Smart kitchen and food innovation as a big wave food, especially in US where we waste 40%.” SEEDS...

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1 Smart kitchen and food innovation as a big wave SIGMAXYZ, Director Hirotaka Tanaka Copyright SIGMAXYZ Inc. all rights reserved.

Transcript of Smart kitchen and food innovation as a big wave food, especially in US where we waste 40%.” SEEDS...

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Smart kitchen and food innovation

as a big wave

SIGMAXYZ, Director

Hirotaka Tanaka

Copyright SIGMAXYZ Inc. all rights reserved.

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Food & Cooking has a plenty of room for innovation成長領域としての高い可能性

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In Food&Cooking…

Everybody Eats Everyday!!

or

In most cases, target segments look like

Food & Cooking matters to everybody食&料理はみんなにとって非常に大切なテーマ

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Can you guess what this figure is about?この数字は?

7,000,000,000,000

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Trillion Billion

Quick Less expensive Healthy High quality

Current Target

Next target

Personalized FoodFood as medicine

DiscoveryEntertainment

Avoid eating aloneCommunication

Transfer my skillAvoid Food loss

Fun CookingSpend more time

Vegan/FlexitarianMeatless Monday

A number of “wants & needs” have been neglected or not been noticed食には未解決課題が数多く存在してきた

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Digital tech/IoT & science creates a pathway to fragmented “needs & wants”

IoT/サイエンスによる見える化

“Era of missing things”(モノがない時代)

“Era of fulfilled with things”(無いモノがない時代)

Well-being matters in the era of fulfilled with things 無いモノがない時代には心の豊かさが重要に

Product Driven Potential Desire Driven

Ownership

(物欲)

Well-being

(心の豊かさ)

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“Era of missing things”(モノがない時代)

“Era of fulfilled with things”(無いモノがない時代)

Segmentation approachIndividual centric Understand JTBD

Mass production Mass customization

Value Chain Growth Ecosystem Growth(Direct/PF/Aggregation)

Going beyond the conventional approach to focus individual無いモノがない時代、人間回帰のアプローチが求められる

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Redefining the value of food食の価値の再定義が起きている

生存としての食事Food for living

儀式・饗宴・政としての食事Food for ritual/entertainment, and politics

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Redefining the value of food食の価値の再定義が起きている

Source: Smart Kitchen Summit 2017, Presentation from Rebecca Chesney, Institute for the Future

Rebecca Chesney, Institute for the Future

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What you eat/cook is determined by…

❉ When to eat(Breakfast /Lunch/Dinner)

❉ Health condition

❉ Biome/DNA

❉ Mental condition

❉ Medication dosing

❉ Who to eat with

❉ Time availability

❉ Cooking skill level

❉ Kitchenware ownership

❉ Financial situation

❉ Allergy

❉ Eating principle(vegan, vegetarian, flexitarian)

Mass segmentation approach is not sufficient 食に求められる”ジョブ”は、個々人の状況に応じて刻々と変化する-セグメントアプローチでは対応できず

Mass Segmentation

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Income level

Occupation

Gender

Life stage

Residence

レシピ「今日何食べよう?」“What shall I eat today?”

食材Ingredient

調理器具Tools

複数の調理ステップ

Multiple Steps

盛り付け出す順番

Presentation

後片付けCleanup

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Cooking process can be digitized to meet JTBD変わりゆく人間のジョブに対応するために調理プロセスは改善の余地がある

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Food is becoming a critical social

issue – e.g., sustainability

社会課題としての食

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Food loss is an inevitable issue to be solvedフードロスは待ったなしの課題

Source: FAO “Food and Agriculture Organization of United Nations: Seeds & Chips 2017

“Don’t burn up the planet.”“Part of this is also going to be wasting less food, especially in US where we waste 40%.”SEEDS & CHIPS 2017, Italy Milan

食糧廃棄と供給問題という矛盾を解くべき

我々は持続可能な社会を実現する必要があるが、まずは「人間自身が作り出した問題」を自ら解くべきSEEDS & CHIPS 2018, Italy Milan

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Keeping current eating habit may not be sustainable現状の食生活がもたらす地球への悪影響

Source: World ReSources Institute

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Source: National Institute of Population and Social Security Research, Ministry of Health and Welfare

Healthy eating habit leads to longer healthy life expectancy平均寿命と健康寿命の大きな差を埋めるために、食が重要な役割を果たす

Life Expectancy

Healthy Life Expectancy

Age: as of 2010

Japanese people live long but with less healthy for 10 years

80

Female

Male

70

86

74

-9

-13

Source: Seeds & Chips in Milan 2017

The cost of HEALTHY EATING

$3.00 =

$ $

312 CALORIES

3,767 CALORIES

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Healthy food is yet difficult to access健康的な食事を摂るのは依然高コスト~格差と不健康

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Food Tech area is getting hot for investorsFood Techへの投資額が急増

Source:Pitchbook

1,253

1,526

1,366

1,043906

215113

181732850

20092008 2010 2014 20186月

2015 201720122011 20162013

?

