Industry Trend Report on Apps & Caps for Robots - the story and the people behind - their potential and their impact - Scale Up Business Models - Example from OdenseRobotics

1. Industry Trend Report:
Global App and Cap Stores for Robots
(presentation at InnoRobo, Lyon, July 2015)
Joost Nijhoff
Business Developer IT/Robotics
Odense Robotics - Denmark
- Apps & Caps for Robots
- the story and the people behind
- their potential and their impact
- Scale Up Business Models
- Example from OdenseRobotics

2. Robot App Store:
Online marketplace, inspired by mobile app stores, enables
robot owners to purchase and download applications
written by developers around the globe that extend the
functionality of their robots.
Apps and Caps
Robot Cap Store:
Online platform where distributors and integrators can
present [approved] accessories that run successfully at end
users robots

3. Why we might need Robot Apps
“All our products will be connected by 2020”
Samsung CEO and president BK Yoon (@ CES January 2015)
IoT – Industry 4.0
RaaS: Robots as a Service
Remy Glaisner, Myra Research @ RoboBusiness Europe 2015
Apple, Google and Amazon

4. Preconditions for Robot App Stores
“No App store without a mature market &
generic platform”
Dan Kara (Director, Robotics at ABI Research, Boston)
“No Apps for industrial but for consumer robots,
approved Caps are more likely”
Jean-Yves Benaiteau (Consultant on Industrial Innovation)
Caps: “From Solutions to Products” – could that
be the end for integrators?
Issues:
- Operating Systems (ROS)
- Safety, Critical Industries
- Critical Mass (number of installed platforms / devices)

5. Industrial -> Personal/Consumer
Market for service robots
2013 21.000 PROFESSIONAL Service robots
2017 21 million PERSONAL Service Robots
2025 € 29 billion Personal/Consumer robots
PROFESSIONAL use: defense, field robots, milking robot
PERSONAL use : vacuum, lawn, entertainment, health tech
PERSONAL USE => potential for generic platforms -> app store
Drivers:
- Less focus on security, more on usability
- Number of installed platforms on one dominating OS
- One big player setting the standard / or ROS
No app store for industrial robots, but for service robots

6. In the meanwhile
ROS
2007, 2010 ROS 1.0, 2012 Baxter Research Robot , 2013 -> Open Source Robotics
Foundation, 2014 ROS Industrial Europe kick off, 2015 approx 80 code contributors
Roomba community
NAOqi
RAPP
3-year project (2013-2016) that will provide an open source software platform to
support the creation and delivery of Robotic Applications (RApps), for service
robots
Industrial Network: GE, AT&T, CISCO, IBM, Intel
2014 (“open, not-for-profit group”), common architectures, language connecting
brilliant machines and people

7. What we can learn from Mobile Apps
Dominating platforms (iOS & Google Play)
100 billion downloads / paid out $30 billion
(Apple WWDC June 2015)
App Store model will change
- 30/70 split
- From Apps to Ambient Services
- Ambient: technologies disappear in the background, only UI user interface
perceivable
- Apple and Google race to see who can kill the App first (Wired, June 2015)
Google “Now on Tap” – Apple ProActive

8. A True Robot App Visionary
Bruno Maisonnier 2005
• Family of companion robots & Apps
• Nao academic world (€ 14.300)
• NAOqi, SDK, online application store
• Nao € 7.100 / 7000 sold world wide
• "Aldebaranians“ creating applications
• Exit 2015
-“For me, the next step is to add content, applications in our application
store – so a huge community of people will become interested in joining our
adventure”

9. Robot App Store
Elad Inbar 2011
- Apps’ marketplace
- “The missing link in the value chain”
- Grishin Robotics investment 250.000 USD
- Example App: Dancing Roomba-Lullaby
2015
- 271 Apps (Roomba 100, Aldebaran 25)
- All Apps for free

10. 2015 a big year for
Personal Robots – Social companions
Jimmy, (Intel, Trossen Robotics, 21stCentury Robots)
• open-sourced 3D-printed robot
• € 1400, Beta kits shipping 2015
• Linux open source C++ framework
Jibo (Jibo Inc, crowd funded, € 3,3 million)
• See, Hear, Speak, Learn, Help, Connect
• pre-order € 680 delivery April/May 2016
• Linux based, but subsystem is closed, proprietary
• Apps: Jibo Skills developed ecosystem partners

11. Pepper - reads emotions
• Created by Aldebaran for Softbank
• Alibaba & Foxconn 20% stake in Softbank
robotics
• Know-how, strategy and global networks
• Release June 20th, Japan only
• 1000 units/month
• € 1540 + insurance + apps = € 8.400
• ”Selling below manufacturing costs” –
Business model relying on App Store
revenues
• 200 Apps + App developer program

12. Scale Up Your Business Model
• App Store model should inspire
everyone to create scalable business
models
• Start Ups in Robotics are challenged
• “Extraordinary value creation cannot
occur without growth”
• “Entrepreneurial growth post start-up =
Scale Up”
Daniel Isenberg, professor of Entrepreneurship Practice, Babson
College

13. Clear, simple business models
• Know your unique capabilities
• Use the value chain
• Keep it simple and make it scalable
Some have clear concepts, say no to 1000 opportunities
and stay true to their business model:
Universal Robots, CEO Enrico Krog Iversen => Terradyne €
254 + € 58 mio = € 312 million
• Collaborative robot arms UR3, UR5, UR10
• Promising exit opportunities for start ups

14. 14
URCaps - by
UR provides standardized interfaces, 3rd parties create re-usable capabilities.
The URCaps platform is basically a dating service, w/standard solutions
URCaps are business opportunities for automation vendors
All URCaps have been verified to be working by UR.

15. OdenseRobotics:
- 70 companies, 1,800 employees, robotic/automation sectors.
- A diverse cluster, strong value chain
- Significant strengths in collaborative robots, SME automation, Sensors and vision, Food tech

16. Take Away
3 main points you may want to take home:
2015: Industrial Robots need Caps, not Apps
Security issues and diversity of OS are severe obstacles for industrial apps
2020: Consumer Robots run on Ambient services,
not on downloaded Apps
The App Store model is likely not around anymore when consumer robotics have
reached critical penetration. Ambient Services / Ambient Intelligence will take over.
At any time: Scalable business models will always be key
Even in the smallest niche it is possible to define your scalable business models