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Transcript of SPIE INDUSTRY UPDATEspie.org/Documents/Industry relations/Industry Profile by SPIE_Aug_201… ·...
THE DEFINITIVE GLOBAL BUSINESS RESOURCE FOR THE PHOTONICS INDUSTRY
SPIE INDUSTRY UPDATE
SPIE Photonics Industry Update
8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE 2
Stephen G. AndersonIndustry & Market Strategist
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The Photonics MarketplaceFrom Core Components to Enabled Services
8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE
CoreComponents
Core photonic components and materials
LEDs, lasers, detectors, image sensors, lenses, prisms, optical filters, gratings, optical fiber.
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The Photonics MarketplaceFrom Core Components to Enabled Services
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Photonics products
LED lamps, cameras, displays, optical scanners, markers, manufacturing and inspection systems.
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The Photonics MarketplaceFrom Core Components to Enabled Services
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Photonic‐enabled products
Lighting, internet & datacenters, smart phones, vision systems, TVs, medical imaging systems
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The Photonics MarketplaceFrom Core Components to Enabled Services
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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
Building from company information
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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 from company information
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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 Optics and
Photonics Components Industry
Assessment
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Year-Over-Year Company Count
8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE
Number of Companies
For 2014, companies added to market = 481 (net)
‐193
2713
3194
+674
Companies in Market Year‐Over‐Year Geo Distribution
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+305
+91
+80
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+2
+2
20142012
Global Core Photonics Components Suppliers Grouped by Size
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75% of photonics component firms are SMEs <$10 million (75% in 2012)
20142012
Global Core Photonics Components Suppliers Grouped by Size with Sales
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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 Size with Jobs
8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE 13
~ 10% of companies employ 81% of workforce (77% in 2012)
Global Core Photonics Components Suppliers Grouped by Photonics Sales per Employee
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2014 Global average sales/employee $211,093 ($230,380 in 2012)
Global Core Photonics Components Suppliers Photonics Sales/Employee with Distribution of Sales
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~25% of firms operate above average sales/employee; produce 65% of revenues
Increasing sales / employee
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Global Core Photonics Components SuppliersAge Distribution of Smaller Firms
8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE
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 are in the US and Japan combined (~80% in 2012)
Geography of Global Components Production2014
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Company Count by Country3194 Firms
Revenues by Country$182 bn
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Global Photonics Components Production2014 Company Sales
8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE
3194 companies across 50 countries make photonics components
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The Photonics MarketplaceFrom Core Components to Enabled Services
8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE
CoreComponents
Core photonic components and materials
LEDs, lasers, detectors, image sensors, lenses, prisms, optical filters, gratings, optical fiber.
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Core Optics and Photonics Components Global Industry Assessment
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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%
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