Historical investments on Food tech area

Million USD: US:

13 14 21 41 57 89 108 120 109 97 45

X : # of deals

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Food Tech market size$ Billion

Smart Kitchen* market size$ Billion ;2016-2019年、2021-2022年の数値は2020年$7billion、CAGR63%から逆算した推定値

*Products used in kitchens, such as smart refrigerators, microwave ovens, dishwashers, and cookware and cooktops. All these devices are connected to either a smartphone or tablet through the Internet** Includes Ag Biotechnology, Farm Robotics, Supply Chain Management, Innovative Food, In-Store/Restaurant eGrocery, Home & Cooking Tech, Meal Kits, etcSource: Technologies & Forecasts Report 2016; Technavio, Research N Reports Food Tech Market – Global Insights, Growth, Size, Comparative Analysis, Trends and Forecast, 2017-2015, AGFUNDER.COM

64 73 83 95 111

56 6372

839551

5867

7790

4044

50

56

64

238

2017

211

311

2023

7%

Europe

359

NorthAmerica

Asia/Pacific

Other

2025

271

20212019

19

11

74

321

2017 2018 20202019

63%

202220212016

Region CAGR

6.0%

7.4%

6.8%

7.1%

Global Food industry market is enormousグローバルの食産業の市場規模は巨大

Global Agrifood market** is estimated to reach 7.8 trillion USD as of 2017 More various market can be added on top of the market (e.g., personalized nutrition)

Home cooking process

Select menu/recipe

Purchase Eat Share Putaway

Cook

Prepare Measure Heat Monitor

Data Analysis

Retail

Service

Components/Sensors

HW

Value chain

Wide variety of products and services are in market

CVC&Accelerators

Other accelerators

Food R&D

VerticalFirming

Flavor sensors etc.

FutureFood

Copyright SIGMAXYZ Inc. all rights reserved.Source: Impossible Foods, Beyond Meat, Memphis Meats, Integriculture Habit, 3T and Ai, Tasty, Chefsteps, NXP, Scio, Aryballe Technologies, Verdical, Sproutsio,Yummly,Sidechef, Chef’d, Liebherr, Amazon, innit, freshub, Perfect Company, Drop, TasteTro, Dado, Tovala, Suvie, Pico Brew, Panasonic, Hestan Cue, CharBroil, nomiku, Ganmachef, Anova, Voltaire, Behmor, Nima, Airbnb, Kaufland, Williams Sonoma, B8ta, Best Buy, GE, Barilla, Campbell’s, Tyson

Food tech innovation conference and communities are emerging

2017 Japan

2015 USA

2015 USA

2015 Italy

2017 Germany

2009 USA

Japan2017 France

2017 Sweden

2018EUROPE

2015 UK

Source:Sweden Foodtech, yfood, Smart Kitchen Summit, Seeds&Chips, Food Use Tech, Agtech Foodtech Summit, Innovation in Food Science & Technology, Food Tech Connect, FoodBytes

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Netherland

Singapore

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Base Trend New applicationsBusiness

Creation

Personalized Food

Personal Data+Food service

Food as medicine(医食同源)

Recipe evolution & data PF

レシピサービスの進化とデータPF

Convergence

HW+Recipe+Ingredient

事業領域の融合

Sharing economy & food

シェアリングエコノミーと食

From competition

to co-creation

競争から共創へ

Grow as ecosystem

エコシステムとしての成長

Mass-customization

分散化・マスカスタマイゼーション

Key Trend in food innovation

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Future of Retail

未来の小売り

Restaurant Tech

レストランテック

Beyond retail/EC

売り方の多様化

Redefine supply

chain

Redefine value of

food

食の価値の再定義

Sustainability

& food/services

持続可能性と食・サービス

Kitchen evolution

キッチンの進化

Science &

Visualization

サイエンス活用と見える化

Science Cooking

科学的調理法の普及