globalisation 2.0 - how digital is crushing industry boundaries
TRANSCRIPT
© 2015 VisionMobile
Globalisation 2.0: How Digital is Crushing Industry Boundaries�Andreas Constantinou, Founder & CEO, VisionMobile
© 2015 VisionMobile
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VisionMobile | What we do
Developer Experience Tracking
August 2015 August 2015
Developer Megatrends H1 2015 © 2015 VisionMobile 1
DEVELOPER MEGATRENDS H1 2015�
© 2015 VisionMobile.com May 2015
Access developer trends through 12 reports a year
Slice & dice millions of developer data points
If you could talk to 10,000+ developers what would you ask them?
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First. Some questions.
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Why would a smartphone company make shoes?
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Why would a retailer make devices?
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Why would an ad company make phones?
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Why would a hardware company sell music?
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© 2015 VisionMobile
Traditional boundaries between industries are disappearing
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2012
HomeKit Health / Watch CarPlay
Nest Fit / Wear Android Auto
Echo / Alexa
N/A
Kindle Fire Fire TV
Mi Band + … Mi / MIUI Mi note Mi TV / Mi Box
2015
Mac computers iPhone iPad Apple TV
Chrome browser Android Android tablets Google TV
Windows Windows Windows Phone Xbox
PC smartphone tablet smart TV smart home
Cortana Health / Band Windows in the Car
?
Amazon.com Fire Phone
N/A
N/A N/A Mi Smart Home +
…
health / wearables connected car
© 2015 VisionMobile 10
Trend #1. Products as a distribution platform
© 2015 VisionMobile
Flash back to mobile: three business models for mobile devices
11 Source: VisionMobile
emerging model hardware = distribution
traditional model hardware = profits
No Name
take most profits
“demolition derby” break-even or
lose money
© 2015 VisionMobile
Xiaomi: consumer electronics products as a distribution platform�Xiaomi creates a distribution platform for gadgets and home appliances
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10,000+ products sold �on mi.com web site
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“Only for fans”
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Amazon: devices are a new touch-point for the e-commerce business�Amazon sells devices at costs to profit post-sales
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© 2015 VisionMobile https://jawbone.com/marketplace 16
Automatic: an OBD plug as an enabler for distribution platform for insurance and car services�Raised $24M in Q2 2015 from USAA and CDK Global
http://www.reuters.com/article/2015/06/25/ca-automatic-labs-idUSnBw255375a+100+BSW20150625
© 2015 VisionMobile https://jawbone.com/marketplace 17
Beam: connected toothbrush as a distribution platform for dental insurance�Data from the device helps to reduce insurance premiums
© 2015 VisionMobile
Trend #2. Cross-industry business models 18
© 2015 VisionMobile
value creation
value capture
value delivery
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industry A
A new type of business model emerges
value creation
value capture
value delivery
traditional business models
asymmetric business models
industry A
industry B
© 2015 VisionMobile
Asymmetric Business Model
A business model that forces customers and profits to migrate from one industry into another
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© 2015 VisionMobile
Asymmetric business models create unfair competitive advantage software handsets e-commerce advertising
Messenger WhatsApp
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telecoms
Google Play
ad sales
Google Fiber Google Fi
Android handsets
Google Wallet
ad sales
devices
App Store
iDevices
© 2015 VisionMobile
Asymmetric business models create unfair competitive advantage
value capture value creation
software handsets e-commerce telecoms
profit transfer 22
insurance
Amazon app store e-commerce
Kindle Fire
employee benefits plan
free life insurance
as long as you ‘re a subscriber
free HR software
© 2015 VisionMobile
Trend #3. The era of platform-first products
Image credits: Maschinenraum
© 2015 VisionMobile
Developers are conquering… the wrist
Apple Watch
3,500+ apps
Android Wear
2,300+ apps
Pebble
1,400+ apps
Source: Apple, Pebble, Android Wear Center, VisionMobile estimates (Q1 2015) 24
© 2015 VisionMobile
Developers are conquering… the home
There are a lot of things that we’re not going to be able to build. We want to work with developers who bring other great ideas in the mix. […] The iPhone was great - it had 5 apps on it when it shipped. Now it has a million apps on it. The opportunity in the home is going to be pretty close. Tony Fadell
ex-Apple, CEO Nest
https://www.youtube.com/watch?v=377oDvnrk5M&t=20m40s (edited for clarity)
a small selection of Smart Home platforms and APIs
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© 2015 VisionMobile
Developers are conquering… the sky
There are a lot of industrial use cases that DJI can’t build the software for, but developers can come and create software for industrial companies. Developers are already using our SDK to build apps to help control drones for agriculture, construction, and mining. Michael Perry
DJI
http://techcrunch.com/2015/05/06/dji-drone-platform/
“Android for drones”
http://dronekit.io/
Raised $75M to build an industrial UAV developer platform (May 2015)
http://dev.dji.com/
An operating system for commercial drones
http://www.airware.com/developers
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© 2015 VisionMobile
Developers are conquering… the car
Aftermarket solutions for any car, 250+ OBD apps in Google Play,
growing support from big players
API available by invite only 40 new vehicle models in 2015
API publicly available (Nov 2014) Apps can be published on Google Play (Mar 2015)
First models in 2015
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© 2015 VisionMobile
Automatic: From a standalone product to an innovation ecosystem�connecting drivers to the rest of their life – 320 recipes on IFTTT
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social
service
trip logging
location
smart home
wearables
works with any car through
OBD-II plug
offers selection of own services
for smart car experience
© 2015 VisionMobile
And now.. a platform before a product
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a package of 15 sensors for developers to turn into products
not designed for any one use case or industry
© 2015 VisionMobile
Developers extend your business model
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value creation
value capture
value delivery
developers as extenders
to new use cases, and partners into
new alliances
developers as distribution
reaching new users & new markets
developers as customers
Source: VisionMobile
developers as the innovators
© 2015 VisionMobile
Developers are active across home, retail and more
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Early platform leaders are already starting to form�top-3 platforms for developer mindshare across verticals
© 2015 VisionMobile
Developer ecosystems are the �
baseline for competition in IoT
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© 2015 VisionMobile
Knowledge. Passion. Innovation. Andreas Constantinou Director & Founder [email protected] @andreascon
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