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OverviewPresenta-onRuudVermeulen–DirectorEMEALuxResearch
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2
Hun-ngforOpportuni-es
FindingtherightforRadicalInnova-on
Scou-ngforDisrup-ve
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AboutLuxResearch
• HelpsclientsfindnewbusinessopportuniBesfromemergingtechnologiesinphysicalandlifesciences
• Offersongoingtechnologyandmarketintelligence,aswellasmarketdataandconsulBngservices
• Over250clientsonsixconBnents–mulBnaBonalcorporaBons,investors,governments,andSMEs
• Globalreach,withofficesinBoston,NewYork,Amsterdam,Singapore,andTokyo
• CombinesdeeptechnicalexperBsewithbusinessanalysistosupportstrategicdecisions
Moreatwww.luxresearchinc.com
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AdvancedMaterialsAgroInnovaBonAlternaBveFuelsAutonomousSystems2.0Bio-basedMaterials&ChemicalsCoaBngsCorporateStrategicIntelligenceDigitalHealth&WellnessDistributedGeneraBonElectronicUserInterfacesEnergyStorageExploraBonandProducBonFoodandNutriBonFutureCompuBngPla]ormsIndustrialBigData&AnalyBcsIndustrialInternetofThingsIntelligentBuildingsSensorsSolarSustainableBuildingMaterialsWaterWearableElectronics
Coverageareas
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LuxResearchhelpsclientstranslatemegatrendsintonewbusinessopportuni-es
• Megatrendsinareaslikesustainability,energy,anddemographicsshouldguidethestrategiesofcompanies,investors,andgovernments
• ThesemegatrendsdrivebusinessopportuniBesfromemergingtechnologiesinthephysicalandlifesciences
• ExternalscouBngfornewtechnologies,markets,andbusinessmodelsisessenBaltocreaBngsuccessfulnewbusinessfromemergingtechnologies
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Megatrends Emergingtechnologies
ExternalscouBng
NewbusinessopportuniBes
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LuxResearchhelpsclientspopulatethefrondendoftheinnova-onfunnel
AcrosstheinnovaBonfunnel,clientsuseLuxResearchto:• Getuptospeedeasilyonnewareas• Quicklyaccessvitaldataonmarkets,valuechains,andtrends• Cutthroughthehypeandfocusonlyonwhat’simportant• Getanunbiased,outsideperspecBveonkeycompaniesandtechnologies• IdenBfyandconnectwithpartners• ExtendthecapabiliBesofnewbusinessdevelopmentteams• SpeedupdevelopmentcycleandimproveBmetomarket
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IdenBfymegatrendimpacts
Evaluateemergingtechnology
areas
Scoutfortechnologies,
markets,models
Enterandoperateinthe
market
Inno
vaBo
nfunn
el
ProductsIdeas
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ClientsuseLuxResearchtoiden-fy,evaluate,andseizeopportuni-esinemergingtechnologies
AcrosstheinnovaBonfunnel,clientsuseLuxResearchfor:• Start-upmonitoring:IdenBfy,andassessstartupsforpartnering/invesBng/acquiring• TechScouBng:StayontopofemerginganddisrupBvetechnologiesthatcouldform:
• AdisrupBvesoluBontoexisBngproblems• Apla]ormforfuturegrowth• A(future)compeBBvethreat
• MarketIntelligence:Understandemergingtechnologymarkets,findnewareasforgrowth• NewBusinessDevelopment:IdeageneraBon,screening,andassessment• (Corporate)VentureCapital:Increasedealflowandsetupscreeningcriteria• R&D:SpeedupthedevelopmentcycleandimproveBmetomarket• StrategicMarkeBng:Stayintouchwithneedsofupstreamanddownstreamdevelopers
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IdenBfymegatrendimpacts
Evaluateemergingtechnology
areas
Scoutfortechnologies,
markets,models
Enterandoperateinthe
market
Inno
vaBo
nfunn
el
ProductsIdeas
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Providingofferingsthatdeliverfulldecisionmakingsupport
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Intelligence ConsulBngServices
RetainedIntelligence
AnalyBcsServices
LuxResearchoffersthegrowthorganizaBonobjecBvedecision-supportthatiscriBcaltoactswiklyandharnessemergingopportuniBes:• IntelligenceServices:Syndicated,industry-leadinginsights,reports,andcommentaryoninnovaBonacross21domains
• ConsulBngServices:Bespokeengagementstoassistclientsinenteringandexpandingmarketshare
• RetainedIntelligence:Ongoingsurveillance,ideascouBng,andrapidanalysistoexploitthreatsandopportuniBes
• AnalyBcsServices:CrystallizaBonofmeaningfulinterpretaBonsfromaseaofdataviadatascience
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Offeringdifferenttypesofservicestomeetclient’sneeds,andofferfullsupport
• OngoingIntelligenceServices• SubscripBontoallexisBngandnewresearchinchosentechnologydomains• ConBnuousstreamwithprofilesofhighlyinnovaBvestartupsfocusedongrowthopportuniBes,includingtheLuxTakeandLuxScorecard.
