Embed Size (px)
Citation preview
BuildingonShiftingGround
MichaelHolman,Ph.D.VPofResearch
October19,2016
2(Images:NikkenSekkei)
Agenda
Keepingpacewithexternalforces Gatheringandactingonintelligence Thenewinnovationforce
3
Agenda
Keepingpacewithexternalforces Gatheringandactingonintelligence Thenewinnovationforce
4
Frederickwasgreat,inhisday…
5
…buttimeschanged
Napoleonicwarfarewascharacterizedby"...itslimitlessvariationandflexibility."
6
Newchallengesarise,newnecessitiesemerge
7
Adaptinganoldinstitutiontoanewreality
Seethetheater Knowingwhenanimportantbroad-basedchangeortrendisreality
Designforeffect Changingtheforce:products,processesandpeople
8
Agenda
Keepingpacewithexternalforces Gatheringandactingonintelligence(“SeetheTheater”)Thenewinnovationforce(“DesignforEffect”)
9
HowabouttheLuxtheater?
EnergyandInfrastructure
HealthandWellness
InformationMeetsMatter
IndustrialIoT
ExplorationandProduction
EnergyStorage
AutonomousSystems2.0
AlternativeFuels
IntelligentBuildings
SustainableBuildingMaterials
Water
AgroInnovation
DigitalHealth&Wellness
Bio-basedMaterials&Chemicals
WearableElectronics
AdvancedMaterials
IndustrialBigData&Analytics
Solar
DistributedGeneration
SensorsFuture
Platforms
FoodandNutrition
Coatings
ElectronicUserInterfaces
10
TheshiftinggroundofRedistributedEverything
Culminationofdecades-longtrendsinscience,business,andgovernmentareleadingtochangesthatredistributevaluebetween:
11
Industries Productsvs.services
Scalevs.customizationCapexvs.opex
Hardwarevs.software Centralizedvs.distributed
TheshiftinggroundofRedistributedEverything
12
Etc.
RedistributingAutomotivemayaswellstartwithwhatpowersit
13
1
CriticalfactorsforacceleratingEVadoptionareliningup
14
1
0%10%20%30%40%50%60%70%80%90%100%
2010 2020 2030 2040 2050
Newcarsales
thatareplug-ins
Thejourneytowardselectricdominanceisjuststartingbutthedestinationiscloserthanyouthink
15
1
Otheraspectsofthecarstartedchangingmuchearlierthanthepowersource
1% 3% 4%10%
15%20%
30%35%
50%
0%
10%
20%
30%
40%
50%
60%
1950 1960 1970 1980 1990 2000 2010 2020 2030
ElectronicsandSoftwareasaPercentofCarCost
16
1
Asdriverassistlevelsaresupersededbyhigherautonomy,morecostgoestoelectronicsandIT
0%
20%
40%
60%
80%
100%
PercentofnewcarssoldthathaveBasicautonomouscapabilities
(%)
Restofworld
China
Europe
Japan
U.S.
0%
20%
40%
60%
80%
100%
Percentofnewcarssoldthat
haveEnhancedautonomouscapabilities
(%)
Restofworld
China
Europe
Japan
U.S.
0%
20%
40%
60%
80%
100%
Percentofnewcarssoldthat
havePartialautonomouscapabilities
(%)
Restofworld
China
Europe
Japan
U.S.
17
1
RedistributedConstruction:Wait…thisisn’tnew,isit?
18
Prefabricatedandmodularbuildingmethodshaveexistedfor100yearsalready;Advantagesarecompellingatfacevalue:
Costreduction:15–30%onoverallbuildingcosts
Speedofconstruction:on-siteconstructiontypically3to20weeks
Highquality:moreaccuratefabricationincontrolledenvironment
And,morerecently:
2
Ononeside,prefabricationcompaniesmakestandardizedmodulesinordertobringcostdown
Ontheotherside,customers’demandintermsofcustomizationisveryhighincomparisontothoseofotherindustries
19
Twosidesofthecoin:Standardizationvs.Customization
Prefabricationcannotmeetcustomers’demandforhighcust0mization
2
Emergingtechnologiesarepushingprefabricationtobecome2.0
Digitizationtools
Automatedequipment&
robotics
Advancedbuildingmaterials
20
2
Emergingtechnologiesarepushingprefabricationtobecome2.0
Digitizationtools
Automatedequipment&
robotics
Advancedbuildingmaterials
21
2
Highlyautomatedequipmentwillincreasinglypenetrateintoprojectworksbothoffsiteandonsite
HighlyautomatedequipmentcanrealizeexactlywhatisdesignedinBIM
Automationimprovesefficiencyandstabilityandsaveslaborinbothoffsiteandonsiteconstructionworks
22
Offsiteworks Onsiteworks
Tech
nologies
in
marke
tTe
chno
logies
in
R&D
2
Companyexample:Winsun3Dprintingusingconcreteandgypsumforbuildings
Prefabricatewallcomponentsby3Dprintingusingconcrete,andthenassemblecomponentsonsite
3DprintedcomponentsareclaimedtohavecomparablestrengthtoPortlandcementconcrete
Hasconductedmultiplepilotprojects;firstcommercialprojectwasestablishedinDubai,Q22016
23
LuxTake:Caution
Summaryinformation
Founded 2011
Location Shanghai,China
Revenue $3,000,000
2
RedistributedHealthcare:Redesigninganunsustainablesystem
Cardiovasculardisease
Skincancer
Diarrhoealdisease
Visualimpairmentandblindness
Epilepsy
Depression
Asthma
Lungcancer
Parkinson’sdisease
Diabetes
Infertility
Deafnessandhearingloss
Globally,235millionpeoplesufferfromasthma.Thediseaseisthemostcommonchronicdisease
amongchildren
Theleadingglobalcauseofdeathat17.3milliondeaths/year.Theannualcostofthediseasetothe
EUis€196billion
Globally,anestimated350millionpeoplesufferfrom
depression,makingittheleadingcauseofdisabilityworldwide
Globally,9%ofadultsaged18+yearshavediabetes.In2012,1.5
milliondeathsweredirectlycausedbythedisease
24
3
RedistributedHealthcare:Redesigninganunsustainablesystem
Cardiovasculardisease
Skincancer
Diarrhoealdisease
Visualimpairmentandblindness
Epilepsy
Depression
Asthma
Lungcancer
Diabetes
Infertility
Deafnessandhearingloss
Parkinson’sdisease
Medicareestimatesthat$17billioninreadmission
costsareavoidable.
