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1、Frontier TechFrontier Tech: DefinedFrontier Tech can be defined as new industries, or a reinvention of existing industries, made possible by advancements in technologies that represent the potential for a paradigm shift affecting business, economics, the environment and the whole of society.“We can
2、only see a short distance ahead, but we can see plenty there that needs to be done.”Alan Turing,British Pioneering Computer Scientist“Our technology, our machines, are part of our humanity. We created them to extend ourselves, and that is what is unique about human beings.”Ray Kurzweil,Director of E
3、ngineering at Google, Author of The Age of Spiritual Machines and The SingularityIs Near2Frontier Tech: IndustriesSVB defines these five industries under Frontier Tech. These industries are interconnected and have the potential to enhance the capabilities of each application.Rocket Technology & Tran
4、sport3Space ServicesSatellites & ImagingSocial Medical/ HealthcareService Rescue & ProtectionIndustrial EntertainmentMilitary/ SpaceVision AlgorithmsSoftware & PlatformsNatural Language Predictive Analytics Machine LearningData Consumer Hardware Platforms Entertainment & Gaming AdvertisingEnterprise
5、 IndustrialCommerceSoftware Imaging Analytics DeliveryInfrastructure Hardware & PlatformsSurveying/ MonitoringRT DataFRONTIER TECHFrontier Tech: CatalystsAfter several “false dawns”, infrastructure is now in place to support advancements in Frontier Tech.Compute Power Exponentially IncreasingHardwar
6、e Innovation Compute Power, Speed and CostData Innovation Sensorization, Access and PrecisionSoftware Innovation Analytics, Deep Learning and Smart AutonomySource: Ray Kurzweil, The Singularity in Near4Frontier Tech: Hype vs. RealityMany Frontier Tech industries are moving quickly through the hype c
7、urve, as the technology matures and investment and adoption increases.Human AugmentationSmart RobotsAutonomous Field Vehicles Virtual Personal AssistantsVirtual RealitySpeech-to-Speech TranslationAutonomous VehiclesMachine LearningNatural-Language Question AnsweringAugmented RealityAffective Computi
8、ngConnected HomeSmart AdvisorsHypeInnovationInflated ExpectationsDisillusionmentEnlightenmentProductivityUnmanned Air VehiclesSpace ServicesRocket Technology5Based on Gartners 2015 Hype Cycle for Emerging Technologies Source: Gartner, Silicon Valley BankFrontier Tech: Market SizeCurrent and expected
9、 market size by industry.Source: Digi Capital, Markets and Markets, Space Foundation, Parliamentary Space Committee, RoboUniverse, Future Market Insights, PR Newswire5 Year CAGR59% Virtual Reality 266% Augmented Reality 53% Drones 10% Robotics 29% Artificial Intelligence 15% SpaceIncluding Space2015
10、2020$834$314Excluding SpaceVirtual Reality Augmented Reality DronesRobotics Artificial Intelligence Space($ in billions)2015$1$0.7$12$382020$120$6$5 5$16$67$0.056Frontier Tech: Funding LandscapeThe number and dollar amount of investments in all areas of Frontier Tech have been increasing, with a sig
11、nificant funding ramp up in the past 18 months.Outliers represent investments greater than 45% of the invested capital in one funding round. Source: CBInsightsVR/ARDronesRoboticsArtificial IntelligenceSpaceOutlier0102030405060$0$200$400$600$800$1,000$1,200$1,400$1,600Number of DealsInvested Capital
12、(in millions)7Frontier Tech: Deals by StageFunding trends of the last five years show that Frontier Tech still is at a very early stage.Seed also includes some crowdfunding. Deals occurred between Q4 2010 and Q3 2015. Source: CBInsights050100150200250300$2,000$1,800$1,600$1,400$1,200$1,000$800$600$4
13、00$200$0 SeedSeries ASeries BSeries CSeries D+Number of DealsInvested Capital (in millions)OutlierTotalCount8Frontier Tech: Most Active InvestorsThe pursuit of the next centicorn, a company that only comes around every decade and creates a life-changing impact for all, requires large corporates to p
14、artner more frequently with traditional venture players.MagicLeapMatterport AirwareOrbital Insight Expect LabsAltspaceVRROTHENBERG VENTURES INCUBATORSkycatchWearable IntelligenceMediaSpikeClarifaiSource: CBInsights, Silicon Valley Bank9Frontier Tech: Beyond Search“One of our big goals in search is t
15、o make search that really understands exactly what you want, understands everything in the world. As computer scientists, we call that artificial intelligence.” Larry Page CEO of Google (Alphabet) October 200510Frontier Tech: Searching for the BeyondGoogle is acquiring, making investments and develo
16、ping its own technology across all Frontier Tech industries.ORBITAL INSIGHTInvestedAcquired: $399MAcquired: $555MAcquired: $3.2BAcquired:$500MAcquiredIn-HouseInvestedInvestedInvestedSource: CB InsightsIn-HouseInvestedInvestedIn-HouseInvestedInvestedInvestedDRONESVR/ARAIROBOTICSIoTSPACE11Frontier Tech: TransitioningThe SVB Frontier Tech Maturity Index (left) measures current maturity, based on attributes impacting development, 1
