Toy Room
Level 39 Atrium, doors open from 08:00 daily
Fancy toying around with all the newly released smart phones, tablets, wearables, smart eyewears and white box gadgets? Experience a selection of geeky toys handpicked by the Barclays team in between meetings, or all day long, by coming to our Asia TMT Conference Toy Room.
Wine Appreciation Evening
Thursday, 4 December, 18:00-20:30
Ben Brown Fine Arts. 301 Pedder Building, 12 Pedder Street, Central
Savor the wine offerings from a selection of wine merchants including Montrose Fine Wines, Golden Gate Wine, Altaya Wines, Boutique Wines, Platinum Wines & The Flying Winemaker while enjoying a showcase of Hong Kong’s very own Tseng Kwong Chi’s Citizen of the World photography series at Ben Brown’s Fine Arts. Click here for more on Tseng Kwong Chi’s work
Level 39 Atrium, doors open from 08:00 daily
Fancy toying around with all the newly released smart phones, tablets, wearables, smart eyewears and white box gadgets? Experience a selection of geeky toys handpicked by the Barclays team in between meetings, or all day long, by coming to our Asia TMT Conference Toy Room.
Wine Appreciation Evening
Thursday, 4 December, 18:00-20:30
Ben Brown Fine Arts. 301 Pedder Building, 12 Pedder Street, Central
Savor the wine offerings from a selection of wine merchants including Montrose Fine Wines, Golden Gate Wine, Altaya Wines, Boutique Wines, Platinum Wines & The Flying Winemaker while enjoying a showcase of Hong Kong’s very own Tseng Kwong Chi’s Citizen of the World photography series at Ben Brown’s Fine Arts. Click here for more on Tseng Kwong Chi’s work
Friday After School Special: AppJamming (Make your own app with your child)
Friday, 5 December, 16:15-17:30
Room 3901, Island Shangri-la, Hong Kong
In this ‘afterschool’ session, we have invited Michelle Sun, the CEO and co-founder of First Code Academy to lead a workshop for children aged 7 – 12 to create their own apps with their parents, while others are welcome to come and test out apps made by students. RSVP to parent-child participation is necessary.
Friday, 5 December, 16:15-17:30
Room 3901, Island Shangri-la, Hong Kong
In this ‘afterschool’ session, we have invited Michelle Sun, the CEO and co-founder of First Code Academy to lead a workshop for children aged 7 – 12 to create their own apps with their parents, while others are welcome to come and test out apps made by students. RSVP to parent-child participation is necessary.
| Thursday, 4 December | |||
| 08:00 - 09:00 | Registration and Breakfast |
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| 09:00 - 18:00 | One on One Meetings |
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| 09:00 | Opening Remarks Mike Di Iorio Head of Global Equities Distribution, Barclays |
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| 09:05 - 09:50 | Mobile Internet and Business Opportunities Beyond Games Frederick ‘Fritz’ Demopoulos Founder & CEO, Queen’s Road Capital; Co-Founder and Former CEO, Qunar In conversation with : Alicia Yap Internet & Media Research, Asia ex-Japan, Barclays |
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| 10:00 - 10:50 | The Emerging China e-Commerce Industry Where will you buy your next Prada, LV or Mulberry handbag? How much cheaper can one buy luxury / fashion items in China and on-line? Luxury retail’s move from brick and mortar to on-line is only just beginning in China. In addition, although shoppers remain brand conscious, increasingly average shoppers may turn more price conscious as the economy slows, and anti-corruption campaigns continue. Looking longer-term, the hundreds of millions of aspirational consumers are like to drive demand and price sensitivity. However, e-commerce is still only just begun, and Alibaba may just be the tip of the iceberg. Upcoming investment opportunities will be countless and the impact much more severe to existing retailers than we currently comprehend. Donghao Yang CFO, VIPShop Inconversation with: Alicia Yap Internet & Media Research, Asia ex-Japan, Barclays |
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| 11:00 - 11:50 | The World of Mobile Apps and Startups What is the key to success for Internet start-ups? Where are the opportunities emerging? How has evolution of mobile changed the start-up landscape? We will have one of the founding members of Sinanet, predecessor of Sina.com, and KKBox; founder of OneSky, a company providing app localization, and a Korean developed mobile app for couples, to discuss these questions and share their views on how the trends are evolving for Internet start-ups. Mark Hsu General Partner & Founder, Pinehurst Advisors Greg Sung CEO & Co-Founder, OneSky Edward K. Lee Head of International Business, VCNC Moderated by: Seyon Park Korea Telecoms, Internet & Media, Gaming & Leisure Research, Barclays |
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| 12:15 - 13:45 | Keynote Luncheon Presentation - The Risks and Challenges of Breaking into Asia Alexander Kleinberg Board of Directors, Singapore Infocomm Development Authority Managing Director, Exchange, Asia-Pacific/ Japan, Twitter
In conversation with: Kent Chan
Head of Equity Research for Taiwan and China, Barclays
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| 18:00 - 20:30 | Wine Appreciation Evening Ben Brown Fine Arts 301 Pedder Building, 12 Pedder Street, Central (Transfers from Island Shangri-la, Hong Kong will be provided) |
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| Friday, 5 December | |||
| 08:00 - 09:00 | Registration and Breakfast |
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| 09:00 - 18:00 | One on One Meetings |
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| 10:00 - 10:50 | Will Our Memory of the Memory Become Simply Memory for Good? • We are now at the second year of this profitable cycle for DRAM industry, how much longer can this cycle sustain?
