3d Systems Corporation · NYSE:DDD
3d Systems — Corporate Update (November 2017)
50 slides from 3d Systems's corporate update, Nov 7, 2017
Slide 1: Launch Event
November 7, 2017 © 2017 by 3D Systems, Inc. All rights reserved. Launch Event
Slide 2: Forward-Looking Statements
Forward - Looking Statements © 2017 by 3D Systems, Inc. All rights reserved. Certain statements made in this release that are not statements of historical or current facts are forward - looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward - looking s
Slide 3: Vyomesh Joshi (VJ), President and Chief Executive Officer
Vyomesh Joshi (VJ) President and Chief Executive Officer
Slide 4: Our Commitment: Ecosystem Enables Workflow Making 3D Production Real
ECOSYSTEM ENABLES WORKFLOW MAKING 3D PRODUCTION REAL Our Commitment REPEATABILITY PRODUCTIVITY DURABILITY TCO © 2017 by 3D Systems, Inc. All rights reserved. DIGITIZE DESIGN & SIMULATE MANUFACTURE INSPECT MANAGE
Slide 5: Total Market Opportunity
Total Market Opportunity © 2017 by 3D Systems, Inc. All rights reserved. Estimated to grow to $20B by 2020 • CEOs are under increased pressure to drive growth • Accelerated product development cycles • Keep costs down • Reduce turnaround times • Re - think how they manufacture goods • Manufacturing
Slide 6: Target Verticals and TAM
Aerospace 1.5B TAM Automotive 3.9B TAM Healthcare 2.9B TAM Dental 0.5B TAM Durable Goods 3.5B TAM Service Bureau 3.6B TAM *Based on internal 3D Systems Estimates TAM reflects 2017 size of Market The Market TARGET VERTICALS 2017 Prototyping Workflows Production Workflows Rapid Prototyping Design Veri
Slide 7: Customer Journey
Customer Journey © 2017 by 3D Systems, Inc. All rights reserved. *Ernst & Young's Global 3D Printing Report 2016, 3DP Maturity Model Strategic application s across company 1 2 3 4 Embedded in company strategy C - level sponsorship Application in “champion” departments E xperimenting & testing N o ex
Slide 8: Uniquely positioned to address the entire manufacturing workflow
© 2017 by 3D Systems, Inc. All rights reserved. 3D Systems is uniquely positioned to address the entire manufacturing workflow, end - to - end .
Slide 9: Announcing The Next Generation of Additive Manufacturing
Announcing The Next Generation of Additive Manufacturing
Slide 10: Introducing Figure 4
Next generation, modular, customizable, allowing scale from prototype to production with one material set Introducing Figure 4
Slide 11: Figure 4 Target Verticals and Workflows
Standalone Modular Production Aerospace 1.5B TAM Automotive 3.9B TAM Healthcare 2.9B TAM Prototyping Workflows Production Workflows Rapid Prototyping Design Verification Functional Prototyping (10s to 1000s parts) Low Volume Production (10K to 25K parts) Med Vol Production (100K – Million+ parts) Ji
Slide 12: Figure 4 Dental and Durable Goods Verticals
Standalone Modular Figure 4 Dental Production Service Bureau 3.6B TAM Durable Goods 3.5B TAM Dental 0.5B TAM Prototyping Workflows Production Workflows Rapid Prototyping Design Verification Functional Prototyping (10s to 1000s parts) Low Volume Production (10K to 25K parts) Med Vol Production (100K
Slide 13: Figure 4 Dental
Revolutionizes traditional dental processes through high levels of productivity, durability, repeatability, and TCO. Hardware Figure 4 Dental Materials NextDent Workflow 3Shape 3D Scanners 3D Connect $3.7B TAM 2021 Dental Labs | 100,000 Worldwide | 8,000 US © 2017 by 3D Systems, Inc. All rights rese
Slide 14: Figure 4 Materials
Figure 4 Materials © 2017 by 3D Systems, Inc. All rights reserved. • Functional production parts • Launching 15 industrial and dental materials • Use - case based custom materials • 30 - years experience in developing materials Innovation to create functional production parts at breakthrough total c
Slide 15: Modular Scalable Production Platform
Figure 4 Print Engines Imaging Cartridges Print Trays Print Plates Automation Material Delivery Materials 1 Liter 55 gallon 5 gallon Small Pump Hand Pour Industrial Pump Large Format Standard Tray Non - perforated Standard Plate Linear Robot 6 - Axis Robot Design Verification Functional Prototyping
Slide 16: Figure 4 Products
Figure 4 Products © 2017 by 3D Systems, Inc. All rights reserved. FACTORY SOLUTIONS STANDALONE SOLUTIONS Integrated Modules | Connected | Full Automation | Process Control Independent Printers | Affordable | Ease of Use | Adaptable First purchase Subsequent additions - up to 24 per control box Figur