• Reportstounderstandthelandscapeofemergingtechnologiesandmarkets• Unlimitedanalystaccesstousetheresearchinthecontextofyourbusiness• AccesstotheMemberSiteanddeliveryofaweeklyJournalviaemail
• RetainedIdeaGenera-onServices
• IdeageneraBon,screening,andassessment• Upto100relevantideasperyearfromalloftheLuxResearchtechnologydomains
• CustomConsul-ngProjects
• Tailoredtotheclient’sspecificneeds• Deepdivesintospecifictechnologies,markets,projects,andopportuniBes• Technologyroadmaps,marketidenBficaBonandassessment,partnersearchandselecBon,pre-transacBonsearchandtechnicalduediligence
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LuxResearchcoverageareasaddresskeyglobalmegatrends
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Informa-onMeetsMaMer
EnergyandInfrastructure
HealthandWellness
ExploraBonandProducBon
EnergyStorage
AutonomousSystems2.0
AlternaBveFuels
IntelligentBuildings
SustainableBuildingMaterials
CoaBngs
IndustrialBigData
andAnalyBcs
Solar
AdvancedMaterials
DistributedGeneraBon
CorporateStrategic
IntelligenceSensors
FutureCompuBngPla]orms
IndustrialInternetofThings
FoodandNutriBon
ElectronicUserInterfaces
AgroInnovaBon
DigitalHealthandWellness
WearableElectronics
Bio-BasedMaterials
andChemicals
Water
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Ourresearchsupportsfact-drivenbusinessdecisionsaboutemergingtechnologies
LuxResearchsoluBonssupportclients’exisBngscouBnggoalsandprocesses,whilehelpingthemovercomeinternalandexternalchallenges
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Externalchallenges:• ManycompeBngtechnologies• Thousandsoflabs,hundredsofstartups• Shikingpolicylandscape• GlobalizaBonofinnovaBon
Internalchallenges:• SmallstaffforscouBng• Unfamiliartechandindustries• InternalinerBaandbias• InformaBonoverload;conflicBngdata
Emergingtechnologies:• ImproveexisBngproducts• Createnewmarketneeds• Leadtonewproductcategories
Socompaniescan:• Gainmarketshare• Findnewmarketsforproducts• Createnewlinesofbusiness
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LuxResearchisanexternaladdi-ontointernalresourcesandcapabili-es
• WhatLuxResearchcanaddtoclients:• Acalibratedandconsistentprocessforassessingstart-upcompaniesandideas• Science-trainedbusinessanalystswithdeepexperBseintheircoveragefield• Pro-acBveandongoingprimaryresearchintotechnologydevelopersandmarkets• Coverageof19domainsofemerginganddisrupBvetechnology• Aglobalscopetoanalyzedevelopmentsallovertheworld• DirectinteracBonwithanalystsandconsultantstosupportbusinessdecisions
• Toovercomeinternalandexternalchallenges:
• AsmallinternalstaffforscouBngacBviBesand/orideageneraBon/vepng• Unfamiliaritywithtechnologiesandmarketsoutsideofthecompanycore• BlindspotsinexperBsefortechnologies,markets,andgeographies• ToomanycompeBngtechnologies,labs,andstartupstoassess• InerBaandinternalresistancetoopeninnovaBonprinciples• Lackofrepeatableandformalizedmethodologies• ShikingpolicylandscapeandtheglobalizaBonofinnovaBon
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LuxResearch’sservicesprovidebroadsupportfordecisionmakers
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Strategicmarketanalysis• QuarterlyMarketReports
providemarketsizeandforecast,valuechainanalysis,technologytrends
• AnalystInsightsgiveproprietarydatapointsandanalystcommentaryonnews
• MarketTrackerspresentongoingquanBtaBvedataoncapacity,supply,demand
• ConsulBngservicestoselecttargetmarketsandevaluatemarketentrystrategy
MarketinformaBon
TechnologyscouBng• DetailedCompanyProfiles
coverthetop100to200innovaBvecompaniesineachtechnologyarea
• LuxInnovaBonGridandLuxTakehelpseparatethegoodfromthebad
• ClientMemberSiteprovidessearches,filters,analyBcs,across7yearsofarchives
• ConsulBngservicesidenBfyandselectpartnersandofferfurtherduediligence
TechnologyinformaBon
Decisionsupport
CustomizedinteracBontosupportdecisions• UnlimitedInquirytogetanalystcomment,insight,andaddiBonaldepthofinformaBon• WebinarsandconferencecallshelpdisseminateinformaBonacrosstheorganizaBon• Client-specificConsulBngservicesprovidecustomizedstrategicadvice,takedeeperdivesinto
keyareasofinterest,andextendanalysisintomoretechnologyareas
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WhatmakesLuxResearchunique?
