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AR and the Mass Market Business Opportunity

          Maarten Lens-FitzGerald
                Co-founder
                                              © 2010, Layar B.V.
rgi ng
                             em e
Augmented Reality is a new Mass Medium
         similar to a story you have heard before




                                                    © 2010, Layar B.V.
My first website




                  © 2010, Layar B.V.
Some time ago ...
New medium gains traction               Curated eco-system




             World Wide Web
     a medium designed around the PC


Massive distribution                  Media specific content


                        1994 - 1998
                                                              © 2010, Layar B.V.
An emerging mass medium
    New medium gains traction             Curated eco-system




                  Augmented Reality
           a medium designed around mobile


   Massive distribution                 Media specific content


                          2009 - 2010
                                                                © 2010, Layar B.V.
A mass market opportunity
                                               (X1.000.000 devices)
                                                                      1455
1500

             Total addressable market in
1200
             2013: 1.4 billion phones
             With a 24 month lifetime of devices


                                                      957

900
                                                                                 Total addressable Market
                                                                                 Layar capable
600                                                                   674
                                  498


                                                      467
300
       183                        315

       174

  0
   2010                          2011                 2012            2013                Based on: Gartner & Macquarie
                                                                             2013:45% smartphones of which 95% are Layar capable
                                                                                                                        © 2010, Layar B.V.
Layar user growth is accelerating
 2,500,000                           Number of first Layar
                                     launches &
                                     weeks since launch
 2,000,000


 1,500,000


 1,000,000


  500,000


        0
             0   12   24   36   48


                                                            © 2010, Layar B.V.
The Layar AR platform

              2.000.000 Users

              3500+ Developers
            700+ Layers Published


2.400.000 augmented objects served everys day


                                                © 2010, Layar B.V.
‘Where is ...’




                 © 2010, Layar B.V.
Live & Dynamic information




                      Layer developed by NAi/ IN10   © 2010, Layar B.V.
Insights




           Layer developed by Hoppala   © 2010, Layar B.V.
Commerce




Layer developed by HSPC              Layer developed by Hoppala   © 2010, Layar B.V.
Stories & Games   Layer developed by Muzar & Blutarsky




                                     © 2010, Layar B.V.
Build a business with Layar
       Looking for developers




                                © 2010, Layar B.V.
There is Reach




                                           US prime time
Global deal signed   Pre-installed in NL                   Announced
                                            advertising




                                                                       © 2010, Layar B.V.
There are Tools

API                                                      Tools & Support
Dynamic and Live data                                    Statistics
Authentication                                           OpenSource tools
3D, auto-triggers                                        Layar Partner Network
Rich Interaction                                         Wiki
                                                         Google Groups
                                                         Support desk



Premium Content                                          Publishing
- Multiple currencies, languages                         Multiple Operating Systems
- Statistics                                             Multiple languages
- Taxes and Administration

         other payment methods and providers to follow



                                                                                      © 2010, Layar B.V.
There is Demand
800                           Number of layers &
                              weeks since launch
700

600

500

400

300

200

100

 0
      0   12   24   36   48
                                                   © 2010, Layar B.V.
There are Precedents:


1. working business models
2. getting funded
3. hiring people
4. advertising their business


                                © 2010, Layar B.V.
Live today: Version 3.5
with Real time
location based search




                     © 2010, Layar B.V.
Situation Awareness
                         Context
                                         Layar Search Stream
                                                     object

                                          Influence
Unknown
                            Known




     Knowing what is unknown, Analyzing what is relevant,
        presenting it via Stream, experiencing it in AR

                                                               © 2010, Layar B.V.
Less drama for every day use




                               © 2010, Layar B.V.
1.   AR is an emerging mass medium & market
2.   Users & Industry Deals
3.   Big Brands on Board
4.   Platform, Community & Good Business
5.   Moving from Novelty to Utility


                                        © 2010, Layar B.V.
3 x product market fit
1. Product market fit with users
2.Product market fit with developers &
publishers
3.Product market fit with device
manufacterers and operators


                                        © 2010, Layar B.V.
Leonard Kleinrock with the first node of the ARPANET                  Tim Berners-Lee, inventor of the WWW



                                              A chance



 Martin Cooper inventor of the mobile phone           Steve Feiner, the first mobile augmented reality system




                                                                                                           © 2010, Layar B.V.
A chance to
build a new mass medium,
     posper together,
    one layer at a time

  www.layar.com/create     © 2010, Layar B.V.
                               Photo’s: Nasa
Thank You
                    maarten@layar.com



Background image:           http://www.flickr.com/photos/sinkdd/3016118556/sizes/o/   © 2010, Layar B.V.