Slide 17: Customers Grow with Us
© 2017 by 3D Systems, Inc. All rights reserved. Customers Grow with Us Figure 4 Production Figure 4 Modular Figure 4 Standalone + + + + + Flexibility | Affordability | Adaptability | Manual Scalability | Productivity Part Cost | Printing Automation Factory Solution | Scalability Productivity | Part
Slide 18: Figure 4 vs. Carbon
Figure 4 vs. Carbon Functional parts under $25K | Scalable platform | Inline post processing | Broader use cases Figure 4 15 - 21% Lower Carbon < $25K $120K+ Carbon Figure 4 : Industrial + Dental 15 7 Carbon Materials Wins on Materials - TCO - Productivity - Initial Investment Low Volume Production
Slide 19: Figure 4 Modular vs. HP MJF
Materials TCO & Part Cost Scalable with Demand Figure 4 Platform HP 2 15 Figure 4 15% Lower Figure 4 Yes No HP HP $49K 200K+ HP © 2017 by 3D Systems, Inc. All rights reserved. Figure 4 Modular Wins vs. HP Wins on Materials - TCO - Productivity - Initial Investment Figure 4 provides customer choice t
Slide 20: Phil Schultz, SVP, General Manager, On Demand Solutions and Plastics
Phil Schultz SVP, General Manager, On Demand Solutions and Plastics
Slide 21: Introducing MJP Engineering-Grade Materials
Introducing MJP Engineering - Grade Materials
Slide 22: New MJP Materials & Capabilities
New MJP Materials & Capabilities VisiJet ® M2G - CL (Armor) Engineering material with excellent impact strength in a rigid ABS - like plastic Engineering material with superior durability and flexibility in a semi - rigid PP - like plastic VisiJet ® M2R - GRY High contrast material w/ improved visib
Slide 23: Introducing FabPro 1000
4d 3D SYSTEMS Introducing FabPro™ 1000
Slide 24: DLP Desktop Is One of the Fastest Growing Categories in Additive
DLP Desktop Is one of the fastest growing categories in Additive © 2017 by 3D Systems, Inc. All rights reserved. 193 1,110 4,704 9,661 15,100 22,650 31,710 41,223 49,468 54,414 1,684 1,687 2,974 2,885 3,275 4,080 5,036 6,142 7,725 10,480 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 DLP PROFESSI
Slide 25: FabPro 1000 Affordable Industrial Desktop 3D Printer
Small Job Shops | Design Shops R&D departments | Engineers | Jewelry Artisans & Fabricators Emerging Geographies An affordable, industrial desktop 3D printer solution Seeds the market for Figure 4 adoption in the future FabPro ™ 1000 © 2017 by 3D Systems, Inc. All rights reserved. FabPro™1000 at $49
Slide 26: Functional Materials
Functional Materials © 2017 by 3D Systems, Inc. All rights reserved. • Functional parts for 5K investment • Directly leverage Figure 4 Development • Material Design Center leadership • Launching a range of Materials • Use case specific, functional materials • Fast, Tough, and Castable cover majority
Slide 27: Customers Grow with Us
© 2017 by 3D Systems, Inc. All rights reserved. Customers Grow with Us Figure 4 Production Figure 4 Modular Figure 4 Standalone + + + + + Flexibility | Affordability | Adaptability | Manual Scalability | Productivity Part Cost | Printing Automation Factory Solution | Scalability Productivity | Part
Slide 28: Introducing ProX SLS 6100
Introducing ProX SLS 6100 For Small and Large Functional Parts
Slide 29: ProX SLS 6100 From Prototyping to Full Production
© 2017 by 3D Systems, Inc. All rights reserved. sPro 60 Open Material Use | Affordable | Reliable | Repeatable Production $200K $400K $700K + $100K Functional Prototyping Bridge Manufacturing Production Price Performance STANDALONE SOLUTIONS ProX SLS 6100 SLS From Prototyping to Full Production Auto
Slide 30: Broad Range of Production Materials
Broad Range of Production Materials © 2017 by 3D Systems, Inc. All rights reserved. Overall Value Proposition • Durable Nylon • Broad set of 11 materials • Faster custom application development by Material Design Center with 30 years of proven R&D expertise • Repeatability Maximizes Small - scale Ma
Slide 31: New SLS Materials & Capabilities
New SLS Materials & Capabilities DuraForm ® FR 1200 Flame retardant ideal for aerospace and durable good applications compliant with federal aviation regulation 25.853 - compartment interiors DuraForm ® EX Black DuraForm ® AF+ Aluminum filled to yield a metallic finish ideal for consumer products an
Slide 32: ProX SLS 6100 vs. HP MJF 4200
