 Welcome to the ID TechEx Show, here in Berlin. This event is all about showcasing a range of emerging technologies and how they're addressing change and big opportunities at a number of different industries. To make sense, over the coming two days, we have a range of end users who will be talking about a different range of case studies and their challenges within the industries they're in. And then you'll be hearing from many different solution providers all the way from those making components to those making materials to learn about the new capabilities a sut mae o'r ddweud o'r problemau. Rwy'n meddwl gweithio gweithio'r sioedd yw ar y graf. Rwy'n meddwl gweithio'r ymddangos xeithlion, mae'n dweud yn dweud o gweithio ynghylch. Dyna gweithio'r ymddangos ymddangos, ac mae'n meddwl gweithio'r ymddangos 3,000 o'u gweithio'r ysgrifennu yn ddwych i 58 o wneud. Rydyn ni'n ei wneud i'r leisagol, a i'r lleol i'r lleol i'r lleol i'r leisagol, ac mae'n gweithio i ddweud o'r busnes. Yn mynd i gael, mae'n gwneud o'r gwahanol ganddoedd sy'n gweithio cyffredinol o'r parnau o'r cyfnod. Felly, rwy'n gweithio'n gweithio'n gweithio'n gweithio ar adeilau tech-ex. Felly, yna'r host ymlaen i'r ffent, Felly, fel rhan o bwysig o'r unions cyffredinol, mae'n rhoi'n digwydd y ddweud yr aelod o'r ddweud granDid ac mae'n rhoi'n gwneud o'r ddweud canfodau��ig lleol supported ac mae'n gwneud o'r ddweud panfodol cyffredinol ac mae'n gwneud o'r ddweud cael cael ei wneud bod yma hefyd o fynd i ymwlyn, Here on the right. They include the new form factors of electronics which are coming through such as flexible, stretchable and also structural electronics. We also have the increasing ubiquity of electronics which is another key trend. Then there's huge change occurring within industry so sectors like retail, healthcare and mobility will be heavily covered at the show. Many of the different changes are being enabled through better and more functional materials and manufacturing innovations which will also be covered at this event. What I want to do now over the next 25 minutes or so is just to walk you through these four areas in particular and really what you're appetite to give you ideas to what will be coming over the next few days to give you some idea of the key trends that we see. I'm going to start off first by looking at the new form factors of electronics which are coming through. So the first key area and main trend we see with new form factors which are going to market is the progress with flexible electronics and nowhere is that more prevalent right now than in the commercialisation of flexible and foldable OLED displays. This has been a long time coming but it's potentially a saviour to a consumer electronic tablet and phone market which is seeing saturation and in many cases decline as well. This gives more than incremental improvement to the product. It's a step change improvement allowing organisations to still market share who can move quickly with a good product and also to capture more margin versus what they've been losing over the last few years. In the centre here you can see our data about the growth of the OLED display industry. In 2022 we think that 23 million foldable OLED display units will be sold rising to 300 million units in 2029 representing a $20 billion value and the progression has been from OLED displays on glass to rigid plastic and now to fully foldable displays. But it's not all just about reinventing products. Flexible electronics is also enabling completely new market categories. We see a range of different flexible components which we covered at the show from batteries to sensors and in the case of the example of the sensor showing him the top right this is a printed flexible organic photo detector strip which is being used for warehouse management control and here we have examples of companies who aren't just trying to replace conventional components but they're pioneering new markets so moving beyond being a component provider all the way through the value chain to be a complete solution provider and you'll be seeing many organisations at the event who are doing just that creating new markets rather than replacing anything. Flexible electronics is one innovation in form factors but another that we'll be addressing at this event is the rise of stretchable electronics and here we see the first commercial examples in the form of stretchable electrodes and stretchable sensors which are now in the marketplace. These are being used for very different applications but one in particular which we'll look at at this event is the e-textile market which in 2019 is worth over $200 million. It's being used in everything from sportswear to monitor things like heart rate to hospital bed sheets to monitor pressure and therefore prevent body soles from occurring if people are not moved frequently enough. The value of stretchable electronics components according to research that we have done at AliTechX in 2028 will be over $400 million but that's just the value of the components. The value of the markets is creating will be much bigger so the value of the e-textile industry for example in the same time frame will be $2 billion or just over $2 billion in that year. And then we have structural electronics. Now at AliTechX we have very strong advocates of structural electronics and have been so for a number of years and that's because we think it will create completely new markets from nothing today. There's many different technologies which are enabling and feeding into structural electronics and they have benefits such as light weighting, space saving and providing design versatility in 3D. Now this event will be going through the full range of structural electronics components and enabling technologies and on this slide here I just show a few examples as to how structural electronics is now beginning to get traction in the marketplace and how it's being used in different areas. On one hand we have in-model electronics. This incorporates printed electronics printing onto a flat sheet then thermoforming and then injection moulding to create 3D shapes and here we can do away with a high number of parts which need to be integrated to just one piece and that's something