11

OverviewPresenta-onRuudVermeulen–DirectorEMEALuxResearch

22

2

Hun-ngforOpportuni-es

FindingtherightforRadicalInnova-on

Scou-ngforDisrup-ve

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AboutLuxResearch

•  HelpsclientsfindnewbusinessopportuniBesfromemergingtechnologiesinphysicalandlifesciences

•  Offersongoingtechnologyandmarketintelligence,aswellasmarketdataandconsulBngservices

•  Over250clientsonsixconBnents–mulBnaBonalcorporaBons,investors,governments,andSMEs

•  Globalreach,withofficesinBoston,NewYork,Amsterdam,Singapore,andTokyo

•  CombinesdeeptechnicalexperBsewithbusinessanalysistosupportstrategicdecisions

Moreatwww.luxresearchinc.com

3

AdvancedMaterialsAgroInnovaBonAlternaBveFuelsAutonomousSystems2.0Bio-basedMaterials&ChemicalsCoaBngsCorporateStrategicIntelligenceDigitalHealth&WellnessDistributedGeneraBonElectronicUserInterfacesEnergyStorageExploraBonandProducBonFoodandNutriBonFutureCompuBngPla]ormsIndustrialBigData&AnalyBcsIndustrialInternetofThingsIntelligentBuildingsSensorsSolarSustainableBuildingMaterialsWaterWearableElectronics

Coverageareas

44

LuxResearchhelpsclientstranslatemegatrendsintonewbusinessopportuni-es

•  Megatrendsinareaslikesustainability,energy,anddemographicsshouldguidethestrategiesofcompanies,investors,andgovernments

•  ThesemegatrendsdrivebusinessopportuniBesfromemergingtechnologiesinthephysicalandlifesciences

•  ExternalscouBngfornewtechnologies,markets,andbusinessmodelsisessenBaltocreaBngsuccessfulnewbusinessfromemergingtechnologies

4

Megatrends Emergingtechnologies

ExternalscouBng

NewbusinessopportuniBes

55

LuxResearchhelpsclientspopulatethefrondendoftheinnova-onfunnel

AcrosstheinnovaBonfunnel,clientsuseLuxResearchto:•  Getuptospeedeasilyonnewareas•  Quicklyaccessvitaldataonmarkets,valuechains,andtrends•  Cutthroughthehypeandfocusonlyonwhat’simportant•  Getanunbiased,outsideperspecBveonkeycompaniesandtechnologies•  IdenBfyandconnectwithpartners•  ExtendthecapabiliBesofnewbusinessdevelopmentteams•  SpeedupdevelopmentcycleandimproveBmetomarket

5

IdenBfymegatrendimpacts

Evaluateemergingtechnology

areas

Scoutfortechnologies,

markets,models

Enterandoperateinthe

market

Inno

vaBo

nfunn

el

ProductsIdeas

66

ClientsuseLuxResearchtoiden-fy,evaluate,andseizeopportuni-esinemergingtechnologies

AcrosstheinnovaBonfunnel,clientsuseLuxResearchfor:•  Start-upmonitoring:IdenBfy,andassessstartupsforpartnering/invesBng/acquiring•  TechScouBng:StayontopofemerginganddisrupBvetechnologiesthatcouldform:

•  AdisrupBvesoluBontoexisBngproblems•  Apla]ormforfuturegrowth•  A(future)compeBBvethreat

•  MarketIntelligence:Understandemergingtechnologymarkets,findnewareasforgrowth•  NewBusinessDevelopment:IdeageneraBon,screening,andassessment•  (Corporate)VentureCapital:Increasedealflowandsetupscreeningcriteria•  R&D:SpeedupthedevelopmentcycleandimproveBmetomarket•  StrategicMarkeBng:Stayintouchwithneedsofupstreamanddownstreamdevelopers

6

IdenBfymegatrendimpacts

Evaluateemergingtechnology

areas

Scoutfortechnologies,

markets,models

Enterandoperateinthe

market

Inno

vaBo

nfunn

el

ProductsIdeas

77

Providingofferingsthatdeliverfulldecisionmakingsupport

7

Intelligence ConsulBngServices

RetainedIntelligence

AnalyBcsServices

LuxResearchoffersthegrowthorganizaBonobjecBvedecision-supportthatiscriBcaltoactswiklyandharnessemergingopportuniBes:•  IntelligenceServices:Syndicated,industry-leadinginsights,reports,andcommentaryoninnovaBonacross21domains

•  ConsulBngServices:Bespokeengagementstoassistclientsinenteringandexpandingmarketshare

•  RetainedIntelligence:Ongoingsurveillance,ideascouBng,andrapidanalysistoexploitthreatsandopportuniBes

•  AnalyBcsServices:CrystallizaBonofmeaningfulinterpretaBonsfromaseaofdataviadatascience

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Offeringdifferenttypesofservicestomeetclient’sneeds,andofferfullsupport

•  OngoingIntelligenceServices•  SubscripBontoallexisBngandnewresearchinchosentechnologydomains•  ConBnuousstreamwithprofilesofhighlyinnovaBvestartupsfocusedongrowthopportuniBes,includingtheLuxTakeandLuxScorecard.

