IN THIS TALK - SPIE relations/PW 2016...2/26/2016 2 IN THIS TALK … •National Photonics...
Transcript of IN THIS TALK - SPIE relations/PW 2016...2/26/2016 2 IN THIS TALK … •National Photonics...
2/26/2016
1
IN THIS TALK …
• National Photonics Initiative• Photonics Market Update:
• Core components• Enabled markets
2/26/2016
2
IN THIS TALK …
• National Photonics Initiative• Photonics Market Update:
• Core components• Enabled markets
US National Photonics Initiative (NPI)
Visit our new website at www.LightOurFuture.com
The NPI is a is a collaborative alliance among industry, academia and government to raise awareness of photonics, increase coordination and to drive funding and investment in photonics
2/18/2016 4Anderson | San Francisco © 2016 SPIE
2/26/2016
3
NPI 2015 Accomplishments
• Partnered with the Office of Science and Technology Policy (OSTP) to highlight photonics as part of the BRAIN Initiative
• Completed BRAIN Technology Roadmap for agency program managers – distributed by OSTP
• Engaged Photonics Community in launch of an Integrated Photonics Manufacturing Institute (AIM Photonics in NY)
• Invited to White House round table on High Performance Computing
• Photonics language included in key legislation
White House Infographic on BRAIN Initiative
2/18/2016 5Anderson | San Francisco © 2016 SPIE
NPI 2016 Focus Areas
• Exploring opportunities related to the Cancer MoonShotprogram and new Innovation Manufacturing Institutes to be announced in 2016 (NIST, DOD & DOE)
• Focus areas being explored for 2016• Biophotonics for cancer and neuroscience• High Power Lasers for defense and industry• High Performance Computing• Sensors for environmental monitoring & smart cities
• Engage and educate new Administration staff
2/18/2016 6Anderson | San Francisco © 2016 SPIE
2/26/2016
4
Congressional Visits 12 & 13 April 2016• Join the NPI in Washington, DC to advocate for photonics
& establish a relationship with your congressional offices• Training, materials and appointments with your legislators
will be arranged by the NPI team• 12 April – training and reception• 13 April – Hill meetings
• Sign up on our website at www.lightourfuture.org
2/18/2016 7Anderson | San Francisco © 2016 SPIE
IN THIS TALK …
8
• National Photonics Initiative• Photonics Market Update:
• Core components• Enabled markets
2/18/2016Anderson | San Francisco © 2016 SPIE
2/26/2016
5
$$$$
$$$
$$
$
Increasing value
Photonic-enabled services
Photonic-enabled products
Photonic products
Core components and materials
Measuring the Photonics MarketplaceFrom Core Components to Enabled Services
• There is no clear definition of the photonics market• NAICS (economic) codes do
not have a category for photonics
• Many companies in enabled (vertical) markets do not self-identify as photonics firms
• Market estimates vary widely
2/18/2016Anderson | San Francisco © 2016 SPIE 9
Not having numbers damages investment by the financial community and by politicians
10
The Photonics MarketplaceFrom Core Components to Enabled Services
2/18/2016Anderson | San Francisco © 2016 SPIE
CoreComponents
Core components and materials
LEDs, lasers, detectors, image sensors, lenses, prisms, optical filters, gratings, optical fiber.
$
2/26/2016
6
11
The Photonics MarketplaceFrom Core Components to Enabled Services
2/18/2016Anderson | San Francisco © 2016 SPIE
$
$
$$
Photonic products
LED lamps, cameras, displays, optical scanners, markers, manufacturing and inspection systems.
12
The Photonics MarketplaceFrom Core Components to Enabled Services
2/18/2016Anderson | San Francisco © 2016 SPIE
$
$
$$
$
$ $
$
Photonic-enabled products
Lighting, internet & datacenters, smart phones, vision systems, TVs, medical imaging systems
2/26/2016
7
13
The Photonics MarketplaceFrom Core Components to Enabled Services
2/18/2016Anderson | San Francisco © 2016 SPIE
$
$
$$
$
$ $
$
$ $
$
$$$
$
$
National Academy of Sciences: “Photonics is the lynchpin of a $7 Trillion industry”
Photonic-enabled services
Internet, streaming video and audio (music), cloud storage services, e-commerce
14
Building an industry profile from company data
2/18/2016Anderson | San Francisco © 2016 SPIE
Exhibited at one or more of 20+ optics & photonics events worldwide in 2012 and 2014 (de‐duped)
Commercial entities that are active in photonics:
Do they make and ship photonic components?
Excluded entities:• Educational institutions• Government labs• Consultants
• Publishers and media outlets• Associations, societies, non‐profits• Distributors and reps
1 2
2/26/2016
8
15
Building an industry profile from company data
2/18/2016Anderson | San Francisco © 2016 SPIE
Dun & Bradstreet provides company sales & employee data. Firms without D&B data are assessed using public information combined with regional statistical benchmarks derived during the D&B analysis. Company data is imported into the SPIE database for analysis and review.
