2024剑桥科技的崛起及其在未来创新中的作用报告（英）

TheriseofCambridgetech,anditsroleinthefutureofinnovation InvestorDemoDayStart1.0 23May2024,2–6pm KingsPlace,London 1Enteringaneweraintech 2Theroleofuniversities 3TheriseofCambridgetech Enteringaneweraintech,moredrivenbyDeepTech. Computingera Sellinghardwareandsoftwaretolargeenterprisesandhomes Internetera Entireindustriesshiftingonline,tocloud,andtomobile. Bighomemarketwashugeadvantage(Amazon,Facebook).Insecondthisera,EuropeanplayerscouldgoupagainstUScounterparts Intelligence&autonomyera AIdeeplyembeddedinbiotech,education,healthcare,defense,manufacturing,etcetera Page/3 Europe,USandChinaallhaveshiftedmoretoDeepTech. DeepTech=novelscientificorengineeringbreakthroughsmakingtheirwayinto productsandcompanies forthefirsttime* ShareofDeepTechintotalCountry'sVCFunding Page/4 Source:Dealroom.co*DefinitionappliedbyDealroomasperTheEuropeanDeepTechReportbyLakestar,WaldenCatalystandDealroom. IntheUK,autonomousdriving,quantumcomputing,AIdrugdiscovery,andsemiconductorswereamongthetop-fundedsegmentsin2024–exactlytheareaswhereCambridgeexcels. Page/5 UKleadingsegmentsforVCinvestment,2024YTD =AreaswhereCambridgeexcelswith17–60%shareofVCfunding Source:Dealroom.co.categorizationbasedonthousandsoftagsinDealroomtechtaxonomy. Today'sglobalproblemsrequirescientific&engineeringbreakthroughs. Page/6 1 Enteringaneweraintech 2Theroleofuniversities 3TheriseofCambridgetech AsaDeepTechhub,Cambridgeranks#3globally,justbelowGreaterBoston(whichincludesHarvard,MIT,andBostonUniversity). Page/8 Source:Dealroom.co. TopDeepTechHubs(percapita)»viewdata Source: Byuniversityspinouts,UKleadsEurope. Page/9 Source:Dealroom.co. Europeancountrieswhichcreatedmostspinoutvalue Cambridgeisthe#1universityinEuropeforproducingspinouts. Europeanuniversitieswhichcreatedmostspinoutvalue Source: Dealroom.coDataasof16May2024Universityvaluecreationisrankedbymultiplyingthenumberofstartupsateverystageofmaturityforascore2foraVC-backedstartupto100foraunicorn.Spinoutspoliciesvaryfromcountrytocountry.CountrieslikeFranceandSwedenarehardtocompareduetotheprofessorprivilegemodel,whereuniversitieshavenostakeinanyresearchinnovationcomingoutoftheactivitiescarriedoutthere.ThedefinitionofspinoutsandtheircomparisonwithothercountrieslikeUK,GermanyandSwitzerlandisthereforechallenging.SomeuniversitiessuchasKTHcollaboratedinsharingdetaileddataforafaircomparison.Therankingmightevolvewithbetterinvolvementofmoreuniversities. Page/10 Source: Source:Dealroom.co. 1 2 Enteringaneweraintech Theroleofuniversities 3TheriseofCambridgetech Biotech Surgicalrobots Autonomousvehicles Cybersecurity Quantum Semiconductors Cambridgehasproducedseveraliconictechcompaniesacrossdifferentindustries. Page/12 SouSrocuer:cDe:ealroom.co. Cambridgehasproducedmoreunicornspercapitathananywhereelseintheworld. Page/13 Source:Dealroom.co.IncludescompaniesHQand/orfoundedineachecosystem. Numbersofunicornsper1Minhabitants Cambridge'stechecosystemhasacombinedvalueof $191billion. NotjustArm.Thecohortsince2000hasincreasedsignificantlyinvaluetoo. Page/14 CombinedenterprisevalueofCambridgeshirestartupsbylaunchyear 12% 8% 3% 2% 14% 61% Source:Dealroom.co. Cambridgerepresents18%ofthetotalvalueofUKtech. Page/15 Combinedenterprisevalueofcompaniesfoundedsince1990 Source:Dealroom.co. Withapromisingpipelineofstartups.Producedwithonlyabout3%oftheinput. Prefundingcompanies VCbackedcompanies $1B+companiesfoundedsince1990 ±25Cambridgestartupsraisetheirfirst VCroundeachyear $1Bunicorn 15 Scaleups ($100M+totalfunding) 10 $10B+ decacorn 1 $100B+ centicorn 110+ Breakouts ($15–100M totalfunding) 270+ Startups ($100K–15M totalfunding) OneofonlytwoinEurope(otheroneisBooking) %ofUK3% 3%7%4% 6%10% 100% Page/16Source:Dealroom.co.IncludescompaniesHQand/orfoundedinCambridgeshire.*AutonomywasacquiredbyHPfor$11.7Bin2011. Cambridgestartupshaveproducedover $16.9invalueforeverydollarofVCinvestment,wayaheadoftheUKandLondon. Page/17 x x x Source:Dealroom.co. Lately,moreventurecapitalhasfounditswaytoCambridge-bornstartups. E.g.Quantinuum($300M),Wayve($1.1B).2024isalreadyanall-timerecord. Page/18 Source:Dealroom.co. Cambridgestartupshaveraised$1.6Bsofarin2024, ranking#2behindLondon. Page/19 $1.6B Wayve $1.1B Source:Dealroom.co. Cambridgesitsinthecenterortheworld'smostdenseclusteroftechecosystemsincludingLondon,Paris,Amsterdam,Eindhoven,Oxford,Leuven,etc BirminghamUniversityofBirmingham (10Nobelprizes) Edinburgh NorthernTriangleUniversitiesofLeeds,ManchesterandSheffield(&peripheryLancasterandLiverpool) GoldenTriangleOxford,Cambridge,London Leiden TheHague TheRandstad Amsterdam Wageningen Allwithina4hoursrailtrip:NewPaloAlto. BristolSemiconductorshubandUniversity ofBristol NewportCardiff Southampton London Brussels Rotterdam Eindhoven/ Brainport (ASML,NXP) Leuven/Flanders KULeuven Paris-SaclayCluster40%ofParisRegionpublicresearchand privateR&D Paris SorbonneUniversity(33NobelPrizes,6FieldsMedals,&1TuringAward) Page/20 Cambridgehasproducedover500VC-backedstartups Explorelandscape» Page/21