that those in the automotive industry are very much looking forward to progressing to. It also means much more durable parts and the ability to get to market more quickly with different designs, being able to customise it more easily with printing as opposed to having to assemble many different components. So we see the market size in model electronics therefore rising to over $1 billion 10 years from now. Then in the centre in a completely different example we have structural PV and this is causing radical change in areas of mobility. For example we have in development and now in pilot stages autonomous robotic weeders with solar on their skin and so they never need to be plugged in provided it's sunny enough they just trunnel up and down the fields doing their job. That technology is now also progressing to small vehicles. It's also appearing on boats and also electric aircraft and it's really a step forward to minimising the battery size we need and even eventually doing away with batteries altogether by generating energy from the body work itself. Just one angle of that is the move to energy independent electric vehicles and as you can see from our data at the bottom here that's growing to a multi-billion dollar market over 10 years too and the reason why I'm showing this data is to really highlight that huge new billion dollar markets will be created from nothing which is why we think it's such an exciting opportunity and one we cover at this event. There's also much more going on including this concept of massless energy so that is combining say for example structural PV with energy storage such as super capacitors and both of these of course generate energy they store energy but in addition to that they are load bearing as well so now the structure becomes a functional part. Here we see many improvements including on the right here examples of significant light weighting as a result. So we've looked at some of the trends and form factors which we cover at this show. I'm now going to move on to the increasing ubiquity of electronics and of course driving much of that is the rise of IOT and in this chart here we have plotted the main application sectors for IOT comparing them versus their level of interest versus how many years there will be truly mainstream and really hit critical mass. As you can see there's a very diverse range of applications coming to market at different rates. Leading the commercialization are government based projects and here government seeks efficiency and safety they're trying to manage more and more people living in cities and therefore there's a lot of mandates or investments that they're doing around smart meters monitoring utilities the grid and parking and so on. Not far behind that we have consumer IOT which is really a completely different application area and here this includes the rise of smart appliances from light bulbs to thermostats and much more which is gaining good traction now and getting more and more popular including the systems becoming much more integrated so a single hub via voice control can control these different sorts of systems. Here the race is on by the biggest in consumer electronics to really own the smart home platform so everything is compatible with their platform and we'll see how that shakes out over the coming years. And then finally if we look at the application of IOT within industrial applications you can see the orange dots here are much more spread out and that's mainly because these organizations are seeking very specific paybacks. They require good return on investment and they're getting a good return investment. In applications such as predictive maintenance we're seeing organizations getting their money back on the whole implementation of IOT within about 12 months. Another key driving area is logistics where we see a range of low power wide area networks which are used to monitor and track assets including providing sensor feedback. So talking of sensors we also have an event for a full two-day track at the show looking at the innovations in sensor technologies and I've already discussed how sensors are changing form factor they're becoming flexible but here are a few other key trends that will be covering within the sensor portion of the show. The first main trend is that we see sensors getting much smaller and lower power which means they can be put into more places so a great example of that is the change that we see in the gas sensor market. The gas sensors traditionally quite large, bulky and quite expensive and now getting much smaller, much cheaper which means that they can be fit into more places. The holy grail of that being say the cell phone which would be a billion plus units and that's going to create a market for gas sensors 10 years from now to be over three billion dollars just for the value of the gas sensor component itself. Then because we have sensors getting smaller and thinner as well it also means there's increasing level of integration with other devices. So we look at the display business where many display makers have seen margins erode over a period of time. They used to buy in the separate touchscreen and put this on top of the display but now they're integrating this into the display and beyond that we now have consumer electronics devices on the market which also integrate biometric sensors so fingerprint standards into the display as well so the display maker is now capturing much more value and margin. Moving on to the right we also then have the trends of sensor fusion and digitalisation. What I mean by sensor fusion is that while a single sensor will sense one parameter for a number of applications increasingly we see a need for multiple sensors to provide the complete system. So good examples of that would be autonomous driving where we need to sense short range, long range and even status of people within the vehicle. Another very different example which is getting a lot of momentum at the moment is the move to till free supermarkets. Till free supermarkets is not a new concept, it came up with 20 years ago but there's actually a lot happening now and I think over the next five years we're going to see much more progress. It's partly being enabled