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corporate or other entity as such Licensee, without the express written permission of Licensor.
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
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5
A More Accurate ModelFactors work in concert and the effect is multiplied�
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corporate or other entity as such Licensee, without the express written permission of Licensor.
6
Innovation Centers / ClustersUniversities, research centers, investors and economic development groups�
� Boston
� San Jose/San Francisco
� Tokyo
� Osaka City
� Seoul
� Munich
Also Paris, Pittsburgh, Odense (Denmark), Sweden (Robotdalen), Nagoya (Japan), San Diego, Detroit,
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7
Investments and AcquisitionsUniversities, research centers, investors and economic development groups�
North American Robotics Trends
Anki’s Anki DriveRobo-Stox ETF
Medrobotics’ Flex System Ehang’s Ghost
Hardware and robotics “hot”. Business media coverage skyrocketing.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
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9
Social Drivers - Aging PopulationsParticularly North America, Western Europe, Japan�
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10
Business DriversAligning of the Stars�
Seegrid GP8
Universal Robots (Teredyne) UL5 w/ Controller
Source: International Labor Organization
U.S. Retail E-commerce Sales as a Percent of Total Quarterly Retail Sales
Source: Source: U.S. Census Bureau, US Department of Commerce
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corporate or other entity as such Licensee, without the express written permission of Licensor.
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
corporate or other entity as such Licensee, without the express written permission of Licensor.
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
corporate or other entity as such Licensee, without the express written permission of Licensor.
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
corporate or other entity as such Licensee, without the express written permission of Licensor.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
15
2015 VC and Private Sector Robotics Investment Worldwide�
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corporate or other entity as such Licensee, without the express written permission of Licensor.
16
USA, 57%
Japan, 16%
China, 12%
Canada, 7%
France, 4%Other, 4%
Other4%
Industrial30%
Commercial49%
Consumer17%
$1,483B Sector
2015 VC and Private Sector Robotics Investment By country & sector...
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corporate or other entity as such Licensee, without the express written permission of Licensor.
17
2015 VC and Private Sector Robotics Investment
By Industry & Technology7
Software13%
Small UAVs (Drones)12%
Sensors / Sensing Systems11%
Indoor Mobile Platforms7%
Operator Services – UAVs (Drones) 6%Other47%
Data Acquisition / Processing / Mgt. Services (5%)
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
corporate or other entity as such Licensee, without the express written permission of Licensor.
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
corporate or other entity as such Licensee, without the express written permission of Licensor.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
20
An Automation Continuum
Ranging From Inflexible “Hard” Automation to Highly Flexible Manual Labor7
Fixed Automation
Industrial Robots Mobile Robots Co-Workers Exoskeletons Manual Labor
Advantage / ValueSpeed Flexibility
Low High
Process Complexity
The transition from mass production and lean manufacturing to agile methods is a global manufacturing trend.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
21
Yearly Installations of Industrial Robots Up
Solid growth7
IFR = 200K units by 2018.
0
50
100
150
200
250
300
Year
29%
265*
229
Units (x1000)
2015 Sales = @$12B, With Sales, Installation etc. = $32B
Source: Source: International Federation of Robotics
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corporate or other entity as such Licensee, without the express written permission of Licensor.
22
Asia Driving Growth
Yearly Installations of Industrial Robots*7
Source: Source: International Federation of Robotics’ World Robotics 2015, ABI Research
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corporate or other entity as such Licensee, without the express written permission of Licensor.
23
Manufacturing and Warehousing Automation
Robotic automation for all processes7...
All major manufacturing and warehouse/distribution center processes have been automated with robotic technology to some degree.
Materials Processing/Production Distribution
Suppliers Customers
Unload, Unpack, Depalletize Palletize, Pack, Load
WarehousingOrder PickingTransportation
WarehousingTransportation
Tracking/Quality Control
Machine TendingPick and PlacePart Transfer
Assembly
“Tagged” products and materials monitored as they move through manufacturing environments and warehouses and distribution centers. Links to IT back ends and WMS common.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
24
Manufacturing and Warehousing Automation
Transportation and order picking7...
