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HAX for Japan

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Publié le

Trends & ecosystems. Tokyo, August 2017.

Publié dans : Technologie
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HAX for Japan

  1. 1. LATESTTRENDS INHARDWARE STARTUPS
  2. 2. BENJAMIN JOFFE PARTNER HAX Twitter: @benjaminjoffe Email: ben@hax.co Wechat: benjamin2301
  3. 3. 9 years 1 year 4 years
  4. 4. Mechanical Engineer Analyst Founder/Consultant Angel Investor (12) 2000 to 2013
  5. 5. Speaker (>200 talks) Researcher
 (>1M views) Writer Partner 2013-now
  6. 6. US$300M Fund Global Top 3 Seed Investor (>600 startups) HARDWARE LIFE SCIENCES SOCIAL/MOBILE
  7. 7. #1 HARDWARE SEED INVESTOR STARTUPS223 YEARS5
  8. 8. SEED4 MONTHS + $75K FEE + $100K CASH GROWTH6 WEEKS O TO 1 1 TO N SHENZHEN PrototypetoLaunch SANFRANCISCO ProducttoScale
  9. 9. ~2,000 / YEAR CANDIDATES
  10. 10. CHINA: 10% U.S.+CAN: 50% EU: 25% OTHER: 15% 90% 10% JAPAN: < 1%
  11. 11. INDUSTRIAL CONSUMER HEALTH ENTERPRISE 10 20 30 40 2012 2013 2014 2015 2016
  12. 12. FEATUREDSTARTUPS SERIES B SERIES A SEED STEM robots Smart lighting solutions IoT Connectivity & Cloud Solution Instant camera with AR Retail inventory robot Commercial cleaning robot Delivery robot Lab robotNon-contact biosensors Cocktail robot Smart pet devices SEED Headphones for sleep $9 Microcomputer Sous vide cooking at home Mobile blood diagnostic Self-equalizing headphones
  13. 13. VALUEOFHAX 30% PROGRAM 70% COMMUNITY
  14. 14. SCI-FIHASARRIVEDSCI-FI
 HASARRIVED00/
  15. 15. FLYING CAR Slovakia
  16. 16. JET PACK U.S.A.
  17. 17. ANDROIDS Japan
  18. 18. PROBLEMS 01/EXPENSIVE 02/IMPRACTICAL
  19. 19. QUESTION#1 USABLEFUTURE
  20. 20. HAX | HARDWARE TRENDS 2017 | PAGE 20 PERFECT
 TIME FOR HARDWARE CHEAPER 
 COMPONENTS ONBOARD
 CPU RETAILERS
 FOR HIGH-TECH SMALL BATCH
 MANUFACTURING 
 MICRO-CAPS,
 REG A+… CLOUD CROWDFUNDING
 & PRE-SALES SOCIAL MEDIA
 TO TEST DEMAND SMARTPHONES NEW & BETTER
 PROTOTYPING
 TOOLS
  21. 21. QUESTION#2 R&DTOMARKET
  22. 22. MOREHIGHTECH GROWINGGAPBETWEEN“MAKERS”&STARTUPS
  23. 23. First R&D (Japan) (not for sale) 1986 Segway (USA) $5,000 2001 Ninebot (China) $330 2016 30YEARSFROMLABTOMASSMARKET
  24. 24. CHALLENGES BUILDPROTOTYPE(R&D)
  25. 25. CHALLENGES POSITIONPRODUCT(STRATEGY) BUILDPROTOTYPE(R&D) ITERATE(DEVELOPMENT) BUILDPRODUCT (PRODUCTION) LAUNCH(PR&MARKETING) GROW(DISTRIBUTION&SALES)
  26. 26. HAX | HARDWARE TRENDS 2017 | PAGE 26 01/ HAX | HARDWARE TRENDS 2017 | PAGE 26 FASTER
