wolfgang stelzle (re’flekt) time to make money with augmented reality – tools for industry 4
TRANSCRIPT
TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
WOLFGANG STELZLEOCT 2016
2
RE’FLEKT IS ONE OF THE LEADING COMPANIES IN THE FIELD OF USER-ORIENTED AUGMENTED & VIRTUAL REALITY SOLUTIONS.
WOLFGANG STELZLECEO RE’FLEKT GMBH
BREAKING NEWS
THE AUGMENTED & VIRTUAL REALITY BOOM
3TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
AR & VR MARKET
4TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
AR & VR MARKET
5TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
AR & VR MARKET
6TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
WHY ALL THE INVESTMENTS?
… MAYBE CAUSE PEOPLE ARE HAVING FUN?
7TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
MAYBE BUT THERE ARE...
...MANY AREAS TO EARN MONEY IN
8TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
The studio model includes companies that create AR & VR content. Some produce their own IP, while others work primarily as contractors.
Pros:• many want to create AR/VR
experiences
Cons:• not very scalable• relatively low barrier to entry
Studio
The hardware model includes companies that produce physical consumer goods for AR/VR. They can make cameras, headsets, and input / output devices.
Pros:• potential for defensible technology• large potential market
Cons:• capital intensive• many competitors• manufacturing risk• research & development risk
Hardware
The middleware model includes companies that develop software and technology for the creation and distribution of AR/VR.
Pros:• very scalable• potential for defensible,
differentiated offering
Cons: • research & development risk• difficult to predict the needs of
content creators
Middleware
The aggregate model includes companies that distribute AR/VR content. They can take the form of apps, app stores, and web destinations.
Pros:• large potential market• very scalable• control relationship with
end-consumer
Cons:• difficult to differentiate• dependent on content creators• threat of winner-take-all market
Aggregate
The modern era of AR/VR is still in its infancy. A majority of companies in the space are pre-product / pre-revenue, and are frequently pivoting and repositioning. This state of flux guarantees that new business models will continue to emerge in the future.
IntegratedThe integrated model includes companies that operate two or more of the business models shown above.
Pros:• control more of the user
experience and ecosystem • diversified business
Cons: • extremely capital intensive• potentially unfocused• many competitors
MAYBE BUT THERE ARE...
...MANY AREAS TO EARN MONEY IN
9TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
The studio model includes companies that create AR & VR content. Some produce their own IP, while others work primarily as contractors.
Pros:• many want to create AR/VR
experiences
Cons:• not very scalable• relatively low barrier to entry
Studio
The hardware model includes companies that produce physical consumer goods for AR/VR. They can make cameras, headsets, and input / output devices.
Pros:• potential for defensible technology• large potential market
Cons:• capital intensive• many competitors• manufacturing risk• research & development risk
Hardware
The middleware model includes companies that develop software and technology for the creation and distribution of AR/VR.
Pros:• very scalable• potential for defensible,
differentiated offering
Cons: • research & development risk• difficult to predict the needs of
content creators
Middleware
The aggregate model includes companies that distribute AR/VR content. They can take the form of apps, app stores, and web destinations.
Pros:• large potential market• very scalable• control relationship with
end-consumer
Cons:• difficult to differentiate• dependent on content creators• threat of winner-take-all market
Aggregate
The modern era of AR/VR is still in its infancy. A majority of companies in the space are pre-product / pre-revenue, and are frequently pivoting and repositioning. This state of flux guarantees that new business models will continue to emerge in the future.
IntegratedThe integrated model includes companies that operate two or more of the business models shown above.
Pros:• control more of the user
experience and ecosystem • diversified business
Cons: • extremely capital intensive• potentially unfocused• many competitors
CAUSE….
...IT’S THE RIGHT TIME
10TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
New technologies are generally being adopted faster. Years from consumer availability to 10% penetration in US.
0 5 10 15 20 25
Virtual Reality
Tablet
Smartphone
Internet
PC
Television
Telephone
?
(1876)
(1938)
(1990)
(2005)
(2010)
(1975)
(2015) Years Sources: Technology Review (US Technology Adoption Rates), The World Bank (Internet Users), Asympco(Smartphone Penetration)
MAYBE BUT THERE ARE...
...MANY AREAS TO EARN MONEY IN
11TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
The studio model includes companies that create AR & VR content. Some produce their own IP, while others work primarily as contractors.
Pros:• many want to create AR/VR
experiences
Cons:• not very scalable• relatively low barrier to entry
Studio
The hardware model includes companies that produce physical consumer goods for AR/VR. They can make cameras, headsets, and input / output devices.
Pros:• potential for defensible technology• large potential market
Cons:• capital intensive• many competitors• manufacturing risk• research & development risk
Hardware
The middleware model includes companies that develop software and technology for the creation and distribution of AR/VR.
Pros:• very scalable• potential for defensible,
differentiated offering
Cons: • research & development risk• difficult to predict the needs of
content creators
Middleware
The aggregate model includes companies that distribute AR/VR content. They can take the form of apps, app stores, and web destinations.
