Hardware By the Numbers: O'Reilly Solid Keynote

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HARDWARE TRENDS Renee DiResta @noUpside Hardware By The Numbers

description

These are the slides for my Hardware by the Numbers Keynote at O'Reilly Solid. They create a narrative about the hardware startup ecosystem using quantitative data wherever possible. BEST VIEWED HERE: https://presentate.com/noupside/talks/hardware-trends-hardware-by-the-numbers, on Presentate, which has my speaker notes alongside the content, and contains all sources and citations.

Transcript of Hardware By the Numbers: O'Reilly Solid Keynote

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HARDWARE TRENDS

Renee DiResta@noUpside

Hardware By The Numbers

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Hardware Is Hard

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Hardware was hard…

…because it was lonely

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HackerspacesFrom Do It Yourself to Do It With Others

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Hacking Hardware Everywhere

106Countries

represented

1531Worldwide

hackerspaces

534Hackerspaces

in the US

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Hacking Hardware Everywhere

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Maker Faires

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Community Growth

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Specialized Accelerators

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The Support Ecosystem

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Hardware was hard…

…because prototyping was difficult

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3D Printers:units sold under $100,000

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Enterprise-quality printers

will cost less than

$2000 by 2016

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MakiBox

$200A6 LT kit

Printrbot

$349Simple kit

Buccaneer

$397on Kickstarter

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End-User Spend on 3DP

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Prototyping: Functional

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Octopart Microcontroller Price Index

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Economies of Scale

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Hardware was hard…

…because China is far

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Increased Access

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OffshoringReshoring

Nearshoring

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China PMI data

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Mexico vs China Wages

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BotsourcingIndustrial robots per 100k employees

Germany

South Korea

United States

Japan

Average

China

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Typical industrial robot

$100kBase price

$200k+Programming cost

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Base price

UR5

$34kUBR-I

$50kBaxter

$25k

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Hardware was hard…

…because investors were scared

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2011 Kickstarter

0.46%of all projects

were hardware

120Hardware projects

on Kickstarter

649Product Design

projects

26kTotal projectson Kickstarter

$2.5MHardware project

dollars raised

2.43%of money raisedon Kickstarter

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2012 Kickstarter

0.58%of all projects

were hardware

239Hardware projects

on Kickstarter

1373Product Design

projects

41.4kTotal projectson Kickstarter

$9.7MHardware project

dollars raised

3.02%of money raisedon Kickstarter

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2013 Kickstarter

1.7%of all projects

were hardware

784Hardware projects

on Kickstarter

2453Product Design

projects

46kTotal projectson Kickstarter

$46.6MHardware project

dollars raised

9.94%of money raisedon Kickstarter

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Early-Stage Venture Capital

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Hardware Companies Raise More

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But follow-ons are tough…

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Today, VCs<3 HW

$442MInto hardware

startups in 2012

$848MIn hardware

Investments in 2013

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Hardware Companies Founded

Designed Products

Connected Devices / IoT

Wearables

Robotics

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Hardware investment by sector

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Acquisitions

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….more acquisitions

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Connected Devices

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Or a toaster

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Or a cow

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M2M vs H2H Data Transfer Patterns

• Orders of magnitude more nodes• Upload-Biased Traffic• Low bandwidth• Low power• Real time

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In 2008, the numberof devices connected

to the internet surpassed the number

of people on earth

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Connect All The Things

20202012

50B8.7B

2013

10B …

2008

>

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People are paying attentionGoogle Trends data for “Internet of Things”

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People are paying $$

$25B

201820132012

$71B$33B …

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Wearables

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Projected Growth of Wearables

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Hardware is still hard…

…but the future is bright

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Software is eating the world…

Hardware gives it teeth