  27. 27. PROTOTYPE
  28. 28. ROVENSO makes heavy-duty agile robotic rovers for rough terrains and remote intervention. Switzerland
  29. 29. 3MONTHSLATER
  30. 30. LAUNCH
  31. 31. 2017 8 30 毎日の習慣を作る子ども向けスマートウォッチ
 「OCTOPUS」販売開始 France
  32. 32. 1 2 3 4 18MONTHS
  33. 33. R&D1 2 5 4 3 Prototyping Production Investment World-ClassSTARTUPS World-ClassRESOURCES Sales
  34. 34. HAX | HARDWARE TRENDS 2017 | PAGE 38 CHEAPER02/ HAX | HARDWARE TRENDS 2017 | PAGE 38
  35. 35. COSTS EXAMPLE: DOGPOOPPICKER
  36. 36. 2011 GENERALROBOT ONBOARDCOMPUTING
  37. 37. (Not a HAX company) $400,000 (2011)
  38. 38. 2017 SPECIALIZEDROBOT CLOUDCOMPUTING
  39. 39. $400 (2017) U.S.A.
  40. 40. HAX | HARDWARE TRENDS 2017 | PAGE 44 03/ HAX | HARDWARE TRENDS 2017 | PAGE 44 EASIER
  41. 41. EXAMPLE PINGPONGROBOT
  42. 42. TRAINERBOT Taiwan
  43. 43. HOWFAST? HOWCHEAP?
  44. 44. HAX | HARDWARE TRENDS 2017 | PAGE 48 TEAM COST TIME PERCEPTION
 (ESTIMATE) 10 $2M 4 YEARS
  45. 45. HAX | HARDWARE TRENDS 2017 | PAGE 49 TEAM COST TIME PERCEPTION
 (ESTIMATE) 10 $2M 4 YEARS REALITY
 (2017) 2 $100KVC +$250KKS 18 MONTHS
  46. 46. HAX | HARDWARE TRENDS 2017 | PAGE 50 04/ HAX | HARDWARE TRENDS 2017 | PAGE 50 PERSONAL
  47. 47. EXAMPLE HEADPHONES
  48. 48. CUSTOM-FIT
  49. 49. REVOLS: CUSTOM FIT Canada
  50. 50. PERSONAL SOUND
  51. 51. NURA: TUNED TO YOU Australia
  52. 52. low tones mid tones high tones sensitivity
  53. 53. HAX | HARDWARE TRENDS 2017 | PAGE 60 05/ HAX | HARDWARE TRENDS 2017 | PAGE 60 SPECIALIZED
  54. 54. EXAMPLE HEADPHONES
  55. 55. BRAINWAVES
  56. 56. KOKOON: FOR SLEEP U.K.
  57. 57. MINDSET: FOR WORK Canada
  58. 58. THECASEOF
 ROBOTS
  59. 59. SPECIALISTS
  60. 60. WAREHOUSING
  61. 61. AMAZON: WAREHOUSE ROBOTS ACQUIRED KIVA FOR US$775M IN 2012 45,000 ROBOTS BY JAN. 2017
  62. 62. INVENTORY
  63. 63. SIMBE ROBOTICS U.S.A.
  64. 64. CLEANING
  65. 65. AVIDBOTS Canada
  66. 66. HAX | HARDWARE TRENDS 2017 | PAGE 75 06/ HAX | HARDWARE TRENDS 2017 | PAGE 75 HEALTH
  67. 67. PORTABLE DIAGNOSTIC
  68. 68. HAX | HARDWARE TRENDS 2017 | PAGE 77 BLOODDIAGNOSTIC
 CRIAMTECH
 TESTS BLOOD TYPE
 AND DISEASES BBB TRACKS BLOOD MARKERS (E..G DIABETICS) South Korea Portugal
  69. 69. AIRE is a digestive tracker that detects food intolerances
 (e.g. IBS causes) through the breath. Ireland
  70. 70. DIGITAL THERAPIES
  71. 71. SLEEPIN 10MINUTES?
  72. 72. U.K.
  73. 73. TREAT DEPRESSION
  74. 74. Sweden
  75. 75. BACKPAIN
  76. 76. JAPET France
  77. 77. DIGITAL
 THERAPIES =THENEWPHARMA? 
 

