WEARABLE TECHNOLOGYMARKET SNAPSHOT

Macro Trend I: The Internet of Things (IoT)Mary Meeker (KPCB), Internet Trends 2014 Report: “Biggest Re-Imagination of All = People Enabled with Mobile Devices + Sensors Uploading Troves of Findable and Sharable Data”

Cisco: By 2020, there will be 50bn internet connected devices in the world.

Macro Trend II: The Quantified SelfCB Insights: VC investment dollars reach ~$320mm in 2013, up 165% annually.

Fred Wilson (USV): “Makes me wonder about the healthcare diagnostic sector. Will I be able to take my blood pressure, blood chemistry, xray, MRI, on my phone?”

Outstanding question: hardware versus software?

Computing Timeline: 10 year cyclesMary Meeker (KPCB), Internet Trends 2014 Report: “Biggest Re-Imagination of All = People Enabled with Mobile Devices + Sensors Uploading Troves of Findable and Sharable Data”

Cisco: By 2020, there will be 50bn internet connected devices in the world.

Test test Test test

Wearable CharacteristicsMary Meeker (KPCB), Internet Trends 2014 Report: “Biggest Re-Imagination of All = People Enabled with Mobile Devices + Sensors Uploading Troves of Findable and Sharable Data”

Cisco: By 2020, there will be 50bn internet connected devices in the world.

Test test Test test

Beyond Wearables…

1. Drivables Pandora Car/TV/Appliance usage likelyto surpass PC in ~2 years

2. Flyables Agriculture, entertainment, safety/relief,logistics/delivery

3. ScannablesCodes, Tags, Cameras, and Sensors

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WEARABLES: TECHNOLOGY PRIMER

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What Do They All Have In Common?1) Communication (BLE, Wi-Fi, NFC, ANT+, 4G)

1) Processor ( ARM, Intel Atom)

1) Sensors ( Gyroscope, Accelerometer, Camera, GPS…)

1) Battery ( Lithium Ion, Lithium Polymer)

1) Some form of interaction with user, LCD, LEDS, Vibrating motor..

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A Typical Circuit…

Fitbit Flex Front Fitbit Flex Rear

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Challenges:

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Challenges:Enable Device to Device Communication (D to D)