•  Reportstounderstandthelandscapeofemergingtechnologiesandmarkets•  Unlimitedanalystaccesstousetheresearchinthecontextofyourbusiness•  AccesstotheMemberSiteanddeliveryofaweeklyJournalviaemail

•  RetainedIdeaGenera-onServices

•  IdeageneraBon,screening,andassessment•  Upto100relevantideasperyearfromalloftheLuxResearchtechnologydomains

•  CustomConsul-ngProjects

•  Tailoredtotheclient’sspecificneeds•  Deepdivesintospecifictechnologies,markets,projects,andopportuniBes•  Technologyroadmaps,marketidenBficaBonandassessment,partnersearchandselecBon,pre-transacBonsearchandtechnicalduediligence

8

99

LuxResearchcoverageareasaddresskeyglobalmegatrends

9

Informa-onMeetsMaMer

EnergyandInfrastructure

HealthandWellness

ExploraBonandProducBon

EnergyStorage

AutonomousSystems2.0

AlternaBveFuels

IntelligentBuildings

SustainableBuildingMaterials

CoaBngs

IndustrialBigData

andAnalyBcs

Solar

AdvancedMaterials

DistributedGeneraBon

CorporateStrategic

IntelligenceSensors

FutureCompuBngPla]orms

IndustrialInternetofThings

FoodandNutriBon

ElectronicUserInterfaces

AgroInnovaBon

DigitalHealthandWellness

WearableElectronics

Bio-BasedMaterials

andChemicals

Water

1010

Ourresearchsupportsfact-drivenbusinessdecisionsaboutemergingtechnologies

LuxResearchsoluBonssupportclients’exisBngscouBnggoalsandprocesses,whilehelpingthemovercomeinternalandexternalchallenges

10

Externalchallenges:•  ManycompeBngtechnologies•  Thousandsoflabs,hundredsofstartups•  Shikingpolicylandscape•  GlobalizaBonofinnovaBon

Internalchallenges:•  SmallstaffforscouBng•  Unfamiliartechandindustries•  InternalinerBaandbias•  InformaBonoverload;conflicBngdata

Emergingtechnologies:•  ImproveexisBngproducts•  Createnewmarketneeds•  Leadtonewproductcategories

Socompaniescan:•  Gainmarketshare•  Findnewmarketsforproducts•  Createnewlinesofbusiness

1111

LuxResearchisanexternaladdi-ontointernalresourcesandcapabili-es

•  WhatLuxResearchcanaddtoclients:•  Acalibratedandconsistentprocessforassessingstart-upcompaniesandideas•  Science-trainedbusinessanalystswithdeepexperBseintheircoveragefield•  Pro-acBveandongoingprimaryresearchintotechnologydevelopersandmarkets•  Coverageof19domainsofemerginganddisrupBvetechnology•  Aglobalscopetoanalyzedevelopmentsallovertheworld•  DirectinteracBonwithanalystsandconsultantstosupportbusinessdecisions

•  Toovercomeinternalandexternalchallenges:

•  AsmallinternalstaffforscouBngacBviBesand/orideageneraBon/vepng•  Unfamiliaritywithtechnologiesandmarketsoutsideofthecompanycore•  BlindspotsinexperBsefortechnologies,markets,andgeographies•  ToomanycompeBngtechnologies,labs,andstartupstoassess•  InerBaandinternalresistancetoopeninnovaBonprinciples•  Lackofrepeatableandformalizedmethodologies•  ShikingpolicylandscapeandtheglobalizaBonofinnovaBon

