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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