pollution and climate change threaten to make life on this ... · improved product performance...

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Pollution and climate change threaten to make life on this planet unbearable and unsustainable

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Page 1: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

Pollution and climate change threaten to make life on this planet unbearable and unsustainable

Page 2: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

Pollution and climate change threaten to make life on this planet unbearable and unsustainable

We need technological solutions to address our pollution Problem

Page 3: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

Pollution and climate change threaten to make life on this planet unbearable and unsustainable

We need technological solutions to address our pollution Problem

Electric Vehicle performance is limited by operating

temperature

Polytherm Solution= Lower Temperature = Longer life

and Improved performance

Page 4: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

PolyThermTeam 607

Interviews: Total

Total 103

In Person 68

Idea: make thermal interface materials

Customers: all electronics segments

Market: Billions

Page 5: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

PolyTherm

Bara Cola, PI

Assoc. Professor in

Mechanical Engineering

Jon Goldman, Mentor

Principal at GT

VentureLab

Matt Smith, EL

PhD student in Materials

Science & Engineering

Team 607

Page 6: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

PolyTherm

Bara Cola, PI

Assoc. Professor in

Mechanical Engineering

Jon Goldman, Mentor

Principal at GT

VentureLab

Tom Bougher, EL

PhD student in

Mechanical Engineering

Matt Smith, EL

PhD student in Materials

Science & Engineering

Team 607

Page 7: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

Original (fairly lame) Business Model Canvas

LED manufacturers

Power electronics packagers

Original design

manufacturers

Military electronicsmanufacturers

Consumer electronics

manufacturers

Personal assistance

Co-creation

Self-service

Salesforce

Websales

Wholesales

Increased

electronics reliability

Improved product performance

Lower product cost

Easier assembly

Reduced package weight and size

Fabrication

Thermal managementdesign

Template manufacturer

Polymer suppliers

Distributors

Value driven

Fixed cost

Intellectual property

and trade secrets

People/grad students

Test and validation

lab

Key Partners Key Activities Value Proposition

Key Resources

Customer

Relationship

Channels

Customer Segments

Revenue Streams

CostStructure

Material sales

Engineering consulting

Package assembly

Page 8: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

Original (fairly lame) Business Model Canvas

LED manufacturers

Power electronics packagers

Original design

manufacturers

Military electronicsmanufacturers

Consumer electronics

manufacturers

Personal assistance

Co-creation

Self-service

Salesforce

Websales

Wholesales

Increased

electronics reliability

Improved product performance

Lower product cost

Easier assembly

Reduced package weight and size

Fabrication

Thermal managementdesign

Template manufacturer

Polymer suppliers

Distributors

Value driven

Fixed cost

Intellectual property

and trade secrets

People/grad students

Test and validation

lab

Key Partners Key Activities Value Proposition

Key Resources

Customer

Relationship

Channels

Customer Segments

Revenue Streams

CostStructure

Material sales

Engineering consulting

Package assembly

Customer Segments

LED manufacturers

Power electronics

packagers

Original design

manufacturers

Military electronics

manufacturers

Consumer

electronics

manufacturers

Value Proposition

Increased

electronics

reliability

Improved product

performance

Lower product cost

Easier assembly

Reduced package

weight and size

Page 9: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

Like everybody, we talked to everybody

Team 607

Page 10: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

The Value of Video Calls

Team 607

-Consumer Electronics

-100k for Research

Page 11: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

What we(thought) we learned

Team 607

Consumer Electronics

Avionics Servers

LEDsPower

Electronics

Page 12: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

What we(thought) we learned

Team 607

Consumer Electronics

Avionics Servers

LEDsPower

Electronics

Page 13: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

What we(thought) we learned

Team 607

Page 14: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

Intermediate Business Model Canvas

Team 607

Get: tradeshows, conferences, SEM, Site visits, sample testing

Keep: Site visits, tech support, conferences

Grow: co-creation/design

Reduces thermal resistance by 50%, allowing LED brightness to increase by 10%, increasing sales by 1%

Reduces thermal resistance by 50%, reducing temperature by 10C, increasing lifetime by 50%, saving 10% on warranty replacements

Reduce assembly time by 50%, reducing labor costs by 5%

Value

Proposition

Customer

Relationship

Channels

Customer

Segments

Direct sales

Wholesale distribution

Users/Influencers: thermal engineers LED manufacturers

Decision makers: Director/Manager of engineering at LED manufacturer

Influencers: consultants in energy efficiency

Military electronicsmanufacturers

Consumer electronics manufacturers

Page 15: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

Priorities

1. Performance

2. Reliability

3. Cost

4. Packaging

So we went to an LED conference

Team 607

The LED market needs the best

thermal materials!

