Smart Casing Inc. Overview Deck
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CONFIDENTIAL SMART CASING INC. COMPANY OVERVIEW JANUARY 27, 2013
Transcript of Smart Casing Inc. Overview Deck
CONFIDENTIAL
SMART CASING INC.
COMPANY OVERVIEW JANUARY 27, 2013
Table of Contents
Company Overview
Go‐To‐Market
Appendix
Company Overview
Smart Casing Inc. has developed a proprietary technology that embeds high resolution graphics into OEM parts, creating a caseless, customized device
The customization technology can be applied to a diverse range of surfaces regardless of curvature and texture, including iPhone, BlackBerry and Android devices
Smart Casing Inc. serves multiple market segments through its sub‐brands: Smart Casing for Business and Emblm for Consumer
Emblm Smart Casing
Consumer Personalization Corporate Device Branding
SMART CASING INC.
The Smart Casing technology is a market disruptor, differentiated, and poised to become a mobile accessories leader
Quality1
• The technology is capable of printing high resolution graphics on a variety of surfaces; collectively, the process yields a high quality finish that is unmatched by competing products
No Additional Bulk3
• As a truly integrated solution, the technology adds no additional bulk to the device and yeilds a ‘natural’ in‐hand feel
Durability
2• Durability testing has demonstrated a scratch resistant grade finish without sacrifice to device functionality
(charging, NFC, etc.)
Differentiation
Trendy4
• Smart Casing is aligned with the prominent consumer trend of personalization; users are also becoming high‐usage and seeing their device as a reflection of themselves
Smart Casing’s consumer brand, Emblm, launched an e‐commerce customization website, for an intuitive ‘Build Your Phone’ experience
Emblm.ca
Smart Casing has agreements with individual Rogers and Bell dealers that enables customers to purchase a new device or upgrade their existing device; charges for both the upgrade and Emblm are included on the customer’s phone bill (carrier billing)
Channel Integration
Smart Casing has been featured in numerous national media outlets including successful pitches on CBC Dragons’ Den and BNN’s The Pitch
With substantial media exposure, Smart Casing has validated the business model
Go‐To‐Market Strategy
The estimated global market size for BlackBerry customization is 5.8MM devices; BlackBerry represents a small proportion of the total market size
Estimated Demand (BlackBerry Only)
New Devices Existing Devices
Handset Shipments 50,000,0001 Estimated Subscribers 70,000,0004
Tablet Shipments 1,500,0002 Tablet Subscribers 1,500,000
Total Shipments 51,500,000 Total Subscribers 71,500,000
EnterpriseEstimated Take Rate
16%3: 8,240,0005%: 412,000 Estimated Compatible Devices 30%: 21,450,000
Consumer Estimated Take Rate
84%: 43,260,00010%: 4,326,000 Estimated Take Rate 5%: 1,072,500
Total Addressable Market 4,738,000 Total Addressable Market 1,072,500
Average Enterprise Selling PriceAverage Consumer Selling Price
$14$35
Average Enterprise Gross MarginAverage Consumer Gross Margin
36%74%
Supplier
Parts Pre‐Coating Printing Post‐Coating
1. http://www.statista.com/statistics/12739/rim‐smartphones‐shipped‐worldwide‐since‐1st‐quarter‐2007/2. http://mobilesyrup.com/2012/03/29/rim‐q4‐2012‐earnings‐balsillie‐resigns‐11‐million‐blackberry‐smartphones‐and‐500000‐playbooks‐shipped/3. http://www.splatf.com/2011/09/rim‐consumer‐enterprise/4. http://techcrunch.com/2012/06/28/rim‐hits‐78‐million‐blackberry‐subscribers‐up‐from‐70‐million‐in‐september‐2011/
Supply Chain
Capacity
Shenzhen
20,000 units / model
GTA Supplier
2,500 units / line
In‐house GTA Supplier
2,500 units / lineWeekly
1,680 units / printer
Distribution Targets
Smart Casing`s growth strategy anchors on gaining mass distribution through existing market facing sales channels
OEM Retail Carriers B2B Distribution
Customization solutions similar to Smart Casing have been successfully implemented across a variety of products
Ford Focus
• NikeiD allows consumers to customize their shoes online through an interactive shoe design web app
• The NikeiD site receives 3 million unique visitors each month; from 2004 to 2009 the e‐commerce web site’s sales have tripled as a result of NikeiD
• 70% of NikeiD customers are under 21
Nike ID
• Ford offers 200 vinyl‐wraps with pricing ranging from $120 to $470; customers order the wrap online and arrange for installation at their dealership
• The wraps are made by Original Wraps; the company has approximately $100MM in sales and was acquired by 3M (2011)
Source: http://www.fordinthenews.com/tattoo‐you‐and‐the‐ford‐focus‐too/, http://www.originalwraps.com/about.php, http://www.internetretailer.com/2008/08/26/new‐nikeid‐site‐turns‐athletes‐into‐artists, http://mobile.bloomberg.com/news/2011‐12‐06/3m‐sales‐may‐climb‐6‐next‐year‐from‐deals
Sony E Color Combo Dell Switch
Smart Casing is always looking for opportunities to grow; we invite you to contact us
For More Information
Partners
Distribution
Investors
Appendix
Smart Casing Inc. has strong leadership and is poised to execute against the go‐to‐market strategy
Pranav Sood.Founder
Advisory
• Ted Hastings – CEO, Rebellion Media
• Terry Stuart, Deloitte – Chief Innovation Officer
• Duncan Stewart, Deloitte – Director of Research, TMT
• John Yorke, Rain43– President, Partner; BNN – Money & Marketing
• David Woods, Richard Ivey School of Business – Professor, Operations
Emblm has the right ingredients for success
Experience
Education Work Blogging
