The Quantified Self. Market Overview and Proprietary Financial Intelligence

October 21, 2016 | Author: Shanon Preston | Category: N/A
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The Quantified Self Market Overview and Proprietary Financial Intelligence

Note: this is an adopted presentation of one given at the SVB Quantified Summit in Boston on April 3, 2014

Contents • Quantified Self Defined • Key Drivers • Wearable Technology • Software & Analytics • Augmented Reality • Summary #svbQS| April 3, 2014

Quantified Self: Defined

Products or services that use technology to extract and record data from everyday activities with the goal of providing information and insight that helps users to understand or improve personal behavior.

#svbQS | April 3, 2014

Quantified Self: Acceleration

CONSUMER BEHAVIOR

TECHNOLOGY ADVANCES

Focus on selfimprovement and general wellness

The confluence of several key factors has driven the acceleration of this young, but rapidly growing sector

MOBILE Tech-savvy, Mobile-centric population

Sensors, smartphones, bluetooth low energy, smart watches, wearables

SOCIAL Connectivity to social networks, gamification

#svbQS | April 3, 2014

Quantified Self: Hype Curve

Expectations

Mass-Market Wearables Mass-Market Software Niche-Market Wearables Analytics Software Note: circle size indicates relative size of markets

The Quantified Self shows great promise but is still in the early stages of maturity, adoption, and social application Technology Trigger

Trough of Disillusionment

Slope of Enlightenment

Plateau of Productivity

Peak of Inflated Expectations

Time #svbQS | April 3, 2014

Quantified Self: Hype Curve

Expectations

Mass-Market Wearables

Mass-market wearables have led the way in Quantified Self development and adoption

Technology Trigger

Trough of Disillusionment

Slope of Enlightenment

Plateau of Productivity

Peak of Inflated Expectations

Time #svbQS | April 3, 2014

Wearable: Acceleration Mobile Integration

Moore’s Law

Metcalfe’s Law Ubiquitous Computing Advances in cost and performance of technologies, network effects of mobile adoption, and other factors accelerate massmarket wearables

Design Focus

Battery/Sensor Technology

#svbQS | April 3, 2014

Wearable: Market Leadership 2013 Wearable Device Sales All Other 3% Nike 10% Jawbone 19% Fitbit 68%

Mass wearables is a highly-saturated market, dominated by a few major players. Incumbents have a significant advantage over new startups with regard to sales, marketing, and distribution channels. In fact, since this presentation was first given, even Nike chose to wind-down its FuelBand. #svbQS | April 3, 2014

Mobile Hardware: Replacement

History of mobile devices provides a lesson for Quantified Self massmarket wearables—namely that one device can do the job of many

#svbQS | April 3, 2014

Wearable: Cannibalization Risk iPod vs. iPhone Device Sales

120

80

40

Release of the first-generation iPhone marked the beginning of a stark turnaround in iPod sales #svbQS | April 3, 2014

2013

2012

2011

2010

2009

2008

2007

2006

2005

2004

2003

0 2002

Units Sold (mm)

160

Wearable: Replacement Risk 3

120

2.5

100

2

80

1.5

60

1

40

0.5

20

0

0 2007

2008

2009

2010

2011

2012

2013

Advances in mobile device hardware enable mobile applications to replicate some functionality of a wearable using existing hardware.

#svbQS | April 3, 2014

iPhone Sales (mm)

Garmin PND Sales (mm)

Smartphone vs. Personal Navigation Device Sales

Wearable: Shifting Values Pre-2011 Median IC Multiple Pre-2011 Median IC

120

11.3x

100

10x 9x

80

8x 6x

60

5.3x

5.1x 40

4x 2x

2.6x

2.5x

20 0

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