tran pham inside3dprinting 17apr2015 final
TRANSCRIPT
[email protected] | @ttranpham | www.tranpham.com | 617.999.5215 | Boston, MA
TranPham Journey3D
Tuan TranPham
[email protected] | 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
[email protected] | www.tranpham.com | @ttranpham | 11-SEP-2013 | Ver. 7
3D Scan-2-Print Process
TranPham Mix (7 M’s)
Tuan TranPham
[email protected] | 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
[email protected] | 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
[email protected] | 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
[email protected] | 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
[email protected] | 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
[email protected] | 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
[email protected] | 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
[email protected] | 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
[email protected] | @ttranpham | www.tranpham.com | 617.999.5215 | Boston, MA