by machine vision so image sensors which have been developed for cell phones which are really good, they're really cheap and they're now being applied so they can identify things in stores in conjunction with other types of sensors including things like RFID and sensors in your phone. So now in Japan and China there's several stores which are till free, trialling all of these sensors in the sort of sensor fusion environment. Amazon have four stores where they've also eradicated tills and they're being driven for different purposes. For example in Japan just to give you an idea as to the targets they've set, one of the Japanese ministries there have said that by 2025 they want to tag all retail items that will be 100 billion units a year and they've announced that in conjunction with the leading retailers in Japan. One of the drivers for them is that they're in a position where they have an ageing population, not enough young people coming in to look after them and do other jobs and they don't want these people stuck behind tills doing fairly menial tasks. So we're going to see a lot of automation thanks to things like sensor fusion in supermarkets but all the way through to cars as well. And then finally we see increasing intelligence at the edge when it comes to sensors. With more and more sensors being deployed there's much more data being generated and that means a strain on wireless communications and so in some cases, not in every application but in some cases we're seeing some more added intelligence so that's opportunities for things like micro processes and so on, being added to the sensor node so that it can do some level of processing and therefore only send up exception level events or particular reports. So this progression with sensors, with connectivity, with new form factor of electronics all feeds in very nicely to wearable technology which is another stream at this event. As you can see the wearable technology market has grown significantly over the last 10 years or so. In 2010 it was just under $20 billion and by 2018 just under $50 billion and there's many different application areas within that which have grown. A strong growth has come from smart watches. Fitness track is less so. They have seen a lot of growth in 2015 but that's now been subsumed to some extent by smart watches. We see strong growth in AR and VR skin patches and so on. In many of these cases some of these application areas have been utilising improvements in sensors and other components which have been made for cell phones that have now transitioned those same components to different applications such as smart watches. But some of the new technologies which we'll be looking at including flexible and stretchable electronics are also creating completely new product areas or improving products such as smart skin patches. There's still of course a huge amount to be done here and we'll be covering that at the event as well such as power for VR and AR systems making this small light weight but lot to last long enough of device and we'll be covering some of those challenges as well as the opportunity at the show. So moving on now to looking at change that's occurring within a few industries. I only have time here to look at a few so I'm going to look specifically at healthcare first and later on mobility. There will be many more industries represented at this event which will go into much more detail about their particular sector. But looking at some of the trends in healthcare, two main trends that we see that we'll be covering in particular is the move from having a delay in getting diagnostics. So for example people provide a sample, it gets sent off to a lab and then a few weeks later they get the results back to bringing that to wherever the patient is and providing that diagnostics at the point of care. So providing it in a much faster way. This is being enabled in part by biosensors and that will grow to a $43 billion market 10 years from now. Huge opportunity, quite a high barrier of entry because of course healthcare is a regulated process but for those that can see that through we expect that they will see strong wealth and profit going forward. Another key trend we see is tackling the challenge of some of the existing diagnostic systems which tend to give very accurate readings but traditionally they've been quite unpleasant or cumbersome to you. So a good example of that is a glucose test strip where people have to draw blood and it's not a particularly pleasant thing to do and therefore when you're taking these readings you may not be taking them as often as you should and you may think that your level is fine when you take them but you might be missing all the points where it's not fine. So there have been some approaches to overcome that and have more continuous monitoring. One approach to monitor for example regular heart patterns is to use the system on the right here known as the Holt system and here you have multiple electrodes with wires into a handbag of electronics which monitors your heart rate continuously. The problem is it's so cumbersome you only tend to wear it for a few hours maximum about 12 hours and you're not going around your normal routine because you're tethered and therefore you're not triggering the issues you may be experiencing. So to overcome that one of the key trends we see in healthcare is a shift away from these uncomfortable but will be a very accurate test to a greater level of user comfort and continuous monitoring to capture many more data points. So we see that with the revenue for example of diabetic test strips declining meanwhile the revenue of continuous glucose monitoring skin patches greatly increasing and similarly that Holt system I mentioned earlier is now being replaced by patches which can last for 30 days and provide a continuous stream of data. In some cases they're not as accurate because they don't have many electrodes for example in the case of continuous glucose monitoring they don't directly interface with the blood however because they're continuously pulling data you can see the relative changes and what is causing those changes based on a lifestyle. We think this is a particularly large market opportunity one