Pros:• large potential market• very scalable• control relationship with
end-consumer
Cons:• difficult to differentiate• dependent on content creators• threat of winner-take-all market
Aggregate
The modern era of AR/VR is still in its infancy. A majority of companies in the space are pre-product / pre-revenue, and are frequently pivoting and repositioning. This state of flux guarantees that new business models will continue to emerge in the future.
IntegratedThe integrated model includes companies that operate two or more of the business models shown above.
Pros:• control more of the user
experience and ecosystem • diversified business
Cons: • extremely capital intensive• potentially unfocused• many competitors
TIME TO EARN MONEY…
...WITH HARDWARE
12TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
TIME TO EARN MONEY…
...WITH HARDWARE
13TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
Released inH22015
Released inH12016
Released inH12016
ReleaseinH22016
ReleaseinH1 2017
100€ 699€ 899€ approx.400€ n.a.
+mobilewithS7+fairlycheap- display quality- Performance
oB2B&B2Cfocus
+displayquality- cables
- workstationrequiredoB2Cfocus
+lighthousetracking+display quality
- cables- workstationrequiredoB2B&B2Cfocus
+bundlewithPlayStation+ fairlycheapoB2Cfocus
+ MixedRealityappspossible
+lightweight
TIME TO EARN MONEY…
...WITH HARDWARE
14TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
TIME TO EARN MONEY…
...WITH HARDWARE
15TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
Source:http://www.icaros.net
TIME TO EARN MONEY…
...WITH HARDWARE
16TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
Sourcehttps://www.neowin.net/news
24.000 x 1.000 = 24.000.000
MAYBE BUT THERE ARE...
...MANY AREAS TO EARN MONEY IN
17TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
The studio model includes companies that create AR & VR content. Some produce their own IP, while others work primarily as contractors.
Pros:• many want to create AR/VR
experiences
Cons:• not very scalable• relatively low barrier to entry
Studio
The hardware model includes companies that produce physical consumer goods for AR/VR. They can make cameras, headsets, and input / output devices.
Pros:• potential for defensible technology• large potential market
Cons:• capital intensive• many competitors• manufacturing risk• research & development risk
Hardware
The middleware model includes companies that develop software and technology for the creation and distribution of AR/VR.
Pros:• very scalable• potential for defensible,
differentiated offering
Cons: • research & development risk• difficult to predict the needs of
content creators
Middleware
The aggregate model includes companies that distribute AR/VR content. They can take the form of apps, app stores, and web destinations.
Pros:• large potential market• very scalable• control relationship with
end-consumer
Cons:• difficult to differentiate• dependent on content creators• threat of winner-take-all market
Aggregate
The modern era of AR/VR is still in its infancy. A majority of companies in the space are pre-product / pre-revenue, and are frequently pivoting and repositioning. This state of flux guarantees that new business models will continue to emerge in the future.
IntegratedThe integrated model includes companies that operate two or more of the business models shown above.
Pros:• control more of the user
experience and ecosystem • diversified business
Cons: • extremely capital intensive• potentially unfocused• many competitors
MAYBE BUT THERE ARE...
...MANY AREAS TO EARN MONEY IN
18TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
$6B
TIME TO EARN MONEY…
AUTOMOTIVE AFTERSALES MARKET
19SMART ASSISTANCE WITH AUGMENTED REALITY
Source:http://www.adlittle.com/downloads/tx_adlreports/AMG_Automotive_after_sales_2015_01.pdf
20TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
DECREASECOSTS INCREASEREVENUE
TIME TO EARN MONEY…
REFLEKT 360
21TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
SMART ASSISTANCE
FOR NUMEROUS USE-CASES
Everyday Assistant
Teleservices, Remote-Support
Customer SupportSetup, Installation, How to use
Collaborative work Emergency Assistant
Repair, Maintenance, Inspection
SMART ASSISTANCE WITH AUGMENTED REALITY
TIME TO EARN MONEY…
REPAIR & MAINTENANCE
23SMART ASSISTANCE WITH AUGMENTED REALITY
Source:re-flekt.com
TIME TO EARN MONEY…
Results from technician surveys
24SMART ASSISTANCE WITH AUGMENTED REALITY
Source:BoschAA-AS
§ Assessment of an AR system for training
§ 50+ participant of all ages and experience
§ Participants indicated that AR would boost quality and time by 52% compared to traditionally existing information systems.
TIME TO EARN MONEY…
TABLET MACHINE MANUAL
25SMART ASSISTANCE WITH AUGMENTED REALITY
Source:re-flekt.com
TIME TO EARN MONEY…
SMARTPHONE USERS MANUAL
26SMART ASSISTANCE WITH AUGMENTED REALITY
Source:www.en.zte.com.cn
TIME TO EARN MONEY…
TELESERVICES
27SMART ASSISTANCE WITH AUGMENTED REALITY
Source:re-flekt.com
TIME TO EARN MONEY…
SALES SUPPORT WITH AR
28SMART ASSISTANCE WITH AUGMENTED REALITY
TIME TO EARN MONEY…
SALES SUPPORT WITH VR
29SMART ASSISTANCE WITH AUGMENTED REALITY
CONTENT 30
SCALABLE CONTENT PRODUCTION FOR
AUGMENTED REALITY AS SUCCESS FACTOR
MAYBE BUT THERE ARE...
