2022-05-19-罗兰贝格-Investing_in_additive_manufacturing_11页_1mb

This report analyzes the additive manufacturing (AM) industry's financial landscape, highlighting its rapid growth driven by digitalization, high growth expectations, low market entry barriers, and low interest rates. In 2021, record-breaking IPOs, M&A deals, and funding reached unprecedented levels, with companies raising billions. Key innovations, such as advanced metal and polymer printing, software optimization, and post-processing technologies, are poised to disrupt the industry, opening new opportunities. Valuation challenges persist due to hype versus reality, high costs, and capital-intensive operations, but smart investments could yield significant returns in this fast-growing sector.

Key Points:

• Investments surged in 2021, with record IPOs and M&A activity.
• Future innovations focus on faster production, cost reduction, and automation.
• Valuation leverages discounted cash flow models, emphasizing business model alignment with AM value chains.
• AM is transitioning from prototyping to industrial production, with sustainability and supply chain resilience as emerging factors.