which is six billion dollars this year growing to ten billion dollars in 2022. So that's healthcare I'm now going to move to a completely different industry where there's a huge amount of change and that is the electric vehicle sector and if we look at the automotive industry you know for many years the leaders in automotive internal combustion engines or ICs have been at the top of this ivory tower you know the supply chain hasn't changed very much and they've really dominated a very large industry but all of that is now radically changing and on the left here we see a number of trends which are recent highlights as to why that's all changing. Firstly we've seen that now or just around now we expect a peak in cells of internal combustion engine vehicles. We've seen that last year in many different territories cells internal combustion engine vehicles have flatlined or even declined. Meanwhile cells of electric vehicles continue to grow strongly. Indeed last year Tesla 3 was the best selling luxury car in the US beating internal combustion engine vehicles in its category and that lead has continued through to the first quarter of this year. Then in addition to that there's another radical change coming in and that's from China. Audi TechX maintains a list of the leading sales of EV companies around the world and we see that of the top 15 who sell electric vehicle 7 are Chinese companies and the trend over the last few years is that they're moving up the list whereas many of the other organisations are moving down. In fact last year the largest number of electric vehicle sold was in China with over one million sold. That will slow down this year we still expect it to grow but growth may slow because some of the subsidies are being reduced in China. What that means is that many of these car companies are looking now to export the electric vehicles more and more and on top of that 10 years out from now we also expect to see a peak car scenarios. That means a total sales of cars whether they're internal combustion engine or electric will peak because we see greater autonomy in vehicles and therefore people calling cars on demand and not having to buy their own vehicle. So that means that we're seeing a lot of radical change in industry and recently a study showed that the top 29 incumbent auto makers are investing 300 billion dollars to move into EV of which in some cases they're lagging behind some of the other leaders. That's a huge investment they're making but of course it's a huge industry to go for. It's an industry worth some $2 trillion 10 years for now. For everyone in the room there's plenty of opportunities whether it's materials the thermal heat management through to light weighting and of course the components in the vehicle itself. So what are the escape routes for those companies? Well here you see data from money tech hacks about the market size for electric vehicles all types of electric vehicles going forward over the next 20 years and we maintain a list of over 60 types of electric vehicles and we track sales of those and also forecast those but you can see that moving forward 10 years electric cars will dominate but thereafter that will be overtaken by electric buses and taxis and we're going to see big new EV markets being created from nowhere such as the robotic taxis and bus shuttles which many automotive companies that we've spoken to agree with and many of them are working on those platforms. It's a huge amount of change but also a lot of new opportunities coming up for new mobility options. In terms of the components going to these vehicles of course energy storage is a critical part. At this event we look at energy storage whether it's new form factors such as flexible batteries all the way through to batteries and supercapacitors going into EVs and we see that many more gigafactories are being installed around the world but by 2028 the high majority so over 90% of the batteries being produced will be going into electric vehicles. Automotive companies here are taking very different approaches some are very vertical they are making their own battery others are looking just to get good access to the materials buying up 15 years of supply of cobalt so they can make sure that they don't run out. The trends whether it's consumer electronics or electric vehicles is to move to faster safer and more energy dense batteries but all those three things are at odds with each other and we've seen organisations move too quickly to make changes not thoroughly test them and that results in fires and bad PR and recalls and so we'll see improvements in batteries but they have to be measured and that they have to be thoroughly tested. This rise of batteries also gives another challenge which is what we do with them when they're all expired and in 2029 we expect about three million batteries to become available or expired from electric cars and a lot of these will still have a reasonable amount of capacities there's now a business opportunity opening up to reuse these in second life applications such as for stationary storage in residential grid and EV charging systems. So we've spoken quite a bit about different components and trends and industries I'm now going to finish off by looking at a few key trends and materials and manufacturing innovations. Graphene is one of the materials we look at at this event of course we'll be looking at many other materials across all the other sectors as well but if we look at the progress of graphene we see that as of this year it's marked a few tens of millions of dollars but one thing we've noticed over the last six months or so is that it's now really beginning to transition. Transition away from selling small quantities for test samples to being used by a number of brands for different applications where it adds true value. This is being driven in part by the lowering of prices the material has now come down substantially there's a lot of manufacturing capability in place particularly in China but we see organisations such as Ford and Huawei using this to thermal heat management Ford in the case of vehicles Huawei in the form of consumer electronics and for its strength to weight ratio we see it being used for some