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1212

LuxResearch’sservicesprovidebroadsupportfordecisionmakers

12

Strategicmarketanalysis•  QuarterlyMarketReports

providemarketsizeandforecast,valuechainanalysis,technologytrends

•  AnalystInsightsgiveproprietarydatapointsandanalystcommentaryonnews

•  MarketTrackerspresentongoingquanBtaBvedataoncapacity,supply,demand

•  ConsulBngservicestoselecttargetmarketsandevaluatemarketentrystrategy

MarketinformaBon

TechnologyscouBng•  DetailedCompanyProfiles

coverthetop100to200innovaBvecompaniesineachtechnologyarea

•  LuxInnovaBonGridandLuxTakehelpseparatethegoodfromthebad

•  ClientMemberSiteprovidessearches,filters,analyBcs,across7yearsofarchives

•  ConsulBngservicesidenBfyandselectpartnersandofferfurtherduediligence

TechnologyinformaBon

Decisionsupport

CustomizedinteracBontosupportdecisions•  UnlimitedInquirytogetanalystcomment,insight,andaddiBonaldepthofinformaBon•  WebinarsandconferencecallshelpdisseminateinformaBonacrosstheorganizaBon•  Client-specificConsulBngservicesprovidecustomizedstrategicadvice,takedeeperdivesinto

keyareasofinterest,andextendanalysisintomoretechnologyareas

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WhatmakesLuxResearchunique?

•  Proprietaryprimaryresearch:Over5,000first-handinterviewsannuallywithcompanyexecuBves,customers,partners,andoutsideexperts

•  Technicaldepthwithmarketinsight:Deeptechnologyunderstandingandexperienceneededtomakesounddecisionsaboutmarketimpact

•  Concise,bold,andopinionatedresearch:Doesn’tjustrepeatcompanyreports,butappliescriBcalanalysisandmakesspecificrecommendaBons

•  Servicesdesignedtosupportbusinessdecisions:DirectinteracBonwithanalystsandconsultantsensuresrelevantinformaBonandinsight

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1414

Howwedeliverinforma-ontoourclients

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IntelligenceServices

ClientMemberSite

Journals

AnalystInquiry Webinars

OnsiteVisits

OnsiteBriefings

LuxResearchprovidesadvisoryservicesdeliveredthroughmulBplechannels

1515

MethodologyandHowWeDeliver

LuxResearchprovidesadvisoryservicesdeliveredthroughmulBplechannels:•  MemberSite–anonlinecatalogueofallpublishedresearch.Searchablebytaxonomy,technology,product,orcoveragearea

•  Journals–aselecBonofAnalystInsightsandCompanyProfilesdeliveredbyemailforeachIntelligenceservice

•  AnalystInquiry–personalinteracBonwiththeAnalystteamviatelephone,email,oron-sitemeeBngs

•  Webcasts–ongoingwebinarspresentedbyAnalystswithlatestcontentfromfeaturedcoverageareas

DeliveredintheContextofYourBusinessNeeds•  WeevaluatetechnologyandapplycriBcalanalysistouncoverthetruthandgiveanaccurateevaluaBonofitspotenBalforourclients

•  Weprocessdata,tellyouwhatitmeans,andrecommendbusinessdecisions

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1616

Deliveringvalidated,best-in-classemergingtechnologyanalysis

16

•  Ouruniquemethodologyforassessingstart-upcompaniescombinesprimaryresearchfocusedonemergingtechnologies,conductedbyscience-trainedbusinessanalysts,usingcalibrated,consistentprocessesofevaluaBngwhatwillwork–andwhatwon’t.

•  Ourexpertsquicklyfilteroutmanyofthe90-93%ofstart-upsdesBnedforfailure,sBllleavingthousandsofpotenBalcandidatestoassessmorefully.

•  OuranalysesandoverallLuxTakefurtherrefinesthishand-selectedgroup,with50%ofcompanieswithaPosiBveLuxTakerealizingasuccessfulexitorreachingprofitabilitywithin6years.

1717

Wegetitrightconsistently,deliveringinsightandac-ontoclientslookingforgrowthopportuni-es

17

•  InaddiBontothepoweroftheLuxTake,ouranalystsassessandquanBfytheunderlyingtraitsofthestart-upsacrossninedifferentmetrics.

•  TheresulBngScorecardisafurtherpredictorofsuccess,withindividualmetricsindicaBnguptofourBmestheprobabilityofasuccessfuloutcome.LuxResearchprognosesarestaBsBcallysignificancetoatleast99%confidenceinallcases,providingclientexecuBveswiththeconfidencetheyneed.

•  ExecuBveswhohavetofindgrowthconsistentlyandefficientlyuseLuxResearchtodeliverexactlythat,throughfindingthebestpartners,investmenttargetsandstrategies.

•  OurforwardthinkingclientsuseLuxResearchtodothesamequalifiedanalysesoftheirownnewbusinessdevelopmentprograms,furthermaximizingthequalityoftheirgrowthpor]olio.