ProX SLS 6100 vs. HP MJF 4200 • Higher material count • Larger build volume: more parts for every build • 6 Industrial Materials vs. 1 from HP • Large size printer format available • 5 hour dyeing of parts not required • Superior dimensional accuracy across small and large parts • Superior part surf
Slide 33: Kevin McAlea, EVP, General Manager, Metals and Healthcare
Kevin McAlea EVP, General Manager, Metals and Healthcare
Slide 34: Introducing Precision Metals Platforms
Introducing Precision Metals Platforms
Slide 35: Metals Workflows and Target Verticals
Development Workflows Production Workflows R & D Low Volume Production ( 1 to 100 parts*) Med Vol Production ( 100 – 20,000 parts*) DMP 8500 Factory Solution TARGET VERTICALS Industrial 330MM TAM Healthcare 550MM TAM Aerospace 444MM TAM Automotive 187MM TAM Brackets, nozzles, RF Filters, heat exchan
Slide 36: Precision Metal Printing Solutions
Precision Metal Printing Solutions © 2017 by 3D Systems, Inc. All rights reserved. FACTORY SOLUTIONS STANDALONE SOLUTIONS Scalable| High Level of Automation| Fully integrated modules Independent Printers | For R&D and Part Production DMP 8500 Factory Solution OEMs Large part contractors Medium volum
Slide 37: Customers Grow with Us
© 2017 by 3D Systems, Inc. All rights reserved. Customers Grow with Us $350K $600K $1MM + $200K Prototyping Functional Med Volume Production 1MM+ Parts Low Volume Production 1K – 100K+ Parts Price Performance ProX DMP 100 Flexibility | Affordability Adaptability | Manual ProX DMP 320 ProX DMP 200 ST
Slide 38: DMP 8500 Scalable Factory Solutions
DMP 8500 Scalable Factory Solutions Modular, configurable, scalable factory setup With 500x500x500 mm largest diameter in the industry Low TCO and low per part cost Seamless large parts Uniform, repeatable quality High Productivity OEMs and large part contractors looking for: Uniform repeatability,
Slide 39: Expanding Our Suite of Workflow Software
Expanding Our Suite of Workflow Software
Slide 40: 3D Systems Software Strategy
3D Systems Software Strategy 1 From p hysical to d igital 2 Build on strategic p artnerships 3 Enable c ustomers to get maximum results from their 3D systems printer © 2017 by 3D Systems, Inc. All rights reserved.
Slide 41: 3D Systems Software for Workflow
3D Systems Software for Workflow Geomagic for Solidworks , Wrap Geomagic Design X Geomagic Freeform Cimatron GibbsCAM 3DXpert 3D Sprint Geomagic Control X 3D Connect Additive Subtractive © 2017 by 3D Systems, Inc. All rights reserved.
Slide 42: Professional Services Implementing Additive Manufacturing
Professional Services Implementing Additive Manufacturing © 2017 by 3D Systems, Inc. All rights reserved. SUPPORT • Build the business case: Additive Manufacturing primer and advanced consultation • Specific 3D printing application consulting • Optimize Total Cost of Operation • 3D Connect Services
Slide 43: Cloud-Based Services
Cloud - Based Services © 2017 by 3D Systems, Inc. All rights reserved. Fleet Monitoring • Enables customers to see the status of their printer in real time • Enables email and text alerts with their build or printer • Creates analytics on up time, usage, consumable use, health of the lasers/print he
Slide 44: Customer Engagement Model
Customer Engagement Model © 2017 by 3D Systems, Inc. All rights reserved. Product Lifecycle Design Prototype Pilot Runs Production Runs Customer Use Cases Materials Hardware & Software Technology Pre - Sales Application Engineering Propose Solution Uptime Based on Predictive Support
Slide 45: Herbert Koeck, SVP and General Manager, Go to Market
Herbert Koeck SVP and General Manager, Go to Market
Slide 46: Go To Market
4d 3D SYSTEMS Go To Market
Slide 47: Customer needs lead to different sales motions
Customer needs – > different sales motions Customer needs – > different sales motions Route 1: Standalone solutions • Sales cycles (<6 months) • Prototyping environments • Customer in early stages of AM • Limited utilization • Testing environments • Regional (local) • Customer making purchase Route
Slide 48: Route to markets based on customer needs
Route 1: Standalone solutions • Balance between direct sales and resellers, depending on product • Ability in financing the deal • Ability to support the customer • Ability to buy and maintain demo units • Application knowhow • Channel partners add value in certain geographies, certain language skil
Slide 49: 4d 3D SYSTEMS
4d 3D SYSTEMS
Slide 50: Thank You!
4d 3D SYSTEMS Thank You!