2023-12-31-PitchBook-2024年工业技术展望（英）_12页_377kb

报告摘要

1. Agtech

Key Trend: Autonomous farm robots will see a major increase in adoption, driven by labor shortages, technological advancements, and rising demand for sustainable farming.
Market Size: Over 250 VC-backed startups, alongside incumbents like John Deere, are developing robotic and automation solutions.
Key Players: Major companies include John Deere (autonomous tractors), FarmWise, and Naïo Technologies.
Risks: High initial costs and integration challenges for small farmers are noted.

2. Internet of Things (IoT)

Key Trend: Private 5G startups will produce a unicorn valuation in a late-stage deal or acquisition. The market is expected to grow post-chip availability and integration improvements.
Market Size: The market will reach $2.0 billion in 2024, with a 23.1% YoY growth rate.
Key Players: Startups such as EdgeQ, Cohere Technologies, and Celona are expected to benefit from 5G RedCap adoption.
Risks: Ongoing chip constraints and valuation compression may delay market expansion.

3. Supply Chain Tech

Key Trend: Drone deliveries will go commercial in the US, with increased investor interest and regulatory easing.
Market Size: Deals in the space total over $29 million in 2023, with continued growth expected.
Key Players: Zipline has logged extensive flight hours and secured regulatory exemptions.
Risks: Limited operational zones and regulatory hurdles remain significant barriers.

4. Carbon & Emissions Tech

Key Trend: Demand for carbon credits, particularly removal-based ones, is set to recover despite past scrutiny.
Market Size: New independent standards aim to increase transparency, though trade volumes remain mixed.
Key Players: Verra and the Voluntary Carbon Markets Integrity Initiative are driving new credit benchmarks.
Risks: Market uncertainty and a shift toward internal decarbonization by companies may reduce credit use.

5. Clean Energy

Key Trend: US clean hydrogen technology companies will become acquisition targets, supported by government funding.
Market Size: Deal activity has grown significantly since 2018, with allocation from DOE hydrogen hubs.
Key Players: Energy companies like those involved in US hydrogen hubs are positioning for acquisitions.
Risks: Adoption depends on further cost reductions and scaling of hydrogen technologies.

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