mechanical properties and things like pipes and anti-corrosion paint in wind turbines. So it's really beginning to reach a turning point and we expect that from about 2021 onwards we expect to see strong growth as the use and value of graphene is validated in these areas a creative market of a few hundred million dollars in 2028 which is the value of the material itself and it's going to enable much larger markets if we look at the value of the final sector. Then moving on to manufacturing innovations at this event we look at 3D printing as one of the streams and that's a market of 10 billion dollars this year rising to three times that 10 years out from now. We cover the full range of 3D printing and while there's been a lot of publicity around desktop 3D printers sort of sub five thousand dollar printers they've been helpful to get a lot of publicity but most of the value is in industrial 3D printing which is only 8% of the number of 3D printers sold by unit number this year but it's 90% of the revenue and like many other printing industries it's one which is very much a material business. So moving forward you can see in 2029 that the majority of the value of that 31 billion dollar industry 10 years from now will be in materials and of materials we see particularly strong traction with metal 3D printing. And then last but not least we come to the printing of electronics so printed electronics of course is another focus of this event it's applicable to many of the things I've already discussed from flexible electronics to some of the structural components and so on but in particular what you'll be seeing at this event are a range of companies who are talking about many new successes using printing of electronics and other materials to create electronics and electrical components. In some cases they're doing radical and very ambitious things but we now have in the marketplace printed OLED displays from J OLED in Japan and their aim is to scale these up and then license that know-how out to other display makers. Meanwhile with other organisations we've been looking to leap frog OLEDs and moved ultimately to emissive quantum dot displays and Samsung have set up a fab now a pilot fab whereby they're doing a hybrid OLED and quantum dot display where they are inkjet printing the quantum dot materials. On the other side in the middle here we have organisations who are using printing to improve something such as reduce cost or improve performance and a really good example which we'll be hearing about more at the event in a case study is the use of inkjet printing for printing solder mask. This saves on a number of steps it also allows the organisations to save material they just apply material where they need it and they can get PCBs out much more quickly because they can customise them and change design faster using inkjet printing. And then there are organisations who are creating completely new markets with print electronics whether it's smart blister packs moving into things like smart packaging for retail or a whole range of other smart labels and these are organisations that are moving beyond that component play which I mentioned at the start and really pioneering new markets by creating completely new solutions which don't yet exist because they're the first people to do so and you'll be hearing from many organisations we'll be talking about some of the projects they're working on. So as you can see there's a tremendous amount that's going to be shared and talked about at this event and they're just some of the key highlights that we'll be focusing on. We have over 250 speakers and a huge number of attendees and if you haven't done so already I recommend you use our matchmaking app which is Brella. If you just go to your app store you can download that just search for the Brella app and this allows you to have a matchmaking service so you enter in a few details about what you do and what you're looking for and recommend other people you should meet. That's been very successful when we used it last year and already today we have several hundred one-to-one meetings set up. We also have a record number of exhibitors this year we've seen double digit growth for the numbers of exhibitors with 211 coming from 27 countries and in particular I'd very much like to thank our gold sponsors and also our silver sponsors. And then just so you can get your bearings this is the exhibit floor plan. There's a huge amount going on. We have a trade show theatre which will feature another 24 speakers mainly exhibitors talking about some of their products but also some really interesting forums as well including Women in Stem and a China forum. In addition to all the way on the right here the ID TechEx launch pad where 20 startups will be showcasing new concepts or new products many of them showing it here at this event for the very first time. Slide to finish off just by thanking you again for coming to this event I hope you have a really productive show. ID TechEx provides a huge amount of data on all of these different topic areas and one way we provide that is through a subscription service so I recommend that you come by our booth which is M15 and we will show you a demo of that which will really help you to envisage how we deliver all that data and all that content ultimately aiming to save you time by understanding these different complex technologies and markets and therefore allowing you to make better decisions as you move forward into these different innovative areas and seek to grow your business. So come by and we'll gladly show you a demo of that and tell you a bit more about the company. So thank you very much for coming. If you have any questions throughout the event please don't hesitate to go to the registration booth or to the ID TechEx booth and we'll help you and allow light to introduce the coming line up this morning. So we have two further Cornerstone presentations following that the format will be is that the trade show will then open and then after the trade show we'll be coming back into eight separate rooms one for each of the topics and you'll be hearing the keynote presenters from each of those different topic areas and then we go into the full agenda.