tran pham inside3dprinting 17apr2015 final

tuan@tranpham.com | @ttranpham | www.tranpham.com | 617.999.5215 | Boston, MA

TranPham Journey3D

Tuan TranPham

tuan@tranpham.com | www.tranpham.com | @ttranpham | 17-APR-2015 | Ver. 1

2003-2010 2010-2012

2012-2013 2013-2013

2013-2014 Current

(ZPrinter Sales

Asia Pacific)

(Built NA Referral

Agent Channel)(via Merger)

(Metal 3DP Sales

in North America)

(Global Sales of 3D

Rendering Software)

(ProJet & BFB

Sales in USA)

The Early Days

Tuan TranPhamSource: EOS GmbH (2004)

Time line

Tuan TranPham

Source: Deloitte

TranPham Matrix

Tuan TranPham

tuan@tranpham.com | www.tranpham.com | @ttranpham | 11-SEP-2013 | Ver. 7

3D Scan-2-Print Process

TranPham Mix (7 M’s)

Tuan TranPham

tuan@tranpham.com | www.tranpham.com | @ttranpham | 12-NOV-2013 | Ver. 1

Image credit: 3D Systems & Luxion, maker of KeyShot 3D Rendering

(1)

Machines[Metal]

(2)

Material[Consumable]

(4)

Maintenance[Service]

(3)

Models[Parts]

(5)

Modeling[CAD software]

(7)

Membership[Ecosystem & P-P-C]

(6)

Meshing[Scanning]

* TranPham Metals *

Tuan TranPham

tuan@tranpham.com | www.tranpham.com | @ttranpham | 12-NOV-2013 | Ver. 2

46%17%

10%

9%6%

(OEM)

Tuan: Less than 2% of all Industrial 3DP

(1,000 units out of 55,000+)

(VAR)

<DMLS>“DMLS”

“DMLS”

“DMLS”

[EBM]

<3DP> <3DP>

Germany Germany

Germany USA

USA

FRANCE (US)

Germany

Sweden

B4 2013

Install Base & Verticals

Tuan TranPham

“Incubator”

“Research”

Metal Landscape

Tuan TranPhamSource: Company Data & Credit Suisse research

#4

#1

#2

Exclusive

#3

TranPham Overview

Tuan TranPham

tuan@tranpham.com | www.tranpham.com | @ttranpham | 17-APR-2014 | Ver. 2

Other: DM3D, Optomec, Sciaky, Trumph, 3D Micro Print, etc.

2000R EVO SLM50

280

400

AM Technologies

Tuan TranPhamSource: ASTM F.42 & RolandBerger

* TranPham “PBF” *

Tuan TranPham

tuan@tranpham.com | www.tranpham.com | @ttranpham | 17-APR-2015 | Ver. 1

DMLS (SLM)

TI64

IN718TiAl

Aluminum

Cobalt Chrome

Maraging steel

Stainless

Gold

EBM

Laser

1/2/Quad Beams

200W/400W/1000W

2 Cu/Hour

Nitrogen/Argon

Un-heated chamber

Non-Stackable

15-45 micron

TI64: $510/Kg

Residual Stress

No-Pre Heat

“Anchors”

Electron

50+ Beams

3,000W

5 Cu/Hour

Vacuum

Heated Chamber

Stackable (build)

45-106 micron

TI64: $255/Kg

Min. Residual stress

Pre-Heat (support)

“Heat-sink”

Electron Beam Melting

Source: ARCAM

Materials & Industries

TranPham Materials

Tuan TranPham

tuan@tranpham.com | www.tranpham.com | @ttranpham | 17-APR-2015 | Ver. 1

Process

Plastic

Rapid Prototyping Rapid Tooling Rapid Manufacturing

Kevlar

Carbon Fiber

Graphene

Ceramic

Metal

Ma

te

ri

al

St

re

ng

th

TranPham Metal Map

Tuan TranPham

tuan@tranpham.com | www.tranpham.com | @ttranpham | 17-APR-2015 | Ver. 1

Readiness

Tuan TranPhamSource: Expert Interviews & RolandBerger

Aerospace (FAA)

Tuan TranPhamSource: GE Aviation (Avio Aero), Rolls-Royce & Airbus

3D-Printing Growth

Tuan TranPham

• Still lots of challenges !!!

$8B?

Metal Growth

Tuan TranPhamSource: Wohlers Associates, VDW, Expert Interviews & RolandBerger

Units: 200 => 350 => ??

TranPham Growth (1)

Tuan TranPham

• Switch from Validation to Production (more components).

• More “Additive – Friendly” 3D CAD content creation.

• New (affordable) Material Options hence more new verticals.

• Advanced “Quality Management” systems.

• Machine Improvements (faster) and new Features.

• New Entrants: “Professional” Metal 3DP players (sub $200K).

“Production” Metal ASP ~ $600K

TranPham Growth (2)

Tuan TranPham

tuan@tranpham.com | www.tranpham.com | @ttranpham | 17-APR-2015 | Ver. 1

1,000

0

500

1000

1500

2000

2500

3000

3500

4000

4500

5000

2012 2013 2014 2015e 2016e 2017e 2018e

+1,000

+1,000

10% 25% 51% (Metal of Total 3DP $$$)

1. Hardware

2. Software

3. Maintenance

4. Service/Parts

650+ units

Last 15+ years | Last 2 years | Next Year

(3.rd Wave)

TranPham 3.rd Wave

Tuan TranPham

tuan@tranpham.com | www.tranpham.com | @ttranpham | 17-APR-2015 | Ver. 1

FDM:

SLA/DLP:

DMLS:

2008 2012 (2015) 2016

200+

20+

5+

Time

RM

RT

RP

Industrial

ProSumer

Consumer

tuan@tranpham.com | @ttranpham | www.tranpham.com | 617.999.5215 | Boston, MA