  78. 78. INGESTIBLES
  79. 79. IMPLANTABLES
  80. 80. FUTURE
 OFHEALTH
  81. 81. HAX | HARDWARE TRENDS 2017 | PAGE 92HAX | HARDWARE TRENDS 2017 | PAGE 92 DUNCAN TURNER
 MANAGING DIRECTOR
 HAX SEED Donating your data
 might help more than donating an organ” “DATA
 ISTHENEWBLOOD 
 

  82. 82. HAX | HARDWARE TRENDS 2017 | PAGE 93 We have the opportunity
 to make the generation born now the healthiest in history.” ALEX GORSKY
 CEO, JOHNSON & JOHNSON “ HAX | HARDWARE TRENDS 2017 | PAGE 93
  83. 83. HAX | HARDWARE TRENDS 2017 | PAGE 94 07/ HAX | HARDWARE TRENDS 2017 | PAGE 94 SMARTER
  84. 84. SMART SPEAKERS
  85. 85. NEST
 THERMOSTAT PHILIPS HUE
 LIGHT ECOBEE
 SWITCH BELKIN
 OUTLET KEEN
 VENT SAMSUNG
 HUB AUGUST
 LOCK RING
 VIDEO DOOR BELL FITBIT
 FITNESS TRACKER DROPCAM
 CAMERA HYDRAO
 SHOWER HEAD SAMSUNG
 ROBOTIC VACUUM
  86. 86. A.I.&MACHINELEARNING EVERYWHERE
  87. 87. HAX | HARDWARE TRENDS 2017 | PAGE 99 08/ HAX | HARDWARE TRENDS 2017 | PAGE 99 INDUSTRY- CHANGING
  88. 88. MANUFACTURING
  89. 89. MANUFACTURING SMARTROBOTS LOWCOST+COMPUTERVISION
  90. 90. SMART CO-BOT China
  91. 91. MANUFACTURING DESKTOPMACHINES
  92. 92. U.K.
  93. 93. AGRICULTURE
  94. 94. PYCNO SECROP 
 FIELDSENSORS EDYN HAX | HARDWARE TRENDS 2017 | PAGE 107
  95. 95. HAX | HARDWARE TRENDS 2017 | PAGE 108 09/ HAX | HARDWARE TRENDS 2017 | PAGE 108 CHINA
  96. 96. IP
  97. 97. WORLDLEADER INPATENTS SOON?
 2016 NUMBER OF APPLICATIONS BY COUNTRY (‘000) SOURCE: WORLD INTELLECTUAL PROPERTY ORGANIZATION WORLD’S #1 & #2
 IN PUBLISHED APPLICATIONS 
 TOP 10: 7 FROM ASIA, 3 FROM U.S. 4,123 PATENTS 3,692 PATENTS USA Japan China Germany South Korea France UK Netherlands Switzerland Sweden 0 15,000 30,000 45,000 60,000 -1% +3% +40% IN 2017?+45% HAX | HARDWARE TRENDS 2017 | PAGE 110
  98. 98. INVEST
  99. 99. USA
 $14.5B CHINA
 $10.6B EUROPE
 $3B1Q2017 3% 35% 4% 10% 48% USA Europe India China RoW SOURCE: DOW JONES VC EDGE 1Q 2017 EQUITY INVESTMENT BY REGION
 INTO VENTURE-BACKED COMPANIESCHINAVC
 INVESTMENTIS
 #2GLOBALLY HAX | HARDWARE TRENDS 2017 | PAGE 112
  100. 100. SHENZHEN
  101. 101. THE SILICON VALLEY OF HARDWARE
  102. 102. Akihabara Huaqiangbei x20
  103. 103. SHENZHEN&GUANGDONG
 MANUFACTURING SUPPLYCHAIN COMPONENTMANUFACTURERS TECHNICALWORKFORCE ASSEMBLYSUPPLIERS
  104. 104. SHENZHENSUPERPOWERS SKILLS ANY SCALE SPEED SAVINGS
  105. 105. ROBOTICS
  106. 106. HAX | HARDWARE TRENDS 2017 | PAGE 119 ROBOT MAKERS 100,000 200,000 300,000 400,000 500,000 Fanuc Yaskawa ABB Kawasaki Nachi Kuka Denso Epson Adept 25,000 45,000 80,00080,000 100,000110,000 250,000 300,000 400,000 SOURCE: ROBOTICS & AUTOMATION NEWS, 2016
  107. 107. ROBOTS
 PURCHASED BY COUNTRY
 (SOURCE: IFR, 2015) CHINA BUYS ROBOTS 20,000 40,000 60,000 80,000 China SouthKorea Japan USA Mexico Canada 2,7004,700 27,000 35,00038,000 69,000 SALES 2015: 248,000 (+12%YOY) +20%YOY
  108. 108. Old China
  109. 109. New China
  110. 110. INVENT
