IN THIS TALK - SPIE relations/DCS 2016...0 50 100 150 200 250 Quantum Cryptography Forensics...

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IN THIS TALK …

3

• The Photonics Marketplace• Core components• Enabled markets

• Defense & Security

April 21, 2016@SPIEevents #SPIEDCS | Anderson © 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

• 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

April 21, 2016@SPIEevents #SPIEDCS | Anderson © 2016 SPIE 4

Not having numbers damages investment by the financial community and by politicians

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The Photonics MarketplaceFrom Core Components to Enabled Services


CoreComponents


LEDs, lasers, detectors, image sensors, lenses, prisms, optical filters, gratings, optical fiber.

$

6



$

$

$$

Photonic products

LED lamps, cameras, displays, optical scanners, markers, manufacturing and inspection systems.

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$

$

$$

$

$ $

$


Lighting, internet & datacenters, smart phones, vision systems, TVs, medical imaging systems

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$

$

$$

$

$ $

$

$ $

$

$$$

$

$

National Academy of Sciences: “Photonics is the lynchpin of a $7 Trillion industry”


Internet, streaming video and audio (music), cloud storage services, e-commerce

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Building an industry profile from company data


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

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Building an industry profile from company data


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


+305

+91

+80

+1

+2

+2

20142012

For 2014, firms added to market (+674), firms out (-193) = 481 (net)

Global Core Photonics Components SuppliersGrouped by Revenues ($)


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 (%)


The majority of revenues come from a minority of companies

2384 companies3.6% of total sales

63 companies70% of total sales

Global Core Photonics Components Suppliers Grouped by Revenues with Share-of-Jobs (%)


~ 10% of companies employ 81% of workforce (77% in 2012)

Global Core Photonics Components Suppliers Grouped by Photonics Sales/Employee


2014 Global average sales/employee $211,093 ($230,380 in 2012)

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Global Core Photonics Components SuppliersAge Distribution of Smaller Firms


71% of 2233 smaller companies are older than 10 years (65% in 2012)

Companies with sales less than $10 million

20142012

73% of global sales were in the US and Japan combined (~80% in 2012)

Geography of Global Components Production2014


Company Count by Country3194 Firms

Revenues by Country$182 bn

Global Photonics Components Production2014 Revenues by HQ Location


3194 companies across 50 countries made photonics components in 2014

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CoreComponents


LEDs, lasers, detectors, image sensors, lenses, prisms, optical filters, gratings, optical fiber.

$

21

The Photonics MarketplaceCore Components Global Industry Assessment


CoreComponents

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%

IN THIS TALK …

22

• The Photonics Marketplace• Core components• Enabled markets

• Defense & Security


$$$$

$$$

$$

$

Increasing value



Photonic products


Measuring the Photonics MarketplaceFrom Core Components to Enabled Services


Photonic-Enabled MarketplaceWorldwide Revenues


Enabled Markets: Total Global Sales = $1,450 B

50%

15%

6%

8%

3%

2%

15%

1%

1%50%

15%

6%

8%15%

2% 3%

1%

1%

CoreComponents& Materials

Photonic-Enabled MarketplaceWorldwide Employees (in thousands)


Enabled Markets: Total global employment = 3,533,000 jobs

40%

16%

8%

12%

5%

3%

13%

1%

1%40%

16%

8%

12%5%3%

13%1%

1%


Photonic-Enabled MarketplaceDefense, Security, Law Enforcement


Global Employment560,000 jobs

Global Revenues $216 B



16% 15%

570 companies across 37 countries produced photonics-based D&S products in 2012

>75% of global D&S sales originated in the US and Japan combined in 2012

Photonic-Enabled MarketplaceGeography of Defense, Security, Law Enforcement


Company Count by Country570 Firms

Revenues by Country$216 B

0

50

100

150

200

250Quantum Cryptography

Forensics

Dazzlers

Dash Board Cameras

LIDAR

Speed/Red Light Cameras

Laser gun sights

UAVs

Fire Detection

Detection (expl. chem. bio. nucl.)

Perimeter Security and Sensing

Biometrics

Video Surveillance

Anti-counterfeiting

Aerospace & Defense

Photonic-Enabled MarketplaceDefense, Security, Law Enforcement


$242B

$216B

2012 2014

Growth: CAGR from 2012 to 2014 = 6%

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