Amazon Robotics’ Kiva Warehouse Automation System
Adept Technology’s Lynx and Intelligrated “Mobilized” RTS GoKart Fetch Robotics' Fetch and Freight
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corporate or other entity as such Licensee, without the express written permission of Licensor.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
26
Co-Worker / Collaborative RobotsIntelligent Systems Working in Close Approximation With Humans�
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corporate or other entity as such Licensee, without the express written permission of Licensor.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
28
Collaborative Robots – Total Units/Total Revenue By Year
World Market, Forecast: 2015 to 2020
3,030
40,036
$95
$1,001
$0
$200
$400
$600
$800
$1,000
$1,200
0
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
45,000
2015 2016 2017 2018 2019 2020
Units per Year Revenue
Year
Units Revenue
Revenue growth is largely a function of unit sales. ASP remains flat (CAGR 2015-2020 = -4.4%).
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corporate or other entity as such Licensee, without the express written permission of Licensor.
29
Collaborative Robots - Unit Sales Market Share By Region
From 2015 to 2020 European and APAC market share by region undergoes an inversion7
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corporate or other entity as such Licensee, without the express written permission of Licensor.
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
corporate or other entity as such Licensee, without the express written permission of Licensor.
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
corporate or other entity as such Licensee, without the express written permission of Licensor.
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
corporate or other entity as such Licensee, without the express written permission of Licensor.
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
corporate or other entity as such Licensee, without the express written permission of Licensor.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
35
sUAS Markets By Purchaser
sUAS markets can be classified by purchaser, as well as funding sources, sales cycles and platform ASP
Consumers Business NGOs Government
** NOGs = Non-governmental organizations
Prosumer / Hobbyist
Professional Use
Business-2- Business
Personal Use
Business-2-Consumer
Military / Security Civil Commercial Consumer / Toy
• Military, civil or other governmental entities
• Also non-profits, research institutions and other NGOs**
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corporate or other entity as such Licensee, without the express written permission of Licensor.
36
sUAS Markets By Applications
Prosumer/Hobbyist sUAS also purchased by individuals and small businesses for commercial purposes7.
* Intelligence, Surveillance and Reconnaissance
• Search & Rescue
• Border Security
• Environment & Wildlife Management
• First Responder & Emergency Response
• Education / Research
• Law Enforcement & Public Safety
• Other
Prosumer / Hobbyist
Professional Use
Business-2- Business Business-2-Consumer
Personal Use
Military / Defense Civil Commercial Consumer / Toy
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37
Total sUAS Ecosystem Revenue - World Market, Forecast: 2014 to 2019
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corporate or other entity as such Licensee, without the express written permission of Licensor.
38
Total Commercial sUAS Ecosystem Revenue - World Market
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
corporate or other entity as such Licensee, without the express written permission of Licensor.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
41
Classes of Consumer Robotics Products
Domestic service robots that are purchased by individuals that educate, entertain or assist in the home7.
Home Care / Lawn Care Personal / Social Robots Mobile Telepresence
Jibo’s Jibo R. Bot’s Synergy Swan
Home Healthcare / QoL*
Saebo’s ReJoyce
Home security, home automation, pet care and durable juvenile products are also becoming “robotized”, adding the ability to sense, think and act (impact or move through) in the physical world.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
42
Classes of Robotic Home Care / Lawn Care Products
Purchased by individuals to assist in the home7.