• Proprietaryprimaryresearch:Over5,000first-handinterviewsannuallywithcompanyexecuBves,customers,partners,andoutsideexperts
• Technicaldepthwithmarketinsight:Deeptechnologyunderstandingandexperienceneededtomakesounddecisionsaboutmarketimpact
• Concise,bold,andopinionatedresearch:Doesn’tjustrepeatcompanyreports,butappliescriBcalanalysisandmakesspecificrecommendaBons
• Servicesdesignedtosupportbusinessdecisions:DirectinteracBonwithanalystsandconsultantsensuresrelevantinformaBonandinsight
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Howwedeliverinforma-ontoourclients
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IntelligenceServices
ClientMemberSite
Journals
AnalystInquiry Webinars
OnsiteVisits
OnsiteBriefings
LuxResearchprovidesadvisoryservicesdeliveredthroughmulBplechannels
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MethodologyandHowWeDeliver
LuxResearchprovidesadvisoryservicesdeliveredthroughmulBplechannels:• MemberSite–anonlinecatalogueofallpublishedresearch.Searchablebytaxonomy,technology,product,orcoveragearea
• Journals–aselecBonofAnalystInsightsandCompanyProfilesdeliveredbyemailforeachIntelligenceservice
• AnalystInquiry–personalinteracBonwiththeAnalystteamviatelephone,email,oron-sitemeeBngs
• Webcasts–ongoingwebinarspresentedbyAnalystswithlatestcontentfromfeaturedcoverageareas
DeliveredintheContextofYourBusinessNeeds• WeevaluatetechnologyandapplycriBcalanalysistouncoverthetruthandgiveanaccurateevaluaBonofitspotenBalforourclients
• Weprocessdata,tellyouwhatitmeans,andrecommendbusinessdecisions
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Deliveringvalidated,best-in-classemergingtechnologyanalysis
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• Ouruniquemethodologyforassessingstart-upcompaniescombinesprimaryresearchfocusedonemergingtechnologies,conductedbyscience-trainedbusinessanalysts,usingcalibrated,consistentprocessesofevaluaBngwhatwillwork–andwhatwon’t.
• Ourexpertsquicklyfilteroutmanyofthe90-93%ofstart-upsdesBnedforfailure,sBllleavingthousandsofpotenBalcandidatestoassessmorefully.
• OuranalysesandoverallLuxTakefurtherrefinesthishand-selectedgroup,with50%ofcompanieswithaPosiBveLuxTakerealizingasuccessfulexitorreachingprofitabilitywithin6years.
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Wegetitrightconsistently,deliveringinsightandac-ontoclientslookingforgrowthopportuni-es
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• InaddiBontothepoweroftheLuxTake,ouranalystsassessandquanBfytheunderlyingtraitsofthestart-upsacrossninedifferentmetrics.
• TheresulBngScorecardisafurtherpredictorofsuccess,withindividualmetricsindicaBnguptofourBmestheprobabilityofasuccessfuloutcome.LuxResearchprognosesarestaBsBcallysignificancetoatleast99%confidenceinallcases,providingclientexecuBveswiththeconfidencetheyneed.
• ExecuBveswhohavetofindgrowthconsistentlyandefficientlyuseLuxResearchtodeliverexactlythat,throughfindingthebestpartners,investmenttargetsandstrategies.
• OurforwardthinkingclientsuseLuxResearchtodothesamequalifiedanalysesoftheirownnewbusinessdevelopmentprograms,furthermaximizingthequalityoftheirgrowthpor]olio.
