SPIE INDUSTRY UPDATE relations/Industry...2014 Global average sales/employee $211,093 ($230,380 in...

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THE DEFINITIVE GLOBAL BUSINESS RESOURCE FOR THE PHOTONICS INDUSTRY SPIE INDUSTRY UPDATE

Transcript of SPIE INDUSTRY UPDATE relations/Industry...2014 Global average sales/employee $211,093 ($230,380 in...

Page 1: SPIE INDUSTRY UPDATE relations/Industry...2014 Global average sales/employee $211,093 ($230,380 in 2012) Global Core Photonics Components Suppliers Photonics Sales/Employee with Distribution

THE DEFINITIVE GLOBAL BUSINESS RESOURCE FOR THE PHOTONICS INDUSTRY

SPIE INDUSTRY UPDATE

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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

8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE

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$

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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

8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE

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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

8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE

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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

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Building from company information

8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE 7

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

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Building from company information

8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE 8

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

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Companies in Market Year‐Over‐Year Geo Distribution

8/13/2015Stephen G. Anderson | San Diego      © 2015 SPIE 10

+305

+91

+80

+1

+2

+2

20142012

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Global Core Photonics Components Suppliers Grouped by Size

8/13/2015Stephen G. Anderson | San Diego      © 2015 SPIE 11

75% of photonics component firms are SMEs <$10 million (75% in 2012)

20142012

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Global Core Photonics Components Suppliers Grouped by Size with Sales

8/13/2015Stephen G. Anderson | San Diego      © 2015 SPIE 12

The majority of revenues come from a minority of companies

2384 companies3.6% of total sales

63 companies70% of total sales

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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)

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Global Core Photonics Components Suppliers Grouped by Photonics Sales per Employee

8/13/2015Stephen G. Anderson | San Diego      © 2015 SPIE 14

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

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Global Core Photonics Components Suppliers Photonics Sales/Employee with Distribution of Sales

8/13/2015Stephen G. Anderson | San Diego      © 2015 SPIE 15

~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

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

Geography of Global Components Production2014

8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE 17

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

8/13/2015Stephen G. Anderson | San Diego © 2015 SPIE 20

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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