2022-05-24-CBInsights-供应链与物流技术现状2022年第一季度报告（英）_70页_2mb

报告摘要

Supply chain tech funding remained elevated in Q1 2022, reaching $9.4 billion, with deals slightly declining quarter-over-quarter.
Interest in supply chain tech is driven by ongoing disruptions, leading investors to prefer companies with scale and visibility.
Europe experienced high funding ($2.1B) and a second consecutive quarter above $2B, while Asia and the US saw increases.
The US, Asia, and Europe collectively dominated funding, with a shift in deal share toward Europe in Q1 2022.

Total funding was $9.4B, with mega-rounds ($100M+) comprising 77% ($7.2B) of deals.
Funding slowed in Q1 2022 compared to previous quarters, but mega-rounds remained strong.
Asia led mega-round funding at $3.1B, while Europe surpassed $2B for the second quarter in a row.
Deal size and median deal value saw slight drops, but late-stage deals surged in value.
Startups took longer to reach mid-stage financing, reflecting a cautious investor environment.

9 new unicorns were born in Q1 2022, bringing the total to 62, with Asia remaining the top region.
Average time to unicorn status approached 5 years, up from previous years.
Instacart and J&T Express were among the highest-valued unicorns, with valuations up to $39B.

M&A activity was on the rise, with 37 exits in Q1 2022, though IPOs and SPACs saw no activity.
Europe led in exits, with higher M&A in Q1 compared to other regions.

Venture capital (VC) maintained the largest share of deals, with firms like Tiger Global and SoftBank leading.
Late-stage deals favored large investors, while early-stage funding was driven by diverse player portfolios.

The US had the highest total funding at $2.9B (27% of 2021's total).
Europe overtook the US in deal activity for Q1 2022, with funding nearing $2.1B.
Asia saw funding growth despite a slight quarterly dip, with early-stage deals comprising half of all transactions.

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