1818LuxResearchEMEA•Valschermkade36E1059CDAmsterdam•TheNetherlands•www.luxresearchinc.comLuxResearchEMEA•Valschermkade36E1059CDAmsterdam•TheNetherlands•www.luxresearchinc.com
Intelligence
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Intelligence–Analyzingboththemarket,andtheemergingtechnologydevelopers
LuxInnovaBonGrid:SeparaBngthegoodfromthebad
MarketIntelligence:forecasts,trackers,roadmaps,etc.• LuxResearch’ssciencetrainedbusinessanalystsprofileupto200technologydevelopersperdomain,peryear
• DeepmarketandtechnologyanalysisallowLuxResearchtoproduceunrivalledandhighlycriBcalreports,bothonmarketforecasts,andtechnologyroadmaps
LuxScorecard:scoringandcomparingtechnologydeveloperson10keyarributes
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Intelligence–ResearchProcess
LuxIntelligenceisgroundedinrigorousprimaryinterviewsandonsitevisits.Ourprocessrelieson:• IdenBfyingandtrackingallthetopinnovatorsincludingpublicandprivatecompanies
• ConducBngin-depthtelephoneandonsitestructuredbriefingswith8-10innovatorseveryweekineveryservice
• CollecBngproprietaryanalystinsights,datapoints,andanecdotesfromacrosstheLuxResearchglobalnetwork
• EnablingclientstoconfidenBallynominatenewcompaniesforinclusionandsubmipngspecificquesBonstobeaskedofcompaniesonourbriefingschedule
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Intelligence–KeyQues-onsWeAnswer
• HowmanycompaniesareacBveinasectoranddependingonemergingtechnologyasakeybusinessdriver?
• Whoarethedominantcompaniesandwhichcompanieslookstronginthefuture?• Whatproducts/technologiesaretheydeveloping?• Howdotheseproducts/technologiesdiffer,andwhatdothesedifferencesmeantodevelopers’boromlines?
• Whatarethecostandsupplychainissuesforthosetechnologies?• Whatwilldrivedemandforthesetechnologies?• Howareendbuyersrespondingtothetechnologies?• Whataresomekeydatapoints/channelchecksthatareaffecBngthesecompanies?
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21Intelligencedomains
• Nano-enabledcoaBngs• Wearandcorrosion-resistantcoaBngs
• TribologicalandanB-foulingcoaBngs
• SuperhydrophobiccoaBngs• CeramicnanoparBcles• Carbonfibercomposites• Compositeprocessingandrecyclingtechnologies
• HightemperaturethermoplasBcs• Carbonnanotubes• Graphene• Nanostructuredcatalysts/supports
• Nanocrystallinemetals• HighperformancemetalsalloyslikeAHSS,Al,Mg,andTi
• Metalmatrixcomposites• MetalinjecBonmolding• Sheetmagnesium• 3DprinBng• Smartmaterialsandfluids• Self-healingmaterials• Metamaterials
PrecisionAgriculture• Sensors• GeospaBalmapping• IrrigaBonModifiedCrops• Genomics• Germplasmscreening• MarkerassistedbreedingAgrichemicalsandBiologicals• FerBlizersandpesBcides• Growthenhancers• SyntheBcandbio-basedSustainableFoodProduc-on• Hydroponics• Aquaculture• VerBcalfarming• Animalfeed
AgroInnovaBon
• Ethanol/biodiesel/bio-jet• Butanol,DME,renewablediesel
• Waste-to-fuel• Hydrogen• Bio-coal• TorrefacBon• Energycrops• GasificaBon,pyrolysis• EnzymaBcandacidhydrolysis• SyntheBcbiology,fermentaBon
• Agriculturalwaste/cellulosics• Coal• Naturalgas• Corn,cane,rapeseed,andsoy• Jatropha,cassava,andswitchgrass
• Micro-andmacroalgae• Industrialandmunicipalwaste
AlternaBveFuels AutonomousSystems2.0AdvancedMaterials
• Autonomousvehicles• MaterialsforroboBcs• Powersystemsforrobots• Sensorsandactuatorsformachinehearingandtouch
• Visionsensors(i.e.lidar,stereovisioncameras,smartcameras)
• V2XcommunicaBon(i.e.infrastructurecommunicaBon,V2VcommunicaBonchipsets,communicaBonprotocols)
• UAVs/Drones• Mobilerobots–terrestrialandaquaBc
• Industrialrobotsandadvancedtooling
• Bio-mimicryroboBcs• Computervision• Machinelearning• ArBficialintelligence
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21Intelligencedomains(con-nued)
• Bio-PE,PET,PP,PLA,PHA,hybrids,andcomposites
• Succinicacid,adipicacid,andacrylicacids
