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
Pollution and climate change threaten to make life on this planet unbearable and unsustainable
We need technological solutions to address our pollution Problem
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
PolyThermTeam 607
Interviews: Total
Total 103
In Person 68
Idea: make thermal interface materials
Customers: all electronics segments
Market: Billions
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
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
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
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
Like everybody, we talked to everybody
Team 607
The Value of Video Calls
Team 607
-Consumer Electronics
-100k for Research
What we(thought) we learned
Team 607
Consumer Electronics
Avionics Servers
LEDsPower
Electronics
What we(thought) we learned
Team 607
Consumer Electronics
Avionics Servers
LEDsPower
Electronics
What we(thought) we learned
Team 607
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
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
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
What we thought customers need
Heat Sink
TIM
Electronics
Module
Customer
Supplier 1
Supplier 2
Supplier 3
$20
$2
$180
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
Current Solutions
Gap Pad
Easy to installHigh resistance
Thermal Grease
Low resistance Hard to install
Our Solution
Easy to install Low resistance
Cost?
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.
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
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
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