• Although many sees this cycle as different from the past due to the oligopoly on supply side and more diversified applications on demand side, will these really make a paradigm shift of DRAM industry or will the historical “boom and bust” repeat eventually?
• Will the new NAND Flash technologies (TLC and 3D NAND) be able to resolve the rising technological difficulties and meet demand?
• What are the roles and what kinds of technologies of memory are needed in cloud computing and IoT?
President, Inotera Memories Yohwan Koh Advisor Consultant, SK Hynix Moderated by: Sebastian Hou Semiconductors Research, Asia ex-Japan, Barclays |
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| 11:00 - 11:55 | Sunset or Sunrise? Opportunities and Challenges for Solar Energy • Opportunities in China, US, Europe, Japan and the emerging markets • What are the bottlenecks? Funding? Monopoly? Anti-dumping trades events?
• Supplier dynamics and component costs trends: views on ASPs for poly/wafer/cell/module into 2015E2016E and component prices decline
• Discussion on anti-trust tariffs, China solar products into US and ex-China polysilicon into China
• Pros and cons on new technology and processes – who has the best potential? What, who and when?
CIO, Jinneng Clean Energy Yi Tang Director of Global Strategy and Business Development, ET Solar Energy Moderated by: Jamie Yeh Semiconductors & LCD Displays Research, Asia ex-Japan, Barclays |
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| 12:00 - 14:00 | Lunch Panels FinFET Battle: TSMC vs. Samsung vs. Intel • Early bird clients tape out on FinFET? • Capacity, ramp up schedule, and market share in 2015/2016
• Winning factors on FinFET?
• Logic density on poly, metal, fin pitch?
• Yield, reliability, cost per wafer, and cost per die?
• Next battle on 10nm FinFET
Semiconductors & LCD Displays Research, Asia ex-Japan, Barclays SC Bae Semiconductors & LCD Displays Research, Korea, Barclays Blayne Curtis Semiconductors Research, US, Barclays Moderated by: Kent Chan Head of Equity Research for Taiwan and China, Barclays |
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| Followed by: Global Smartphone War - Apple vs. Samsung vs. Xiaomi • What is the strategy at Apple, Samsung, Xiaomi/China smartphone to compete? • Is market share or profit the first priority? What is the business model?
• Who else might have a chance to be top 5, beside the 3 companies here?
• What is the market dynamics and difference between emerging and mature market?
• How important is the IP to compete? More important in the mature market? Lawsuit for the ones who don't pay?
• What would be the key components and differentiation of brand products?
Research Director, International Data Corporation Ben Reitzes IT Hardware & Data Networking Research, US, Barclays SC Bae Semiconductors & LCD Displays Research, Korea, Barclays Dale Gai Hardware & Components Research, Asia ex-Japan, Barclays Moderated by: Kirk Yang Hardware & Components Research, Asia ex-Japan, Barclays |
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| 16:15 - 17:30 | Friday After School Special: AppJamming (Make your own app with your child) Room 3901, Island Shangri-la, Hong Kong Programming is the world’s new language as our next generation needs to communicate with computers as much as with humans. While children are now accustomed to content offered on tablets and phones, including games, videos and photos, perhaps it’s about time to inspire and empower them to be creators with technology. In this one hour ‘afterschool’ session, we have cordially invited Michelle Sun, the CEO and co-founder of First Code Academy to share her vision of sparking interests in young students and linking programming directly back to their daily lives. There will also be a fun workshop available for children of age 7 – 12 to create their own apps with their parents, while others are welcome to come and test out apps made by students.
RSVP to parent-child participation is necessary. The session will be conducted in English and Cantonese, spaces are limited and will be on a first come first serve basis.
For RSVP and further information, please click here
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| 18:00 | Conference concludes | ||
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