate traffic congestion Collaborate with department of transportation Achieve smart traffic management Driving speed increased 28% Commute time decreased 30% Highways at peak hours during Chinese holidays Amap launched smart traffic management function to alleviate traffic congestion during the May 1 holiday in

15 Amap Overview Value Proposition Business Strategy More Than Just a Map A Look Ahead 15

16 Evolution of Three Transportation Elements User Vehicle Road Demand Evolution Tool Evolution Space Evolution From how to get there to where to go From mobile tool to mobile living space From 1D Info to 3D Info 16

17 Our Business Strategy: One Data Platform, Two Ecosystems Partners 300,000+Apps Amap Mobile Ecosystem Users 400M+ MAU Services Universal Mobility Platform Data Composition Data Drives Growth Growth Feeds Data Unified Engine + Data Traffic & Location Based Big Data Data Drives Growth Growth Feeds Data Partners After-market Navigation Coverage 90%+ Before-market Navigation Coverage 80%+ Amap Automobile Data Ecosystem Ecosystems Users 20M+ Users Services Life-in-car Service Platform Note: (1) MAU Data from QuestMoblie, Jul

18 Amap Overview Value Proposition Business Strategy More Than Just a Map A Look Ahead 18

19 Locations Tourism Weather More Than Just a Map: 3D Information Services Traffic 3D Data Ecosystem Environment Mobility Lifestyle 19

20 Pre-trip Meteorological Administration, Ministry of Ecology and Environment, ETA (Estimated Time Arrival), Traffic Administration, Public Transport Groups, Carriers More Than Just a Map: 360 Mobile Services One-stop Mobile Service Platform Trip On arrival 20

21 City Name Card Expert Recommendations List of Nearby Attractions Smarter Decision 21

22 Food, Accommodation, Traveling, Leisure, Shopping Personalized Service at Destination Travel in China with One Map End-to-End Smart Travel 22

23 Information-sharing Partners Mobile Partners Auto Brand Partners An Open Platform for the Mobile Industry 150+ Traffic Control Bureaus 23

24 Amap Overview Value Proposition Business Strategy More Than Just a Map A Look Ahead 24

25 ü More intelligent software + hardware solutions Future of Amap ü More intelligent user experience ü More intelligent infrastructure for the future 25

26 Plug-and-play AI In-car Devices Complete Technical Solutions from Alibaba Plug-and-play Speech Interaction No Damage to Car Full Control Application system Tmall Genie for Cars AE9 Engine Real-time Traffic Information Voice interaction Password-free Payment Xiami Music Location-sharing Among Cars Turn Radio on/off Via Voice Commands Operating system 26

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28 Full-cycle Demands AI Voice Interaction 360 Mobile Services e How to get there Assistant Where to go Destination experience 28

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30 Cadillac cooperated with Amap to successfully launch Super Cruise Super Intelligent Driving System in China for the First Time TM Professionalism Large-scale High-definition All Scenarios High Intelligence Focus on High-definition Map Strategy of Smart Mobile Infrastructure Construction Be the Sensor Connecting the Real World 30

31 Make the Real World Connected, Make a Better Mobility 31

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