• PDO,BDO,butanols,pentanols• Isoprene,butadiene,andotherbio-olefins
• Bio-basedaromaBcsandstyrene• Bio-basednylon,furans,terephthalicacid
• Bio-basedplasBcizers,solvents,lubricants,andgreases
• Corn,cane,rapeseed,soy,andothercrops
• Celluloseandhemicellulose• AlgaefornutriBonaloilsandhigh-valueproducts
• Wastegasesandnatural/shalegastochemicals
• Industrialandmunicipalwaste• FermentaBonandenzymaBcconversion
• BioreactorsandseparaBonsprocesses
• Thermochemicalprocessing• GeneBcally-modifiedorganisms,metabolicengineering,andsyntheBcbiology
CoaBngs
Proper-es&formula-on• ConducBve• Wear-resistant• Corrosion-resistant• Tribological• Superhydrophobic• Bio-acBve&bio-resistant• Barrier• AnBreflecBve• PhotocatalyBc• Bio-basedcomponents• Highsolids• Low/ZeroVOC• WaterborneApplica-ons• Agriculture• Architectural• Electronics• Energy• Industrial• Infrastructure• Consumergoods• TransportaBon
Technologies• Biosensors• SamplepreparaBon• Microfluidics• MoleculardiagnosBcs• Novelimaging• DataanalyBcs• Mobile/wirelesshealth• Vitalsignsmonitoring• TelemedicineApplica-ons• Point-of-caretechnologies• At-homediagnosBcsandmonitoring• Consumerizedhealth• Personalizedmedicine• Sportsandfitness• Device-basedtherapeuBcs• Compliance/adherencemonitoring• Mobile/wirelesshealth• Distributedandremoteclinics• Aginginplace• Chronicdiseasesmanagement• PrevenBvecare• Wellness
DigitalHealthandWellness
Bio-basedMaterialsandChemicals DistributedGeneraBon
Technologies• Smallsolar• Micro-hydro• Windturbines• Bareries,includingLi-ion,flow• Fuelcells,includingSOFC,PEM• Advanceddieselgenerators• Naturalgasturbines• Power-to-gaselectrolyzers• Flywheels• Waste-to-power• SokwareApplica-ons• RenewableintegraBon• Commercialbaseloadpower• Powerbackupandreliability• Microgrids• Off-gridandweak-grid• ResidenBalenergygeneraBon• Virtualpowerplants• Demandresponse• UBlityofthefuture
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21Intelligencedomains(con-nued)
Technologies• TransparentconducBvefilms• Gesture/voicecontrol• Eyetracking• OLED• 3Ddisplay• Speakers• HapBcs• HologramComponents• Touchscreen• Smartglasses• Virtualreality• Augmentedreality• Homecontrols• AutomoBvecabins
ElectronicUserInterfaces
BaMeries• Li-ionbareries• Flowandmoltensaltbareries• Lithium-sulfur,metal-air,andsolid-statebareries
• Advancedlead-acidbareriesComponents• Cathodes,anodes,separators,andelectrolytes
OtherTechnologies• Supercapacitorsandhybrids• Fuelcells• Flywheels• EnergyharvesBng,includingthermoelectrics,piezoelectrics
• MagneBcmaterialsandmotors• Centralizedanddistributedbarerymanagementsystems
EnergyStorage
Ingredients• Novel&naturalingredients• AlternaBvefoodsources• AddiBves• Flavors&coloring• FuncBonalfoods/ingredientsProducts• Energybars&energydrinks• Snacksandfrozenfoods• Supplements/neutraceuBcals• AnimalfeedProcesses&technologies• FoodformulaBon• Foodpackaging&safety• PreservaBon• Tastemasking• ExtracBontechnology• MulBsensorypercepBonPersonalizedNutri-on• NutriBonalphysiology• Gutmicrobiome• NutrigeneBcs• PrebioBcsandprobioBcs• TastegeneBcs
FoodandNutriBonExploraBonandProducBon
• SeismicdataacquisiBonandanalysis
• Aerialgravity,radiometricsandgammaraysurveys
• Lightweightoffshorepipes,risersandumbilicals
• Advancedmaterialsfordrillingequipment
• FluidsandaddiBvesathighpressureandtemperature
• Targeteddeliveryandcontrolledreleaseofchemicalsandmaterials
• AlternaBvefracturingtechniques• EnhancedrecoveryandbeneficiaBon
• Advancedproppantssystems• Down-holeandreservoirsensors• BrineandnonconvenBonalminingsystems
• Earlywarningandemergencysystems
• AdvancedoxidaBonremediaBon• Efficientwaterusesystems• StorageandtransportaBonsystems
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21Intelligencedomains(con-nued)
Technologies• Datastorageandmanagement• CloudcompuBngsokwareandservices
• AnalyBcs,businessintelligence,andvisualizaBon
