Google App Engine Guido van Rossum Stanford EE380 Colloquium, Nov 5, 2008.
xyz, Inc. Investor Presentationweb.stanford.edu/class/ee380/Abstracts/060118-slides-ee380.pdf•...
Transcript of xyz, Inc. Investor Presentationweb.stanford.edu/class/ee380/Abstracts/060118-slides-ee380.pdf•...
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xyz, Inc.Investor Presentation
11/22/04
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Confidential and proprietary information of xxx, Inc.1
Opportunity Overview• Consumers need a better digital imaging solution
– On-camera user experience is poor, and digital cameras don’t take fulladvantage of the digital medium
– It remains difficult for average users to upload, share, print, and organizedigital images
– Just like phones, cameras can (and must) become smarter
• OEMs/ODMs need help– Camera technology has become commoditized – can’t continue to
differentiate based on mega-pixels and form-factor– Must answer the threat of camera phones – need to simplify consumer
workflow and create new business models– Features = differentiation– Must speed time to market, reduce time to develop new features
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Confidential and proprietary information of xxx, Inc.2
Xyz, inc. Strategy
• Build a compelling Smart Camera platformplatform, GUI, and applications for DSC and DVC
• Develop a complete end-to-end imaging solutionsupport the complete consumer imaging process from camera to PC to Web
• Enable new OEM business modelsenable third party developers, facilitate differentiation, and create revenue opportunitiesoutside OEM’s traditional reach
• Become pacesetter for new digital imaging applicationsdramatically reduce development time and create new innovative features
• License IP to growing marketfirst to market and first to volume, then beyond cameras
Integrated “Smart Camera” Platform and Service
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Confidential and proprietary information of xxx, Inc.3
Team
• Joe Random, founder & CEOBlah, Blah, Words, Words
• Super Genius, founder & CTO Blah, Blah, Words, Words
• Important Guy, in discussion, roleTBD Blah, Blah, Words, Words
• Mr. Expert, Java OS lead Blah, Blah, Words, Words
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Confidential and proprietary information of xxx, Inc.4
Market Drivers• Lower prices, new features, and widening distribution are driving mass
market penetration – prices have fallen from $795 per megapixel in 1998 to as low as$50 today
• Digital cameras have universal appeal, but key segments (women,parents with children, and teens) are driving the market – women takepictures an average of 48 times per year
• Continued price declines, as well as shift from “megapixel war” selling tolifestyle/ease-of use marketing, will sustain growth – 26% of those whocurrently own a digital camera expect to buy another within the next 12 months
• Penetration of PCs and broadband access a contributing driver – 71% ofusers send pictures via e-mail and rank photo sharing a top reason for taking digital pictures
• Improved availability and quality of photofinishing services completes thepicture – professional photofinishers will make 6.4 billion digital prints in the U.S. in 2006(60% of all digital prints made)
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Market Size
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1998 1999 2000 2001 2002 2003 2004* 2005* 2006* 2007* 2008*
U.S. Sales of Still and Video Digital Cameras ($ billions)
*Projected
Initial target marketin United States onlyapproaching $10Billion, not includingcamera-phoneopportunity (50Munits globally in2003) or othersecondary targetmarkets
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Confidential and proprietary information of xxx, Inc.6
Digital Camera Product Chain
Opportunity:
ODM and mid-end OEM,where the compression isfelt most
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OEM Market Share
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The Solution
Wired-or-
wireless
Internet
Datacenter
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Example FeaturesApplications• Photo games, maps, travel guides• Portable webcam• Vertical applications – law enforcement, real
estate, insurance, etcPhotography Tutoring• Presets offer canned expertise• Tutorials, PhotoTutor assistant• Snap Judgement grading systemGallery Browsing• Rich high-def slideshow export• Image sharing• Metadata based sort & searchImaging Enhancements• Focus assist (face ID)• Blink braketing (facial feature tracking)• Image processing & enhancement• Special effects• On-camera watermarking
First Java™ Enabled Digital imaging Platform
• JVM, toolkit and UI to support on-camera featuresand applications
• World-class User Experience• Built-in connectivity• Platform enables convergence of Still and Video• Services Integration - on camera tagging (e-mail,
share, print)
Product Overview - Client
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Confidential and proprietary information of xxx, Inc.10
Product Overview – Reference Design
True Reference Design to Showcase Platform• Industrial Design forcefully illustrates usability• Includes sensors for automated metadata creation• Highlights connectivity• Perfect solution for ODMs
• Large (>3” diagonal) vivid LCDdisplay
• Innovative navigation control
• Built-in compass, GPS, and tilt-sensor
• Optional WLAN, iPod style harddisk
Example Features
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Product Overview - Service
End-to-End Solution• OEM branded & rev-share
opportunity• Workflow-optimized connectivity• World-class user experienceRich metadata utilization• Sort and search by metadata tags• Mapping of location, supplemental
web content, etc.Web services interfaces• Photo finishing services• Web serving, blogging, etc.• Billing/auditing enginePhoto applications• Sharing with friends, family, and
broader community• Organization and album creation
Highly Interactive Browser-Based Client
• Flash and HTML access• Single access point for PC based and internet hosted photos• Unique “idle time” solution makes upload transparent• Integrated with on-camera applications, tagging, etc (2-way)
Example Features
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Demo
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Confidential and proprietary information of xxx, Inc.13
Demo (client)
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Demo (service)
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Go to market strategy
• Create Smart Camera reference designBased on NuCore and/or Zoran chipsets
• Target their existing customersLeverage silicon partnerships to reach new customersSamsung, Olympus, Kyocera, Fuji
• Target Tier 3 ODMs (Taiwan)Aipec, Concord, Logitech, HP, Dell, etc.
• Target Tier 2 OEMsPentax, Konica/Minolta, Ricoh, Sanyo, Casio
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How and How Much
• Sell client software to manufacturesCollect per-unit royalties (Est. $3-5 per camera)
• Provide servicesProvide an OEM-brandable service that enablesseamless printing, sharing and backup. Rev-shareon transactions or subscription fee.
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Revenue Projections
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Sep-05 Oct-05 Nov-05 Dec-05 Jan-06 Feb-06 Mar-06 Apr-06 May-06
Jun-06 Jul-06 Aug-06
Sep-06 Oct-06 Nov-06 Dec-06.
SW LicenseServices
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Acceleration strategy
• License JVMAcquire rights for a state-of-the-art multitasking JVM
• Face Detection/Recognition IPAcquire Intellectual Property for robust Face Recognition
• Partner with camera IP vendorsModify an existing camera product to reduce design risk
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Status
• Important Status one
• Important Status twoBlah, Blah, Words, Words
• Important Status threeBlah, Blah, Words, Words
• Important Status fourBlah, Blah, Words, Words
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End.
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Client Architecture
Tomorrow
Today
xyz TechnologyCamera OEM/ODM3rd party technology
Camera OEM/ODM3rd party technology