graphene frontiers lecture 7 partners
TRANSCRIPT
Graphene Frontiers• Zhengtang Tom Luo: EL• A.T. Charlie Johnson: PI• Mike Patterson: Mentor
• The subject of the 2010 Nobel Prize in Physics, graphene is believed to be the strongest and most conductive material ever measured
• Graphene Frontiers is working to scale and commercialize a patent pending production process for manufacturing graphene that produces a higher quality material at a lower cost than other known methods
Graphene Frontiers Business Model Canvas “A”
DistributorIP
Education
Higher Quality
Large Area
Atomically Thin and Robust
Channel Margin ShareCapital Equipment
Lab Space
Personnel
CVD Equipment
Facilities/Lab
Customization
Research Groups
TEM Equipment Mfg.
Sell to Distributor
Collaborative R & D
Electron Microscopists(TEM Grid Supporting Film)
PublicationsProcess Optimization
Distributors
Researchers
Graphene Frontiers
Current TEM grid provider
More workAdd value
Material supplier
Payment flow
Graphene Frontiers Business Model Canvas “B”
Scale up
IP
Equipment Mfg
Direct Sales/Travel
Education
Service/Maint.
License
Higher Quality
Large Area
“Industrializable”
License/RoyaltyCapital Equipment
Lab space
Personnel
CVD Equipment
Facilities/Lab
Customization
Universities
Downstream Fabrication Companies
Intermediate product
Collaborative R & D
Foldable / Bendable
Paper thin display (PTD)
What We Did: F2F/Phone Discussions• Aim at only “thin-paper display” companies.
• 55 companies, 18 Asia-Pacific, 7 in U.S., 6 in Europe, and 1 other.• Most think graphene will be useful in this field, many are small
companies with empolyee 0-30.• Issac Moran, E-ink• Steven Glass, Plastic logic• Linlin Hou, Jason Heikenfeld, Gamma dynamics• Jiang, at Nexans• Haipeng Zheng, Essilor usa• New Metals and Chemicals Corporation• LiquaVista—spin off of Philips, sold to Samsung
Distributors
Graphene Frontiers
Material supplier
Flexible display manufacturer
Electronic User
Research, cost
E-reader manufacturer Parts suppliers
Parts suppliers
Payment flow
Direct Cost Estimates: Scale Matters• Cost per in2 – 1” Furnace = $.80
• Cost per in2 – 2” Furnace = $.45
• Cost per in2 – 4” Furnace = $.20
If we can move to N (replacing Ar, key direct cost driver)
• Cost per in2 – 1” Furnace = $.50
• Cost per in2 – 2” Furnace = $.25
• Cost per in2 – 4” Furnace = $.10
“Holy Grail”: 4” or larger continuous production w/Nitrogen
Cost per in2 – 4” Furnace, Batch/Continuous = … $.05
Graphen
e
Frontiers
CompetitionCompetitionGrapheneFrontiers
Drawbacks to competing technologies
•Limited production capacity
•Need for high vacuum ($$)
•Use of rare metals ($$)
Key Risks
1. Still a “Technology in Search of a Market”– We need to identify Product #1
2. Funding: Will need $$ to get to scale
3. IP Risk: 3 months of continued prior art, freedom to operate, and patent application publication review to go
4. Competitors: Can someone match or beat our process for quality and efficiency?
What We’ve Learned
• Distributors might not add value to the product.
• Lead by the customer need might be risky because
their need normally requires $ and time.
• The existing “paper thin display” is only emerging
and risky.