Applica-ons• IndustrialInternet• Consumerproducts• Manufacturing• Personalizedmedicine,nutriBon,health,andwellness
• Sportsandapparel• Intelligentbuildings,infrastructure,andciBes
• SmartOilfield• Precisionagriculture
IndustrialBigDataandAnalyBcs
FutureCompuBngPla]orms
Technologies• Semiconductor,thin-film,and3Dprintedelectronics
• Smartdust,motes,andmesh/swarmnetworks
• TangiblecompuBngandimmersivevisualizaBon
• Intelligentpolymers• Emerginghuman-machineinterfaces
Applica-ons• PersonalcompuBngandcommunicaBon
• Intelligentbuildings,infrastructure,andciBes
• Consumerproductsandpackaging
• MedicaldevicesandprostheBcs• TransportaBonvehiclesandsystems
• Surveillanceandsecurity
IndustrialInternetofThings
Technologies• Sensors• EmbeddedSystems• M2MProtocols• IoTDevice&ConnecBvityManagement
• IoTApplicaBonEnablement• IoTAnalyBcs• IoTSecurityApplica-ons• Manufacturing• Energy• Agriculture• SupplyChain&LogisBcs• HeavyIndustry• Oil&Gas• Water• PredicBveMaintenance• AssetOpBmizaBon• FleetManagement• RemoteMonitoring• IndustrialAutomaBon• ResourceConsumpBon• Health&Safety• PhysicalSecurity
• SBrlingengines,CHP,thermo-acousBcs
• LoaddisaggregaBonsokware• HVACcentralplantequipment• HeatandenergyrecoveryvenBlators
• Distributedsub-meters• Low-powerandwirelesssensors• MulB-funcBonsensors• Smartthermostats• NetworkedlighBngcontrol• Airqualitysensors• Connectedhome• ConBnuousopBmizaBonalgorithms
• DatacollecBonandmanagement• EnergyanalyBcssokware• MulB-variableregressionalgorithms
• Energymodelingsokware• WirelesscommunicaBon
IntelligentBuildings
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21Intelligencedomains(con-nued)
SustainableBuildingMaterials
• Buildingenvelopematerials• AdvancedinsulaBon,phasechangeandhighthermalmassmaterials
• Windows:low-e,thermochromic,electrochromic,photochromic
• Buildingintegratedphotovoltaics• Structuralmaterials• Concrete/cement:transparent,photocatalyBc,carbon/smogcapturing,insulaBng
• Recycledmetals:steel,aluminum,copper
• Polymers:roofing,siding• Wood:sustainableforestry,recycledwood,GMtreesforwood
• Glass:low–e,opBcalfilmsfordaylighBngandsolarheatgaincontrol
• Membranesandadmixturesforimproveddurability
• PaintsandcoaBngs• LowVOCandwater-efficientmaterials,reflecBve
• Materialsfromrenewablefeedstock
• Siemens,FBR,UMGandotherpolysilicon
• PhotovoltaicproducBonequipment
• Non-acBvematerialsandcoaBngs
• Standardandkerflesswaferingprocesses
• Si,CdTe,CIGS,andOPVcellarchitectures
• Crystallinesiliconandinorganicthin-filmmodules
• ConcentraBngphotovoltaic(CPV)opBcsandsystems
• ConcentraBngsolarpower(CSP)systems
• Hybrid/complexsolarsystems• Solarpowerelectronics• Racking&mounBngequipment,trackers,andotherbalanceofsystemstechnologies
SolarSensors
• Environmentalsensors• Visionsensors• Physicalsensors• Chemicalsensors• Temperaturesensors• ElectromagneBcsensors• Biologicalsensors• Materialsforsensors• Flexiblesensors• Wearablesensors• Down-holeandreservoirsensors• Low-powerandwirelesssensors• MulB-funcBonsensors• Airqualitysensors• Watersensors• Agriculturalsensors
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21Intelligencedomains(con-nued)
WearableElectronics
Technologies• Smartwatches• AcBvitytrackers• SmarttexBles• Virtualandaugmentedreality• Smartglasses• Sensors• Displays• PowerandenergyharvesBng• Logic/memoryApplica-ons• Smarthomes• Healthandwellness• Entertainmentandmedia• AthleBcs• AutomoBve• Manufacturing
Membranes• Definedporesizemembranes• AnB-foulingstrategiesDisinfec-on• ElectrolyBc&hydrodynamiccavitaBon• AdvancedchemicaldisinfecBonProcessWater• Advancedreuseandrecovery• UltrapurewaterWaterSensors,So_ware,&IT• FoulingdetecBonsensors• AgriculturalwatersensorsWastewater• Toxic/extremecondiBontreatment• NutrientextracBonPiperehab• RoboBc/remoteinspecBon• Mapping/advancedalgorithmsIrriga-on• PlantmonitoringandsmartirrigaBon