1818LuxResearchEMEA•Valschermkade36E1059CDAmsterdam•TheNetherlands•www.luxresearchinc.comLuxResearchEMEA•Valschermkade36E1059CDAmsterdam•TheNetherlands•www.luxresearchinc.com

Intelligence

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1919

Intelligence–Analyzingboththemarket,andtheemergingtechnologydevelopers

LuxInnovaBonGrid:SeparaBngthegoodfromthebad

MarketIntelligence:forecasts,trackers,roadmaps,etc.•  LuxResearch’ssciencetrainedbusinessanalystsprofileupto200technologydevelopersperdomain,peryear

•  DeepmarketandtechnologyanalysisallowLuxResearchtoproduceunrivalledandhighlycriBcalreports,bothonmarketforecasts,andtechnologyroadmaps

LuxScorecard:scoringandcomparingtechnologydeveloperson10keyarributes

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2020

Intelligence–ResearchProcess

LuxIntelligenceisgroundedinrigorousprimaryinterviewsandonsitevisits.Ourprocessrelieson:•  IdenBfyingandtrackingallthetopinnovatorsincludingpublicandprivatecompanies

•  ConducBngin-depthtelephoneandonsitestructuredbriefingswith8-10innovatorseveryweekineveryservice

•  CollecBngproprietaryanalystinsights,datapoints,andanecdotesfromacrosstheLuxResearchglobalnetwork

•  EnablingclientstoconfidenBallynominatenewcompaniesforinclusionandsubmipngspecificquesBonstobeaskedofcompaniesonourbriefingschedule

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2121

Intelligence–KeyQues-onsWeAnswer

•  HowmanycompaniesareacBveinasectoranddependingonemergingtechnologyasakeybusinessdriver?

•  Whoarethedominantcompaniesandwhichcompanieslookstronginthefuture?•  Whatproducts/technologiesaretheydeveloping?•  Howdotheseproducts/technologiesdiffer,andwhatdothesedifferencesmeantodevelopers’boromlines?

•  Whatarethecostandsupplychainissuesforthosetechnologies?•  Whatwilldrivedemandforthesetechnologies?•  Howareendbuyersrespondingtothetechnologies?•  Whataresomekeydatapoints/channelchecksthatareaffecBngthesecompanies?

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2222

21Intelligencedomains

•  Nano-enabledcoaBngs•  Wearandcorrosion-resistantcoaBngs

•  TribologicalandanB-foulingcoaBngs

•  SuperhydrophobiccoaBngs•  CeramicnanoparBcles•  Carbonfibercomposites•  Compositeprocessingandrecyclingtechnologies

•  HightemperaturethermoplasBcs•  Carbonnanotubes•  Graphene•  Nanostructuredcatalysts/supports

•  Nanocrystallinemetals•  HighperformancemetalsalloyslikeAHSS,Al,Mg,andTi

•  Metalmatrixcomposites•  MetalinjecBonmolding•  Sheetmagnesium•  3DprinBng•  Smartmaterialsandfluids•  Self-healingmaterials•  Metamaterials

PrecisionAgriculture•  Sensors•  GeospaBalmapping•  IrrigaBonModifiedCrops•  Genomics•  Germplasmscreening•  MarkerassistedbreedingAgrichemicalsandBiologicals•  FerBlizersandpesBcides•  Growthenhancers•  SyntheBcandbio-basedSustainableFoodProduc-on•  Hydroponics•  Aquaculture•  VerBcalfarming•  Animalfeed

AgroInnovaBon

•  Ethanol/biodiesel/bio-jet•  Butanol,DME,renewablediesel

•  Waste-to-fuel•  Hydrogen•  Bio-coal•  TorrefacBon•  Energycrops•  GasificaBon,pyrolysis•  EnzymaBcandacidhydrolysis•  SyntheBcbiology,fermentaBon

•  Agriculturalwaste/cellulosics•  Coal•  Naturalgas•  Corn,cane,rapeseed,andsoy•  Jatropha,cassava,andswitchgrass

•  Micro-andmacroalgae•  Industrialandmunicipalwaste

AlternaBveFuels AutonomousSystems2.0AdvancedMaterials

•  Autonomousvehicles•  MaterialsforroboBcs•  Powersystemsforrobots•  Sensorsandactuatorsformachinehearingandtouch

•  Visionsensors(i.e.lidar,stereovisioncameras,smartcameras)

•  V2XcommunicaBon(i.e.infrastructurecommunicaBon,V2VcommunicaBonchipsets,communicaBonprotocols)

•  UAVs/Drones•  Mobilerobots–terrestrialandaquaBc

•  Industrialrobotsandadvancedtooling

•  Bio-mimicryroboBcs•  Computervision•  Machinelearning•  ArBficialintelligence

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2323

21Intelligencedomains(con-nued)

