Photonics Investment Landscape
The photonics market is a silent behemoth. It doesn’t have an outspoken investor following, yet it enables the existence of 5G networks, cloud computing, renewable energy generation and additive manufacturing. Like with many advanced technology markets, there are no shortage of exits with photonics startups, each with overlapping qualities that helped it become successful.
Photonics Industry Summary
The market for photonics is approaching $1T globally. Photonics technology, which involves the manipulation and detection of light particles, enables faster data transmission, enhances medical imaging and diagnostics, improves manufacturing processes, enhances defense capabilities, and holds promise for transforming the energy sector.
In the following gallery, we introduce a quick summary of the photonics industry to use as a reference guide.
Creating a Winning R&D Strategy: Assumptions
R&D is at the forefront of operations for deep tech startups, but the difference in execution depends on preparation. There are few approaches to R&D that are exactly alike, but there are plenty of overlaps today when it comes to the underlying strategies. Discussed are a few assumptions that founders can observe to best formulate their approach.
Quantum Computing Use Cases
The study of quantum computing has the potential to set new computational standards across industries, promising to solve more complex problems that regular computers today cannot handle at scale. Its ability to quickly process vast amounts of data simultaneously is leading to advancements in cryptography, finance and semiconductors, among others.
In our previous article, ‘Approaching Quantum Computing’, we issued a guide on the fundamentals of quantum computing, potential use cases and how to approach the industry as an investor. Now, we present a more detailed visual summary of the more promising use cases that are being put into practice by large enterprises.
Approaching Quantum Computing
The field of quantum computing has emerged as a nascent yet rapidly growing industry, a result of technological advances, new use cases and optimism surrounding medium-term commercial viability. Though the concept has been around for decades, only in recent years has it translated from theory to a tangible reality. Exploring this industry is no small task, so we've provided our own approach to understanding and investing in quantum.
Guide to Operations Risk Management
There is no entrepreneurship without risk. For a startup to grow into a long-term sustainable business, the decisions made in the earliest years to minimize risk are incredibly important, certainly when focusing on the day-to-day. To help founders best execute early on operational excellence, we mapped out an extensive guide focused on the value of adopting internal risk management strategies.
Semiconductors: Market Projections
The semiconductor industry is expected to experience significant growth by 2030, driven by the increasing demand for electronic devices and the expanding application of semiconductors in various industries. The rapid development of emerging technologies such as 5G, AI, IoT, and autonomous vehicles is expected to fuel this growth, along with the increasing demand for data processing and storage.
In a previous article of ours, ‘Semiconductors: Market Map’, we issued a visual summary of the semiconductors market. Now, in the following gallery we examine each market sub-category, identify its growth trajectory and suggest our observations of what drivers will be most influential.
Unlocking IP-Driven SaaS
The rise of cloud computing and adoption of subscription-based software models enabled the success of the SaaS delivery model, but in a market where company quality precedes growth, investors look for specialization – IP-Driven SaaS.
Semiconductors: Market Map
The market for semiconductors is comprised of components including design, manufacturing, assembly and testing, all of which collaborate with one another to drive innovation. Though a few companies in this market are generally well-known, most remain fairly obscure despite their integral role in the supply chain of semiconductors.
In the following gallery, we display a comprehensive visual map of the main companies operating within each market sub-category, the top performing companies by revenue, and a breakdown of sub-category growth projections.
The Semiconductor Ecosystem Value Chain
The market for semiconductors continues to see growth, being a critical component of modern electronics and a driver for technological advancements in many industries. An interconnected network of companies involved in the development and production of semiconductors exist in a form of an ecosystem. This complex ecosystem encompasses a range of participants, which include designers, suppliers of materials and equipment, manufacturers and distributors.
In the following gallery, we identify each main component within the ecosystem and explain its role in the design and manufacturing process.
The CHIPS and Science Act: Strengthening US Innovation and its Leading Edge
The passing of the CHIPS and Science Act into law represents an opportunity for the US to strengthen its research, design, manufacturing, and output of semiconductors, but its potential extends also to the fostering of an open innovation ecosystem across all stakeholders.