  111. 111. DJI NINEBOT MAKEBLOCK UBTECH NEXT INNOVATORS
  112. 112. DJI NINEBOT MAKEBLOCK UBTECH NEXT INNOVATORS >$10B >$1B >$1B
  113. 113. MAKEBLOCK($200Mval.)
  114. 114. プログラミング教育 ドローン=「Airblock」
 7月14日から国内販売開始 2017 7 6
  115. 115. For innovation, 
 China Today is like Japan in the 80’s” SEAN O’SULLIVAN, FOUNDER, SOSV/HAX “ HAX | HARDWARE TRENDS 2017 | PAGE 128
  116. 116. SCALE
  117. 117. MOBIKE START: 2015 BIKES: 5M USERS: 100M INVEST: $1B
  118. 118. BUY
  119. 119. HAX | HARDWARE TRENDS 2017 | PAGE 132 BUYING
 INNOVATION CHINESE APPLIANCE MAKER MIDEA
 BOUGHT GERMANY’S KUKA FOR US$4B HAX | HARDWARE TRENDS 2017 | PAGE 132
  120. 120. HAX | HARDWARE TRENDS 2017 | PAGE 133 BUYING
 DESIGN PHILIPPE STARCK 
 DESIGNED THE MI MAX HAX | HARDWARE TRENDS 2017 | PAGE 133
  121. 121. HAX | HARDWARE TRENDS 2017 | PAGE 134 10/ HAX | HARDWARE TRENDS 2017 | PAGE 134 JAPAN
  122. 122. ECOSYSTEM ANALYSIS
  123. 123. SILICONVALLEY
  124. 124. 01/ MARKET 02/CAPITAL 03/TALENT 04/INFRA 05/REGULATIONS
  125. 125. 01/ MARKET 02/CAPITAL 03/TALENT 04/INFRA 05/REGULATIONS 06/CULTURE
  126. 126. WHY? SAFETYNETS!
  127. 127. CORPORATIONSHIRE STARTUPTALENT
  128. 128. INOTHER COUNTRIES
  129. 129. SPECIALCASE: FRANCE
  130. 130. HAX | HARDWARE TRENDS 2017 | PAGE 148 EXHIBITORS PER COUNTRYSTRONG: FRANCE & KOREA
 WEAK: JAPAN & GERMANY
 HAX: 83 STARTUPS! USA CHINA FRANCE TAIWAN SOUTH KOREA HONG KONG HAX CANADA UK JAPAN GERMANY ISRAEL 0 450 900 1350 1800 CES2017:
  131. 131. 2015 110 startups 2014 40 startups 2016 190 startups 2017 238 startups
  132. 132. WHY? SAFETYNETS!
  133. 133. MOSTIMPORTANTIS: CORPORATIONSHIRE STARTUPTALENT
  134. 134. BUTALSO
  135. 135. Unemployment benefits for 4-24 months *even when starting a company
  136. 136. Sabbatical from job from 6-24 months (no pay)
  137. 137. ROLEMODEL
 + RE-INVESTMENT
  138. 138. Xavier Niel, French Tech Billionnaire
  139. 139. Campus for 1,000 startups Mr. Niel invested $270mln
  140. 140. JAPAN
  141. 141. WHEREIS
 THENEWSONY?
  142. 142. MARKETCAP
  143. 143. M&A
  144. 144. RAISED$30M
  145. 145. Takuma Iwasa, Founder, Cerevo
  146. 146. 01/ MARKET 02/CAPITAL 03/TALENT 04/INFRA 05/REGULATIONS 06/CULTURE
  147. 147. 01/ RE-USETALENT
  148. 148. 01/ RE-USETALENT =LOWERRISKFORSTARTUPS
  149. 149. 02/ GLOBAL PERSPECTIVE
  150. 150. Takakazu Fujimoto
  151. 151. HAX Takakazu Fujimoto
  152. 152. “The most important thing is to go abroad and see Japan from outside the country.” Dr. Shuji Nakamura - Nobel Prize for Physics (2014)
  153. 153. ANEWMEIJI
  154. 154. ANEWMEIJI
  155. 155. ITHAPPENED BEFORE
  156. 156. MBA, 1993 BA Economics, 1980MBA, 1990
  157. 157. 01/GLOBALEXPERIENCE 02/USEYOURENGLISH 03/CORPORATIONSHIRESTARTUPTALENT
  158. 158. FROMGALAPAGOS
 TOANEWMEIJI
  159. 159. it’s not vs. vs.
  160. 160. it is + +
  161. 161. THANKYOU ! BEN@HAX.CO
 @BENJAMINJOFFE " ✉ www.slideshare.net/haxco

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