•  Bio-PE,PET,PP,PLA,PHA,hybrids,andcomposites

•  Succinicacid,adipicacid,andacrylicacids

•  PDO,BDO,butanols,pentanols•  Isoprene,butadiene,andotherbio-olefins

•  Bio-basedaromaBcsandstyrene•  Bio-basednylon,furans,terephthalicacid

•  Bio-basedplasBcizers,solvents,lubricants,andgreases

•  Corn,cane,rapeseed,soy,andothercrops

•  Celluloseandhemicellulose•  AlgaefornutriBonaloilsandhigh-valueproducts

•  Wastegasesandnatural/shalegastochemicals

•  Industrialandmunicipalwaste•  FermentaBonandenzymaBcconversion

•  BioreactorsandseparaBonsprocesses

•  Thermochemicalprocessing•  GeneBcally-modifiedorganisms,metabolicengineering,andsyntheBcbiology

CoaBngs

Proper-es&formula-on•  ConducBve•  Wear-resistant•  Corrosion-resistant•  Tribological•  Superhydrophobic•  Bio-acBve&bio-resistant•  Barrier•  AnBreflecBve•  PhotocatalyBc•  Bio-basedcomponents•  Highsolids•  Low/ZeroVOC•  WaterborneApplica-ons•  Agriculture•  Architectural•  Electronics•  Energy•  Industrial•  Infrastructure•  Consumergoods•  TransportaBon

Technologies•  Biosensors•  SamplepreparaBon•  Microfluidics•  MoleculardiagnosBcs•  Novelimaging•  DataanalyBcs•  Mobile/wirelesshealth•  Vitalsignsmonitoring•  TelemedicineApplica-ons•  Point-of-caretechnologies•  At-homediagnosBcsandmonitoring•  Consumerizedhealth•  Personalizedmedicine•  Sportsandfitness•  Device-basedtherapeuBcs•  Compliance/adherencemonitoring•  Mobile/wirelesshealth•  Distributedandremoteclinics•  Aginginplace•  Chronicdiseasesmanagement•  PrevenBvecare•  Wellness

DigitalHealthandWellness

Bio-basedMaterialsandChemicals DistributedGeneraBon

Technologies•  Smallsolar•  Micro-hydro•  Windturbines•  Bareries,includingLi-ion,flow•  Fuelcells,includingSOFC,PEM•  Advanceddieselgenerators•  Naturalgasturbines•  Power-to-gaselectrolyzers•  Flywheels•  Waste-to-power•  SokwareApplica-ons•  RenewableintegraBon•  Commercialbaseloadpower•  Powerbackupandreliability•  Microgrids•  Off-gridandweak-grid•  ResidenBalenergygeneraBon•  Virtualpowerplants•  Demandresponse•  UBlityofthefuture

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21Intelligencedomains(con-nued)

Technologies•  TransparentconducBvefilms•  Gesture/voicecontrol•  Eyetracking•  OLED•  3Ddisplay•  Speakers•  HapBcs•  HologramComponents•  Touchscreen•  Smartglasses•  Virtualreality•  Augmentedreality•  Homecontrols•  AutomoBvecabins

ElectronicUserInterfaces

BaMeries•  Li-ionbareries•  Flowandmoltensaltbareries•  Lithium-sulfur,metal-air,andsolid-statebareries

•  Advancedlead-acidbareriesComponents•  Cathodes,anodes,separators,andelectrolytes

OtherTechnologies•  Supercapacitorsandhybrids•  Fuelcells•  Flywheels•  EnergyharvesBng,includingthermoelectrics,piezoelectrics

•  MagneBcmaterialsandmotors•  Centralizedanddistributedbarerymanagementsystems

EnergyStorage

Ingredients•  Novel&naturalingredients•  AlternaBvefoodsources•  AddiBves•  Flavors&coloring•  FuncBonalfoods/ingredientsProducts•  Energybars&energydrinks•  Snacksandfrozenfoods•  Supplements/neutraceuBcals•  AnimalfeedProcesses&technologies•  FoodformulaBon•  Foodpackaging&safety•  PreservaBon•  Tastemasking•  ExtracBontechnology•  MulBsensorypercepBonPersonalizedNutri-on•  NutriBonalphysiology•  Gutmicrobiome•  NutrigeneBcs•  PrebioBcsandprobioBcs•  TastegeneBcs

FoodandNutriBonExploraBonandProducBon

•  SeismicdataacquisiBonandanalysis

•  Aerialgravity,radiometricsandgammaraysurveys

•  Lightweightoffshorepipes,risersandumbilicals

•  Advancedmaterialsfordrillingequipment

•  FluidsandaddiBvesathighpressureandtemperature

•  Targeteddeliveryandcontrolledreleaseofchemicalsandmaterials

•  AlternaBvefracturingtechniques•  EnhancedrecoveryandbeneficiaBon

•  Advancedproppantssystems•  Down-holeandreservoirsensors•  BrineandnonconvenBonalminingsystems

