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Desktop 3D Printing: 3DPI analysis points to near term consolidation and investment

Desktop 3D Printing: First came the hype, then the demise of U.S. players

Desktop 3D Printing, a sub-sector of the wider 3D printing industry, is still in a relatively nascent phase. Taking 2009 and the advent of MakerBot as a starting point, during these first five years (2009-2014), this sub-sector has experienced exceptional growth.

In 2014, nearly 100,000 desktop 3D Printers were sold worldwide. It’s interesting to note that, in these early years, a handful of US players (MakerBot, Cube, Solidoodle, PrintrBot) led in terms of sales volume.

MakerBot Replicator+ Image: MakerBot
MakerBot Replicator+ Image: MakerBot

在2013 - 2014年间,3D打印炒作吸引了新客户,通常对机器的真正能力有限。这不可避免地导致了幻想,这是一种场景,部分原因是早期领导者的产品发行,这些产品不符合对快速,便宜和易于使用的3D打印机的高度消费者期望。雷电竞app下载美国玩家的灭亡创造了一种真空吸尘器,几乎瞬间充满了近一百个欧洲和亚洲制造商。

Desktop 3D Printing: Opening the doors to dozens of 3D Printing manufacturers

在桌面3D打印的下一阶段,即2014 - 2016年,市场经历了明显的分散。The global ebb and flow of market forces, ideas and capital resulted in Makerbot, Solidoodle and Cubify’s market dominance being challenged by the likes of Ultimaker, Zortrax, Cubicon, Lulzbot, M3D, DaVinci, Leapfrog, Prusa3D, Flashforge, Wasp, Raise3D, Formlabs, B9 Creations, TierTime and Dagoma: to name just a few.

整体的总数3 d打印机是一个出售雷电竞app下载n average 150K units per year during the 2014-2016 period. And with fragmentation of the user market,we experienced a trend towards specialization by the players

在桌面3D打印的早期阶段,大型美国玩家试图介绍3D打印机,这些打印机将满足从业余爱好者到设计师,从建筑师到医疗专业人员的各种客户的要求。雷电竞app下载结果通常是3D打印机,试图取悦所有人,但不满意雷电竞app下载。

当前专业化的趋势是一个职责onse to demand from professional consumers with precise needs: jewelers call for high resolution machines, prop makers need large build area 3D printers, engineers are looking for specific materials, designers are favoring fast printers, teachers value easy to use, affordable devices and hobbyists are still drawn to the DIY RepRap kits.

因此,专门研究消费者需求和期权分裂是塑造桌面3D打印景观的两个主要趋势,这些趋势也表明市场正在成熟。

3dpi-analysis-1

Desktop 3D Printing: a maturing market.

我们现在进入了第三阶段,较小的球员未能找到有利可图的利基市场正在关闭他们的门,而较大的公司正在进入市场,这被增长和潜在的高利润率所吸引。在第三阶段,桌面3D打印市场明确分配在低1k $ 1k的细分市场和上述$ 3K细分市场之间。

The sub $1K segment is a very tough market where margins are low and competition from no name, cheap Chinese players make life very difficult for the likes of PrintrBot, Dagoma, FlashForge, TierTime, PrintrBot, LulzBot and Prusa3D.

A number of companies in this segment have already closed, the most significant one being Solidoodle in 2016.At 3DPI我们预计未来几年会消失更多3dpi-analysis-2

一些低于$ 1K的市场参与者目前正在尝试从该细分市场中提取自己。Dagoma和Printrbot是两个具体的例子。但是,这种重新定位和上升到$ 3K及以上的细分市场中可能比理论上要困难。Ultimaker是另一家试图从DIY入门套件领域升级的公司,最清楚地看到了最新机器The Ultimaker 3的价格,价格为昂贵的3,500美元。

In the prosumer segment, the $3K and beyond segment, the market is clearly led by innovation and specialization. This is a good thing:competition brings healthy development

大量有利可图的公司是客户不断增长的需求的受益者,从大型工业昂贵的3D打印机中移开。雷电竞app下载盈利的增长也吸引了准备进入市场的较大球员的兴趣。例如,HP,宝丽来,DWS系统,Rokit:所有这些都是未来几年期望的例子。

Cubicon Single Plus 3D printer. Image via HyVision.
Cubicon Single Plus 3D printer. Image via HyVision.

Desktop 3D Printing: Time for consolidation and further investment from VCs

专注于桌面3D打印景观变得越来越清晰。制造商正在找到自己的最佳位置,并正在建立竞争优势。设计师,工程师,建筑师,牙医,珠宝商,亲制造商,教师和医生的需求不断提高,将维持数十名在生产商一级运营的制造商的盈利增长。

We expect to see some consolidation and also further investment from VCs willing to invest in the next major 3D printing players: the future Dell, Samsung or Apple of 3D Printing.GE’s ongoing attempted acquisition在两个领先的金属3D打印机制造商中,有多快。而我们最近review of Q3 3D printing investmentsreveals an active sector.

SLM Solutions are currently a takeover target for GE. Image by Michael Petch

Desktop 3D Printing: 3D Printing in every house is coming

Consolidation and further investment will pave the way to acceleration of innovation in the desktop 3D Printing market. This will lead to 3D printers being faster, easier to use and more powerful: think multi colors and multi materials for starters. We also expect to see adoption rates accelerating in the next 3 to 5 years, leading to a 3D Printer in every house in 20 years time.

And we’re not the only ones with this perspective. Here is Simon Chen, CEO of the Da Vinci XYZ 3D Printers sharing our views.

Featured image via Bespoke Innovations

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