John J. Polo. Drone s Awaken: It s Impact on Business Models. May 25th - Medellín, Colombia

Transcription

1 John J. Polo Drone s Awaken: It s Impact on Business Models May 25th - Medellín, Colombia 0

2 Bienvenidos! John J. Polo, Chief Operating Officer,

3 Why Drones? Dirty Dull Dangerous 2

4 The Value Proposition of Drones Removes the cost and complexity of an platform that includes life support, and other requirements of higher altitude flying Creates an unmanned component-based aero platform that can customized for multi-function use at close-to-subject range Adds a new specialized aero-based productivity tool to handle specific repetitive tasks found in many industry applications Creates a safe for humans aero-task platform where it might be otherwise dangerous to life Creates a low-orbit under 400 aero platform that takes advantage of highly available airspace; alternative to land-based solutions 3

5 What Are the Issues Today? Bottom-up hobby-grade battery-based drones addressing only one segment of commercial business needs short flight; virtually no payload Top-down military drones or traditional aero-platforms retrofitted as unmanned commercial, over-engineered, for low-altitude missions/tasks Lack of alternate power (to battery) drones designed for more serious extended flight and enhanced payload industry applications Governments using exhaustive regulation to slow commercial drone use while retooling conventional air regulations. Virtually limits prospects to current aero-platform operators or those with deep financial pockets The good news is that proactive business owners are actively researching how drones will drive revenues, improve productivity and manage costs in their own businesses. 4

6 Our goal --- is to expand your perception of this new technology and its disruptive business impact to so many industries USE or LOSE. Topics We ll Cover The UAV/Drone Market Size and Adoption Cycle Agile Aerospace A Trillion $+ Market What is this Alternate and New UAV Aero Platform? All Drones Are Not Created Equal Cost Efficiencies & Near Real-Time Analytics Mission Planning, Autonomous, Safety, Telemetry Sensors, Sensors, Sensors Application & Services Business Models Real World Applications Government Regulations Building Your UAV Program Top Flight Airborg 10K H8 Hybrid UAV 5

7 Introduction Top Flight Technologies is a Boston-based leading provider of hybrid energy power systems that extend flight times and allow heavier payloads for commercial UAVs enabling disruptive and new business solutions for customer in aerospace, transportation, agriculture, and many other industries.. 6

8 Drone Adoption Cycle 5-10 Years (from 2016) 7

9 Drone Market Business Impact Price-Waterhouse Coopers Study Global Market for Commercial Applications of Drone Technology Valued at over $127 bn May 2016 Infrastructure $45.2bn, Agriculture $32.4bn, Transport $13bn, Security $10bn, Media & Entertainment $8.8bn, Insurance $6.8bn, Telecom $6.3bn, Mining $4.4bn This is the value of current business services and labour that are likely to be replaced in the very near future by drone powered solutions, according to PwC predictions. Gartner Group Almost 3 Million Personal and Commercial Drones Will Be Shipped in 2017 February 2017 Personal 2,817.3K - units ($2,362,228 value); Commercial 174.1k units ($3,687,128 value); 34% unit growth, 39% value growth Personal drones flight limited less than 5,000 meters; for less than an hour of flight time; constrained to within 500 meters; weigh less than 2 kilograms and are priced less than $5,000. Commercial drones have a higher payload, longer flight times, and redundant sensors and flight controllers to make them safer. 8

10 Logical Drone Business Adoption Strategy Low Personal Risk/Cost Prosumer use Professional using consumer drones Private property vs. public flying areas; restricted height Drones equipped with cameras and sensors Comprehensive data with high mobility and quality of data Commercialization of Drones Under 55lbs Commercializing services around personal and commercial drones (category overlap) under this total weight Registered drones; registered pilots; registered business Services; geographic coverage; typical missions A bottom-up and limited technology approach to get into the business for many industries and applications as UAV innovation continues. 9

11 What s Not Captured in Business Impact Today? Extended Flight, Enhanced Payload Drones Power systems define future UAV capabilities, define future business impact On board power for electronics, computing, data communications Propulsion for larger cargo and autonomous missions beyond line-of-sight Flight times in numbers of hours, not minutes Existing/New Technology to Complement Extended Flight, Enhanced Payloads Remote Sensors On board in-flight data processing Multi-function cargo/payload options for various industries/applications New tools for close-up aero applications Commercial drones sold for Military use Cargo-to-Human Air Taxi New and Disruptive Service Industries Creating Billions More in Market Growth 10

12 Agile Aerospace 2.0 THE ULTIMATE UNTAPPED FULL-SPECTRUM ASSET Air space between 0 and 400 feet. Virtually untapped by business and institutions. Transcends land, sea, and air the world s new superhighway Enables a broader spectrum of cost-effective alternatives in shipping, real-time data collection and response solutions Single most value real estate on the planet - $1Trillion+ Global companies like Amazon Prime leading the way introducing new air control rules operating in this low orbit space. 11

13 Point-to-Point Anywhere; Anytime Depot-to-Depot B2B; B2C; C2C Ship-to-Shore; Shore-to-Ship Piggyback on Trucks/Trains Introduces disruptive, yet productive new solutions in transport & logistics. Building to Building Field to Hospital Critical Medicine Military Resupply Portable Power 12

14 Drone Alternative/New Aero Platform No life support systems Industry designs/price points for consumer, prosumer, commercial, through military applications Multi-function capabilities simple inspection/surveillance; to cargo; to onboard computing and continuous data streaming Levels of safety, redundancy, capabilities for hardening to weather Alternate to $1,000/hr commercial helicopter; $500/hr fixed wing plane Reduced cost Maintenance, Repair and Operations (MRO) Complete autonomous mission and operations; avoidance flight control Alternate fuel sources - Exponential growth in numbers of pilots, new approaches to remote sensing and transportation logistics; increased frequency of aerial capture. 13