•  Earlywarningandemergencysystems

•  AdvancedoxidaBonremediaBon•  Efficientwaterusesystems•  StorageandtransportaBonsystems

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21Intelligencedomains(con-nued)

Technologies•  Datastorageandmanagement•  CloudcompuBngsokwareandservices

•  AnalyBcs,businessintelligence,andvisualizaBon

Applica-ons•  IndustrialInternet•  Consumerproducts•  Manufacturing•  Personalizedmedicine,nutriBon,health,andwellness

•  Sportsandapparel•  Intelligentbuildings,infrastructure,andciBes

•  SmartOilfield•  Precisionagriculture

IndustrialBigDataandAnalyBcs

FutureCompuBngPla]orms

Technologies•  Semiconductor,thin-film,and3Dprintedelectronics

•  Smartdust,motes,andmesh/swarmnetworks

•  TangiblecompuBngandimmersivevisualizaBon

•  Intelligentpolymers•  Emerginghuman-machineinterfaces

Applica-ons•  PersonalcompuBngandcommunicaBon

•  Intelligentbuildings,infrastructure,andciBes

•  Consumerproductsandpackaging

•  MedicaldevicesandprostheBcs•  TransportaBonvehiclesandsystems

•  Surveillanceandsecurity

IndustrialInternetofThings

Technologies•  Sensors•  EmbeddedSystems•  M2MProtocols•  IoTDevice&ConnecBvityManagement

•  IoTApplicaBonEnablement•  IoTAnalyBcs•  IoTSecurityApplica-ons•  Manufacturing•  Energy•  Agriculture•  SupplyChain&LogisBcs•  HeavyIndustry•  Oil&Gas•  Water•  PredicBveMaintenance•  AssetOpBmizaBon•  FleetManagement•  RemoteMonitoring•  IndustrialAutomaBon•  ResourceConsumpBon•  Health&Safety•  PhysicalSecurity

•  SBrlingengines,CHP,thermo-acousBcs

•  LoaddisaggregaBonsokware•  HVACcentralplantequipment•  HeatandenergyrecoveryvenBlators

•  Distributedsub-meters•  Low-powerandwirelesssensors•  MulB-funcBonsensors•  Smartthermostats•  NetworkedlighBngcontrol•  Airqualitysensors•  Connectedhome•  ConBnuousopBmizaBonalgorithms

•  DatacollecBonandmanagement•  EnergyanalyBcssokware•  MulB-variableregressionalgorithms

•  Energymodelingsokware•  WirelesscommunicaBon

IntelligentBuildings

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21Intelligencedomains(con-nued)

SustainableBuildingMaterials

•  Buildingenvelopematerials•  AdvancedinsulaBon,phasechangeandhighthermalmassmaterials

•  Windows:low-e,thermochromic,electrochromic,photochromic

•  Buildingintegratedphotovoltaics•  Structuralmaterials•  Concrete/cement:transparent,photocatalyBc,carbon/smogcapturing,insulaBng

•  Recycledmetals:steel,aluminum,copper

•  Polymers:roofing,siding•  Wood:sustainableforestry,recycledwood,GMtreesforwood

•  Glass:low–e,opBcalfilmsfordaylighBngandsolarheatgaincontrol

•  Membranesandadmixturesforimproveddurability

•  PaintsandcoaBngs•  LowVOCandwater-efficientmaterials,reflecBve

•  Materialsfromrenewablefeedstock

•  Siemens,FBR,UMGandotherpolysilicon

•  PhotovoltaicproducBonequipment

•  Non-acBvematerialsandcoaBngs

•  Standardandkerflesswaferingprocesses

•  Si,CdTe,CIGS,andOPVcellarchitectures

•  Crystallinesiliconandinorganicthin-filmmodules

•  ConcentraBngphotovoltaic(CPV)opBcsandsystems

•  ConcentraBngsolarpower(CSP)systems

•  Hybrid/complexsolarsystems•  Solarpowerelectronics•  Racking&mounBngequipment,trackers,andotherbalanceofsystemstechnologies

SolarSensors

•  Environmentalsensors•  Visionsensors•  Physicalsensors•  Chemicalsensors•  Temperaturesensors•  ElectromagneBcsensors•  Biologicalsensors•  Materialsforsensors•  Flexiblesensors•  Wearablesensors•  Down-holeandreservoirsensors•  Low-powerandwirelesssensors•  MulB-funcBonsensors•  Airqualitysensors•  Watersensors•  Agriculturalsensors

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21Intelligencedomains(con-nued)

