Transcript Market Research

Market Research
Nano REU 2012 UCF
Jack Henkel – [email protected]
Andrea Wesser – [email protected]
Tech. Competitive Analysis
 Broad scope technology qualitative
comparison (example below):
Property
Lead
Acid
Nickel
Cadmium
(NiCd)
Safety
Unsafe - toxic
Unsafe - Cd
Energy
Density
Low
Power
Sodium Sulfur
(NaS)
Flow Cell
Company A:
Gen 1 (Lithium
ion) Battery
Other
Lithium ion
Batteries
Relatively
safe
Safe
Safe
Relatively safe
Unsafe explosive
Low
Low
High
Low
Highest
Mid - High
High
High
High
Low
High
Medium
Medium
Recharge
Speed
Slow
Rapid
Slow – High –
temp comp
Low
Medium
Medium
Medium
Memory
Effects
No
Yes
Yes
No
No
No
No
Inexpensive
Inexpensive
Mid Range
Expensive
Expensive
Mid Range
Expensive
Heavy
Heavy
Heavy
Lighter
Heavy
Lightest
Light
Cost
Weight
NIMH
Tech. Competitive Analysis
 Direct competitor quantitative comparison
Cathode
Voltage
Capacity
Cycle Life
Max Discharge Current
Charge-Up Time
Op Temp Range
Need Pow Man Chip?
Withstand soldering?
Safe with Lithium?
Built-in recharger?
In production?
Company A
LiMn2O4 (unannealed)
LiMn2O4 (annealed)
LiV2O5
3.5V
4.2V
2.5V
10 uAh/cm2
N/A
100 uA/sec
5 - 10 minutes
-20°C to +200°C
No
Yes
Yes
In-line, RFI/EMI
No
Cymbet
LiCoO2
3.8V
50 uAh/cm2
>5000 @ 25°C
100 uA/min
30 minutes
0°C to +70°C
Yes
Yes
No
In-line
Yes
Infinite Power Solutions
LiCoO2
4.2V
110 uAh/cm2
5000 @ 25°C
N/A
N/A
N/A
Yes
No
No
N/A
No
Front Edge Tech
LiCoO2
4.2V
20 uAh/cm2
1000 @ 25°C
75 uA/min
20 minutes
-40°C to +170°C
Yes
No
No
N/A
No
Patent Analysis
 Google Patents (www.google.com/patents)
 Good for PDF download, easy to use
 USPTO PATFT & PAIR (www.uspto.gov)
 Good for accessing latest patents and
US patent applications
 WIPO Patent Scope (www.wipo.org)
 Good for foreign patents and hard to
find US patent applications
 Typically access “Initial publication with
ISR”
Bus. Competitive Analysis
 Draw info from technology competitive analysis
 Management Team
 Customers and Partners
 Press Releases
 SEC filings/Annual Reports
 Investors and VC $$ raised
 Lawsuits, executive firings, and job postings
 Financial Statements
 Assets, R & D, Cash Flow, Revenues, etc.
 Independent market reports
Bus. Competitive Analysis
Technology
Company A
Explay
Light Blue
Optics
Micron
High
brightness
LCD
RGB laser
(unknown
combiner)
Hologram Liquid Crystal
on Silicon
illuminated
with RGB
laser
Ferroelectric
liquid crystal
on silicon
(FLCOS)
Table 2 - Comparison of Projection MicroDisplay Module Companies
Production
Simplicity of
Partners
Customers
Ready? If not,
Fabrication
when?
N/A
Kopin
N/A
Luminetx
Displaytech
N/A
Citizen,
Fujitsu
Light Blue Optics
Simplicity of
Working
Components
Very simple
(backlit LCD and
two mirrors)
Main
Competitive
Advantage
Simplicity,
size, cost TBD
in phase II
No, by end of
Phase II
Very simple
No
Complex three laser
system with beam
combination, speckle
removal, etc.