...MANY AREAS TO EARN MONEY IN
32TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
The studio model includes companies that create AR & VR content. Some produce their own IP, while others work primarily as contractors.
Pros:• many want to create AR/VR
experiences
Cons:• not very scalable• relatively low barrier to entry
Studio
The hardware model includes companies that produce physical consumer goods for AR/VR. They can make cameras, headsets, and input / output devices.
Pros:• potential for defensible technology• large potential market
Cons:• capital intensive• many competitors• manufacturing risk• research & development risk
Hardware
The middleware model includes companies that develop software and technology for the creation and distribution of AR/VR.
Pros:• very scalable• potential for defensible,
differentiated offering
Cons: • research & development risk• difficult to predict the needs of
content creators
Middleware
The aggregate model includes companies that distribute AR/VR content. They can take the form of apps, app stores, and web destinations.
Pros:• large potential market• very scalable• control relationship with
end-consumer
Cons:• difficult to differentiate• dependent on content creators• threat of winner-take-all market
Aggregate
The modern era of AR/VR is still in its infancy. A majority of companies in the space are pre-product / pre-revenue, and are frequently pivoting and repositioning. This state of flux guarantees that new business models will continue to emerge in the future.
IntegratedThe integrated model includes companies that operate two or more of the business models shown above.
Pros:• control more of the user
experience and ecosystem • diversified business
Cons: • extremely capital intensive• potentially unfocused• many competitors
MAYBE BUT THERE ARE...
...MANY AREAS TO EARN MONEY IN
33TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
The studio model includes companies that create AR & VR content. Some produce their own IP, while others work primarily as contractors.
Pros:• many want to create AR/VR
experiences
Cons:• not very scalable• relatively low barrier to entry
Studio
The hardware model includes companies that produce physical consumer goods for AR/VR. They can make cameras, headsets, and input / output devices.
Pros:• potential for defensible technology• large potential market
Cons:• capital intensive• many competitors• manufacturing risk• research & development risk
Hardware
The middleware model includes companies that develop software and technology for the creation and distribution of AR/VR.
Pros:• very scalable• potential for defensible,
differentiated offering
Cons: • research & development risk• difficult to predict the needs of
content creators
Middleware
The aggregate model includes companies that distribute AR/VR content. They can take the form of apps, app stores, and web destinations.
Pros:• large potential market• very scalable• control relationship with
end-consumer
Cons:• difficult to differentiate• dependent on content creators• threat of winner-take-all market
Aggregate
The modern era of AR/VR is still in its infancy. A majority of companies in the space are pre-product / pre-revenue, and are frequently pivoting and repositioning. This state of flux guarantees that new business models will continue to emerge in the future.
IntegratedThe integrated model includes companies that operate two or more of the business models shown above.
Pros:• control more of the user
experience and ecosystem • diversified business
Cons: • extremely capital intensive• potentially unfocused• many competitors
• TIME TO EARN MONEY WITH AR & VRA BET ON THE FUTURE 34ECO-SYSTEMS
TIME TO EARN MONEY…
...WITH ECO-SYSTEMS
35TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
MAYBE BUT THERE ARE...
...MANY AREAS TO EARN MONEY IN
36TIME TO EARN MONEY WITH AUGMENTED AND VIRTUAL REALITY
The studio model includes companies that create AR & VR content. Some produce their own IP, while others work primarily as contractors.
Pros:• many want to create AR/VR
experiences
Cons:• not very scalable• relatively low barrier to entry
Studio
The hardware model includes companies that produce physical consumer goods for AR/VR. They can make cameras, headsets, and input / output devices.
Pros:• potential for defensible technology• large potential market
Cons:• capital intensive• many competitors• manufacturing risk• research & development risk
Hardware
The middleware model includes companies that develop software and technology for the creation and distribution of AR/VR.
Pros:• very scalable• potential for defensible,
differentiated offering
Cons: • research & development risk• difficult to predict the needs of
content creators
Middleware
The aggregate model includes companies that distribute AR/VR content. They can take the form of apps, app stores, and web destinations.
Pros:• large potential market• very scalable• control relationship with
end-consumer
Cons:• difficult to differentiate• dependent on content creators• threat of winner-take-all market
Aggregate
The modern era of AR/VR is still in its infancy. A majority of companies in the space are pre-product / pre-revenue, and are frequently pivoting and repositioning. This state of flux guarantees that new business models will continue to emerge in the future.
IntegratedThe integrated model includes companies that operate two or more of the business models shown above.
Pros:• control more of the user
experience and ecosystem • diversified business
Cons: • extremely capital intensive• potentially unfocused• many competitors
AR/VR IS STILL IN ITS INFANCY. MAJORITY OF COMPANIES ARE PRE-
PRODUCT / PRE-REVENUE. FREQUENT PIVOTING AND
REPOSITIONING.