Water
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2828LuxResearchEMEA•Valschermkade36E1059CDAmsterdam•TheNetherlands•www.luxresearchinc.comLuxResearchEMEA•Valschermkade36E1059CDAmsterdam•TheNetherlands•www.luxresearchinc.com
Intelligence:Deliverables
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Intelligence-DeliverablesOverview
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Conciseitemsprovidingcommentaryandanalysisonimportantnewsitemsinthefield
AnalystInsights
Deeperlooksatmarketforecasts,techtrends,financing,bigideas
MarketReports
Clientsaskanalysts’inputbyemailorphone–ondemand
AnalystInquiry/AnalystDays
Detailedprofileofacompany’stechnology,keymetrics,andvitalstaBsBcs
CompanyProfilesQuanBtaBvemodelsandtoolsformarketsize,share,growth,andopportunityanalysis
MarketTrackersandForecasters
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Intelligence–Deliverables
CompanyProfiles• Profilesincludedetailofcompany’stechnologyanditskeymetrics,includingvitalcompanystaBsBcs• FeaturestheLuxResearchScorecard,the‘LuxTake’,and‘WhatWeThink’secBons
AnalystInsights• Conciseitemsprovidingcommentaryandanalysisonimportantnewsitemsinthefield,proprietaryinsightanddatapointsfromLuxResearch’snetwork,deeperdivesintokeytechnologytrends,andupdatesoncriBcalpolicydevelopments
MarketReports
• Aseriesofcomprehensivereportsthatfocuson:technologyupdates,segmentaBon,valuechain,marketsize,marketforecast,compeBBvelandscape,intellectualproperty,partnership&collaboraBonstrategies,governmentfunding,corporateR&Dspending,internaBonaldevelopment&compeBBveness,standardizaBon,EHSissues,regulatorypolicy,etc.
On-demandCustomInquiry
• DirectaccesstoLuxResearch’sexpertanalyststoaskspecificquesBonsindetailandinconfidence• TheabilitytosubmitquesBonsontopicsofinterest;thesequesBonsareincludedinthenextinterviewwiththiscompanyandtheanswersareprovidedbacktotheclientconfidenBally
• BasedonthetechnologyscouBnginterestsexpressedbytheclient,LuxResearchbrokersmeeBngsbetweentheclientandtargetedstart-upcompaniesuponrequest
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IntelligenceDeliverables–CompanyProfiles
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Companyprofilesprovide:• TechnologydescripBon• LuxResearch’sscorecard• Keymetricsonthetechnology• Vitalstatsonthecompany• Businessmodelandstageofdevelopment• Taxonomyoftechnologies,processes,properBes,products,applicaBons
Forthemostimportantcompaniestoknow,write-upsprovideaddiBonaldetailon:
• Strategiesandmarkets• Keyissues–withLux’s“WhatWeThink”• PartnersandcompeBtors
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IntelligenceDeliverables–AnalystInsights
Conciseitemsproviding:• ProprietaryinsightfromLuxResearch’snetwork
• Datapointsfromonsitevisitsorconferences
• Commentaryandanalysisonimportantnewsitemsinthefield
• Deeperdivesintokeytechnologytrends
• UpdatesoncriBcalpolicydevelopments
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IntelligenceDeliverables–MarketReports
• Reportscovering:• Technologyandmarkettrends• MarketsizingandforecasBng• FinancingandinnovaBonpicture• OveralllandscapeandcriBcalissuesforcommercializaBon
• Drivenbyextensiveprimaryresearch• EmployrigorousquanBtaBveanalysis• ProvideclearopinionsandrecommendaBonsforclients
• Referencesourcesforthemarketsizing,forecast,andfinancingfiguresnecessarytosupportbusinessdecisions
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IntelligenceDeliverables–CustomAnalystInquiry
ClientshavetheongoingopportunitytodirectquesBonstowardsanalysts,answeredduringconferencecallsorinemail.Analystinquirycan:• ProvideaddiBonaldepthonpublishedresearch:Clientscaninquireforfurtherdetailsoncompaniesprofiledinthejournals,ordigdeeperintothedataandmodelsbehindLuxResearch’smarketanalyses