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Layar at ARE2010 - Business model track - AR and the mass market business opportunity

  • 1. AR and the Mass Market Business Opportunity Maarten Lens-FitzGerald Co-founder © 2010, Layar B.V.
  • 2. rgi ng em e Augmented Reality is a new Mass Medium similar to a story you have heard before © 2010, Layar B.V.
  • 3. My first website © 2010, Layar B.V.
  • 4. Some time ago ... New medium gains traction Curated eco-system World Wide Web a medium designed around the PC Massive distribution Media specific content 1994 - 1998 © 2010, Layar B.V.
  • 5. An emerging mass medium New medium gains traction Curated eco-system Augmented Reality a medium designed around mobile Massive distribution Media specific content 2009 - 2010 © 2010, Layar B.V.
  • 6. A mass market opportunity (X1.000.000 devices) 1455 1500 Total addressable market in 1200 2013: 1.4 billion phones With a 24 month lifetime of devices 957 900 Total addressable Market Layar capable 600 674 498 467 300 183 315 174 0 2010 2011 2012 2013 Based on: Gartner & Macquarie 2013:45% smartphones of which 95% are Layar capable © 2010, Layar B.V.
  • 7. Layar user growth is accelerating 2,500,000 Number of first Layar launches & weeks since launch 2,000,000 1,500,000 1,000,000 500,000 0 0 12 24 36 48 © 2010, Layar B.V.
  • 8. The Layar AR platform 2.000.000 Users 3500+ Developers 700+ Layers Published 2.400.000 augmented objects served everys day © 2010, Layar B.V.
  • 9. ‘Where is ...’ © 2010, Layar B.V.
  • 10. Live & Dynamic information Layer developed by NAi/ IN10 © 2010, Layar B.V.
  • 11. Insights Layer developed by Hoppala © 2010, Layar B.V.
  • 12. Commerce Layer developed by HSPC Layer developed by Hoppala © 2010, Layar B.V.
  • 13. Stories & Games Layer developed by Muzar & Blutarsky © 2010, Layar B.V.
  • 14. Build a business with Layar Looking for developers © 2010, Layar B.V.
  • 15. There is Reach US prime time Global deal signed Pre-installed in NL Announced advertising © 2010, Layar B.V.
  • 16. There are Tools API Tools & Support Dynamic and Live data Statistics Authentication OpenSource tools 3D, auto-triggers Layar Partner Network Rich Interaction Wiki Google Groups Support desk Premium Content Publishing - Multiple currencies, languages Multiple Operating Systems - Statistics Multiple languages - Taxes and Administration other payment methods and providers to follow © 2010, Layar B.V.
  • 17. There is Demand 800 Number of layers & weeks since launch 700 600 500 400 300 200 100 0 0 12 24 36 48 © 2010, Layar B.V.
  • 18. There are Precedents: 1. working business models 2. getting funded 3. hiring people 4. advertising their business © 2010, Layar B.V.
  • 19. Live today: Version 3.5 with Real time location based search © 2010, Layar B.V.
  • 20. Situation Awareness Context Layar Search Stream object Influence Unknown Known Knowing what is unknown, Analyzing what is relevant, presenting it via Stream, experiencing it in AR © 2010, Layar B.V.
  • 21. Less drama for every day use © 2010, Layar B.V.
  • 22. 1. AR is an emerging mass medium & market 2. Users & Industry Deals 3. Big Brands on Board 4. Platform, Community & Good Business 5. Moving from Novelty to Utility © 2010, Layar B.V.
  • 23. 3 x product market fit 1. Product market fit with users 2.Product market fit with developers & publishers 3.Product market fit with device manufacterers and operators © 2010, Layar B.V.
  • 24. Leonard Kleinrock with the first node of the ARPANET Tim Berners-Lee, inventor of the WWW A chance Martin Cooper inventor of the mobile phone Steve Feiner, the first mobile augmented reality system © 2010, Layar B.V.
  • 25. A chance to build a new mass medium, posper together, one layer at a time www.layar.com/create © 2010, Layar B.V. Photo’s: Nasa
  • 26. Thank You maarten@layar.com Background image: http://www.flickr.com/photos/sinkdd/3016118556/sizes/o/ © 2010, Layar B.V.

Notes de l'éditeur

  1. By the end of 1993, there were 623 websites, By mid-1994 there were 2738 by the end of the year, more than 10,000. ....according to a study by MIT Researcher Matthew Gray.
  2. Early Investment by Leading Developers Emerging Understanding of Business Models Developing services -> developing Experiences Learning & ongoing development Developer community Promoting & curating what is working Payment platforms Richer AR modelling More interaction, sharing & engagement Analytics & reporting Technology consolidation
  3. Hostage wear shop a new way to do business be presented all over the world
  4. - easily discover and experience Augmented Reality without the need to enter a search query or open a specific layer. from novelty to utility. - have content served up at the right location at the right times
  5. we have a chance to build a new mass medium using all the tools from the net using the lessons from the net and to apply them to mobile to change the world by adding a new one