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The International Society for Optics and Photonics
SPIE Industry Update
San Francisco, CA | February 9, 2015Stephen G. Anderson
SPIE
2/12/2015Photonics West 2015 © 2015 SPIE 3
In this talk …
National Photonics Initiative
SPIE Industry Analysis
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National Photonics Initiative Update
NPI Goals
Raise awareness about photonics
Increase collaboration
among industry, government and
academia
Drive funding and investment
in photonics
NPI Task Forces
IT/CommunicationsHealthcare Sensors for Energy and the EnvironmentHigh Power Lasers Education and Workforce development
7
Recent Accomplishments
Testimony before House Science, Space & Technology subcommittee OSTP Fast-Track Action Committee report on optics &
photonics NSF dear colleague on optics and photonics Photonics language in three authorization bills Photonics manufacturing institute funding White House BRAIN Initiative collaboration
Tom Kalil, OSTP “NPI put photonics on the map”
Integrated-Photonics IMI Strong response from photonics community to
funding announcementDOD matching funds of $110 million Finalists announced 30 January. Team
leads− USC− UCF− Research Foundation for SUNY (SUNY
Polytechnic Institute) Final funding announcement in June SPIE and the NPI will support proposal
development and new IP-IMI launch President Obama announcing IP-IMI funding
Photonics Industry Neuroscience Group
NPI leadership at the Administration’s BRAIN Initiative Re-launch in Washington DC, November 2014
• PING on agenda at White House BRAIN event
• Strong industry coalition in place -$30 million R&D commitment
• Invited to OSTP roundtable• Presented at PCAST in
November• Invited to lead technology
road mapping effort by OSTP
Next Steps
Finalize NPI Task Force white papers and look for 2016 budget opportunities
• Healthcare• Sensors for energy and environment • High power lasers • Education and Workforce development
Increase visibility of photonics in DC area − Policy maker engagement− PR campaign, op-ed pieces and advertisements
Washington DC fly-in March 17 & 18− Sign up on the NPI website at www.lightourfuture.org
Engage state level government
PhotonicsEnabledServices
PhotonicsEnabledProductsMarket
SPIE Photonics Industry Analysisfrom components to consumers
Global supply side analysis using company information
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Photonics WestCore Components 2012 (Global)• $84 B• 1008 firms• 337,049 jobs
WorldwideCore Components2012
• $156 B• 2748 firms• 698,266 jobs
WorldwideEnabled Markets
• Biophotonics
SPIE’s Photonics Industry AnalysisBuilding from Company Information
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Moving forward …
Global Photonics Market (2012)
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SPIE internal estimate ~$480 bn
EU est. (SPECTARIS) ~€380 bn ($430 bn)
Asian, US & EU data suggests that there were ~ 2.2 million jobs in photonics in 2013, worldwide
Dip due to ¥/$ ratio , solar & digital camera market contractions
Materials, LEDs, lasers, detectors, image sensors, lenses, prisms, optical filters, gratings, solar cells, fiber
Lighting, internet & datacenters, smart phones, (machine) vision systems, TVs, medical imaging systems
Core photonic _components& materials
LED lamps, cameras, displays, optical scanners, markers advanced manufacturing systems, inspection systems
Photonic products
Photonic-enabled products
Increasing value152/12/2015Photonics West 2015 © 2015 SPIE
Photonic products
Core photonic components
Photonic-enabled services
Photonic-enabled products
Photonic products
Core photonic components and
materials
•Internet, streaming video and audio (music), cloud storage services, e-commerce
•Lighting, internet & datacenters, smart phones, (machine) vision systems, TVs, medical imaging systems
•LED lamps, cameras, displays, optical scanners, markers advanced manufacturing systems, inspection systems
•LEDs, lasers, detectors, image sensors, lenses, prisms, optical filters, gratings, optical fiber
The Photonics MarketplaceFrom core components to enabled services
Knowledge generation
$
$$
$$$
$$$$
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Entities active in photonics
4962
Make & ship photonic materials and components?
2748
Total sales & jobs?
