Growth Opportunities for Computer Vision in Commercial Unmanned Aircraft Systems (UAS) Dave Litwiller Aeryon Labs Inc.
Jul 15, 2015
Growth Opportunities
for Computer Vision in Commercial
Unmanned Aircraft Systems (UAS)
Dave LitwillerAeryon Labs Inc.
Overview
• The rise of the sUAS industry
• Market size, growth, and main applications
• Picking partners
• Vision technology drivers
• Immediate opportunities for imaging and vision
• Even larger mid-term growth for imaging and vision in sUAS
About Aeryon Labs
• Founded 2007 in Waterloo, Canada
• First shipments in 2009
• 2010 breakthrough, used by BP to combat the Deepwater Horizon gulf oil spill
• Global market share and performance leader in professional VTOL sUAS
— Flight time, flight dynamics, gimbal-camera
• 100% y-o-y growth
Recent UAV History
Year 2005 Year 2015
Time• Runway scale• Fixed wing
• Remotely piloted• Large team operation
• $$$$
• Backpack scale• VTOL
• Robotic flight control• Single person operation
• $$
Enabling sUAS Technologies
Longer Term
• Moore’s Law
• Small image sensors and optics
• Wireless communications
Most Recently
• Monolithic GPS receivers
• Inertial MEMS sensors
• LiPo batteries
Commercial Business Catalysts
• sUAS vs. Manned Helicopter
— Five times cheaper per hour, fully loaded cost
• Safer and faster than ladders and ropes
• Greater ubiquity, speed, accuracy, repeatability, quality and flexibility in inspection and surveying
• Ability to put airborne imaging tools safely and widely in the hands of experts from outside of aviation
Applications
• Oil and gas – refinery, flare stack, pipeline
• Power generation (solar, wind turbine), power distribution
• Transportation infrastructure – airports, rail lines, roadways
• Building inspection, industrial facilities
• Photography and cinematography
• Agriculture
Global sUAS Market
US$ million
Sources: Teal Group, Frost & Sullivan, Dow Jones, and manufacturers’ securities filings
Selecting sUAS Partners
• Integrated R&D players
• Early leader path dependency
• VTOL opportunity >> fixed wing
• Business opportunity in small systems >> large UAVs
Selecting sUAS Partners
• Media footprint ≠ sustainable business model
• Precision agriculture caution, hardware pricing pressure
• More favorable regulatory environment outside of the US for now in commercial uses
— Dramatic industry expansion when US and Europe re-regulate commercial uses of sUAS
Current Opportunities
for Imaging and Vision Industry
• Roughly 1/5th of the merchant value of a sUAS is its imaging subsystem (visible, single sensor)
• Automation of imaging and computer vision in sUASdepends on capability in
— Natural and varying lighting
— Object occlusion and perspective changes
— Shadows from objects and surroundings
— Twilight and night imaging
— Aggregating contiguous discrete images
— User designated object tracking
Future Opportunities for
Imaging and Vision Industry
• Integration of more sensory data than just visible and IR imaging, with corresponding expansion of pattern analysis and decision making— Depth sensing (near field)
— Visual odometry
— Digital image stabilization
— Hyperspectral
— UV
— LiDAR
— Chemical sensors and spectrometers
— Microphones
— RFID readers
Future Opportunities for
Imaging and Vision Industry
• Beyond Line of Sight operation (BLoS, a.k.a. BVLoS)
• Master work of sUAS: Far Field Sense & Avoid
Source: Military & Aerospace Electronics
How Big an Opportunity?
• Consider results to date in France
— Effective date of onset for legal commercial operation of sUAS in April 2012
— 2014 UAV sector revenue US$200M, 700 registered commercial operators at year end
— 2015 UAV sector revenue US$360M(F)*
• France is 1/5th the size of the US, and 1/8th of the EU
* Sources: Xerfi, DGAC
Summary
• sUAS industry is hot and getting hotter, built upon a foundation of sustainable and growing value in many large industries
• The role for computer vision and imaging is already significant, and about to get much larger
• Pick partners wisely. Thinly substantiated hype is rife among some sUAS vendors and ecosystem players
sUAS: This is just the beginning
Further Information
Dave Litwiller
Vice President
Aeryon Labs Inc.
Waterloo, Ontario Canada
Telephone: 519-489-6726
Email: [email protected]