2020年人造肉行业报告（英）_54页_9mb

2020 State of the Industry Report: Cultivated Meat Summary

Core Content

The 2020 State of the Industry Report highlights significant progress in the cultivated meat sector, marking it as a transformative industry with growing commercial, scientific, and investment momentum.

Main Points

Commercial Landscape Expansion

• The cultivated meat industry saw a surge in entrepreneurial activity, with over 70 startups dedicated to developing inputs, services, or end products.
• 40+ life science companies publicly announced initiatives to supply cultivated meat startups, signaling the emergence of a commercial ecosystem.
• First commercial sale of cultivated meat occurred in Singapore, with Eat Just launching its product at 1880, a restaurant in the country.
• First government consumption of cultivated meat took place in Israel, with the Prime Minister tasting Aleph Farms' cultivated steak.
• New entrants expanded the industry's geographic reach, including startups in Africa and Asia Pacific, with at least 20 in the region working on cultivated meat, seafood, and supporting technologies.

Tasting Events and Consumer Engagement

• Tasting events became more frequent and substantial, allowing consumers to experience cultivated meat directly.
• SuperMeat's The Chicken served as a hybrid restaurant and pilot plant, offering a transparent look into the production process.
• Lab Farm Foods and Avant Meats showcased their products in public demonstrations, including chicken nuggets, pork pâté, and fish fillets.
• Shiok Meats and Wildtype introduced sushi-grade salmon and cultivated lobster, respectively, expanding the range of products available for tasting.
• Higher Steaks and Mission Barns also hosted events for their cultivated bacon and pork belly.

Partnerships and Collaborations

• Partnerships are critical to scaling production and distribution. 2020 saw a number of notable collaborations:
  • MeaTech acquired Peace of Meat, a cultivated fat developer.
  • Integriculture and Shiok Meats partnered to scale cultivated shrimp production.
  • The Cultivated Meat Modeling Consortium introduced new bioreactor modeling technology.
  • GFI partnered with Kerafast to improve access to cultivated meat cell lines.
  • Nutreco partnered with Mosa Meat and BlueNalu to support the industry.
  • BlueNalu partnered with Pulmuone for cultivated seafood in South Korea.
  • Aleph Farms partnered with Black & Veatch to build a net-zero emissions supply chain.
  • 3D Bioprinting Solutions partnered with KFC Russia to trial and commercialize 3D-printed cultivated nuggets.
  • 3D Bio-Tissues partnered with CPI to improve cell culture media.
  • Nissin Food Holdings partnered with the University of Tokyo to develop meat cubes for its Cup Noodles brand.

Investment Overview

• Total investment in the cultivated meat industry in 2020 reached $350 million, nearly double the previous cumulative investment.
• First Series B funding rounds and public-sector R&D funding in the U.S. and EU marked a shift in the industry's funding landscape.
• Cultivated meat accounted for 14% of total alternative protein investments in 2020.
• Major investors included both private and public entities, with notable activity from venture capital firms and nonprofits.

Scientific and Technological Advancements

• The industry is progressing through the four phases of bioprocess scale-up, with pilot-scale facilities now being established.
• Pilot-scale production allows companies to test costs, yields, and scalability, crucial for future commercialization.
• Ongoing research spans the technology stack, including cell lines, cell culture media, scaffolding, and bioprocess design.
• Academic and nonprofit engagement is increasing, with the formation of transdisciplinary research centers and new tools developed in 2020.
• Scientific journals are increasingly covering cultivated meat research, indicating growing academic recognition.

Regulatory and Governmental Developments

• Singapore became the first country to approve the sale of cultivated meat.
• Israel saw the first head of government consume cultivated meat, signaling regulatory progress.
• Public sector investment is increasing, particularly in the U.S. and EU, with funding models evolving to support the industry.

Key Information

• The industry is transitioning from lab-scale to pilot-scale production, which is a crucial step toward commercial viability.
• Consumer acceptance is being tested through tasting events and innovative restaurant concepts.
• Geographic expansion is evident, with new startups in Asia Pacific and Africa contributing to the industry's growth.
• Partnerships are becoming more common, involving large corporations, nonprofits, and investors, to support scaling and innovation.
• Investment in 2020 was a record, with $350 million in private and public funding, indicating increased confidence in the industry's potential.

Forecast and Conclusion

• While fundamental technological breakthroughs are not yet required, engineering challenges remain to achieve cost-effective, scalable production.
• The industry is on a trajectory toward price competitiveness with conventional meat.
• Expert predictions suggest that cultivated meat will eventually fulfill its promise of providing real, craveable meat without the external costs of traditional meat production.

Table of Key Startups (as of December 2020)

Note: This table includes only a selection of the companies listed in the report and is not comprehensive.