Tesla has worked for years to vertically integrate its EV battery business, but new players are emerging to capture EV battery tech market share. From novel materials development to battery recycling and everything in between, here's how companies are unbundling one of the world’s leading EV makers.
We mined Shell’s acquisitions, investments, and partnerships to discern the company’s strategic priorities.
This report looks at the digitization & automation companies serving the manufacturing industry.
Market Map
From sensor tech to quantum computing, companies in the semiconductor industry are making the technology more powerful and efficient.
Semiconductor tech funding remained elevated as deal count hit a new high in 2021. Below, we discuss the sector’s market drivers as well as emerging trends and their key implications.
Investment Thesis Map
We mined BASF's acquisitions, investments, and partnerships to discern the company's strategic priorities.
Market Map
Companies across areas such as battery materials, battery management, and battery recycling are working to make energy storage more cost efficient and accessible.
From engineered polymers to advanced display materials, here's how the next wave of chemical companies are disrupting the production of materials that make up everyday items.
Consumers are putting increasing pressure on CPG companies to reduce plastic waste. We look at the alternative packaging approaches gaining traction with brands and retailers.
Consumer preferences for clean and sustainable products are propelling the use of lab-grown ingredients and biodegradable packaging in the industry.
E-commerce companies are leveraging innovations like biodegradable packing foam and reusable mailers to help reduce waste and improve sustainability.
Startups to Watch
These early-stage companies are using novel, natural materials to replace plastic in food and beverage packaging.
Business Model Analysis
Ginkgo Bioworks is one of the most well-funded and well-connected biotechnology startups. We analyze the unicorn company’s funding, business model & traction, customer acquisition strategy, market size, and competitors.
Market Map
From 3D printing metals to producing self-healing polymers, these companies are driving innovation in advanced materials.
Companies are developing new solutions to generate revenue from the carbon capture process.
Carbon emissions built into industrial production processes are often overlooked, though emerging technologies in the space could see outsized growth in the medium term.
Startups and industrial OEMs have made steady progress pushing 3D printing innovation forward, as VC funding and public interest have fluctuated.
Despite a slump in the broader 3D printing space, industrial 3D printing continues to grow, with startups focusing on everything from creating advanced composite materials to processing printed products.
Startups are looking to enhance the ways water is sourced, used, and distributed, among other things.
An analysis of emerging advanced manufacturing trends using the CB Insights NExTT framework.
Silicon has been the go-to material for powering electric vehicles, but it's reaching the limits of its processing power. With cars becoming increasingly connected and demanding more compute power, automakers are looking for more efficient alternatives.
Startups are working to drastically reduce energy usage in separation processes that yield fuel, plastics, fresh water, and more.
Chemicals companies are investing in new technologies and completing small M&A deals, mainly in analytics, biotech, agriculture, and healthcare.
Cars already share several key components with consumer electronic devices, driving demand across the supply chain. We dive deeper into this overlap and the new technologies working to prevent supply chain bottlenecks.