This document provides an overview of trends in Asia and various industries over the past 15 years according to an expert in ecosystems, innovation and hardware. It discusses the rise of specialized accelerators and venture capital funds focusing on industries like tech, telecom, gaming and more. Specific trends mentioned include the growth of artificial intelligence, robots, virtual reality, smart home technologies, digital health, industry automation, and China's increasing dominance in areas like hardware startups, AI and more.
7. Hardware
Already
Wearables that heal
Service robots
Capital
Shenzhen
Here to stay!
Next
Human augmentation
Learning from robots &AI
Sci-Fi is (mostly) wrong
Humanoid robots, flying cars…
Ballistic = More accurate
9. Global
Trends
Rise in IPOs
Some long awaited
VC grows
Specialists, CVC & others
China
Astory in itself
Unicorns
Many in China
Some large M&As
By tech & non tech
10. Mo’IP
Patents and beyond
Mo’startups
#1 in hardware unicorns
Mo’A.I.
Huge budgets & investments
Mo’robots
Factories + Consumer
Mo’money
China > US
China
Trends
11. VR
Maybe hope with Oculus Go?
Watch movies on your bed?
So 2017…
Trackers, (B2C) Drones,
FDM 3D printing…
Voice agents
Alexa wins. Who else?
Killer app = News + Spotify?
Smart home
Not much selling yet.
Who’s paying? (= utilities + insurance?)
Still hard
Price-sensitive
Where’s the need?
Losing momentum vs. B2B
(old)
Consumer
Trends
12. Digital coaching
Gym, music, language…
Closing the loop?
Premium & Personalized
From shoes to coffee
Shiny?
Sci-fi is wrong
Shiny new thing vs. useful daily
STEM
Real need, real money
B2C + B2G
Advanced tracking
Market still limited
New
Consumer
Trends
13. Next: human augmentation?
Digital Ritalin™? Other?
Personal diagnostic
At home / on the go / high fidelity
Wearapeuthics
Closing the loop & competing w/ pharma
Tech giants go medical
Female health, glucose
Some new categories
Momtech / Fertility
Health
Trends
14. Cheaper machines
Automation of repetitive tasks
Enabling local manufacturing
Retrofit
Sensors, Predictive
maintenance, ML
Smarter machines
Flexible (Vision /AI / ML)
Custom products
New machines
Dull, dirty, dangerous tasks
Every industry is IoT
Mining,Agriculture,
Construction, Insurance….
Industry
Trends
15. Health + B2B
Most appealing today
It’s everywhere
Tech and non-tech get smart
It’s not sci-fi
Only better
China
Master of scale
It’s not crypto
But it’s real
Final
Words