* QoL = Quality of LIfe
Gutter Cleaning
John Deere’s Tango E5 iRobot ‘s Looj 330
Vacuuming / Sweeping Lawn Mowing Window Cleaning
Ecovacs WinbotNeato Robotics ‘ XV-15
Ecovacs’ Atmbot
Air Purifying Pool Cleaning Floor Washing
Smartpool’s 7i iRobot ‘s Scooba
Lawn Watering
Droplet Robotics’ Droplet
These are autonomous or semi-autonomous robotics technologies that maintain the home environment7
Robotic devices perform a given task more regularly than if undertaken by hand (say, vacuum the floor or mow the lawn every day). Repetition, and not performance vs manual methods, is their key advantage.
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corporate or other entity as such Licensee, without the express written permission of Licensor.
43
Classes of Robotic Home Care / Lawn Care Products
Four classes of home care robots based on their general function7
Home Care Robots
Floor Care Lawn Care
Mowers
Pool Care Miscellaneous
Pool Cleaners
Hybrids
Combos
Vacuums
Sweepers
Washers
Dusters
Window Washers
Air Purifiers
Gutter Cleaners
Lawn Watering
Lawn Watering
Current market size ($) is roughly proportional to the relative addressable market. For example, the addressable market for floor care products is much larger then for other types of robotic home care/lawn care systems, as is the current market size for them at this time.
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44
• Dust & allergen filtration/HEPA filters
• Odor neutralization
• Remote control
• UV sterilization
• Increased bin capacity
• Programmable scheduling
• Pet/workshop optimized versions
• Noise reduction
• Upgradable software
Incremental Features
Robotic Floor Cleaner Trends
Hands off, autonomous, deep cleaning w/complete coverage can attract premium pricing & high margins7P
rice / M
arg
in
Incremental FeaturesBaseline Functionality Equal / Better Than to Human
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corporate or other entity as such Licensee, without the express written permission of Licensor.
45
Home Care / Lawn Care Robots - Revenue By Segment
Robotic Vacuums/Floor Cleaners/Hybrids revenues dominate the sector.
* QoL = Quality of LIfe
$1.1B
$2.9B
0
500
1,000
1,500
2,000
2,500
3,000
3,500
2014 2015 2016 2017 2018 2019
Robotic Vacuums / Floor Cleaners / Hybrids
Robotic Lawn Mowers
Robotic Pool Cleaners
Other Home Care / Lawn Care Robots
Year
$ M
illi
on
s
Total revenue for consumer Home Care/Lawn Care robots will nearly triple between 2014 and 2019.CAGR 2014-2019 = 19.6%
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corporate or other entity as such Licensee, without the express written permission of Licensor.
46
Home Care / Lawn Care Robotics Products
Europe dominates7
* QoL = Quality of LIfe
Europe, 43.0%
North America, 31.9%
APAC, 24.1%
ROW, 1.0%
Europe, 40.3%
North America, 32.1%
APAC, 26.7%
ROW, 0.9%
Europe, 70.8%
North America, 24.4%
APAC, 3.9%
ROW, 0.9%
Europe, 51.7%
North America, 36.8%
APAC, 6.4%
ROW, 5.1%
Robotic Pool CleanersRobotic Lawn MowersRobotic Vacuums / Floor Cleaners
The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same
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48
Connected Devices - World Market, Forecast: 2015 to 2020
Internet connected, IP addressable “things”7
* QoL = Quality of LIfe
* Includes wireless, fixed and satellite connectivity.
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50
Robots as Hubs and Edge Devices
Robotic technology functioning as sensors and hubs7
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51
Future RoadmapSubtitle�
� KUKA Systems Designs a New Factory
� Producing Jeep Wrangler (and Other) Bodies
� Emphasis On:
– Constant flow of communication
– High production volumes
� Features:
– 246 Interconnected robots
– Supporting 1,444 data nodes
– Connected to edge 60,000 edge devices
� Centralized Data Management
� One Jeep Auto Body Every 77 seconds
– Operational 20 hours per day
Over 1 million Jeep Wranglers have been produced so far.
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52
Increasing Intelligence
A multi-tiered data sharing and execution architecture...
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