15 All Drones Not Created Equal Battery low cost; low/no MRO; short flight; COTS powerful sensors Vertical Take Off and Landing (VTOL) very close inspection; redundant props; ability to loiter (fly in place); Fixed Wing extend flight time Hybrid fossil fuel generating electric power for engine and onboard electronics; extends flight; enhances payloads; low MRO Unmanned existing helicopters and fixed wing aircraft extended flight time and heavier payloads 1. Pick a frame VTOL, Fixed Wing 2. Pick a flight time/payload requirement 3. Pick levels of flight control redundancy 4. Pick industry/application capabilities 5. Pick data communications Modular design; many COTS components; maximize YOUR business operations/data/cargo needs pilot lessons-learned - rollout 14

16 It is All About Power Density H Y B R I D - E L E C T R I C M U L T I R O T O R G A S O L I N E H E L I C O P T E R E L E C T R I C M U L T I R O T O R E L E C T R I C V T O L A I R P L A N E E L E C T R I C A I R P L A N E Range Endurance Endurance in Hover Vertical Take Off & Landing N/A N/A Ease of Control Durability/Lack of Maintenance Safety four 5 Legends: 1 Poor; 5 Best; Green good; Red poor; Yellow - marginal Hybrid-powered is the clear winner. 15

17 Cost Efficiencies Electric motors no transmission Many fewer parts simple swap-in/out maintenance Redundancies in flight controls/contingency programming Less expensive training and certification requirements Less expensive insurance for hull and property Reduced Total Cost of Ownership (TCO) Precision close-up flying with human life safety issues 1. The right platform for the right job 2. Reduced cost per flight hour; and 3. Ability to fly more often; and 4. Improve near-real time aerial data analytics. 16

18 Mission Planning Levels of Control 17

19 Page 18 Automation & Safety Mission Planning Pre-programmed flight plans Manual, Semi-Autonomous, Fully Autonomous Simulation and real flight function modes Programmatic override features on all key drone components Multiple safeguards; ability to separate pilot and preflight plans Lock-down security use of drone Operated from smartphones, tablets, PCs Full Blackbox of post-flight telemetry (actual versus planned flight)

20 Page 19 Full Telemetry Full Blackbox of post-flight telemetry (actual versus planned flight).

21 Page 20 Sensors, Sensors, Sensors Commercial Off-The-Shelf (COTS) Existing Aero and New UAV-specific use sensors Capabilities: Video/photo Moisture Topography Volumetric 3D Mapping RFID Scanning Lidar GPS/GPS alternatives Extensive supporting data analytics to interpret remote-sensing results and prescriptive actions.

22 Page 21 Multi-function Capabilities Same Drone can perform multiple tasks at one time Inspection/Surveillance Cargo Tracking Search/Rescue Onboard Data Processing Provide temporary power With secure data communications With secure data perimeters Continuous Discovery of New Opportunities for New Commercial Applications New ways to increase decision accuracy, productivity and work smarter.

23 Page 22 Applications/Business Models Services Services Data Acquisition Pilots Data/Analytics Analysis Software Industry/Application-based Hardware/MRO UAV Platform; Functional Capabilities To the customer, only the end-result is of value

24 Page 23 Applications/Business Models Low risk, battery, operator-owned, line-of-sight services Drone-as-a-Service Fleet Management Shared Revenue with Drone manufacturer/owner Partnered end-to-end component revenue model Industry/application-specific service end-to-end owner Purchased service vs. Owned-operated What is the best model for you? Do you already have familiarity with aero platforms & regulations? Is Drone Aerial Data Acquisition/Analysis core to your business? Do you want/need your own pilots/fleet? Who will cover the hull (drone) and property (business liability) insurance?

25 Page 24 Real World Applications Obvious Inspection/Surveillance Mapping/Tracking Cargo Needs for close-up and dangerous inspection or delivery Not So Obvious Loitered applications (drone hovering in one place) emergency cell/telecom networks; traffic; crowd monitoring On board data computing; filtering data; near real-time analytics Aerial RFID inventory control Agile Aerospace critical delivery; any pt-to-pt Air Taxi/Human transport Expect new applications to outpace existing aero platform substitution global impact.

26 Page 25 Government Regulations Operations Under/Over 55 lbs (drone + payload) Within sight/out-of-line of sight Private vs. Public property Urban vs. Suburban Missions Hobby or Commercial Business Registered pilots Registered business Aero platform insurance Certification needed for the Drone, the Operator and the Business Certain countries easier than others to address commercial business operations Inspection/Surveillance Expect regulations to favor those business owners, pilots that already own/operate aerial data acquisition and transport services.

27 Page 26 Building Your Own UAV Program 1. Create a UAV (drone) Strategy, Budget and Timeline for your business education, lessons to be learned, pilot program and desired rollout Aerial service providers are likely to help educate throughout the process Your goal is to learn first decide what pieces later are insourced/outsourced 2. Determine your existing/expanded market segment(s)/service(s) It is all about the analytics what is desired end result? Can be multi-function inspection/surveillance/cargo 3. Build your UAV Program Decision Team Ensure you have team members/sponsors that can gather business and technical requirements BEFORE external UAV subject matter experts engaged 4. Choose a Drone provider that can deliver a configuration that meets your needs The provider will have a detailed engagement program that walks you through key business and technology decisions; through certification and rollout The engagement program will guide Alpha and Beta cycles that will drive controlled pilots to form decisions for rollout and cost/opportunity models Start small, learn, build on success!

28 Gracias! 27