TranPham 2016 Metal 3D Printing Insights

Tuan [email protected] | @ttranpham | www.tranpham.com |

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 ‘04 - 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)

(EOSINT M160 in 1994)

Time line

Tuan TranPham

Source: Deloitte

(Top7)

(Top5)

TranPham Matrix

Tuan TranPham

[email protected] | www.tranpham.com | @ttranpham | 11-SEP-2013 | Ver. 7

3D Scan-2-Print Process

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”

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]

Metal Landscape

Tuan TranPhamSource: Company Data & Credit Suisse research

#4

#1

#2

Exclusive

#3

TranPham [email protected] | www.tranpham.com | @ttranpham | 12-APR-2016 | Ver. 1

1. Norsk Titanium / NTi

Direct Energy Deposition

1. Optomec / LENS

2. BeAM

3. RPM

4. DM3D

5. SISMA

6. Farsoon

7. Toshiba

[ in

-DIR

EC

T ]

[ D

IRE

CT

]

1. SCIAKY



1. N/A (opportunity?)

Powder Bed Fusion

1. EOS (Germany)

2. Concept Laser (Germany)

3. SLM solutions (Germany)

4. 3D Systems (USA)

Phenix/Layerwise

5. Renishaw (UK)

6. Realizer (Germany)

1. ARCAM (sole)

Powder Bed Fusion

Powder Bed Fusion

PLASMA ARC

ELECTRON

BEAM

LASER BEAM

INKJET

IN-DIRECT

MOLTEN

ULTRA-Sonic

COLD-SPRAY

1. EXONE / 2. VOXELJET 1. VIRIDIS3D (Robotics)

Desktop METAL, Vader Systems

1. XJET

TranPham Overview

Tuan TranPham


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

2000R RenAM 500 SLM50

280

320

M100

TranPham Positioning

Tuan TranPham


* TranPham “PBF” *

Tuan TranPham


TI64

IN718

CoCr

TiAl

Aluminum

Maraging steel

IN625

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 (OEM): $500/Kg

HIGH Residual Stress

20µ Layers

No-Pre Heat

“Anchors”

Electron

50+ Beams

3,000W

5 Cu/Hour

Vacuum

Heated Chamber

Stackable (build)

45-106 micron

TI64: $200/Kg

LOW Residual stress

50µ Layers

Pre-Heat (support)

“Heat-sink”

Skip H/T (just HIP)LBM

(DMLS/DMLM/SLM)

Materials & Industries

TranPham Materials

Tuan TranPham


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


TranPham M&A

Tuan TranPham


3D Systems………………MM/Paramount

Layerwise/Phenix

Stratasys ...……Harvest/Solid Concepts

ARCAM ………..DiSanto

GE Aviation ………….Morris/Avio Aero

MOOG …………………Linear Mold

ALCOA …………………RTI/Directed MFG.

Insight Cap………………MB CalRAM

Protolabs ………………. Fineline

Autodesk ……………..FIT

Farsoon ……………………….Prodways

Sisma ……………………………… TRUMPF

Incodema3D

Baker Aerospace

LAI International

Xometry

Sintavia

Addaero-MFG

Morf3D

C&A Tools

GPI

3DX

i3DPmfg

DRT

CITIM

QMT

RP+M

Readiness

Tuan TranPhamSource: Expert Interviews & RolandBerger

Aerospace (FAA)

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

TranPham Motivation

Tuan TranPham


Performance

Cost reduction

T-T-M

Process reduction

Flexible manufacturing

Skip Tooling

QM traceability

Simplify supply-chain

Lighter

Merged Assembly

TranPham Variables

Tuan TranPham


Additive Designs (2)

Design ConsiderationsModeling = Add Lattice/Topology

NetFabb

Fix => Structure => Build Proc.

3D-Printing/Additive

Subtractive

Deskarts

Magics

Uformia

Structures

FIT

SolidThinking

Autodesk WithinLab

HyperWorks

Metal Growth

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

Units: 200 => 350 => 650 => ??

~ 30%

~ 51%

3D-Printing Growth

Tuan TranPham

• Still lots of challenges !!!$8B?

TranPham 3.rd Wave

Tuan TranPham


FDM:

SLA/DLP:

DMLS:

2008 2012 (2015) 2016

200+

20+

10+

Time

RM

RT

RP

Industrial

ProSumer

Consumer

TranPham Entrants

Tuan TranPham


Top6

XJET

$25M+

Desktop METAL

$14M+

VELO3D

$22M+

MatterFAB

$5M+

Aurora Labs

Vader

Systems

$1M=

TranPham Drivers

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 ( $50K - $250K).

“Production” Metal ASP ~ $600K

TranPham Growth

Tuan TranPham


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. Material

3. Software

4. Maintenance

5. Service/Parts

650+

Last 20+ years | Last 2 years | This Year

(3.rd Wave)

51%Within 3-5 years,

Metal will be over

Half of the entire

3DP industry $$$

200+

350+

350

161

102

100

58

250 Mix

Tuan [email protected] | @ttranpham | www.tranpham.com |

Tuan TranPham

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TranPham 2016 Metal 3D Printing Insights