Compute total sales and jobs
Photonics data review
SPIE’s Data Analysis Team• “Out of range” data reviewed in‐depth • Company revenues and employment prorated based on estimates of actual
photonics‐related sales (“Photonics Factor”)• Companies with sales < $10 million assumed to be 100% photonics
Core O & P
Components Industry
Assessment
43
Companies in Market Year-Over-Year Geo Distribution
2/18/2016Anderson | San Francisco © 2016 SPIE 16
+305
+91
+80
+1
+2
+2
20142012
For 2014, firms added to market (+674), firms out (-193) = 481 (net)
2/26/2016
9
Global Core Photonics Components SuppliersGrouped by Revenues ($)
2/18/2016Anderson | San Francisco © 2016 SPIE 17
75% of photonics component firms are SMEs <$10 million (75% in 2012)
20142012
Global Core Photonics Components Suppliers Grouped by Revenues and Share of Total Revenues (%)
2/18/2016Anderson | San Francisco © 2016 SPIE 18
The majority of revenues come from a minority of companies
2384 companies3.6% of total sales
63 companies70% of total sales
2/26/2016
10
Global Core Photonics Components Suppliers Grouped by Revenues with Share-of-Jobs (%)
2/18/2016Anderson | San Francisco © 2016 SPIE 19
~ 10% of companies employ 81% of workforce (77% in 2012)
Global Core Photonics Components Suppliers Grouped by Photonics Sales/Employee
2/18/2016Anderson | San Francisco © 2016 SPIE 20
2014 Global average sales/employee $211,093 ($230,380 in 2012)
2/26/2016
11
Global Core Photonics Components Suppliers Grouped by Sales/Employee with Share-of-Sales (%)
2/18/2016Anderson | San Francisco © 2016 SPIE 21
~25% of firms operate above average sales/employee; produce 65% of revenues
Increasing sales / employee
22
Global Core Photonics Components SuppliersAge Distribution of Smaller Firms
2/18/2016Anderson | San Francisco © 2016 SPIE
71% of 2233 smaller companies are older than 10 years (65% in 2012)
Companies with sales less than $10 million
20142012
2/26/2016
12
73% of global sales were in the US and Japan combined (~80% in 2012)
Geography of Global Components Production2014
2/18/2016Anderson | San Francisco © 2016 SPIE 23
Company Count by Country3194 Firms
Revenues by Country$182 bn
Global Photonics Components Production2014 Revenues by HQ Location
2/18/2016Anderson | San Francisco © 2016 SPIE 24
3194 companies across 50 countries made photonics components in 2014
2/26/2016
13
25
The Photonics MarketplaceFrom Core Components to Enabled Services
2/18/2016Anderson | San Francisco © 2016 SPIE
CoreComponents
Core components and materials
LEDs, lasers, detectors, image sensors, lenses, prisms, optical filters, gratings, optical fiber.
$
26
The Photonics MarketplaceCore Components Global Industry Assessment
2/18/2016Anderson | San Francisco © 2016 SPIE
Core
Components
2012 (adj) 2014 2‐year Δ
Companiesin Market
2713 3194 18%
Photonics Revenues
$158 bn $182 bn 15%
Photonics Employees
686,000 863,000 26%
2/26/2016
14
IN THIS TALK …
27
• National Photonics Initiative• Photonics Market Update:
• Core components• Enabled markets
2/18/2016Anderson | San Francisco © 2016 SPIE
$$$$
$$$
$$
$
Increasing value
Photonic-enabled services
Photonic-enabled products
Photonic products
Core components and materials
Measuring the Photonics MarketplaceFrom Core Components to Enabled Services
2/18/2016Anderson | San Francisco © 2016 SPIE 28
2/26/2016
15
Photonic-Enabled MarketplaceWorldwide Revenues
2/18/2016Anderson | San Francisco © 2016 SPIE 29
Enabled Markets: Total global sales = $1,450 B
Photonic-Enabled MarketplaceOther Perspectives
2/18/2016Anderson | San Francisco © 2016 SPIE 30
$1.45T
$455B
2/26/2016
16
Consumables such as the cornea replacements & lens replacements
Biomedical, Medical Imaging,Healthcare (Biophotonics)
Photonic-Enabled MarketplaceOther Perspectives
2/18/2016Anderson | San Francisco © 2016 SPIE 31
Smart phones $ 330BGames (Wii, etc) $ 161B
Consumer & Entertainment
Anti‐counterfeiting $ 63BEarth Observation Satellites $ 21BAvionic Displays, Com. & Mil. $ 13B
Defense Security &Law Enforcement
Photonic-Enabled MarketplaceWorldwide Employees (in thousands)
2/18/2016Anderson | San Francisco © 2016 SPIE 32
Enabled Markets: Total global employment = 3,533,000 jobs
2/26/2016
17