Dan Carp, Chairman, President & CEO and Jim Stoffel, CTO March 7, 2001
Technology is Driving Three Markets to Converge into One Industry Infrastructure Devices Services and Media Infoimaging
Todays Objective Infoimaging –What it is –How Kodak participates –Infoimaging announcements
What is Infoimaging? Infoimaging is a $225 billion industry created by the convergence of image science and information technology in ways that were previously impossible
This is Infoimaging an x-ray loaded with patient data is transmitted coast to coast so medical experts can collaborate on a diagnosis satellite photos are combined with GPS coordinates to help an oil company quickly find a leaking pipeline the Internet becomes a $45 billion market when images make consumers want to buy online
Images Transform Markets and Drive New Value Dollars Information Infoimaging $3B radio television net-surfing e-commerce World Wide Web songs music videos Images $4.3B $15B 16M users 407M users $30B Images Monetize Media $1B $45B Information Value
The convergence of Images and Information Technology has accelerated. Whats Changing: IT and Images Are Converging in Powerful New Ways In addition, a wealth of information can now be contained within images. In the digital age, pictures are becoming information. As a result, the imaging market of the future will be much bigger than the imaging market of the past.
Infoimaging Industry Overview Infrastructure Online Imaging Networks Photofinishing Networks Imaging Protocols and Transmission Imaging Software Broadband Services Optical Network Fibers, Routers and Switches Servers and Storage Infrastructure Online Imaging Networks Photofinishing Networks Imaging Protocols and Transmission Imaging Software Broadband Services Optical Network Fibers, Routers and Switches Servers and Storage Infoimaging Services and Media Writable CDs and CD-Roms Document Preservation Image-Enabled E-Commerce Online Photo-Sharing Services Inkjet Paper & Inkjet Pigments Printing Service Bureaus Film and Paper Services and Media Writable CDs and CD-Roms Document Preservation Image-Enabled E-Commerce Online Photo-Sharing Services Inkjet Paper & Inkjet Pigments Printing Service Bureaus Film and Paper Devices Computers Printers Scanners Digital Cameras Gaming Systems Interactive TV Flat-Panel Displays Health Imaging Equipment Wireless Devices X-Ray Laser Output Sensors Devices Computers Printers Scanners Digital Cameras Gaming Systems Interactive TV Flat-Panel Displays Health Imaging Equipment Wireless Devices X-Ray Laser Output Sensors
$61.2 Billion Devices Infoimaging is Worth More than $200 Billion $44.1 Billion Infrastructure $130.5 Billion Services/Media Toy Digital Cameras $175,000,000 Mass Market Flatbed Scanners $3,369,000,000 General Use Digital Cameras $3,486,000,000 Ink Jet Printers/ Multifunction $11,700,000,000 Flat Panel Displays $18,410,000,000 CRT Displays $24,020,000,000 Photoprocessing Equipment $2,975,000,000 Consumer Kiosks $905,000,000 Photofinishing Systems & Networks $38,051,000,000 Entertainment Imaging $2,200,000,000 Document Imaging $22,914,000,000 Ink Jet Cartridges/ Ink Narrow $25,700,000,000 Ink Jet Media Narrow $5,300,000,000 All Consumer & Professional Photography $54,617,000,000 Health Imaging $22,000,000,000
Infoimaging Market Landscape Devices Infrastructure Services and Media
Todays Objective Infoimaging –What it is –How Kodak participates –Infoimaging announcements
Core Kodak Infoimaging Strengths Infrastructure Online Imaging Networks Photofinishing Networks Imaging Protocols and Transmission Imaging Software Infrastructure Online Imaging Networks Photofinishing Networks Imaging Protocols and Transmission Imaging Software Infoimaging Services and Media Writable CDs and CD-Roms Document Preservation Online Photo-Sharing Services Inkjet Paper & Inkjet Pigments Film and Paper Services and Media Writable CDs and CD-Roms Document Preservation Online Photo-Sharing Services Inkjet Paper & Inkjet Pigments Film and Paper Devices Scanners Digital Cameras Flat-Panel Displays Health Imaging Equipment Wireless Devices with Imaging Ability X-Ray Laser Output Sensors Devices Scanners Digital Cameras Flat-Panel Displays Health Imaging Equipment Wireless Devices with Imaging Ability X-Ray Laser Output Sensors
Kodak Technology Innovations Accelerate Infoimaging Devices Organic Light Emitting Diode (OLED) technology Kodak is driving technologies that make Infoimaging happen. Patent Portfolio Sensor technology MC3 PalmPix camera
Kodaks Central Role Builds Infrastructure and Attracts Leading Infoimaging Partners Kodak and Olympus produce improved digital printing/storage Kodaks imaging technology and product innovations are attracting New Economy partners. Kodak and Scientific Atlanta create a new form of interactive TV Kodak and Hewlett-Packard initiate Phogenix Imaging Kodak pioneers Metadata Kodak, Motorola and Cisco develop Radio Frequency (RF) wireless image standards
Kodaks Services and Media Offerings -- Internet Impact Kodak Picture Center Online Kodak and AOLs Youve Got Pictures The Internet is the single largest source of demand for digital images today and Kodak is playing a crucial role. Kodak Earth Imaging Kodak Weddings Kodak and Adobe drive easier image manipulation and creative enhancement Kodak, Intel and Cedars-Sinai Hospital create ASP model for medical industry
Kodaks Image Expertise Helps Infoimaging Happen Image pattern recognition Color science No company knows more about image science than Kodak. Image processing Image accuracy Automatic image correction
Todays Objective Infoimaging –What it is –How Kodak participates –Infoimaging announcements
Infoimaging Announcements March 14, 2001 Homestore.com Three-year agreement between Kodak and Homestore.com, the leading provider of online solutions to the real-estate industry Will accelerate the growth and use of digital imaging by real estate professionals on the Net Will integrate Kodaks Web-based digital imaging technologies into the Homestore.com network Lockheed Martin Kodak and Lockheed Martin will expand the use of digital preservation technologies within government and commercial projects Two companies will jointly develop digital preservation systems that enable the safe storage and retrieval of digital or paper- based records Includes co-development and co-marketing initiatives Partnership: Infoimaging e-Commerce Partnership: Infoimaging Document Preservation
Images Drive Value in the New Economy and Kodak Drives Images Kodaks Growth Opportunity Kodaks Market Opportunity Infoimaging: Kodak is a central player across all segments of this $225 billion market space Old Economy: Static information products and channels New/Internet Economy: Active, image-driven, information products and channels Summary: Kodak is a Central Player in Infoimaging