71¢ofeverydollarofUShealthcarespendinggoestotreatingpeoplewith
multiplechronicconditions.
25
3
Emergingdigitalhealthandwellnesssolutionsarepositionedtoredefineandredistributethevalue
Cardiovasculardisease
Skincancer
Diarrhoealdisease
Visualimpairmentandblindness
Epilepsy
Depression
Asthma
Lungcancer
Diabetes
Infertility
Deafnessandhearingloss
Parkinson’sdisease
26
3
Allconditionshavebehavioraugmentationconnectionstootherdiseases
Cardiovasculardisease
Skincancer
Diarrhoealdisease
Visualimpairmentandblindness
Epilepsy
Depression
Asthma
Lungcancer
Parkinson’sdisease
Diabetes
Infertility
Deafnessandhearingloss
27
3
Isolatingdownto12majorconditionsshowsthescaleofthehealthcareopportunity
Cardiovasculardisease
Skincancer
Diarrhoealdisease
Visualimpairmentandblindness
Epilepsy
Depression
Asthma
Lungcancer
Diabetes
Infertility
Deafnessandhearingloss
Parkinson’sdisease
28
3
Redistributingredistributedhealthcare
VastnetworkofpartnerspositionsQualcomm’s2netplatformasacompletesolutionformanyapplications,with82companiesfocusedondigitalhealthandwellness
29
3
Agenda
KeepingpacewithexternalforcesGatheringandactingonintelligence(“SeetheTheater”)Thenewinnovationforce(“DesignforEffect”)
30
TheshiftinggroundofRedistributedEverything
31
Changeyourperspective
“New”businessdevelopment…
…shouldnotlooklikeoldbusinessdevelopment
Existingcompetencies…
…betternotdefineyourfuturecompetencies
Softwarewon’teattheworld…
…butitisgoingtobefatandhappy
Etc.
Designingspecialforces:Therightteam
“SledgehammerInnovation”
Hand-pickedteamsoftherightsize
Appropriatelyinsulatedfunctionallyandspatiallyfromothers
Empoweredtoact
Ownershipofoutcome
32
Designingspecialforces:Therightcompetencies
Preparingforthenewinnovationbattle HeadofDigitalTransformationStrategy
Director,DigitalInnovationOrganization
Director,OpenInnovation,NewBusiness&DigitalDisruption
VPDigitalTransformation
TeamLeadDigitalWorkplaceBusinessServices
GeneralManager,DigitalEnterpriseRealization
GeneralManagerofITInnovation
DigitalFactoryBusinessDevelopment
HeadoftheDigitalOffice
SeniorVicePresident,ProjectLeader4.0
33
Designingspecialforces:Therightmission
Uselessfertilizer
farmersavings/benefitsvarybetween50and100EUR/ha
IncreasedmarginforYara
Increasedmarketshareintermsofhectaresserved
Visualremoteguidancelaunchedin2014tosupportHPIqualityandcostofservice
Broadenedtootherindustriesin2015
Revenuegeneratingwith40totalcustomers,includingthoseinpilottesting
34
Conclusions
Long-termtrendsareaffectingwhocapturesvalue,andhow,acrossmanyindustries
Companiesneedtodesignnewandmoreflexiblestrategiesandorganizationsinordertoadapt
NewbusinessmodelsandICT-driveninnovationswillbecriticalevenforindustriesnotaccustomedtothem
35
LuxResearchInc.100FranklinStreet,8thFloorBoston,MA02110USAPhone:+16175025300Fax:+16175025301www.luxresearchinc.com
Thankyou
[email protected]+16467230161