• SupportongoingeffortsintechnologyscouBng,screening,partnershipsearchandmarketassessment:LuxResearchanalystswillactasavirtualextensionoftheclient’steamtoenlargetheresearchandmarketintelligencecapacityoftheteam
• Allowclienttocontactanalystsonanad-hocbasis:AnalystswillrespondtotargetedquesBonswithaquickturn-aroundBme
LuxResearchdesignatesaclientservicescoordinatorforeachclientavailablebyphoneoremail,tofacilitateanalystinquiryandprovideongoingclientsupport
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ResearchMemberSite
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ArchivesClientshaveaccesstoallthepastCompanyProfiles,MarketReportsandAnalystInsights
TaxonomysearchThePortalissearchablebycompany,technologyandmaterials,products,process,properBesandapplicaBons
UpcomingbriefingsAllupcomingbriefingsarelisted.Clientscannominatecompaniestobebriefed
ProprietarybriefingquesBonsClientscansubmitquesBonsthatwillbeincludedinthenextinterviewandLuxcansupplyconfidenBalanswersbacktotheclient
AlertsThemembersitecansendyoupersonalizedemailnoBficaBonswhennewresearchispublishedthatmatchesyourcriteria
CompanycomparisonsAllcompaniesthatarebriefedcanbecomparedagainsteachotherusingthecompanycomparisontool
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TheLuxInnova-onGrid
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DrawingfromourinterviewswithexecuBvesatthesecompaniesandintheindustry,wewillplottheirpotenBalontheLuxInnovaBonGrid(LIG).
Acompany’sabilitytoperformandachievesuccessdeterminesitsBusinessExecuBonscore.BusinessexecuBonisameasureofthecompany’sabilitytorunaviableorganizaBon,growingsales,managingcosts,andmakingcustomersandinvestorshappy.
Thestrengthandvalueofacompany’stechnologydeterminesitsTechnicalValuescore.Companieswithusefulproductsandservicesthatlowercost,boostperformance,orincreaserevenuearevaluabletocustomers,partners,andinvestors.TheTechnicalValuescorenotonlytakesintoaccounttheabsoluteperformancelevelofacertainsoluBon,butalsohowitfitswiththerequirementsofthetargetapplicaBon.
Thecompletenessofacompany’sdevelopmentreflectsitsMaturity.Maturecompanieshavesecuredaplaceandbuiltapresenceinthemarket.Dotsizeindicatesthecompany’smaturityonascalefrom1(immature)to5(developed).
Acompany’ssuccessismeasuredholisBcallybytheLuxTake.TheLuxTakeisanoverallrankingmechanismbasedontheconsideraBonstakenintheaboveareas,placingcompaniesintofivecategoriesindicatedbydotcolor.
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ReadingtheLuxInnova-onGrid
TechnicalValueCriteria Descrip-on
Technology/SoluBonValue QualitaBvemeasureofthevalueofacompany’soffering,intermsofperformanceandcost
MarketSize Sizeoftheaddressablemarketforacompany’stechnologyandwhetherthetechnologyhasaplayoutsideofshalegaswatertreatment
IPPosiBon QualitaBvemeasureofthevalueofthecompany’spatentsortradesecretsandconsidersdefensibility
CompeBBveLandscape QualitaBverankingofthestrengthandamountofcompeBBonthatacompanyfacesinitspartoftheoilandgassector
KeyMetrics QualitaBvescorebasedoncapitalcosts,operaBngorrecurringcostsandenergyuse
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BusinessExecu-onCriteria Descrip-on
Momentum QualitaBvemeasureoftherateofacompany’sprogress
Partnerships QualitaBvemeasureofthestrengthandnumberofacompany’spartnerships
Revenue/Employees Company’srevenuedividedbythenumberofemployees;measureofprofitability
Barrierstogrowth QualitaBverankingofthebarriersthattheorganizaBonhastoovercomeinordertoachievegrowth
CashPosiBon Company’scashonhand;measureofcompany’slivelihood
MaturityCriteria Descrip-on
EmployeeCount Numberofemployees
StageofDevelopment QualitaBvescoregivenbasedonthecompany’sprimaryproduct’sstageofdevelopment
Revenue Amountofyearlyrevenue
Age Numberofyearssincecompanywasfounded
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LuxResearch’sClientsRepresent
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