Photonics data review
Exhibited at one or more of 30+ optics & photonics events worldwide in 2012 (de-duped)
• Educational institutions• Government labs• Publishers and media outlets• Consultants• Associations, societies, non-profits• Distributors and reps
Excluded entities
Dun & Bradstreet provides company sales & employee data. For various reasons information is not available for all companies especially outside the USA. 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
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
SPIE SPIE’s global estimate of core photonics components industry
Building from Company Information
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Materials, LEDs, lasers, detectors, image sensors, lenses, prisms, optical filters, gratings, solar cells, fiber
Core photonic _components& materials
Photonic-enabled products
2750 Companies
$156 B Revenues
700,000 Jobs
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Photonic products
Core photonic components
Photonic-enabled services
Photonic-enabled products
Photonic products
Core photonic components and
materials
•Internet, streaming video and audio (music), cloud storage services
•Lighting, internet & datacenters, smart phones, (machine) vision systems, TVs, medical imaging systems
•LED lamps, cameras, displays, optical scanners, markers advanced manufacturing systems, inspection systems
•LEDs, lasers, detectors, image sensors, lenses, prisms, optical filters, gratings, optical fiber
Knowledge generation
Not t
o sc
ale
The Photonics MarketplaceFrom components to enabled services
Core components $156 billion
$
$$
$$$
$$$$
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Global Core Photonics Components Suppliers Grouped by Size
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0
200
400
600
800
1000
1200
1400
1600
< $1M $1M - $10M $11M - $50M $51M - $500M $500M - $1B > $1B
Num
ber o
f Com
pani
es
Company size
>75% of photonics components firms are <$10 million
SPIE Internal data
Global Core Photonics Components Suppliers Grouped by Size with Sales
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Company size
0%
10%
20%
30%
40%
50%
60%
0
200
400
600
800
1000
1200
1400
1600
< $1M $1M - $10M $11M - $50M $51M - $500M $500M - $1B > $1B
% o
f Tot
al G
loba
l Rev
enue
s
Num
ber o
f Com
pani
es
2132 companies with photonics revenues < $10 M produce ~4% of total sales
69 companies with photonics revenues > $500 M produce >72% of total sales
SPIE Internal data
Company size
Global Core Photonics Components Suppliers Grouped by Size with Jobs
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0%
10%
20%
30%
40%
50%
60%
0
200
400
600
800
1000
1200
1400
1600
< $1M $1M - $10M $11M-$50M $51M-$500M $501-$1B >$1B
% o
f Tot
al E
mpl
oyee
s
Num
ber o
f Com
pani
es
<10% of companies employ ~77% of the workforce
SPIE Internal data
Global Core Photonics Components SuppliersGrouped by Sales/ Employee
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Sales / employee
0
200
400
600
800
1000
1200
1400
< $50K $50K - $100K $101K - $250K $251K - $500K $501K - $1M > $1M
Num
ber o
f Com
pani
es
Average = $223,000
SPIE Internal data
Global Core Photonics Components SuppliersGrouped by Sales/Employee with Rev. Distribution
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Sales / employee
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
0
200
400
600
800
1000
1200
1400
< $50K $50K - $100K $101K - $250K $251K - $500K $501K - $1M > $1M
% o
f Tot
al R
even
ue
Num
ber o
f Com
pani
es
~21% of firms operate above avge profitability & produce 70% of all sales
About 80% of all firms have sales/employee below $250K (31% of total sales)
<5% companies have sales/employee of more than $500K. (26% of total sales)
$223,000
SPIE Internal data
Global Core Photonics Components Suppliers Age Distribution of Small Firms
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- 50 100 150 200 250 300 350 400
Less Than 3 Yrs
3 - 5
5 - 10
10 - 14
15 - 19
20 - 29
30 - 39
40 - 49
50 or More Yrs
Age
of C
ompa
ny (i
n Ye
ars)
Companies with < $10 M in Revenue in 2012
60% of 1756 smaller companies are older than 10 years
SPIE Internal data
The Geography of Photonics Components Production
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2750 firms span more than 46 countries
Company count by country2750 Firms
Revenues by country$156 B
The Geography of Photonics Components Production … 2
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USA
Germany
Japan
China
France
UK
Taiwan
Canada
Switzerland
Other
Japan
USA
Germany
China
Taiwan
France
UK
Italy
Switzerland
Other
SPIE Internal data
Enabled Market Segments
Solar PV & Alternative Energy
Consumer & Entertainment
Defense, Security, Law Enforcement
Communication, Information Processing & Storage
Biomedical, Medical Imaging, Health Care(Biophotonics)
Lighting & Displays
Sensing, Monitoring, Measurement & ControlSemiconductor
Processing/Manufacturing
COREOptics and Photonics Suppliers
Not t
o sc
ale
282/12/2015Photonics West 2015 © 2015 SPIE
Biophotonics-Enabled Marketplace
292/12/2015Photonics West 2015 © 2015 SPIE
Solar PV & Alternative Energy
Consumer & Entertainment
Defense, Security, Law Enforcement
Communication, Information Processing & Storage
BiophotonicsEnabled Market
Lighting & Displays
Sensing, Monitoring, Measurement & ControlSemiconductor
Processing/Manufacturing
COREOptics and Photonics Suppliers
269 Companies
$91 B Revenues
281,000 Jobs
Sour
ces:
Mul
tiple
inclu
ding
UC
Davi
s, GI
A, a
nd S
PIE
Inte
rnal
Global Biophotonics Enabled Market Suppliers Grouped by Size
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-
10
20
30
40
50
60
70
80
< $1M $1M - $10M $11M - $50M $51M - $500M $501M - $1B > $1B
Num
ber o
f Com
pani
es
Company sizeSour
ces:
Mul
tiple
inclu
ding
UC
Davi
s, GI
A, a
nd S
PIE
Inte
rnal
Average sales/employee (global) $310,000
Company count by country269 Firms
Revenues by country$91 B
The Geography of Biophotonics
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USA
Japan
Germany
Netherlands
Switzerland
Ireland
United Kingdom
France
Canada
Italy
Israel
ROW (15 countries)
USA
Japan
United Kingdom
Germany
Canada
Netherlands
Israel
Switzerland
France
Italy
Ireland
ROW (15 countries)