WearableElectronics

Technologies•  Smartwatches•  AcBvitytrackers•  SmarttexBles•  Virtualandaugmentedreality•  Smartglasses•  Sensors•  Displays•  PowerandenergyharvesBng•  Logic/memoryApplica-ons•  Smarthomes•  Healthandwellness•  Entertainmentandmedia•  AthleBcs•  AutomoBve•  Manufacturing

Membranes•  Definedporesizemembranes•  AnB-foulingstrategiesDisinfec-on•  ElectrolyBc&hydrodynamiccavitaBon•  AdvancedchemicaldisinfecBonProcessWater•  Advancedreuseandrecovery•  UltrapurewaterWaterSensors,So_ware,&IT•  FoulingdetecBonsensors•  AgriculturalwatersensorsWastewater•  Toxic/extremecondiBontreatment•  NutrientextracBonPiperehab•  RoboBc/remoteinspecBon•  Mapping/advancedalgorithmsIrriga-on•  PlantmonitoringandsmartirrigaBon

Water

27

2828LuxResearchEMEA•Valschermkade36E1059CDAmsterdam•TheNetherlands•www.luxresearchinc.comLuxResearchEMEA•Valschermkade36E1059CDAmsterdam•TheNetherlands•www.luxresearchinc.com

Intelligence:Deliverables

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Intelligence-DeliverablesOverview

29

Conciseitemsprovidingcommentaryandanalysisonimportantnewsitemsinthefield

AnalystInsights

Deeperlooksatmarketforecasts,techtrends,financing,bigideas

MarketReports

Clientsaskanalysts’inputbyemailorphone–ondemand

AnalystInquiry/AnalystDays

Detailedprofileofacompany’stechnology,keymetrics,andvitalstaBsBcs

CompanyProfilesQuanBtaBvemodelsandtoolsformarketsize,share,growth,andopportunityanalysis

MarketTrackersandForecasters

3030

Intelligence–Deliverables

CompanyProfiles•  Profilesincludedetailofcompany’stechnologyanditskeymetrics,includingvitalcompanystaBsBcs•  FeaturestheLuxResearchScorecard,the‘LuxTake’,and‘WhatWeThink’secBons

AnalystInsights•  Conciseitemsprovidingcommentaryandanalysisonimportantnewsitemsinthefield,proprietaryinsightanddatapointsfromLuxResearch’snetwork,deeperdivesintokeytechnologytrends,andupdatesoncriBcalpolicydevelopments

MarketReports

•  Aseriesofcomprehensivereportsthatfocuson:technologyupdates,segmentaBon,valuechain,marketsize,marketforecast,compeBBvelandscape,intellectualproperty,partnership&collaboraBonstrategies,governmentfunding,corporateR&Dspending,internaBonaldevelopment&compeBBveness,standardizaBon,EHSissues,regulatorypolicy,etc.

On-demandCustomInquiry

•  DirectaccesstoLuxResearch’sexpertanalyststoaskspecificquesBonsindetailandinconfidence•  TheabilitytosubmitquesBonsontopicsofinterest;thesequesBonsareincludedinthenextinterviewwiththiscompanyandtheanswersareprovidedbacktotheclientconfidenBally

•  BasedonthetechnologyscouBnginterestsexpressedbytheclient,LuxResearchbrokersmeeBngsbetweentheclientandtargetedstart-upcompaniesuponrequest

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IntelligenceDeliverables–CompanyProfiles

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Companyprofilesprovide:•  TechnologydescripBon•  LuxResearch’sscorecard•  Keymetricsonthetechnology•  Vitalstatsonthecompany•  Businessmodelandstageofdevelopment•  Taxonomyoftechnologies,processes,properBes,products,applicaBons

Forthemostimportantcompaniestoknow,write-upsprovideaddiBonaldetailon:

•  Strategiesandmarkets•  Keyissues–withLux’s“WhatWeThink”•  PartnersandcompeBtors

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IntelligenceDeliverables–AnalystInsights

Conciseitemsproviding:•  ProprietaryinsightfromLuxResearch’snetwork

•  Datapointsfromonsitevisitsorconferences

•  Commentaryandanalysisonimportantnewsitemsinthefield

•  Deeperdivesintokeytechnologytrends

•  UpdatesoncriBcalpolicydevelopments

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IntelligenceDeliverables–MarketReports

•  Reportscovering:•  Technologyandmarkettrends•  MarketsizingandforecasBng•  FinancingandinnovaBonpicture•  OveralllandscapeandcriBcalissuesforcommercializaBon

•  Drivenbyextensiveprimaryresearch•  EmployrigorousquanBtaBveanalysis•  ProvideclearopinionsandrecommendaBonsforclients

•  Referencesourcesforthemarketsizing,forecast,andfinancingfiguresnecessarytosupportbusinessdecisions

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IntelligenceDeliverables–CustomAnalystInquiry