("incorporates 11
patent-protected
innovations")
No
Needs three
Complex system with
lasers, plus
three lasers and a LCoS
No focus
multiple other
holographic projecting
necessary
active elements in
device
the optical train
Yes, product can
be ordered
Microdisplay only, not
projector
MicroVision
RGB laser
with MEMS
N/A
Lockheed Martin,
Motorola
No
Three lasers combined
and an active MEMS
mirror to create image
Texas
Instruments
DLP
Young Optics
Foxconn
Yes
Three LED's with DLP
projection
Needs three
lasers, plus
No focus
multiple other
necessary
active elements in
the optical train
Microdisplay
only, not
projector
Needs three
lasers, plus
multiple other
active elements in
the optical train
Three light
sources and
active mirrors
Very high
refresh rate
No focus
necessary
Ready made
development
kit
Market Opportunity
 Do not need to buy market reports
 Search for PR campaign for that report
 Make sure you understand what you are reading
 Trade Associations make great resources
 Trade show content (no need to attend)
 Always look for changing standards and
regulations on the pipeline
 Federal Agencies also have strong resources that
are free
 Mergers and Acquisitions
Industry Analysis
 Visualize Supply Chain
 UCF library Resources
Barriers to Entry
Federal Agencies
Blogs (ex. www.seekingalpha.com)
Resources and Tools
Company Specific Database Research (Library)
 Hoovers – Allows you to find competitor revenue and
employee count for some private companies. Hoovers
can also help identify competitor lists and the NAICS code
to be used to find industry reports.
 Lexis Nexis – Another possible source for private
company revenue and employee counts. LexisNexis also
provides legal and intellectual property information for
some competitors.
 Linkedin.com & Jigsaw.com – These websites can be
used to find contact information for specific people within
companies.
Resources and Tools
General Market Database Research (Library)
 IBIS World – Detailed market reports organized by
NAICS industry codes that provide market sizing and
forecasting data, industry leading company information,
and industry descriptions
 Mintel – Produces market reports based on surveys of
customer preferences (i.e. “Consumer Electronics Holiday
Shopping”)
 RDS Business Suite – Allows you to search press
releases, news articles, and data tables for keywords.
 Wall Street Journal
Simply Map
Resources and Tools
General Market Research (Government
Sources)
 Bureau of Labor Statistics – Employement and jobs
related numbers
 Census Bureau – Census Statistics
 Data.gov – Large collection of government data
 NYT Census Data Tool – Census data visualization tool
for the general topics: Race and Ethnicity, Income,
Housing and Families and Education
Resources and Tools
*From NYT tool - % of population with Bachelors degrees
Resources and Tools
General Market Research (Other)
 www.pewresearch.org – Consumer surveys focusing
on broad areas including technology, politics, energy and
environment, social trends, public opinion, etc.
 Google Public Data – Visualization of public data
 Google Scholar – Published paper search
 DMOZ Database – Public database of websites
organized by category
 Yahoo B2B Directory
Resources and Tools
Website Metrics
www.Quantcast.com
 www.Compete.com
www.alexa.com
Resources and Tools
Technology Blogs and Websites
 TechCrunch
 Gizmodo
 Engadget
 Venture Beat (Greenbeat)
 VC and financial info
 CrunchBase
 PWC MoneyTree
 Venture Source (limited reports)
 Pepperdine Private Capital Market Reports
 Yahoo Finance
 http://www.private-equity.org.uk
Resources and Tools
*Q2 2001 Investment information from MoneyTree
*Pandora details from
Crunchbase
Resources and Tools
 Industry Specific Sources
 FDA Drug Approval Process
Video Game Industry - www.gamasutra.com
 Social Networks – www.mashable.com
 Mobile Phones & App Stores
 www.admob.com
http://gigaom.com/ (“app store economy”)
www.appshopper.com
www.distimo.com – free app store reports
Resources and Tools
 Other Resources
 Association Websites
 Trade shows
 Federal Agencies
SBIR and STTR Grants
– The Small Business Innovation Research (SBIR) and the
Small Business Technology Transfer (STTR) programs
are two important sources of early-stage funding for
technology firms.
– Provide cash grants to entrepreneurs working on projects
in specific areas.
– The SBIR Program is a competitive grant program that
provides over $1 billion per year to small businesses in
early-stage and development projects.
SBIR & STTR
Three-Phase Programs
PHASE I – Feasibility Study
$100K & 6 month (SBIR) or 12 month (STTR) award
PHASE II – Full research/R&D/Prototype
$1 Million+ & 2 year award (SBIR & STTR)
PHASE III – Commercialization
Non-SBIR/STTR funds
SBIR & STTR
Sources of Information
• www.sba.gov/sbir - Small Business Administration
• www.zyn.com/sbir - SBIR Gateway
• www.sbir.gov – SBIR Official Website
• Participating agency websites
SBIR & STTR
UCF Resources
• UCF Venture Lab
•
www.venturelab.ucf.edu/
• Center For Entrepreneurship and Innovation
•
www.cei.ucf.edu
• Megawatt Ventures
•
www.megawattventures.com
• Engineering Leadership & Innovation Institute
•
http://www.cecs.ucf.edu/eli.php
• Florida Solar Energy Center
•
www.fsec.ucf.edu
• NanoScience Technology Center
•
www.nano.ucf.edu