BeforePriorities

1. Cost

2. Packaging

3. Performance

4. Reliability

Page 16: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

Priorities

1. Performance

2. Reliability

3. Cost

4. Packaging

So we went to an LED conference

Team 607

The LED market needs the best

thermal materials!

Before AfterPriorities

1. Cost

2. Packaging

3. Performance

4. Reliability

The LED market needs the cheapestthermal materials

Page 17: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

What we thought customers need

Heat Sink

TIM

Electronics

Module

Customer

Supplier 1

Supplier 2

Supplier 3

$20

$2

$180

Page 18: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

What customers told us they need

“The only reason I’m at this conference is to find out how to pre-apply a

TIM to a heat sink. Our customer will drop us if we don’t find a solution.”

Heat Sink

TIM

Electronics

Module

Customer

Supplier 1

Supplier 2

$22

$350

Page 19: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

Current Solutions

Gap Pad

Easy to installHigh resistance

Thermal Grease

Low resistance Hard to install

Our Solution

Easy to install Low resistance

Cost?

Page 20: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

Power-Semi Channel/workflow

flow Diagram

Team 607

Heat Sink Distributor

Power Semiconductor Customers

$400/module

Power-Semi

ManufacturingCompany

1.6 $/sq. in.

Our material is ~2% or less of the cost of a fixture

Potential Partnerships

physical goodpayment (reverse)

Thermal Solution

Supplier (OEM)

Heat Sink Supplier

Polytherm

Polymeric Materials Supplier

1 $/sq. in. $8 – TIM$40 – heat sink

$40 – heat sink

AAO Template Supplier

1 $/sq. in.

Page 21: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

LED: Increases revenue

by 1% by reducing thermal resistance by 50% and heat sink size by 10%

POWER: Increases revenue 5% by reducing thermal resistance 50% and allowing for 5% more power per module

BOTH: TIM materials pre-applied on heat sinks/substrates will improve margins 5% through 50% reduced assembly cost and 15% reduced failures.

Value Proposition

CustomerRelationship

Channels

Customer Segments

Direct sales

Wholesale distribution

Users/Influencers:

thermal engineers LED

manufacturers

& power module

packagers

Decision makers:

Director/Manager of

engineering at LED

manufacturer & power

module customers

Get: tradeshows,

conferences, SEM,

Site visits, sample

testing

Keep: Site visits,

tech support,

conferences

Grow: co-creation

Template manufacturer

Distributors

Heat sink suppliers

Thermal engineering

design firms

Polymer supplier

Key Partners Key Activities

Fabrication

Applying material

to heat sinks

Thermal design

Key

Resources

Value driven

Volume pricing

Cost structure

Revenue streams

Materials sales

Pre-application of material on

heat sinks

Final Business Model Canvas

Page 22: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

LED: Increases revenue

by 1% by reducing thermal resistance by 50% and heat sink size by 10%

POWER: Increases revenue 5% by reducing thermal resistance 50% and allowing for 5% more power per module

BOTH: TIM materials pre-applied on heat sinks/substrates will improve margins 5% through 50% reduced assembly cost and 15% reduced failures.

Value Proposition

CustomerRelationship

Channels

Customer Segments

Direct sales

Wholesale distribution

Users/Influencers:

thermal engineers LED

manufacturers

& power module

packagers

Decision makers:

Director/Manager of

engineering at LED

manufacturer & power

module customers

Get: tradeshows,

conferences, SEM,

Site visits, sample

testing

Keep: Site visits,

tech support,

conferences

Grow: co-creation

Template manufacturer

Distributors

Heat sink suppliers

Thermal engineering

design firms

Polymer supplier

Key Partners Key Activities

Fabrication

Applying material

to heat sinks

Thermal design

Key

Resources

Value driven

Volume pricing

Cost structure

Revenue streams

Materials sales

Pre-application of material on

heat sinks

Final Business Model Canvas

Customer

Segments

Users/Influencers:

thermal engineers LED

manufacturers

& power module

packagers

Decision makers:

Director/Manager of

engineering at LED

manufacturer & power

module customers

Value

Proposition

LED: Increases revenue

by 1% by reducing

thermal resistance by 50%

and heat sink size by 10%

POWER: Increases

revenue 5% by reducing

thermal resistance 50%

and allowing for 5% more

power per module

BOTH: TIM materials pre-

applied on heat

sinks/substrates will

improve margins 5%

through 50% reduced

assembly cost and

Page 23: Pollution and climate change threaten to make life on this ... · Improved product performance Lower product cost Easier assembly Reduced package weight and size Fabrication Thermal

We are a No Go (for now)

Team 607

Not punting!

More testing

needed.Technical Video https://www.youtube.com/watch?v=ysP9orJmr_E

Lessons Learned: https://youtu.be/Jmb3uI0fh7g