ClientshavetheongoingopportunitytodirectquesBonstowardsanalysts,answeredduringconferencecallsorinemail.Analystinquirycan:•  ProvideaddiBonaldepthonpublishedresearch:Clientscaninquireforfurtherdetailsoncompaniesprofiledinthejournals,ordigdeeperintothedataandmodelsbehindLuxResearch’smarketanalyses

•  SupportongoingeffortsintechnologyscouBng,screening,partnershipsearchandmarketassessment:LuxResearchanalystswillactasavirtualextensionoftheclient’steamtoenlargetheresearchandmarketintelligencecapacityoftheteam

•  Allowclienttocontactanalystsonanad-hocbasis:AnalystswillrespondtotargetedquesBonswithaquickturn-aroundBme

LuxResearchdesignatesaclientservicescoordinatorforeachclientavailablebyphoneoremail,tofacilitateanalystinquiryandprovideongoingclientsupport

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ResearchMemberSite

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ArchivesClientshaveaccesstoallthepastCompanyProfiles,MarketReportsandAnalystInsights

TaxonomysearchThePortalissearchablebycompany,technologyandmaterials,products,process,properBesandapplicaBons

UpcomingbriefingsAllupcomingbriefingsarelisted.Clientscannominatecompaniestobebriefed

ProprietarybriefingquesBonsClientscansubmitquesBonsthatwillbeincludedinthenextinterviewandLuxcansupplyconfidenBalanswersbacktotheclient

AlertsThemembersitecansendyoupersonalizedemailnoBficaBonswhennewresearchispublishedthatmatchesyourcriteria

CompanycomparisonsAllcompaniesthatarebriefedcanbecomparedagainsteachotherusingthecompanycomparisontool

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TheLuxInnova-onGrid

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DrawingfromourinterviewswithexecuBvesatthesecompaniesandintheindustry,wewillplottheirpotenBalontheLuxInnovaBonGrid(LIG).

Acompany’sabilitytoperformandachievesuccessdeterminesitsBusinessExecuBonscore.BusinessexecuBonisameasureofthecompany’sabilitytorunaviableorganizaBon,growingsales,managingcosts,andmakingcustomersandinvestorshappy.

Thestrengthandvalueofacompany’stechnologydeterminesitsTechnicalValuescore.Companieswithusefulproductsandservicesthatlowercost,boostperformance,orincreaserevenuearevaluabletocustomers,partners,andinvestors.TheTechnicalValuescorenotonlytakesintoaccounttheabsoluteperformancelevelofacertainsoluBon,butalsohowitfitswiththerequirementsofthetargetapplicaBon.

Thecompletenessofacompany’sdevelopmentreflectsitsMaturity.Maturecompanieshavesecuredaplaceandbuiltapresenceinthemarket.Dotsizeindicatesthecompany’smaturityonascalefrom1(immature)to5(developed).

Acompany’ssuccessismeasuredholisBcallybytheLuxTake.TheLuxTakeisanoverallrankingmechanismbasedontheconsideraBonstakenintheaboveareas,placingcompaniesintofivecategoriesindicatedbydotcolor.

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ReadingtheLuxInnova-onGrid

TechnicalValueCriteria Descrip-on

Technology/SoluBonValue QualitaBvemeasureofthevalueofacompany’soffering,intermsofperformanceandcost

MarketSize Sizeoftheaddressablemarketforacompany’stechnologyandwhetherthetechnologyhasaplayoutsideofshalegaswatertreatment

IPPosiBon QualitaBvemeasureofthevalueofthecompany’spatentsortradesecretsandconsidersdefensibility

CompeBBveLandscape QualitaBverankingofthestrengthandamountofcompeBBonthatacompanyfacesinitspartoftheoilandgassector

KeyMetrics QualitaBvescorebasedoncapitalcosts,operaBngorrecurringcostsandenergyuse

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BusinessExecu-onCriteria Descrip-on

Momentum QualitaBvemeasureoftherateofacompany’sprogress

Partnerships QualitaBvemeasureofthestrengthandnumberofacompany’spartnerships

Revenue/Employees Company’srevenuedividedbythenumberofemployees;measureofprofitability

Barrierstogrowth QualitaBverankingofthebarriersthattheorganizaBonhastoovercomeinordertoachievegrowth

CashPosiBon Company’scashonhand;measureofcompany’slivelihood

MaturityCriteria Descrip-on

EmployeeCount Numberofemployees

StageofDevelopment QualitaBvescoregivenbasedonthecompany’sprimaryproduct’sstageofdevelopment

Revenue Amountofyearlyrevenue

Age Numberofyearssincecompanywasfounded

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LuxResearch’sClientsRepresent

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